Publications

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December 1998
Case

Retail Financial Services in 1998: Charles Schwab

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Charles Schwab's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

October 1997 (Revised March 1998)
Case

Komatsu Ltd.: Project G's Globalization

By: Christopher A. Bartlett

This case describes the major strategic and organizational transformation at Komatsu aimed at changing it from a Japan-based producer of construction equipment to a truly global company with the ability to leverage its groupwide portfolio of resources and capabilities... View Details

Keywords: Change Management; Construction; Asset Pricing; Investment Portfolio; Global Strategy; Leadership; Resource Allocation; Risk Management; Expansion; Manufacturing Industry; Japan

Keywords: Julia Hanna; Management of Companies and Enterprises; Management of Companies and Enterprises; Management of Companies and Enterprises; Management of Companies and Enterprises; Management of Companies and Enterprises; Management of Companies and Enterprises; Management of Companies and Enterprises; Management of Companies and Enterprises; Management of Companies and Enterprises

01 Mar 2024
News

The Exchange: Takeaways from the Takedown

Professors Eugene Soltes and Aiyesha Dey; image by John Ritter When Sam Bankman-Fried was convicted in 2023 of all seven charges against him related to the cryptocurrency exchange FTX, the jury needed less than five hours to deliberate after a months-long trial. The... View Details

Keywords: Jen McFarland Flint; Securities, Commodities, and Other Financial Investments; Finance

19 Mar 2015
News

Walter Salmon Remembered

working for an investment management firm in Boston. He then served as the Chairman of the Board of the investment management company I started... View Details

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

01 Oct 2001
News

New Economy Notables: Thomas S. Volpe

But his longtime fascination with both the stock market and inventors came to the fore when he entered the New York investment world. After setting up a science and technology investment banking group at... View Details

Keywords: Young, Susan; Finance

03 Mar 2017
News

Big Blue’s Big Bet

that we’re smart in the things we’re attacking, and to try to solve real-world problems that make an impact.” Watson General Manager David Kenny (MBA 1986) adds: “The tech sector tends to reward short-term thinking.” But Watson is... View Details

Keywords: Paul Kix; illustrations by Dan Page

18 Sep 2017
News

Chronicling a Legacy of Alumni Social Impact

Howard Stevenson (photo by Stuart Cahill) Howard Stevenson (photo by Stuart Cahill) [Editor's note: This article was updated November 25, 2019] As former dean of External Relations, longtime faculty member Howard Stevenson met individually with more than 1,000 alumni... View Details

22 Feb 2022
News

Addressing The Financial Security Gap

The pandemic has served as a wake-up call on many fronts, but to Anne Ackerley (MBA 1988), managing director and head of the Retirement Group at BlackRock, it has focused a particular spotlight on the retirement crisis in the United... View Details

Keywords: Jennifer Gillespie

June 2006 (Revised January 2012)
Case

Teena Lerner: Dividing the Pie at Rx Capital (A)

By: Boris Groysberg, Victoria Winston and Robin Abrahams

Teena Lerner started her own hedge fund firm in 2001 after nearly 20 years as a star biotechnology analyst and hedge fund manager. After the start-up phase, her firm became highly profitable. In 2004, however, one of her four analysts lost a lot of money for the firm.... View Details

Keywords: Managerial Roles; Investment Funds; Performance; Business Startups; Compensation and Benefits; Corporate Finance; Financial Services Industry

Student-Faculty-Profile

Michelle Shell & Ryan Buell

them. Ryan: At HBS, research literally meets practice. The questions we tackle arise from a deep understanding of both the extant theory and the real problems managers face. Michelle entered the doctoral program fascinated by impediments... View Details

01 Dec 2011
News

Peak Earth?

quarterly letter to investors that has become a must-read not only for the financial community but also for anyone concerned about climate change, resource depletion, and the environment. Grantham, whose firm manages more than $100... View Details

Keywords: Funds, Trusts, and Other Financial Vehicles; Finance

October 1996 (Revised March 1998)
Case

Schroder Ventures: Launch of the Euro Fund

By: Josh Lerner, Kate Bringham and Nick Ferguson

Schroder Ventures is considering launching a pan-European fund in response to investor demand. This will lead to changes in the interactions between the parent organization and the national affiliates. A related question is the extent to which the private equity model... View Details

Keywords: Change; Private Equity; Investment Funds; Multinational Firms and Management; Product Launch; Europe

March 1995 (Revised March 1995)
Case

Smashing the Cube: Corporate Transformation at CIBA-GEIGY Ltd.

By: David J. Collis and Elizabeth Wynne Johnson

CIBA-GEIGY is a large, diversified multinational corporation that transforms itself in the 1990s through a massive structural and cultural change. The case describes the changes implemented and the processes used to effect change in portfolio, people, and structures.... View Details

Keywords: Restructuring; Change Management; Transformation; Investment Portfolio; Multinational Firms and Management; Organizational Culture; Corporate Strategy

January 1992
Teaching Note

Super Project, The (TN)

By: W. Carl Kester

Teaching Note for (9-112-034). View Details

Keywords: Management Analysis, Tools, and Techniques; Capital; Investment; Decisions

20 Sep 2021
Blog Post

Student Spotlight: Summer Internships in Business and Environment

Associate at Advent International. Clark O'Bannon (MBA 2022, Section C), Summer Internship: Summer Associate at Hancock Natural Resource Group Hancock Natural Resource Group (HNRG), a Manulife Investment View Details

01 Mar 2015
News

A Boomtown's Echo

Beyond the Boom Senior Lecturer John Macomber The oil boom has lowered the unemployment rate in Williston, North Dakota, to less than 1 percent. “With respect to the city, if you want to diversify the economy and make it attractive to live here, then you have to make... View Details

Keywords: Oil and Gas Extraction; Mining

28 May 2019
News

Research Brief: Field Research

philanthropist to give us $1 million to start a nonprofit to design, evaluate, and scale this service.” In 2015, Cole and Kremer launched Precision Agriculture for Development, together with Dan Björkegren of Brown University and Heiner Baumann (MBA 1999), who serves... View Details

Keywords: Jen McFarland Flint; Crop Production; Agriculture

01 Aug 2001
News

Cleveland Global Alumni Conference a Sold-Out Success

Growth," followed four tracks of inquiry: managing innovation, information technology and competitive strategy, transforming the enterprise, and entrepreneurship. "Ours is an era of organizational experimentation," observed Professor Gary... View Details

Keywords: Hanna, Julia; Frank Batten (MBA '52); Colleges, Universities, and Professional Schools; Educational Services

November 2003 (Revised November 2015)
Case

Brazil at the Wheel

By: Geoffrey Jones

Taught in the second-year MBA elective on the Evolution of Global Business. Examines the costs and benefits of the Brazilian government's policies to encourage foreign multinationals to develop an automobile industry during the 1950s. A combination of incentives and... View Details

Keywords: Foreign Direct Investment; Multinational Firms and Management; Policy; Government and Politics; Business History; Business and Government Relations; Auto Industry; Brazil