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  • All HBS Web  (5,792)
    • People  (14)
    • News  (623)
    • Research  (4,543)
    • Events  (2)
    • Multimedia  (3)
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  • September 2005 (Revised January 2006)
  • Supplement

Restating Revenues and Earnings at INVESTools, Inc. (D)

By: Michael D. Kimbrough and F. Warren McFarlan
Keywords: Earnings Management; Revenue; Financial Services Industry
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Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools, Inc. (D)." Harvard Business School Supplement 106-013, September 2005. (Revised January 2006.)
  • August 2005 (Revised January 2007)
  • Supplement

The Board of Directors at Morgan Stanley Dean Witter (B)

By: Jay W. Lorsch and Alexis Chernak
Keywords: Governing and Advisory Boards; Financial Services Industry
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Lorsch, Jay W., and Alexis Chernak. "The Board of Directors at Morgan Stanley Dean Witter (B)." Harvard Business School Supplement 406-045, August 2005. (Revised January 2007.)
  • December 2004 (Revised May 2006)
  • Case

Pacific Salmon Company, Inc.

By: Nabil N. El-Hage, Kenneth A. Froot and Christopher Edward James Payton
RRR, a $1 billion private equity fund, is trying to decide how much to bid for Pacific Salmon Inc. and how to finance the acquisition. View Details
Keywords: Food; Bids; Private Equity; Decision Making; Financing and Loans; Bids and Bidding; Acquisition; Corporate Finance; Financial Services Industry
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El-Hage, Nabil N., Kenneth A. Froot, and Christopher Edward James Payton. "Pacific Salmon Company, Inc." Harvard Business School Case 205-031, December 2004. (Revised May 2006.)
  • 2008
  • Working Paper

The Small World of Investing: Board Connections and Mutual Fund Returns

By: Lauren Cohen, Andrea Frazzini and Christopher J. Malloy
This paper uses social networks to identify information transfer in security markets. We focus on connections between mutual fund managers and corporate board members via shared education networks. We find that portfolio managers place larger bets on firms they are... View Details
Keywords: Asset Pricing; Investment Portfolio; Governing and Advisory Boards; Knowledge Sharing; Knowledge Use and Leverage; Social and Collaborative Networks; Financial Services Industry
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Cohen, Lauren, Andrea Frazzini, and Christopher J. Malloy. "The Small World of Investing: Board Connections and Mutual Fund Returns." Harvard Business School Working Paper, No. 08-055, January 2008. (Winner of the Barclays Global Investors Award, Best Paper in Asset Pricing, European Finance Association 2007.)
  • September 2004
  • Supplement

Allianz-Dresdner Merger, The: An Interview with Dr. Holger Hatje

By: Joseph L. Bower
Keywords: Mergers and Acquisitions; Financial Services Industry
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Bower, Joseph L. "Allianz-Dresdner Merger, The: An Interview with Dr. Holger Hatje." Harvard Business School Video Supplement 305-704, September 2004.
  • April 2004
  • Teaching Note

Peninsula Community Foundation (TN)

By: James E. Austin, Jane Wei-Skillern and Alexis Lefort
Teaching Note to (9-304-015). View Details
Keywords: Financial Services Industry
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Austin, James E., Jane Wei-Skillern, and Alexis Lefort. "Peninsula Community Foundation (TN)." Harvard Business School Teaching Note 304-103, April 2004.
  • August 2003
  • Teaching Note

CUC International, Inc. (A) (TN)

By: Paul M. Healy
Teaching Note for (9-192-099) View Details
Keywords: Financial Services Industry
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Healy, Paul M. "CUC International, Inc. (A) (TN)." Harvard Business School Teaching Note 104-028, August 2003.
  • October 2002 (Revised January 2003)
  • Case

Hermitage Fund, The: Media and Corporate Governance in Russia

William Browder, the top executive of the Hermitage Fund, the best-performing international equity fund over the last five years, attributed much of his funds' strong returns to its focus on shareholder activism and corporate governance. In 2001, he was putting this... View Details
Keywords: Media; Corporate Governance; Investment Activism; Financial Services Industry; Russia
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Dyck, Alexander. "Hermitage Fund, The: Media and Corporate Governance in Russia." Harvard Business School Case 703-010, October 2002. (Revised January 2003.)
  • January 2002 (Revised January 2003)
  • Case

Finova Group, Inc. (B), The

By: Stuart C. Gilson and Perry Fagan
Supplements the (A) case. View Details
Keywords: Financial Services Industry; United States
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Gilson, Stuart C., and Perry Fagan. "Finova Group, Inc. (B), The." Harvard Business School Case 202-096, January 2002. (Revised January 2003.)
  • September 2001 (Revised July 2003)
  • Teaching Note

Adams Capital Management: March 1999 TN

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Teaching Note for (9-899-256). View Details
Keywords: Financial Services Industry
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Adams Capital Management: March 1999 TN." Harvard Business School Teaching Note 802-017, September 2001. (Revised July 2003.)
  • August 2001
  • Teaching Note

CDC Capital Partners TN

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Teaching Note for (9-801-333). View Details
Keywords: Financial Services Industry; United Kingdom
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "CDC Capital Partners TN." Harvard Business School Teaching Note 802-014, August 2001.
  • July 2001 (Revised August 2004)
  • Case

AdNet (A)

By: Ashish Nanda
Confronted by a business proposal that is remarkably similar to a project recently financed by a sister office, venture capitalist Monique LeMieux ponders what she should do. View Details
Keywords: Venture Capital; Ethics; Standards; Financial Services Industry
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Nanda, Ashish, and Kimberly A. Haddad. "AdNet (A)." Harvard Business School Case 902-024, July 2001. (Revised August 2004.)
  • January 2001 (Revised June 2001)
  • Case

COFIDIS

An offspring of French catalog marketer 3 Suisses, and a popular sponsor of Tour de France, Cofidis sells consumer credit over the phone, defying conventional banking with a product policy and a communication strategy that perfectly fits the company's comparative... View Details
Keywords: Marketing Strategy; Internet and the Web; Marketing Communications; Competitive Advantage; Product; Credit; Financial Services Industry; France
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Wathieu, Luc R. "COFIDIS." Harvard Business School Case 501-055, January 2001. (Revised June 2001.)
  • October 2000 (Revised January 2002)
  • Case

Individual and the Corporation, The: Kathy Levinson and E*TRADE (A)

By: Joseph L. Badaracco Jr. and Susan Harmeling
Kathy Levinson, the president and COO of ETRADE and a lesbian mother of two children, must decide whether and how to participate in the "No on Knight" campaign. The campaign opposes California ballot proposition 22, which requires California to recognize only marriages... View Details
Keywords: Conflict of Interests; Leadership; Managerial Roles; Values and Beliefs; Decision Choices and Conditions; Gender; Diversity; Financial Services Industry
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Badaracco, Joseph L., Jr., and Susan Harmeling. "Individual and the Corporation, The: Kathy Levinson and E*TRADE (A)." Harvard Business School Case 301-057, October 2000. (Revised January 2002.)
  • September 2000 (Revised March 2001)
  • Background Note

Note on Corporate Venture Capital, A

By: Josh Lerner
Provides an overview of corporate venture investment. View Details
Keywords: Venture Capital; Business Startups; Corporate Entrepreneurship; Financial Services Industry
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Lerner, Josh. "Note on Corporate Venture Capital, A." Harvard Business School Background Note 201-036, September 2000. (Revised March 2001.)
  • 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.)
  • 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.)
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