Publications

28 Sep 2015
News

Six Lessons from Mobile Money Ventures in Developing Countries

04 Feb 2020
Video

Hubert Danso

Hubert Danso, Chair of the South Africa-based financial services and media company Africa Investor, explains the appeal of Chinese investment to some African governments and businesses, and his own company's involvement in the Chinese investment scene. View Details

04 Feb 2020
Video

Hubert Danso

Hubert Danso, Chair of the South-African based financial services group Africa Investor, explains how in West Africa in the 2010s government officials increasingly have a private sector background and are... View Details

Adi Sunderam

Adi Sunderam is the Willard Prescott Smith Professor of Corporate Finance at Harvard Business School, a Research Associate at the National Bureau of Economic Research, and a Faculty Affiliate of the Harvard Economics department. He teaches Finance 2 in... View Details

Keywords: financial services; financial services; financial services; financial services; financial services; financial services

08 Sep 2014
News

The Original Disruptor, Clayton Christensen, And VC Bill Hambrecht Talk About The Theory Of Disruption

11 Nov 2019
News

"How Bridgewater Tackled One of Asset Management’s Toughest Hiring Problems"

31 Oct 2019
Video

Dato' Sri Tahir

Dato’Sri Tahir, founder of a large financial services group in Indonesia, ascribes the frequency of bank failures in the country to their owners diverting funds to support their other businesses, at the expense... View Details

September 2016
Teaching Note

Apple Pay

By: Shelle Santana and Sunil Gupta

Video

Hüsnü Özyeğin

Hüsnü Özyeğin, the founder of one of Turkey’s largest financial services groups, expresses the view that corporate culture is key in banking, and explains how he delegated responsibility to his future successor... View Details

January 2000 (Revised February 2007)
Case

Asia Renal Care

Presents a business plan for a start-up company focused on building a network of high-quality dialysis centers in the Asia-Pacific region. Includes a detailed financial forecast. An executable spreadsheet is available by contacting HBSP Customer Service at... View Details

Keywords: Business Plan; Forecasting and Prediction; Business Startups; Financial Strategy; Medical Devices and Supplies Industry; Asia

December 1998 (Revised May 2000)
Case

Lebenthal and Co., Inc.

By: Thomas J. DeLong and Susan Harmeling

Lebenthal and Co. has prospered in the bond business since 1924. Alexandra Lebenthal, granddaughter of the founders, has stepped up to lead the firm. She faces many challenges as the nature of the financial services business changes in dramatic ways. Can this firm... View Details

Keywords: Transformation; Talent and Talent Management; Bonds; Leadership Development; Service Operations; Problems and Challenges; Competition; Financial Services Industry

Find at Harvard

August 2007 (Revised May 2009)
Case

PlaNet Finance: Broad Scope in Microfinance

By: Andrei Hagiu and Elena Corsi

PlaNet Finance was a French NGO providing technical support and training services to microfinance institutions (i.e., institutions providing financial services to the poor) and other microfinance actors, rating of microfinance institutions and management, and advisory... View Details

Keywords: Financial Institutions; Microfinance; Growth Management; Networks; Non-Governmental Organizations; Service Industry; France

Robin Greenwood

Robin is the George Gund Professor of Finance and Banking at Harvard Business School. He serves as the Senior Associate Dean for Faculty Development and Research. He is past faculty director of the Behavioral Finance and Financial Stability project, chair of... View Details

Keywords: financial services; financial services

October 2002 (Revised May 2004)
Case

Intuit's New CEO: Steve Bennett

By: William A. Sahlman and Alison Berkley Wagonfeld

Describes the transition to a new CEO at Intuit, a successful software and financial services firm in California. The new CEO must decide what to change and how fast. He must also navigate within a culture everyone believes to be successful but he envisions can be... View Details

Keywords: Management Succession; Entrepreneurship; Organizational Culture; Applications and Software; Management Teams; Financial Services Industry; Financial Services Industry; California

11 Jun 2013
First Look

First Look: June 11

Publisher's link: http://www.hbs.edu/faculty/Publication%20Files/13-068_42cdee88-4440-43f0-a719-c00ef875c7fe.pdf 2006 Journal of Economic Perspectives The Growth of Finance By: Greenwood, Robin, and David S. Scharfstein Abstract—The U.S. View Details

Keywords: Carmen Nobel

July 2023 (Revised October 2024)
Case

Revenue Recognition at Stride Funding: Making Sense of Revenues for a Fintech Startup

By: Paul M. Healy and Jung Koo Kang

The case explores the challenges of revenue recognition and financial reporting for Stride Funding (Stride), a fintech startup that has disrupted the student loan market. Stride leveraged proprietary machine learning and financial models to underwrite alternative... View Details

Keywords: Revenue Recognition; Financial Reporting; Entrepreneurial Finance; Business Startups; Growth and Development Strategy; Governance Compliance; Accrual Accounting; Financial Services Industry; United States

September 2008
Case

Yucheng Technology

By: Li Jin, Li Liao, Chang Chen and Aldo Sesia

The founder and CEO of an IT company servicing the needs of the financial services industry in China needs to raise capital for the company to grow and survive. He has two options. He can try and obtain financing from private equity investors, or he can accept a... View Details

Keywords: Mergers and Acquisitions; Private Equity; Growth and Development Strategy; Information Technology; Financial Services Industry; China; United States