Financial Services Referrals - Publications - Faculty & Research

01 Sep 2018
News

After the Fall

Ten years ago, the global financial system teetered dangerously on the edge of total collapse. What began as a subprime mortgage crisis in the United States developed into a full-blown meltdown, causing the collapse of major banks... View Details

Keywords: Jennifer Myers; illustration by Dan Bejar; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

23 Sep 2021
News

Confronting Sustainability in Business; Pro-Bono Consulting for Black-Owned Companies

consequences of our actions—not only for financial and physical capital but also for human, social, and natural capital.” HBS Professor George Serafeim discusses impact-weighted accounts during the first virtual talk in the HBS Club of... View Details

Keywords: Margie Kelley

08 Mar 2016
First Look

March 8, 2016

https://www.hbs.edu/faculty/Pages/item.aspx?num=50668 forthcoming Journal of Marketing Research Design of Search Engine Services: Channel Interdependence in Search Engine Results By: Edelman, Benjamin, and Zhenyu Lai Abstract—The authors examine prominent placement of... View Details

Keywords: Sean Silverthorne

01 Mar 2009
News

First Students Accepted to Deferred Admission Program

will begin the MBA Program in 2011 as members of the Class of 2013. The 2+2 Program “contradicts the conventional — and incorrect — notion that prospective students must have worked for five or six years before applying to the School,” says Deirdre Leopold (MBA ’80),... View Details

Keywords: Educational Services; Educational Services

07 Sep 2016
News

Appreciating the Big Role of Small Business

and Royce Yudkoff are leading the course Financial Management of Smaller Firms, in which students learn how to identify, acquire, and run small firms. This popular class has led to a shift in mindset, helping HBS MBAs see new... View Details

01 Mar 2009
News

A New Approach to Health-Care Reform

they know what disruptive innovation means, but I’ve found it’s often misunderstood. The simplest way to describe it — in a way that applies to health care or any industry — is innovation that transforms a product or service that... View Details

Keywords: Deborah Blagg; Health, Social Assistance

25 Aug 2022
News

A New Platform for Alumni Engagement

panel discussing AI in financial services. “My objective as a founder of an AI-driven company was to ground how we actually use it,” says Salas. “I wanted to give concrete examples of how AI is enabling us to provide View Details

Keywords: April White

01 Sep 2011
News

Alumni Book Briefs

loyalty) into a full-fledged management system that results in extraordinary financial and competitive results. They define the fundamental concept of Net Promoter; explain its connection to a company’s growth and sustained success;... View Details

Keywords: Management, Scientific, and Technical Consulting Services; Management, Scientific, and Technical Consulting Services; Management, Scientific, and Technical Consulting Services; Management, Scientific, and Technical Consulting Services

01 Mar 2011
News

Fiscal Year Ends on Upbeat Note

HBS entered fiscal 2010 with an aggressive plan to reduce costs in anticipation of a prolonged period of diminished revenue in the wake of the global financial crisis. But when the books closed last June, the School’s View Details

Keywords: alumni; Educational Services; Educational Services

16 Sep 2010
News

Idea Takes Root

early August to lead the effort — the International Integrated Reporting Committee (IIRC). Eccles is a leading voice in support of integrating financial and nonfinancial information into a single report to ensure sustainable business... View Details

Keywords: Roger Thompson; Corporate Services

19 Apr 2016
First Look

April 19, 2016

involvement of nonbank institutions and, in particular, the rise of mutual fund participation in the leveraged loan market after the financial crisis. Based on the wider syndication, (narrower) skills, and diverse incentives of nonbank... View Details

Keywords: Sean Silverthorne

01 Feb 1999
News

Entrepreneurs Speak at HBS

companies with estimated annual revenues of $4 billion, is one of the world's most colorful business leaders. His oft-repeated message: "If your business isn't fun, it's ultimately going to be worthless to you." From its airline to View Details

Career Coach

Phil Wong

Phil (Caltech ‘05, HBS ‘10) is currently the CFO and co-founder of Sevi Health, a healthcare startup on a mission to simplify primary care in the US. His role at Sevi focuses on acquiring clinics, integrating housing and healthcare for seniors living in senior... View Details

Keywords: Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All)

01 Jun 2014
News

Ask the Expert: Braving an Insecure New World

more private letter, to choosing to use a credit card rather than cash for our purchases. Make no mistake: Big Data knows more about you than Big Brother ever will! Data-driven innovation to improve the technologies and services that we... View Details

Keywords: cybersecurity; Information

29 Mar 2016
First Look

March 29, 2016

https://www.hbs.edu/faculty/Pages/item.aspx?num=50822 forthcoming Manufacturing & Service Operations Management How Do Customers Respond to Increased Service Quality Competition? By: Buell, Ryan W.,... View Details

Keywords: Sean Silverthorne

30 Oct 2014
Working Paper Summaries

Housing Collateral, Credit Constraints, and Entrepreneurship-Evidence from a Mortgage Reform

Keywords: by Thais Laerkholm Jensen, Søren Leth-Petersen & Ramana Nanda; Financial Services; Financial Services; Financial Services

May 1998
Teaching Note

Apex Investment Partners (A) and (B), Teaching Note

By: Josh Lerner

Teaching Note for (9-296-028) and (9-296-029). View Details

Keywords: Financial Services Industry; Financial Services Industry

Citation

Purchase

February 2025
Case

Blue Owl Financing of Ping Identity

By: Victoria Ivashina and Srimayi Mylavarapu

In the fall of 2022, Blue Owl Capital's investment committee evaluated a potential investment in the technology sector. The proposed transaction centered on Ping Identity Corporation (“Ping”), a fast-growing identity access management (IAM) software company that was... View Details

Keywords: Mergers and Acquisitions; Borrowing and Debt; Cash Flow; Investment; Privatization; Financial Services Industry; Financial Services Industry

Citation

Educators

Purchase

July 2024
Case

Roja Garimella: Developing a Founder's Judgment

By: Reza Satchu and Patrick Sanguineti

Roja Garimella’s path to becoming a founder was anything but straight. Setting her sights on a career in medicine since childhood, she committed to medical school with her acceptance to college. And yet, throughout her studies, she continually explored alternative... View Details

Keywords: Entrepreneurship; Personal Development and Career; Entrepreneurial Finance; Business Startups; Judgments; Financial Services Industry; Financial Services Industry

Citation

Educators

Purchase

September 1985 (Revised January 1986)
Case

Peter Wendell

By: William A. Sahlman

Contains a description of a decision confronting an employee of IBM in late 1981. Should he leave IBM to become head of a new venture capital fund which will specialize in technology investments? The case is designed to expose students to the nature of the opportunity... View Details