Publications

June 1994 (Revised September 1995)
Case

Leland O'Brien Rubinstein Associates, Inc.: SuperTrust

Leland O'Brien Rubinstein Associates, Inc. (LOR), which profited by selling portfolio insurance to institutional investors, attempts to rebuild itself after the 1987 stock market crash by creating new products to meet the unsatisfied needs of equity investors. LOR... View Details

Keywords: Product Development; Financial Services Industry; United States

2008
Working Paper

Just Keep My Money! Supporting Tax-time Savings with U.S. Savings Bonds

This paper reports the results of a 2007 experiment testing if specific process simplification can foster increased take-up rates for savings products, particularly by low-to-moderate income (LMI) households. Tax refund recipients at certain H&R Block tax preparation... View Details

Keywords: Household; Income; Bonds; Investment; Personal Finance; Saving; Taxation; United States

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March 1994 (Revised September 1995)
Case

Enron Gas Services

The CEO of Enron Gas Services (EGS), a subsidiary of the largest U.S. integrated natural gas firm, considers the risks and opportunities of selling a variety of natural gas derivatives, both embedded in gas delivery contracts and as free-standing financial contracts.... View Details

Keywords: Risk Management; Energy Sources; Financial Services Industry; Energy Industry

Web

Global Impact of the Collapse | Baker Library | Bloomberg Center | Harvard Business School

default swap contracts. As confidence in the banks eroded, borrowing rates rose and home foreclosures continued to spike. Lawrence McDonald, author and a former vice-president at Lehman Brothers, reflects back on the devastating cost brought about View Details

January 2024
Case

Net Zero Insurance Alliance: An Alliance in Crisis

By: Peter Tufano and Karina Val

The Net Zero Insurance Alliance (NZIA), a UN-convened alliance of major global insurers, was formed in 2021, but by 2023 had lost over 60% of its members. While NZIA had enjoyed a rapid and productive start by setting standards for the industry and sharing best... View Details

Keywords: Climate Change; Insurance; Standards; Alliances; Business and Government Relations; Cooperation; Insurance Industry

February 1994 (Revised September 1995)
Case

Leland O'Brien Rubinstein Associates, Inc.: Portfolio Insurance

Leland O'Brien Rubinstein Associates, a small financial advisory firm founded in 1980, has created a successful business by selling a product commonly known as portfolio insurance. Portfolio insurance is a trading strategy that institutional investors use to establish... View Details

Keywords: Investment Portfolio; Insurance; Product; Financial Services Industry

Web

Lehman Brothers Timeline | Baker Library | Bloomberg Center | Harvard Business School

Library Search Search Search Lehman Brothers: 1850 - 2008 Exhibition Lehman Brothers Timeline 1844 Henry Lehman emigrates from Rimpar, Germany, and settles in Montgomery, Alabama, where he opens a general store specializing in dry goods. 1850s Henry Lehman is joined... View Details

Web

Organizational Behavior - Faculty & Research

evolution of managerial careers in our society, managing diversity, and organizational design and change to meet evolving needs and expectations in a changing world. Recent Publications Scaling Up Transformational Innovations By: Peter... View Details

Web

HBS - The year in Review

in the fields of business administration, business economics, and organizational behavior. Class Day remarks were made by Class of 2022 Student Association Co-Presidents Brett Andersen and Irvin Gómez followed View Details

01 Dec 2023
News

The Imposter Among Us

Edited by Jen McFarland Flint; Illustrations by Peter Arkle It was their rst day at Harvard and like the rest of his cohort, Edgar Wallner (PMD 22, 1971) will never forget... View Details

Keywords: Business Schools & Computer & Management Training; Educational Services

Web

Business & Environment - Faculty & Research

Batteries Meet Hydrogen: Dual-Storage Investments for Load-Shifting Purposes." Working Paper, October 2024. The Case for Climate Alliances By: Matteo Gasparini , Knut Haanaes, Emily Tedards and Peter Tufano... View Details

April 2009 (Revised November 2012)
Case

Sermo, Inc.

By: Thomas R. Eisenmann and Lars Peter Christian Nielsen

Sermo operates the leading online professional network for physicians in the United States. Doctors use Sermo free of charge to post surveys regarding diagnostic and treatment concerns and to discuss these concerns, as well as challenges with managing their practices.... View Details

Keywords: Entrepreneurship; Health Care and Treatment; Knowledge Sharing; Two-Sided Platforms; Conflict and Resolution; Social and Collaborative Networks; United States

January 1993 (Revised August 2003)
Case

Sally Jameson: Valuing Stock Options in a Compensation Package

Details a thinly disguised situation faced by a recent Harvard MBA graduate who was forced by a prospective employer to place a dollar value on a grant of stock options. There are two objectives: 1) Serves as an introduction to option valuation, in which students have... View Details

Keywords: Valuation; Stock Options; Compensation and Benefits

January 2007 (Revised October 2008)
Case

H&R Block 2006

Mark Ernst, the Chairman, CEO and President of H&R Block, has to decide how to respond to a competitive threat posed by a competitor's refund-lending product. Block is the largest U.S. tax preparation firm, which competes not only on its tax preparation services, but... View Details

Keywords: Ethics; Financing and Loans; Personal Finance; Taxation; Corporate Social Responsibility and Impact; Competition; Financial Services Industry