Financial services - Publications - Faculty & Research

15 Feb 2012
Op-Ed

Occupy Wall Street Protestors Have a Point

fragility of the financial markets. They thought the financial world had become detached from the real economy. And they were upset by the potential for populist reaction to these problems that could lead to... View Details

Keywords: by Joseph L. Bower, Herman B. Leonard & Lynn S. Paine

21 Aug 2019
Blog Post

Leveraging Academic Opportunities to Attain My Post-HBS Job

company I was considering joining after school. Enter Plaid. Plaid is a startup that enables businesses to access their users’ financial information by streamlining the connection to their users’ bank accounts. This View Details

01 Sep 2018
News

Research Brief: Where Top-Down Tops Out

Raffaella Sadun (photo by Russ Campbell) Raffaella Sadun (photo by Russ Campbell) In the face of economic challenges, hospitals in the English National Health Service have turned to a strategy that has proven effective for small private... View Details

Keywords: Jennifer Myers

Profile

Lisa Cousins

of attending HBS. My parents don't have university degrees, and they wanted to ensure my brothers and I could achieve what we wanted in life without financial or educational limitations. They always emphasized the importance of school,... View Details

Keywords: Services; Services

06 Nov 2012
First Look

First Look: November 6

foreign-born financial specialists-immigrants-solved the fiscal crisis and set the United States on a path to long-term economic success. Pulitzer Prize-winning author Thomas K. McCraw analyzes the skills and worldliness of Alexander... View Details

Keywords: Sean Silverthorne

November 1999 (Revised July 2001)
Case

New Profit Inc.: Governing the Nonprofit Enterprise

By: Robert S. Kaplan

New Profit, Inc. (NPI) is an innovative venture philanthropy fund. Founded by social entrepreneur Venessa Kirsch, NPI intends to raise large donations from individuals who wish to invest in nonprofit enterprises that could have a significant social impact and the... View Details

Keywords: Balanced Scorecard; Nonprofit Organizations; Venture Capital; Social Entrepreneurship; Corporate Governance; Performance Evaluation; Financial Statements; Philanthropy and Charitable Giving; Service Industry

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Fast Answer

HBS Course: Starting a Private Investment Firm

What resources are recommended for this course? Suggested Resources Private Equity - Funds, Firms, Transactions, etc. Pitchbook
Information on companies, deals, funds, investors and... View Details

Web

Student Association | MBA

social events, and, offering products and services to students (e.g., yearbook and the HBS Survival Guide). All members of the MBA student body are members of the SA. HBS is about the people — the relationships, peer learning, memorable... View Details

16 May 2017
News

Facing the Board

great deal financially for BlackRock, but there is concern with the execution and how to integrate the cultures of the two businesses. “Our people are our biggest asset, and we are afraid this could erode that asset,” she said. “Is there... View Details

Keywords: Jennifer Myers; photos by Susan Young; Blackrock; The Boardroom

01 Dec 2003
News

An Authentic Leader

that focuses on the short term? I think to some extent business schools focus too much on developing people for the financial community and consulting, both of which are very numbers-oriented. There’s nothing wrong with being analytical.... View Details

Keywords: Roger Thompson; Educational Services; Educational Services

Profile

Jeff Bussgang

and financial services firm that is helping more than 12 million families save over $20 billion for college. Since January 2003, he has been a partner at Flybridge Capital Partners, an early-stage venture... View Details

12 Jun 2017
Blog Post

Doubts about Applying to HBS

Street, I transitioned to working at Sponsors For Educational Opportunity (SEO) as an Assistant Director of Recruiting and Development. At SEO, I leveraged my experience in financial services and passion... View Details

20 Jan 2015
First Look

First Look: January 20

attention to increase financial inclusion among individuals with historically no access to banking or financial services in countries around the world with large underserved... View Details

Keywords: Sean Silverthorne

10 Apr 2007
First Look

First Look: April 10, 2007

was concerned, however, that the firm's success, and the changing landscape of the financial services industry, were challenging the core aspects of the strategy that had brought the firm so far. He knew... View Details

Keywords: Martha Lagace

14 May 2024
Blog Post

Creating Emerging Markets Sustainability Series - How to Build a Culture of Intrapreneurship

is the Co-Founder and Executive Director of InGenia Uruguay, an outsourcing and strategic consultancy services company based in Montevideo. Established in 2003, InGenia specializes in risk management for Uruguay’s View Details

01 Feb 1997
News

OPM Celebrates 21st Anniversary at Gala Florida Reunion

and develop friendships with those outside your class as well." The academic program began early the next day and included presentations by W. Earl Sasser, Jr., the UPS Foundation Professor of Service Management and chair of the School's... View Details

04 Mar 2009
Op-Ed

Credit is Not the Bogey

In this recession, we seek the bogey. If we can identify a villain, the recourse is simple: slay (or neutralize, or bail out) it. The search harks back to a management primer: identify the problem; find the solution. The search has centered on the credit industry: the... View Details

Keywords: by Nicolas P. Retsinas & Eric S. Belsky; Financial Services; Financial Services; Financial Services

October 2024
Case

Grain Management

By: Archie Jones, Michael Norris, Alliyah Gary and Chelsea Grain-Jefferson

Keywords: Family Business; Entrepreneurship; Private Equity; Management Succession; Ownership Stake; Retirement; Financial Services Industry; Financial Services Industry; United States

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Educators

March 2024 (Revised June 2024)
Case

Kashat: Navigating the Uncertainties of the Egyptian Fintech Market

By: Paul A. Gompers and Ahmed Dahawy

Karim Nour, the founder of Kashat, an Egyptian nano-lending fintech company, is contemplating how to manage the growth of his startup. Over the summer of 2022, Kashat's loan disbursements had grown by nearly 40%, fueled by macroeconomic instability in Egypt. However,... View Details

Keywords: Fintech; Business Model; Developing Countries and Economies; Acquisition; Business Exit or Shutdown; Mobile and Wireless Technology; Business Growth and Maturation; Business Startups; Financing and Loans; Capital; Financial Services Industry; Financial Services Industry; Egypt

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November 2023 (Revised July 2024)
Case

Aviva plc: Examining Net Zero

By: Peter Tufano, Brian Trelstad and Matteo Gasparini

The board of Aviva Plc, one of the world’s largest insurers, must review its climate risk exposures and evaluate next steps. Risk experts at the firm have conducted a robust set of analyses prepared for its regulator, the Bank of England, simulating how various climate... View Details