Publications

October 2001 (Revised November 2001)
Case

Provident Life and Accident Insurance: The Acquisition of Paul Revere

By: Mihir A. Desai, Frank Williamson, Mark Veblen and Yuming Zou

Provident Life & Accident Insurance Co. has made an initial bid to acquire a primary competitor, Paul Revere, from conglomerate, Textron. The due diligence process uncovers a significant block of problematic disability insurance policies. Provident is forced to assess... View Details

Keywords: Insurance; Financial Management; Mergers and Acquisitions; Policy; Investment; Business Strategy; Cash Flow; Price; Bids and Bidding; Financial Reporting; Business Conglomerates; Insurance Industry; Service Industry

29 Jan 2008
First Look

First Look: January 29, 2008

outside directors implementing MV shareholder proposals reap the benefits of their responsiveness in the directors market through a higher likelihood of retaining their Board seat and a higher increase (or lower decrease) in the number of... View Details

Keywords: Martha Lagace

01 Jun 2014
News

Ask the Expert: Braving an Insecure New World

Are limits or balance possible? Clemens Aichholzer (MBA 2003), London, England Additional Reading Scott Howe (MBA 1994) is making Big Data–driven marketing more transparent We've been trading privacy for convenience for a long time—from... View Details

Keywords: cybersecurity; Information

Fast Answer

Fixed Income Research: bond data, ratings, and reports

Research Topics Suggested Resources Bond data FactSet A comprehensive platform used to analyze financial data from global fixed income markets. Individual accounts needed. Please see More Info page for instructions on signing up... View Details

01 Dec 1998
News

Chalsty Fellowship Will Help Black South Africans Attend HBS

1969 as an oil analyst. He was named director of research in 1971 and became head of the firm's investment banking division in 1979. Appointed chairman of DLJ 's capital markets group in 1984, Chalsty became president and CEO in 1986 and... View Details

01 Mar 2004
News

Reforming Company Boards

Solutions for Better Corporate Governance (Bloomberg Press) emphasizes accountability, transparency, performance measurement, and a strong system of checks and balances in its practical approach to reform. Why did you write this book? After 25 years of advising... View Details

Keywords: Corporate Services

November 1999 (Revised April 2003)
Case

Financing the Mozal Project

By: Benjamin C. Esty and Fuaad Qureshi

It is June 1997, and a team from the International Finance Corp. (IFC) is recommending that the board approve a $120 million investment in a $1.4 billion aluminum smelter in Mozambique, known as the Mozal project. Four factors make the investment controversial: it... View Details

Keywords: Investment; Capital Markets; Emerging Markets; Projects; Financial Management; Risk and Uncertainty; Developing Countries and Economies; Metals and Minerals; Financial Strategy; Government and Politics; International Finance; Infrastructure; Mozambique

01 Mar 2004
News

Ron Shaich’s Café Society

Ron Shaich (MBA 1978) is cofounder, chairman, and CEO of Panera Bread, the fast-growing bakery-café chain with over six hundred locations in mostly suburban markets across the United States. Panera’s ability to deliver high-quality food... View Details

Keywords: Susan Young; Food Services and Drinking Places; Hospitality

06 Oct 2009
First Look

First Look: October 6

PublicationsDoes Foreign Direct Investment Promote Growth? Exploring the Role of Financial Markets on Linkages Authors:Laura Alfaro, Sebnem Kalemli-Ozcan, Areendam Chanda, and Selin Sayek... View Details

Keywords: Martha Lagace

April 2009
Teaching Note

First National Bank's Golden Opportunity (TN)

By: Shawn A. Cole

Teaching Note for [208072]. View Details

Keywords: Saving; Product; Interest Rates; Personal Finance; Cost vs Benefits; Risk and Uncertainty; Investment; Problems and Challenges; Demand and Consumers; Product Launch; Banks and Banking; Banking Industry; South Africa

15 Feb 2017
Op-Ed

What Africa Can Teach the United States About Funding Infrastructure Projects

conditions in the world today: the declining capabilities of government, the massive size and increasing sophistication of the global financial markets, and the impacts of new technologies that leapfrog large centralized projects and put... View Details

Keywords: by John Macomber; Construction

March 2010 (Revised March 2012)
Teaching Note

PNC Financial: Grow Up Great (TN) (A) and (B)

By: Christopher Marquis, V. Kasturi Rangan and Bobbi Thomason

Teaching Note for [409108]. View Details

Keywords: Investment; Problems and Challenges; Opportunities; Leadership; Early Childhood Education; Brands and Branding; Organizational Structure; Success; Financial Services Industry

01 Jun 2009
News

Career Services Steps Up Alumni Support

Last fall, as world economies began to tremble from the collapse of the financial sector, HBS Alumni Career Services enhanced its suite of career offerings for alumni. “We anticipated an increase in the demand for individual career... View Details

Keywords: Margie Kelley; Educational Support Services; Educational Services

18 Jul 2006
First Look

First Look: July 18, 2006

than $100 million. These transactions are large enough to require the help of a financial adviser and attract both strategic and financial bidders. The sale process described is that of a private auction,... View Details

Keywords: Sean Silverthorne

17 Jan 2020
Blog Post

Going the Distance for Investment Excellence

Speaking to Sean Cameron (MBA 2010) is a bit like having a spirited dialogue with a tenured HBS professor. His financial vernacular spilling over into conversation like a textbook; his knowledge of and passion for macroeconomics,... View Details

01 Dec 2010
News

Eight Join HBS Faculty

Management. After completing his doctorate, Serafeim accepted a teaching position at HBS, one of eight newcomers to join the faculty. Serafeim, an assistant professor in the Accounting & Management Unit, teaches the first-year course View Details

December 2003 (Revised October 2014)
Case

Alusaf Hillside Project

By: Kenneth S. Corts and John R. Wells

The aluminum industry has suffered from long periods of depressed prices and profits interspersed with relatively short-lived price and profit peaks. The case investigates why this has occured, focusing on the decision Alusaf must make on whether to invest in a major... View Details

Keywords: Decision Making; Business Cycles; Financial Crisis; Metals and Minerals; Financial Strategy; Investment; Price; Profit; Demand and Consumers; Industry Structures

23 May 2019
News

Michael R. Bloomberg, MBA 1966

computerize financial data and provide investment professionals with real-time market information and analysis. The computer terminal he and his partners created, which became known as the Bloomberg... View Details

Keywords: Susan Young

September 2011 (Revised September 2011)
Case

Perella Weinberg Partners: New Firm, Old Values

By: Clayton S. Rose and Aman Malik

In the five years since it opened its doors, the investment banking boutique Perella Weinberg Partners had grown into a firm that advised a roster of blue-chip clients on critical transactions and had over $8 billion of client assets under management. The three... View Details

Keywords: Cost; Investment Banking; Growth and Development; Compensation and Benefits; Growth and Development Strategy; Market Entry and Exit; Going Public; Banking Industry