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  • All HBS Web  (5,303)
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  • April 2000 (Revised June 2000)
  • Case

E-Loan: The CarFinance.com Acquisition

E-Loan is an online mortgage lender that acquired an auto-lending arm in August of 1999. This case examines E-Loan's purchase of CarFinance.com and highlights E-Loan's strategy-setting process. In addition, the case explores business development as a strategic process... View Details
Keywords: Strategic Planning; Internet and the Web; Change Management; Growth and Development Strategy; Financial Services Industry
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Hansen, Morten T., and Jeffrey Berger. "E-Loan: The CarFinance.com Acquisition." Harvard Business School Case 400-072, April 2000. (Revised June 2000.)
  • January 2000 (Revised March 2000)
  • Case

Cachet Technologies

By: Paul A. Gompers and Howard Reitz
Describes the decision facing Danny Lewin, Jonathan Seelig, and Tom Leighton, the founders of Cachet Technologies, an MIT spin-out. The firm has done poorly in the annual MIT business plan competition and the founders have to decide whether to continue. View Details
Keywords: Decision Making; Business Startups; Business Plan; Failure; Cooperative Ownership; Business Strategy; Financial Services Industry
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Gompers, Paul A., and Howard Reitz. "Cachet Technologies." Harvard Business School Case 200-031, January 2000. (Revised March 2000.)
  • October 1999 (Revised October 2004)
  • Case

Long-Term Capital Management, L.P. (D)

By: Andre F. Perold
Supplements the (C) case. View Details
Keywords: Financial Services Industry
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Perold, Andre F. "Long-Term Capital Management, L.P. (D)." Harvard Business School Case 200-010, October 1999. (Revised October 2004.)
  • September 1999 (Revised July 2001)
  • Case

Charles Schwab Corporation (B)

By: F. Warren McFarlan and Nicole Tempest
Catches the situation facing Charles Schwab Corp. in late August 1999 in the dramatically changing brokerage industry. Their bold moves in January 1998 have created a new industry competitive pattern and provoked aggressive response by companies like Merrill Lynch. View Details
Keywords: Information Technology; Business Strategy; Situation or Environment; Competition; Financial Services Industry
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McFarlan, F. Warren, and Nicole Tempest. "Charles Schwab Corporation (B)." Harvard Business School Case 300-025, September 1999. (Revised July 2001.)
  • January 1999 (Revised April 2004)
  • Case

Infox System GmbH

Apax, a private equity firm, has an opportunity to invest in a travel-related print-materials distribution business in Germany. Infox is typical of many buyout opportunities. One of the founders seeks to exit the business, and recently hired managers will have to... View Details
Keywords: Private Equity; Leveraged Buyouts; Entrepreneurship; Investment; Financial Services Industry; Germany
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Kuemmerle, Walter, M. Frederick Paul, and Chad S Ellis. "Infox System GmbH." Harvard Business School Case 899-061, January 1999. (Revised April 2004.)
  • February 1997 (Revised May 1997)
  • Background Note

Modern India

By: Tarun Khanna and Danielle J. Melito
Describes India's move from a controlled economy toward a more market-oriented one, commencing in 1991. Highlights the extent of changes in the product, capital, and labor markets, and the political situation at the central government, as these stood in 1995. View Details
Keywords: Developing Countries and Economies; Economic Systems; Economy; Macroeconomics; Government and Politics; Strategy; Financial Services Industry; India
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Khanna, Tarun, and Danielle J. Melito. "Modern India." Harvard Business School Background Note 797-108, February 1997. (Revised May 1997.)
  • January 2008
  • Article

Venture Capital Investment Cycles: The Impact of Public Markets

By: Paul Gompers, Anna Kovner, Josh Lerner and David Scharfstein
It is well documented that the venture capital industry is highly volatile and that much of this volatility is associated with shifting valuations and activity in public equity markets. This paper examines how changes in public market signals affected venture capital... View Details
Keywords: Market Cycles; Venture Capital; Investment; Experience and Expertise; Public Equity; Volatility; Financial Services Industry
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Gompers, Paul, Anna Kovner, Josh Lerner, and David Scharfstein. "Venture Capital Investment Cycles: The Impact of Public Markets." Journal of Financial Economics 87, no. 1 (January 2008): 1–23. (Earlier versions distributed as National Bureau of Economic Research Working Paper No. 11385.)
  • September 1996
  • Supplement

Howard, Shea & Chan Asset Management (D): Sales Presentation, Video

By: Benson P. Shapiro
Presents a sales presentation, allowing students and executive participants to develop a set of criteria for such a presentation and apply them to a real one. View Details
Keywords: Presentations; Sales; Financial Services Industry
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Shapiro, Benson P. "Howard, Shea & Chan Asset Management (D): Sales Presentation, Video." Harvard Business School Video Supplement 597-501, September 1996.
  • June 2005
  • Article

Currency Returns, Intrinsic Value, and Institutional Investor Flows

By: K. A. Froot and T. Ramadorai
Keywords: Currencies; Exchange Rates; Purchasing Power Parity; Real Exchange Rate; Forecasting and Prediction; Behavioral Finance; Investment Return; Market Transactions; Performance Expectations; Personal Characteristics; Asset Pricing; Financial Services Industry
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Froot, K. A., and T. Ramadorai. "Currency Returns, Intrinsic Value, and Institutional Investor Flows." Journal of Finance 60, no. 3 (June 2005): 1535–1566. (Revised from NBER Working Paper no. 9101, August 2002 and Harvard Business School Working Paper no. 04-036, December 2003.)
  • February 1982 (Revised March 1984)
  • Case

Travelers Investment Management Co.

By: David E. Bell
Keywords: Investment Portfolio; Management; Risk Management; Financial Services Industry
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Bell, David E. "Travelers Investment Management Co." Harvard Business School Case 182-210, February 1982. (Revised March 1984.)
  • March 1999
  • Teaching Note

Harbus Foundation, The TN

By: James E. Austin
Teaching Note for (9-399-031). View Details
Keywords: Financial Services Industry
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Austin, James E. "Harbus Foundation, The TN." Harvard Business School Teaching Note 399-144, March 1999.
  • June 1998
  • Case

Legend Group (B), The

By: Lynn S. Paine and Robert J. Crawford
Keywords: Financial Services Industry
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Paine, Lynn S., and Robert J. Crawford. "Legend Group (B), The." Harvard Business School Case 398-105, June 1998.
  • November 1995
  • Case

First Pacific Company Limited: From Letters of Credit to Personal Communications Networks

By: Michael Y. Yoshino and Carin-Isabel Knoop
Keywords: Financial Services Industry
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Yoshino, Michael Y., and Carin-Isabel Knoop. "First Pacific Company Limited: From Letters of Credit to Personal Communications Networks." Harvard Business School Case 396-139, November 1995.
  • August 1995
  • Case

Hutton Branch Manager (D)

By: Lynn S. Paine and Jane Palley Katz
Describes the actions taken by E.F.Hutton management in response to the Bell Report, a study prepared by former Attorney General Griffin Bell and his law firm after Hutton pleaded guilty to 2,000 counts of mail and wire fraud in connection with its cash management... View Details
Keywords: Legal Liability; Crime and Corruption; Moral Sensibility; Acquisition; Decisions; Business or Company Management; Financial Services Industry
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Paine, Lynn S., and Jane Palley Katz. "Hutton Branch Manager (D)." Harvard Business School Case 396-047, August 1995.
  • October 1991 (Revised October 1993)
  • Case

Equifax: Privacy in the Information Age

By: Lynn S. Paine
Keywords: Credit; Ethics; Financial Services Industry
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Paine, Lynn S. "Equifax: Privacy in the Information Age." Harvard Business School Case 392-028, October 1991. (Revised October 1993.)
  • September 1990 (Revised May 1991)
  • Case

Global Fund

By: William J. Poorvu
Keywords: Financial Services Industry
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Poorvu, William J. "Global Fund." Harvard Business School Case 391-057, September 1990. (Revised May 1991.)
  • September 1988 (Revised January 1992)
  • Case

JMB Growth Fund XXV

By: William J. Poorvu
Keywords: Financial Services Industry
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Poorvu, William J. "JMB Growth Fund XXV." Harvard Business School Case 389-026, September 1988. (Revised January 1992.)
  • Profile

Ruth Cenat

Ruth Cenat (MBA 2015) has a new-found interest in economic development, especially in her native Haiti, and plans to make a difference as a philanthropist. View Details
Keywords: Other Financial Services
  • Profile

LaToya Marc

Growing up in small towns in Georgia, Louisiana, and Texas, LaToya Marc found her passion for social justice tempered by the practical need to make a decent living. "I was raised by a single mother who stressed the importance of education as a way to a higher... View Details
Keywords: Financial Services; Financial Services
  • May 2021
  • Teaching Note

BlackRock: Linking Purpose to Profit

By: Aiyesha Dey
Teaching Note for HBS Case No. 120-042 View Details
Keywords: BlackRock; Investment Management; Stewardship Codes; Stewardship Role Of Institutions; ESG; Purpose; Corporate Purpose; Investment; Asset Management; Corporate Governance; Mission and Purpose; Financial Services Industry; United States
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Deshpandé, Rohit, Aiyesha Dey, and George Serafeim. "BlackRock: Linking Purpose to Profit." Harvard Business School Teaching Note 121-089, May 2021.
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