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  • All HBS Web  (8,059)
    • People  (26)
    • News  (1,453)
    • Research  (5,228)
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  • November 1988 (Revised January 1996)
  • Case

Note on Management of Crisis

By: Rosabeth M. Kanter
Intended to be used in cases dealing with crisis management and gives students a more theoretical perspective on leadership during volatile periods of business activity. Written to accompany the Lucky Stores case series. View Details
Keywords: Crisis Management; Leadership; Management; Theory
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Kanter, Rosabeth M. "Note on Management of Crisis." Harvard Business School Case 389-054, November 1988. (Revised January 1996.)
  • May 2010 (Revised January 2012)
  • Teaching Note

Lincoln Financial Meets the Financial Crisis (TN)

By: Robert C. Pozen
Teaching Note for 310137. View Details
Keywords: Financial Crisis; Decisions; Capital; Cost; Private Sector; Government and Politics; Compensation and Benefits; Business and Stakeholder Relations; Insurance; Insurance Industry
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Pozen, Robert C. "Lincoln Financial Meets the Financial Crisis (TN)." Harvard Business School Teaching Note 310-138, May 2010. (Revised January 2012.)
  • April 2011 (Revised June 2014)
  • Case

Securities Lending After the Financial Crisis

By: Robert C. Pozen and Gayle Hameister
In April 2009, Wendy Jefferson had just returned to her office following a whirlwind day of meetings with her newest client, Star Advisor. Jefferson, a financial services consultant, was eager to dig into the information provided to her and her team about the Star... View Details
Keywords: Business Earnings; Debt Securities; Financing and Loans; Investment Funds; Governing Rules, Regulations, and Reforms; Information
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Pozen, Robert C., and Gayle Hameister. "Securities Lending After the Financial Crisis." Harvard Business School Case 311-130, April 2011. (Revised June 2014.)
  • December 2010
  • Article

Management and the Financial Crisis (We Have Met the Enemy and He Is Us...)

By: William A. Sahlman
The financial crisis of 2008-2009 has revealed that our broad model of corporate governance is broken, independent of the shortcomings in the regulatory system. Managers and boards of directors in scores of systemically important firms failed to protect employees,... View Details
Keywords: Risk Management; Human Capital; Ethics; Policy; Corporate Governance; Financial Crisis; Finance; Business and Shareholder Relations
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Sahlman, William A. "Management and the Financial Crisis (We Have Met the Enemy and He Is Us...)." Economics, Management, and Financial Markets 5, no. 4 (December 2010): 11–53.
  • 24 Jul 2009
  • Lecture

Lessons from the Financial Crisis

By: W. Carl Kester
Keywords: Financial Crisis
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Kester, W. Carl. "Lessons from the Financial Crisis." Lecture at the Nomura School of Advanced Management Reunion, Tokyo, Japan, July 24, 2009. (Reunion speaker.)
  • 2010
  • Working Paper

Financial guarantors and the 2007-2009 credit crisis

More than half of the municipal bonds issued between 1995 and 2009 were sold with bond insurance. During the credit crisis the perceived credit quality of the financial guarantors fell, and yields on insured bonds exceeded yields on equivalent uninsured issues. It does... View Details
Keywords: Financial Crisis; Credit; Financial Liquidity; Bonds; Insurance; Quality
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Bergstresser, Daniel B., Randolph Cohen, and Siddharth Shenai. "Financial guarantors and the 2007-2009 credit crisis." Harvard Business School Working Paper, No. 11-051, November 2010.
  • Research Summary

Financial Risk Management

By: Richard F. Meyer
Richard F. Meyer is exploring the theory and practice of financial risk management in corporations worldwide. Three primary objectives of his research are: to understand the underlying sources of risk and corporations' exposure to them; to identify appropriate,... View Details
  • 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.
  • March 2011 (Revised February 2018)
  • Supplement

Wealth Management Crisis at UBS (B)

By: George Serafeim
The case describes the resolution of the U.S. Department of Justice (DOJ) investigation for tax fraud and the increasing pressure on the wealth management business. View Details
Keywords: Fraud; Regulatory Enforcement; Reputation Incentives; Crony Capitalism; Tax Havens; Legitimacy; Multinational; Strategic Change; Corporate Governance; Incentives; Transparency; Financial Services; Wealth; Taxation; Crime and Corruption; Global Range; Governance; Business and Government Relations; Asset Management; United States
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Healy, Paul M., George Serafeim, and David Lane. "Wealth Management Crisis at UBS (B)." Harvard Business School Supplement 111-090, March 2011. (Revised February 2018.)
  • June 2014
  • Teaching Note

JP Morgan Private Bank: Risk Management during the Financial Crisis 2008-2009

By: Anette Mikes
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Mikes, Anette. "JP Morgan Private Bank: Risk Management during the Financial Crisis 2008-2009." Harvard Business School Teaching Note 114-102, June 2014.
  • March 2011 (Revised December 2019)
  • Case

Wealth Management Crisis at UBS (A)

By: Paul M. Healy
The case describes the challenges that UBS faced as a result of the U.S. Department of Justice (DOJ) investigation for tax fraud, that claimed that UBS had helped some 52,000 U.S. residents hide billions of dollars in untaxed assets in secret Swiss accounts between... View Details
Keywords: Fraud; Regulatory Enforcement; Reputation Incentives; Crony Capitalism; Tax Havens; Legitimacy; Multinational; Strategic Change; Incentives; Transparency; Financial Services; Taxation; Crime and Corruption; Global Range; Asset Management; Ethics; Problems and Challenges; Governing Rules, Regulations, and Reforms; Corporate Governance; Financial Services Industry; United States; Switzerland
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Healy, Paul M., George Serafeim, and David Lane. "Wealth Management Crisis at UBS (A)." Harvard Business School Case 111-082, March 2011. (Revised December 2019.)
  • 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: Corporate Governance; Financial Crisis; Italy
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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.
  • 19 Nov 2009
  • Working Paper Summaries

Management and the Financial Crisis (We Have Met the Enemy and He is Us …)

Keywords: by William A. Sahlman
  • July 2010 (Revised June 2012)
  • Background Note

Note: Regulation of Hedge Fund Managers in the U.K. Before and After the Global Financial Crisis

By: Robert C. Pozen and Melissa Anne Hammerle
This note will examine the regulatory framework for hedge funds in the United Kingdom (UK) before and after the financial crisis of 2008. First, it will discuss European Union (EU)-level regulation that applies to the UK as an EU member state. Second, it will discuss... View Details
Keywords: Financial Crisis; Investment Funds; Governing Rules, Regulations, and Reforms; Laws and Statutes; Business and Government Relations; Financial Services Industry; European Union; United Kingdom
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Pozen, Robert C., and Melissa Anne Hammerle. "Note: Regulation of Hedge Fund Managers in the U.K. Before and After the Global Financial Crisis." Harvard Business School Background Note 311-014, July 2010. (Revised June 2012.)
  • October 2007 (Revised May 2008)
  • Case

Transforming Korea Inc: Financial Crisis and Institutional Reform

By: Laura Alfaro and Renee Kim
South Korea, as one of the Asian "tiger" economies, transformed itself into the world's 11th largest economy and major exporter by 1996, emerging from being one of the lowest income countries in the region back in the 1960s. Yet one year later in 1997, Korea was swept... View Details
Keywords: Development Economics; Financial Crisis; Governing Rules, Regulations, and Reforms; Business and Government Relations; South Korea
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Alfaro, Laura, and Renee Kim. "Transforming Korea Inc: Financial Crisis and Institutional Reform." Harvard Business School Case 708-007, October 2007. (Revised May 2008.)
  • 19 Jan 2010
  • Sharpening Your Skills

Sharpening Your Skills: Managing the Economic Crisis

companies lose when they cut corporate giving? How Do I Lead In A Crisis? 7 Lessons for Navigating the Storm Leading in crisis requires a combination of skills and behaviors—personal and professional—that can be mastered, says HBS... View Details
Keywords: by Staff
  • October 2014 (Revised June 2016)
  • Case

MasterCard: Driving Financial Inclusion

By: Sunil Gupta, Rajiv Lal and Natalie Kindred
MasterCard CEO Ajay Banga was investing significant time and attention to increase financial inclusion among individuals with historically no access to banking or financial services in countries around the world with large underserved populations. The effort included... View Details
Keywords: Marketing; Financial Services; Financial And Social Return; Financial Inclusion; Strategic Management; South Africa; Nigeria; Ajay Banga; Marketing Strategy; Social Marketing; Financial Services Industry; Financial Services Industry; South Africa; Nigeria
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Gupta, Sunil, Rajiv Lal, and Natalie Kindred. "MasterCard: Driving Financial Inclusion." Harvard Business School Case 515-035, October 2014. (Revised June 2016.)
  • March 2015
  • Teaching Note

Gerry Pasciucco at AIG Financial Products

By: Gautam Mukunda and Thomas J. DeLong
Keywords: Accountability; Business & Government Relations; Business Ethics; Codes Of Business Ethics; Crisis Management; Cross Functional Management; Cross Functional Teams; Financial Audits; Financial Crisis; Management; Teams; United States
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Mukunda, Gautam, and Thomas J. DeLong. "Gerry Pasciucco at AIG Financial Products." Harvard Business School Teaching Note 415-064, March 2015.
  • 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.
  • April 2009
  • Case

The First Global Financial Crisis of the 21st Century

By: Laura Alfaro and Renee Kim
The global economy was expected to suffer from negative growth for the full year in 2009, a phenomenon not seen since World War II. While the U.S. subprime mortgage disaster was blamed as the original instigator, it was noted that the "global imbalances" of the U.S.... View Details
Keywords: Financial Crisis; Mortgages; Globalized Economies and Regions; Policy; International Relations; Business and Government Relations; Conflict and Resolution
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Alfaro, Laura, and Renee Kim. "The First Global Financial Crisis of the 21st Century." Harvard Business School Case 709-057, April 2009.
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