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  • All HBS Web  (13,069)
    • People  (39)
    • News  (2,363)
    • Research  (8,181)
    • Events  (23)
    • Multimedia  (127)
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  • August 2022
  • Supplement

Sweet Teez Bakery: Projecting the Dough’s Rise Financial Supplement

By: Emily R. McComb, Mel Martin and Amy Klopfenstein
Abstract: In 2021, the HBS Impact Investment Fund student team met with entrepreneur Teresa Maynard, who had applied for a $25,000 impact investment loan. The students thought the former Harvard Data Scientist’s bakery business, Sweet Teez Bakery, showed promise.... View Details
Keywords: Impact Investment; Entrepreneurship; Social Entrepreneurship; Finance; Investment; Goods and Commodities; Financial Reporting; Small Business; Food and Beverage Industry; Massachusetts; United States
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McComb, Emily R., Mel Martin, and Amy Klopfenstein. "Sweet Teez Bakery: Projecting the Dough’s Rise Financial Supplement." Harvard Business School Spreadsheet Supplement 223-702, August 2022.
  • 15 Aug 2007
  • Op-Ed

3 Steps to Reduce Financial System Risk

advances in what is called "credit risk transfer" technology have lowered the vulnerability of the international financial system to any individual bank crisis. There has been less discussion about where the transferred risk has... View Details
Keywords: by Mohamed El-Erian; Financial Services; Financial Services
  • Research Summary

Negotiation Analysis and the Structuring of Financial Transactions

Jay O. Light is developing materials that will explore how negotiation analysis and related techniques can be used in structuring financial transactions in the context of entrepreneurial situations, and how they might be used to enhance value in private equity... View Details
  • November 1984 (Revised October 1986)
  • Case

Financial Corp. of America (B)

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Jones, E. Philip. "Financial Corp. of America (B)." Harvard Business School Case 285-021, November 1984. (Revised October 1986.)
  • September 2019
  • Teaching Plan

Financial Inclusion at Omidyar Network

By: Vikram S. Gandhi and James Barnett
Teaching Note for HBS No. 218-069. View Details
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Gandhi, Vikram S., and James Barnett. "Financial Inclusion at Omidyar Network." Harvard Business School Teaching Plan 320-018, September 2019.
  • September 2018
  • Supplement

Prudential Financial and Asset-Liability Management

By: Aditya Vikram Sunderam and Luis M. Viceira
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Sunderam, Aditya Vikram, and Luis M. Viceira. "Prudential Financial and Asset-Liability Management." Harvard Business School Spreadsheet Supplement 219-726, September 2018.
  • 1993
  • Book

Financial Services: Perspectives and Challenges

By: Samuel L. Hayes III
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Hayes, Samuel L., III, ed. Financial Services: Perspectives and Challenges. Boston, MA: Harvard Business School Press, 1993.
  • June 2009
  • Article

Level Playing Fields in International Financial Regulation

By: Lucy White and Alan Morrison
We analyze the desirability of level playing fields in international financial regulation. In general, level playing fields impose the standards of the weakest regulator upon the best-regulated economies. However, they may be desirable when capital is mobile because... View Details
Keywords: Economy; International Finance; Multinational Firms and Management; Governing Rules, Regulations, and Reforms; Standards; Banking Industry
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White, Lucy, and Alan Morrison. "Level Playing Fields in International Financial Regulation." Journal of Finance 64, no. 3 (June 2009): 1099–1142.
  • Article

Immigrant Entrepreneurs in U.S. Financial History, 1775-1914

Throughout its history, the U.S. has been the beneficiary of a worldwide in-migration of entrepreneurial talent. This article surveys finance, one of the many sectors in which immigrants made a conspicuous impact. Part I demonstrates the dominant role of immigrants in... View Details
Keywords: History; Talent and Talent Management; Groups and Teams; Entrepreneurship; Policy; Immigration; Banks and Banking; United States
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McCraw, T. K. "Immigrant Entrepreneurs in U.S. Financial History, 1775-1914." Capitalism and Society 5, no. 1 (January 2010): 1–47.
  • January 2022 (Revised March 2022)
  • Module Note

Analysis of Financial and Non-Financial Information for Forecasting Performance

By: Charles C.Y. Wang
This note describes the main themes and cases of a teaching module on the analysis of information from, and outside of, financial statements for forecasting firms’ future financial performance. The module’s pedagogical goal is to deepen students’ understanding of the... View Details
Keywords: Financial Reporting; Performance; Analysis; Valuation; Accounting; Finance
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Wang, Charles C.Y. "Analysis of Financial and Non-Financial Information for Forecasting Performance." Harvard Business School Module Note 122-071, January 2022. (Revised March 2022.)
  • April 1992 (Revised October 1996)
  • Case

Roosevelt Financial Group, Inc. (A)

By: Mary E. Barth and Krishna G. Palepu
Keywords: Financial Services Industry
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Barth, Mary E., and Krishna G. Palepu. "Roosevelt Financial Group, Inc. (A)." Harvard Business School Case 192-138, April 1992. (Revised October 1996.)
  • March 1991 (Revised May 1991)
  • Case

Charles Schwab: Financial Advisors Service

By: Steven C. Wheelwright
Keywords: Product Development; Innovation and Invention; Financial Services Industry
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Wheelwright, Steven C. "Charles Schwab: Financial Advisors Service." Harvard Business School Case 691-072, March 1991. (Revised May 1991.)
  • June 2004
  • Teaching Note

First Commonwealth Financial Corporation (TN)

By: Robert S. Kaplan
Teaching Note to (9-104-042). View Details
Keywords: Financial Services Industry; Financial Services Industry; Pennsylvania
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Kaplan, Robert S. "First Commonwealth Financial Corporation (TN)." Harvard Business School Teaching Note 204-171, June 2004.
  • 23 Apr 2014
  • Working Paper Summaries

Corporate Financial Policies in Misvalued Credit Markets

Keywords: by Jarrad Harford, Marc Martos-Vila & Matthew Rhodes-Kropf; Financial Services; Financial Services
  • 2014
  • Article

Corporate Governance and the Financial Crisis in Italy

By: Dante Roscini
The financial crisis hit Italy harder than many other Eurozone countries. In part this was due to the fact that the crisis came upon a system that was weakened by years of sub-par economic growth. One of the several endogenous factors that explain the stagnation of the... View Details
Keywords: Financial Crisis; Corporate Governance; Italy; European Union
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Roscini, Dante. "Corporate Governance and the Financial Crisis in Italy." Journal of Modern Italian Studies 19, no. 4 (2014): 389–395.
  • Teaching Interest

Empirical Research in Financial Reporting and Corporate Governance

By: Suraj Srinivasan
This course is a survey of financial accounting research intended for doctoral students. The primary purpose of the course is to introduce fundamental research themes and methodologies used in empirical financial accounting research. Participants will become... View Details
  • June 2010 (Revised September 2011)
  • Case

The Southeast Bank of Texas in the Financial Crisis

By: Robert C. Pozen and Benjamin Greff Schneider
The Southeast Bank of Texas, like most other financial institutions in the U.S., has fallen on hard times during the financial crisis of the past year. Now, in March 2009, the bank is faced with several choices as a result of the new reforms spawned from the financial... View Details
Keywords: Decision Choices and Conditions; Financial Crisis; Capital; Financial Liquidity; Governing Rules, Regulations, and Reforms; Policy; Banking Industry; Texas
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Pozen, Robert C., and Benjamin Greff Schneider. "The Southeast Bank of Texas in the Financial Crisis." Harvard Business School Case 310-141, June 2010. (Revised September 2011.)
  • April 2011
  • Teaching Note

The Financial Crisis of 2008 (TN)

By: J. Gunnar Trumbull
Teaching Note for 709036. View Details
Keywords: Financial Crisis
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Trumbull, J. Gunnar. "The Financial Crisis of 2008 (TN)." Harvard Business School Teaching Note 711-092, April 2011.
  • 08 Jan 2018
  • Research & Ideas

The Startling Percentage of Financial Advisors with Misconduct Records

iStock Even as President Donald Trump and Republican leaders seem set on a course to weaken Obama-administration consumer protection regulations, a soon-to-be-published study reports that 7.3 percent of financial advisors in the United... View Details
Keywords: by Michael Blanding; Financial Services
  • August 1994 (Revised July 1995)
  • Background Note

Financial Reporting and Control, Course Overview

By: Robert L. Simons and Antonio Davila
Keywords: Financial Reporting
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Simons, Robert L., and Antonio Davila. "Financial Reporting and Control, Course Overview." Harvard Business School Background Note 195-117, August 1994. (Revised July 1995.)
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