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  • All HBS Web  (6,786)
    • People  (21)
    • News  (934)
    • Research  (5,108)
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  • July 2010 (Revised December 2010)
  • Case

Post-Crisis Compensation at Credit Suisse (A)

By: Clayton S. Rose and Aldo Sesia
On October 20, 2009, Brady Dougan, the CEO of Credit Suisse Group, announced a new compensation plan for the bank. The announcement had followed quickly on the heels of the G-20 meeting the prior month where, in the wake of the financial crisis, the major governments... View Details
Keywords: Financial Crisis; Globalized Firms and Management; Governing Rules, Regulations, and Reforms; Taxation; Compensation and Benefits; Organizational Culture; Business and Shareholder Relations; Banking Industry; Banking Industry; Switzerland; United Kingdom
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Rose, Clayton S., and Aldo Sesia. "Post-Crisis Compensation at Credit Suisse (A)." Harvard Business School Case 311-005, July 2010. (Revised December 2010.)
  • May 2010 (Revised July 2010)
  • Supplement

Bank of America Acquires Merrill Lynch (B)

By: Robert C. Pozen and Charles E. Beresford
Supplements to HBS no. 310-092. View Details
Keywords: Banks and Banking; Acquisition; Banking Industry; Banking Industry
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Pozen, Robert C., and Charles E. Beresford. "Bank of America Acquires Merrill Lynch (B)." Harvard Business School Supplement 310-106, May 2010. (Revised July 2010.)
  • 1995
  • Chapter

Financial Infrastructure and Public Policy: A Functional Perspective

By: Robert C. Merton and Zvi Bodie
Keywords: Financial Markets; Financial Institutions; Policy; Government and Politics; Business and Government Relations; Banking Industry; Banking Industry
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Merton, Robert C., and Zvi Bodie. "Financial Infrastructure and Public Policy: A Functional Perspective." Chap. 8 in The Global Financial System: A Functional Perspective, by D. B. Crane, K. A. Froot, Scott P. Mason, André Perold, R. C. Merton, Z. Bodie, E. R. Sirri, and P. Tufano, 263–282. Boston: Harvard Business School Press, 1995.
  • April 2008
  • Teaching Note

Leveraged Loans 2007 (TN)

By: Andre F. Perold and Erik Stafford
Teaching Note for 208-145. View Details
Keywords: Banking Industry; Banking Industry
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Perold, Andre F., and Erik Stafford. "Leveraged Loans 2007 (TN)." Harvard Business School Teaching Note 208-146, April 2008.
  • May 2006
  • Teaching Note

Valhalla Partners Due Diligence (TN)

By: Michael J. Roberts and William A. Sahlman
Teaching Note to (805-033). View Details
Keywords: Financial Services Industry; Financial Services Industry
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Roberts, Michael J., and William A. Sahlman. "Valhalla Partners Due Diligence (TN)." Harvard Business School Teaching Note 806-194, May 2006.
  • September 2005 (Revised January 2006)
  • Case

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

By: Michael D. Kimbrough and F. Warren McFarlan
Relates the events leading up to the announcement in February 2005 that INVESTools, a Utah-based provider of investor education services, would be restating prior-year financial statements due to inappropriate revenue recognition. View Details
Keywords: Accounting; Accounting Audits; Financial Statements; Capital Markets; Currency Exchange Rate; Corporate Disclosure; Financial Services Industry; Financial Services Industry; Utah
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Kimbrough, Michael D., and F. Warren McFarlan. "Restating Revenues and Earnings at INVESTools, Inc. (A)." Harvard Business School Case 106-009, September 2005. (Revised January 2006.)
  • March 2005 (Revised February 2006)
  • Case

Advising on Currency Risk at ICICI Bank

In March 2003, a client approached the Markets Advisory Group at ICICI Bank, India's second largest bank, about a hedging transaction. The hedge involved multiple interest rates and currencies. Shilpa Kumar, head of the Markets Advisory Group, has to put together a... View Details
Keywords: Risk and Uncertainty; Currency Exchange Rate; Capital Markets; Investment Funds; Banks and Banking; Banking Industry; Banking Industry; India
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Chacko, George C., Marti G Subrahmanyam, Vincent Dessain, and Anders Sjoman. "Advising on Currency Risk at ICICI Bank." Harvard Business School Case 205-074, March 2005. (Revised February 2006.)
  • September 2004
  • Case

Valhalla Partners Due Diligence

By: William A. Sahlman and Dan Heath
The Valhalla Partners venture capitial firm introduced a new approach to the due-diligence process. An internal due-diligence report analyzes Telco Exchange, a startup company in the IT software space. An extended excerpt examines the trade-offs involved in the new... View Details
Keywords: Communication Technology; Risk Management; Venture Capital; Business Plan; Corporate Entrepreneurship; Investment; Mobile and Wireless Technology; Corporate Finance; Financial Services Industry; Financial Services Industry
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Sahlman, William A., and Dan Heath. "Valhalla Partners Due Diligence." Harvard Business School Case 805-033, September 2004.
  • September 2004 (Revised October 2004)
  • Case

Pat Anderson

By: Leslie A. Perlow and Daisy Wademan
Patten Bank's pending sale jeopardizes Pat Anderson's prospect of receiving an expected year-end bonus. What to do now? This problem follows several earlier conflicts that Anderson has confronted during the past four-and-one-half years spent working as an analyst and... View Details
Keywords: Change Management; Organizational Culture; Organizational Change and Adaptation; Conflict Management; Power and Influence; Executive Compensation; Banking Industry; Banking Industry; United States
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Perlow, Leslie A., and Daisy Wademan. "Pat Anderson." Harvard Business School Case 405-033, September 2004. (Revised October 2004.)
  • August 1988 (Revised December 1989)
  • Case

Golden Gate Bank Pension Fund

By: David E. Bell
Keywords: Investment Funds; Financial Services Industry; Financial Services Industry
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Bell, David E. "Golden Gate Bank Pension Fund." Harvard Business School Case 189-039, August 1988. (Revised December 1989.)
  • January 2004 (Revised May 2005)
  • Case

Gold Hill Venture Lending

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
David Fischer is trying to raise $200 million for a first-time venture debt fund that will be affiliated with Silicon Valley Bank, a major technology lender. Despite his lengthy experience in venture lending, the process is proving difficult. He and his partners are... View Details
Keywords: Information Technology; Value Creation; Venture Capital; Partners and Partnerships; Decision Choices and Conditions; Investment Funds; Banking Industry; Banking Industry
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Gold Hill Venture Lending." Harvard Business School Case 804-083, January 2004. (Revised May 2005.)
  • November 2003 (Revised August 2005)
  • Case

First Commonwealth Financial Corporation

By: Robert S. Kaplan
First Commonwealth Financial Corp., a financial institution in central and southwestern Pennsylvania, implemented the Balanced Scorecard for describing and implementing its new customer-focused strategy. Its founder and chairman decided that the Balanced Scorecard also... View Details
Keywords: Balanced Scorecard; Corporate Strategy; Customers; Corporate Governance; Governing and Advisory Boards; Customer Relationship Management; Executive Compensation; Financial Services Industry; Financial Services Industry; Pennsylvania
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Kaplan, Robert S. "First Commonwealth Financial Corporation." Harvard Business School Case 104-042, November 2003. (Revised August 2005.)
  • March 2003 (Revised January 2004)
  • Case

CDC Capital Partners: December 2002

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Paul Fletcher, CEO of CDC Capital Partners, a private equity group investing in the world's poorest countries, is wrestling with questions raised by the imminent reorganization of the firm. Previously an arm of the United Kingdom's international aid agency, CDC is... View Details
Keywords: Private Equity; Investment Portfolio; Privatization; Venture Capital; Business and Government Relations; Emerging Markets; Infrastructure; Financial Services Industry; Financial Services Industry; United Kingdom
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "CDC Capital Partners: December 2002." Harvard Business School Case 803-167, March 2003. (Revised January 2004.)
  • September 2002
  • Supplement

First Marblehead Corporation (B)

By: D. Quinn Mills and Hal Hogan
Supplements the (A) case. View Details
Keywords: Financial Services Industry; Financial Services Industry
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Mills, D. Quinn, and Hal Hogan. "First Marblehead Corporation (B)." Harvard Business School Supplement 303-052, September 2002.
  • August 2002 (Revised February 2018)
  • Teaching Note

Customer Profitability and Customer Relationship Management at RBC Financial Group

By: V.G. Narayanan
Teaching Note for 102-043 and 102-072. View Details
Keywords: Financial Services Industry; Financial Services Industry; Canada
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Narayanan, V.G. "Customer Profitability and Customer Relationship Management at RBC Financial Group." Harvard Business School Teaching Note 103-013, August 2002. (Revised February 2018.)
  • January 2002
  • Teaching Note

American Express Interactive TN

By: Lynda M. Applegate
Teaching Note for (9-802-022). View Details
Keywords: Transportation Industry; Transportation Industry
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Applegate, Lynda M. "American Express Interactive TN." Harvard Business School Teaching Note 802-071, January 2002.
  • September 2001 (Revised May 2006)
  • Case

Webvan

Examines Webvan's operations and the processes by which it delivers groceries that were ordered from the Internet to customers' homes. Recounts Webvan's history from founding through early 2001 and concentrates on the unique approaches to warehousing, delivery,... View Details
Keywords: Business Model; Failure; Business Startups; Consumer Products Industry; Consumer Products Industry
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McAfee, Andrew P., and Mona Ashiya. "Webvan." Harvard Business School Case 602-037, September 2001. (Revised May 2006.)
  • March 2001 (Revised July 2001)
  • Teaching Note

Ventro: Builder of B2B Businesses and Ventro: Builder of B2B Businesses (Condensed) TN

By: Lynda M. Applegate and Meredith Collura
Teaching Note for (9-801-042) and (9-801-274). View Details
Keywords: Information Technology Industry; Information Technology Industry
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Applegate, Lynda M., and Meredith Collura. "Ventro: Builder of B2B Businesses and Ventro: Builder of B2B Businesses (Condensed) TN." Harvard Business School Teaching Note 801-254, March 2001. (Revised July 2001.)
  • February 2001 (Revised March 2003)
  • Case

ICICI (A)

By: Bharat N. Anand, Nitin Nohria and John Pegg
ICICI was the first Indian company to be listed on the New York Stock Exchange. This case is set in 1998, when the company had to decide whether to enter the retail credit segment of the Indian financial market. Although the retail credit sector presents attractive... View Details
Keywords: Growth and Development Strategy; Diversification; Expansion; Strategic Planning; Competition; Competitive Strategy; Growth Management; Markets; Banking Industry; Banking Industry; India
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Anand, Bharat N., Nitin Nohria, and John Pegg. "ICICI (A)." Harvard Business School Case 701-064, February 2001. (Revised March 2003.)
  • December 2000 (Revised October 2001)
  • Case

adM@rt (B)

By: F. Warren McFarlan, David Lane and Carin-Isabel Knoop
Supplements the (A) case. View Details
Keywords: Retail Industry; Retail Industry; Hong Kong
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McFarlan, F. Warren, David Lane, and Carin-Isabel Knoop. "adM@rt (B)." Harvard Business School Case 301-083, December 2000. (Revised October 2001.)
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