Banking And Insurance - Publications - Faculty & Research

May 2010 (Revised July 2010)
Case

Bank of America Acquires Merrill Lynch (A)

By: Robert C. Pozen and Charles E. Beresford

On December 22, 2008, Bank of America (BofA) chairman and CEO Ken Lewis convened a special board of directors meeting to review his company's pending acquisition of investment bank Merrill Lynch. Negotiations for the acquisition had begun a few months earlier, during... View Details

Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Financial Crisis; Corporate Governance; Government Legislation; Crisis Management; Business and Government Relations; Banking Industry

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Article

Relationships, Competition, and the Structure of Investment Banking Markets

By: Bharat Anand and Alexander Galetovic

Keywords: Relationships; Competition; Banks and Banking; Markets; Banking Industry

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The former head of the Small Business Administration and current Harvard professor says data sharing can be transformational for banks. View Details

April 2025
Case

Thrivent: From Insurance Agents to Financial Advisors

By: Hubert Joly, Leonard A. Schlesinger and Tom Quinn

Thrivent, a midwestern financial services company with a centuries-long history rooted in Lutheranism, had reached $10 billion in revenue mostly by selling life insurance. In the 2020s, however, CEO Terry Rasmussen began a transformation process centered around the... View Details

Keywords: Change Management; Transformation; Talent and Talent Management; Customer Focus and Relationships; Customer Value and Value Chain; Forecasting and Prediction; Employee Relationship Management; Retention; Selection and Staffing; Job Design and Levels; Human Capital; Leading Change; Mission and Purpose; Organizational Change and Adaptation; Organizational Culture; Insurance Industry; Insurance Industry; United States; Minneapolis

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1990
Book

Global Electronic Wholesale Banking

By: A. S. Mookerjee and J. I. Cash Jr.

Keywords: Global Range; Internet and the Web; Banks and Banking

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May 2020
Teaching Note

fidentiaX: The Tradable Insurance Marketplace on Blockchain

By: Alexander Braun, Lauren H. Cohen and Jiahua Xu

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1999
Chapter

The Limited Financing of Catastrophe Risk: An Overview

By: K. Froot

Keywords: Catastrophe Risk; Corporate Finance; Cost Of Capital; Banking And Insurance; Asset Pricing; Hedging; Banking; Natural Disasters; Insurance; Risk Management; Financial Markets; Policy; Insurance Industry

Citation

2010
Article

Corporate Governance at the World Bank and the Dilemma of Global Governance

By: Ashwin Kaja and Eric Werker

Most major decisions at the World Bank are made by its Board of Executive Directors. While some countries enjoy the opportunity to serve on this powerful body, most countries rarely, if ever, get that chance. This gives rise to the question: does board membership lead... View Details

Keywords: Corporate Governance; Decisions; Governing and Advisory Boards; Banks and Banking; Financing and Loans; Management Analysis, Tools, and Techniques; Governing Rules, Regulations, and Reforms; Voting; Globalized Economies and Regions

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12 Nov 2014
News

Time to Restart Small, Medium Bank M&A

07 Apr 2009
News

Why Obama and Geithner Should Find a Bank Czar

01 Mar 2005
News

Online Job Bank Debuts

SULLIVAN: “Searches can be made by industry, function, location, salary, and several other variables.” Building on the traditional strengths and advantages of alumni networking, a newly launched online... View Details

Keywords: Management, Scientific, and Technical Consulting Services; Management, Scientific, and Technical Consulting Services

17 Oct 2013
Research & Ideas

Reserve Bank Governor Discusses India’s Financial Opportunities

phase." A month after becoming the governor of the Reserve Bank of India, Rajan came to HBS to deliver the 2013 Leatherbee Lecture, "India: The Opportunities and Challenges Ahead." In addition... View Details

Keywords: by Carmen Nobel

1988
Other Unpublished Work

The Relationship Between Banks and Manufacturers: Effects on Investment

By: Timothy A. Luehrman

Keywords: Investment; Banks and Banking; Production; Banking Industry; Banking Industry

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March 1990 (Revised April 1991)
Case

Chase Manhattan Bank (A)

By: Benson P. Shapiro

Keywords: Banks and Banking; Banking Industry

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2006
Other Paper

State Activism and the Hidden Incentives behind Bank Acquisitions

By: Christopher Marquis and Doug Guthrie

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January 1997
Case

World Bank (A1): Rural Development (Revisited)

By: George C. Lodge

Begins with a brief description of the World Bank and its commitment to rural development. Discusses the bank's Northeast rural development program in Brazil, outlining its failure, success, and structural design. The questions raised by the project are left for the... View Details

Keywords: International Finance; Development Economics; Rural Scope; Policy; Problems and Challenges; Government Legislation

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