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  • September 2016
  • Supplement

Financial Services at Falabella (B)

By: C. Fritz Foley and Agustin M. Hurtado
Supplements the (A) case and provides an update describing choices Falabella made. View Details
Keywords: Consumer Credit; Financial Management; Corporate Strategy; Credit; Financial Institutions; Financial Services Industry
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Foley, C. Fritz, and Agustin M. Hurtado. "Financial Services at Falabella (B)." Harvard Business School Supplement 217-017, September 2016.
  • November 1984 (Revised October 1986)
  • Case

Financial Corp. of America (B)

Citation
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Jones, E. Philip. "Financial Corp. of America (B)." Harvard Business School Case 285-021, November 1984. (Revised October 1986.)
  • September 2019
  • Teaching Plan

Financial Inclusion at Omidyar Network

By: Vikram S. Gandhi and James Barnett
Teaching Note for HBS No. 218-069. View Details
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Gandhi, Vikram S., and James Barnett. "Financial Inclusion at Omidyar Network." Harvard Business School Teaching Plan 320-018, September 2019.
  • September 2018
  • Supplement

Prudential Financial and Asset-Liability Management

By: Aditya Vikram Sunderam and Luis M. Viceira
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Sunderam, Aditya Vikram, and Luis M. Viceira. "Prudential Financial and Asset-Liability Management." Harvard Business School Spreadsheet Supplement 219-726, September 2018.
  • 1993
  • Book

Financial Services: Perspectives and Challenges

By: Samuel L. Hayes III
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Hayes, Samuel L., III, ed. Financial Services: Perspectives and Challenges. Boston, MA: Harvard Business School Press, 1993.
  • 2015
  • Working Paper

Executives' Financial Preferences and Shareholder Tax Outcomes

By: Gerardo Pérez Cavazos and Andreya M. Perez-Silva
We demonstrate that executives’ personal financial preferences impact both layers of shareholder taxes, corporate taxes and corporate payouts. We reconstruct executives’ insider equity portfolios to quantify their personal incentives and analyze stock sales that reveal... View Details
Keywords: Executives; Capital Gain; Dividends; Effective Tax Rate; Tax Avoidance; Taxation; Management Teams; Business and Shareholder Relations
Citation
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Pérez Cavazos, Gerardo, and Andreya M. Perez-Silva. "Executives' Financial Preferences and Shareholder Tax Outcomes." Harvard Business School Working Paper, No. 16-034, September 2015.
  • December 1989
  • Article

Management Turnover and Financial Distress

By: S. C. Gilson
Keywords: Management; Finance
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Gilson, S. C. "Management Turnover and Financial Distress." Journal of Financial Economics 25 (December 1989): 241–262.
  • June 2016 (Revised March 2017)
  • Case

Prudential Financial and Asset-Liability Management

By: Mark S. Seasholes, Adi Sunderam, Luis M. Viceira and Emily A. Chien
Citation
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Seasholes, Mark S., Adi Sunderam, Luis M. Viceira, and Emily A. Chien. "Prudential Financial and Asset-Liability Management." Harvard Business School Case 216-076, June 2016. (Revised March 2017.)
  • January–February 2007
  • Article

Simple Steps to Financial Security

By: Blythe J. McGarvie
Citation
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McGarvie, Blythe J. "Simple Steps to Financial Security." Shattered: Breaking the Glass Ceiling (January–February 2007).
  • July 19, 2011
  • Article

Retirement Challenges for Financial Advisers

By: Robert C. Pozen
Keywords: Retirement; Problems and Challenges; Finance
Citation
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Pozen, Robert C. "Retirement Challenges for Financial Advisers." Registered Rep (July 19, 2011).
  • 1998
  • Working Paper

Capital Allocation in Financial Firms

By: André Perold
Citation
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Perold, André. "Capital Allocation in Financial Firms." Harvard Business School Working Paper, No. 98-072, June 1998.
  • February 2024
  • Teaching Note

Data-Driven Denim: Financial Forecasting at Levi Strauss

By: Mark Egan
Teaching Note for HBS Case No. 224-029. Levi Strauss & Co. (“Levi Strauss”) partnered with the IT services company Wipro to incorporate more sophisticated methods, such as machine learning, into their financial forecasting process starting in 2018. The decision to... View Details
Keywords: Forecasting; Regression; Machine Learning; Artificial Intelligence; Apparel; Corporate Finance; Forecasting and Prediction; AI and Machine Learning; Apparel and Accessories Industry; United States
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Egan, Mark. "Data-Driven Denim: Financial Forecasting at Levi Strauss." Harvard Business School Teaching Note 224-073, February 2024.
  • 04 Aug 2017
  • Working Paper Summaries

Private Equity and Financial Fragility During the Crisis

Keywords: by Shai Bernstein, Josh Lerner, and Filippo Mezzanotti; Financial Services
  • Teaching Interest

Empirical Research in Financial Reporting and Corporate Governance

By: Suraj Srinivasan
This course is a survey of financial accounting research intended for doctoral students. The primary purpose of the course is to introduce fundamental research themes and methodologies used in empirical financial accounting research. Participants will become... View Details
  • January 1994
  • Background Note

Note on Financial Programming Over Long Horizons

By: Timothy A. Luehrman
Introduces students to financial programming as a way to incorporate concepts and tools from modern corporate finance theory into a framework for managing over long horizons. Particular attention is paid to corporate capital budgeting and investment processes. View Details
Keywords: Framework; Theory; Investment; Business Processes; Capital Budgeting; Corporate Finance
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Luehrman, Timothy A. "Note on Financial Programming Over Long Horizons." Harvard Business School Background Note 294-087, January 1994.
  • 1997
  • Chapter

Bank-Based versus Market-Based Financial Systems

By: Brian J. Hall and David E. Weinstein
Keywords: Banks and Banking; Financial Markets; Finance
Citation
Related
Hall, Brian J., and David E. Weinstein. "Bank-Based versus Market-Based Financial Systems." In Bank Structure and Competition. Federal Reserve Bank of Chicago, 1997.
  • 1996
  • Manual

Teacher's Manual for Cases in Financial Engineering: Applied Studies of Financial Innovation

By: Scott P. Mason, Robert C. Merton, André Perold and Peter Tufano
Keywords: Finance; Innovation and Invention; Cases
Citation
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Mason, Scott P., Robert C. Merton, André Perold, and Peter Tufano. Teacher's Manual for Cases in Financial Engineering: Applied Studies of Financial Innovation. Prentice Hall, 1996.
  • 2011
  • Working Paper

Top Executive Background and Financial Reporting Choice

By: Francois Brochet and Kyle Travis Welch
We study the role of executive functional background in explaining management discretion in financial reporting. Taking goodwill impairment as our reporting setting, we focus on top executives (CEOs and CFOs) whose employment history includes experience in investment... View Details
Keywords: Financial Reporting; Goodwill Accounting; Experience and Expertise; Decision Choices and Conditions; Managerial Roles; Agency Theory
Citation
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Brochet, Francois, and Kyle Travis Welch. "Top Executive Background and Financial Reporting Choice." Harvard Business School Working Paper, No. 11-088, February 2011. (Revised November 2011.)
  • February 1992
  • Background Note

Note on Financial Instrument Disclosure

By: David F. Hawkins
Keywords: Financial Instruments; Corporate Disclosure
Citation
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Hawkins, David F. "Note on Financial Instrument Disclosure." Harvard Business School Background Note 192-085, February 1992.
  • September 1985
  • Background Note

Evolution of Consumer Financial Products

By: Dwight B. Crane
Citation
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Crane, Dwight B. "Evolution of Consumer Financial Products." Harvard Business School Background Note 286-016, September 1985.
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