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November 2006
Teaching Note

HSBC Holdings (TN)

By: Tarun Khanna

Teaching Note to 705466. View Details

Keywords: Banking Industry

January 2007 (Revised December 2007)
Case

Digital China Holdings Limited: Managing the Transition from a Product-oriented to a Service-oriented Company

By: F. Warren McFarlan, Guoqing Chen, Kai Reimers and Xunhua Guo

Digital China is the largest Chinese independent systems integrator (IBM and HP are larger). Describes their history and their current strategy and invites the student to advise them as to how they should continue to grow in the future. This is the closest China... View Details

Keywords: History; Information Technology; Service Operations; Growth and Development Strategy; Technology Industry; China

June 2015
Case

TAV Airports Holding (A)

By: Juan Alcácer and Esel Çekin

This case explores the strategic options available to TAV Airports Holding, a Turkish firm, after it withdraws from a bid to build Istanbul's newest airport. The new airport would eventually replace Istanbul Atatürk Airport, where TAV makes 43% of its current revenue,... View Details

Keywords: Strategy; Vertical Integration; Horizontal Integration; International Expansion; Infrastructure; Corporate Strategy

June 2015
Supplement

TAV Airports Holding (B)

By: Juan Alcácer and Esel Çekin

This case explores the strategic options available to TAV Airports Holding, a Turkish firm, after it withdraws from a bid to build Istanbul's newest airport. The new airport would eventually replace Istanbul Atatürk Airport, where TAV makes 43% of its current revenue,... View Details

Keywords: Strategy; Corporate Strategy; International Expansion; Infrastructure; Emerging Markets; Horizontal Integration; Expansion; Vertical Integration; Globalization

November 2000 (Revised May 2002)
Case

FleetBoston Financial: Online Banking

By: Frances X. Frei and Hanna Rodriguez-Farrar

As the ninth largest bank holding company in the United States in 2000, FleetBoston Financial Corp. provided a myriad of financial services, including retail banking, loan origination, and brokerage accounts. This case explores how FleetBoston responded to the Internet... View Details

Keywords: Business Model; Borrowing and Debt; Cost Management; Banks and Banking; Consumer Behavior; Service Operations; Competition; Online Technology; Banking Industry; United States

November 2001 (Revised April 2002)
Case

Taking Charge at Dogus Holding (A)

By: Rakesh Khurana, Gina Carioggia and Simon Johnson

Describes 37-year-old Ferit Sahenk's challenges in taking over his father's traditionally managed $14 billion Turkish conglomerate in a period of economic instability. Leading the large holding company into the 21st century will require the establishment of a more... View Details

Keywords: Business Conglomerates; Trade; Competitive Strategy; Decision Making; Leadership; Performance Effectiveness; Organizational Change and Adaptation; Family Business; Change Management; Turkey

August 2001 (Revised October 2001)
Case

Shinsei Bank (A)

By: Michael Y. Yoshino and Perry Fagan

In a deal marking the first acquisition of a domestic Japanese financial institution by foreigners, a consortium of Western investors purchased the assets of the Long Term Credit Bank (LTCB) of Japan in March 2000. The new management renames the bank Shinsei Bank,... View Details

Keywords: Acquisition; Assets; Banks and Banking; Investment; Business or Company Management; Managerial Roles; Organizational Structure; Failure; Adaptation; Banking Industry; Japan

June 1993 (Revised April 1998)
Case

COMCO Holding AG (B): COMCO Martech

By: Rosabeth M. Kanter

COMCO Martech was a new breed of joint venture for COMCO Holding, a mid-sized Swiss-German company that had grown over a five-year period through tie-ups with small, start-up companies. Whereas a typical COMCO venture provided services to a large German retailer, was... View Details

Keywords: Joint Ventures; Business Startups; Trade; Operations; Environmental Sustainability; Business or Company Management; Multinational Firms and Management; Partners and Partnerships; Switzerland; United States; Europe

October 2020
Case

HOPE and Transformational Lending: Netflix Invests in Black Led Banks

By: John D. Macomber and Janice Broome Brooks

Following the killing of George Floyd on Memorial Day in 2020, the large US corporation Netflix elected to make a "transformational deposit" of $10 million into Hope Credit Union (HCU), a small Black led community development finance institution (CDFI) based in... View Details

Keywords: Banking; Rural Entrepreneurship; Economic Development; Black Entrepreneurs; Economic Growth; Credit; Banks and Banking; Entrepreneurship; Rural Scope; Development Economics; Race; Investment; Decision Making; Banking Industry

2024
Working Paper

Internal and External Capital Markets of Large Banks

By: Lina Lu, Marco Macchiavelli and Jonathan Wallen

Despite regulatory restrictions, large U.S. bank holding companies have sizable and dynamic internal capital markets. They raise long-term debt at the holding company and deposits at the commercial bank to internally make unsecured loans to affiliated broker-dealers.... View Details

Keywords: Banks and Banking; International Finance; Financial Markets

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April 1996 (Revised August 2005)
Case

Jedi Bank

By: William J. Poorvu and John H. Vogel Jr.

Major Insurance Co. is a $15 billion insurance company that is an active, multi-family mortgage leader. This case is part of a negotiation game simulation that also includes Sunshine Villas, Silver Lane Apartments, and Jason Bosworth. View Details

Keywords: Mortgages; Interest Rates; Financing and Loans; Property; Negotiation Tactics; Management; Banking Industry; Banking Industry

2016
Working Paper

The Stock Market and Bank Risk-Taking

By: David S. Scharfstein and Antonio Falato

We argue that stock market pressure to generate earnings encourages banks to increase risk. We measure risk using confidential supervisory ratings as well as financial information released in regulatory filings. We document that there is an increase in the risk-taking... View Details

Keywords: Stock Market; Financial Markets; Business Earnings; Banks and Banking; Risk and Uncertainty

SSRN

April–May 2017
Article

Career Concerns of Banking Analysts

By: Joanne Horton, George Serafeim and Shan Wu

We study how career concerns influence banking analysts' forecasts and how their forecasting behavior benefits both them and bank managers. We show that banking analysts issue early in the year relatively more optimistic and later in the year more pessimistic forecasts... View Details

Keywords: Sell-side Analysts; Analyst Forecasts; Analysts; Investment Recommendations; Career Advancement; Career Management; Labor Mobility; Labor Market; Prejudice and Bias; Personal Development and Career; Forecasting and Prediction; Investment Banking

SSRN

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September 2010
Teaching Note

Digital China Holdings Limited: Managing the Transition from a Product-oriented to a Service-oriented Company (TN)

By: F. Warren McFarlan

Teaching Note for 307093. View Details

Keywords: Transition; Strategy; Information Technology; Information Technology Industry; China

March 2010 (Revised January 2012)
Case

Bank of America-Merrill Lynch

By: Guhan Subramanian and Nithyasri Sharma

In September 2008, as Lehman Brothers struggled to survive, John Thain, CEO of Merrill Lynch, realized that his bank was also on the brink of failure. Throughout the weekend of September 13–14, 2008, Thain successfully negotiated a deal with Ken Lewis, CEO of Bank of... View Details

Keywords: Mergers and Acquisitions; Financial Crisis; Financing and Loans; Negotiation Deal; Business and Government Relations; Banking Industry; United States

13 Jun 2016
Working Paper Summaries

Firm Selection and Corporate Cash Holdings

Keywords: by Juliane Begenau and Berardino Palazzo

Forthcoming
Article

The Stock Market and Bank Risk-Taking

By: David S. Scharfstein and Antonio Falato

We argue that stock market pressure to generate earnings encourages banks to increase risk. We measure risk using confidential supervisory ratings as well as financial information released in regulatory filings. We document that there is an increase in the risk-taking... View Details

Keywords: Stock Market; Financial Markets; Business Earnings; Banks and Banking; Risk and Uncertainty

13 Jun 2011
HBS Case

Mobile Banking for the Unbanked

In many developing countries it's common for a person to have a mobile phone but not a bank account. In fact, more than 1 billion people fit this description, and the number is only likely to increase. To that end, many View Details

Keywords: by Carmen Nobel; Banking; Banking; Banking

August 2020
Supplement

Mary Guerrero and the Advancement of Latinx Talent: Developing an Employee Resource Group at a Top Tier Bank (B)

By: Rosabeth Moss Kanter and Amy Hernandez Turcios

Mary Guerrero decided to pursue the challenging road and kicked off Hispanic/Latinx Advancement and Career Engagement (HACE) at her Bulge Bracket Bank (BBB). For Mary, her larger purpose was to advance Latinx talent in the U.S. because she believed it was important for... View Details

Keywords: Latin America; Career; Engagement; Bank; Inclusion; Scale; Latinx; Talent and Talent Management; Diversity; Ethnicity; Leadership; Personal Development and Career; Leadership Development; Banks and Banking