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  • All HBS Web  (1,007)
    • News  (147)
    • Research  (700)
    • Multimedia  (6)
  • Faculty Publications  (530)
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  • April 2011 (Revised November 2012)
  • Exercise

Reinsurance Negotiation: Confidential Information for JLT Insurance Company

By: Robert C. Pozen and Henoch Senbetta
The Reinsurance Negotiation case is a fictional three-party negotiation between a primary insurer and two reinsurers. The case is appropriate for use in a wide variety of courses, including Financial Institutions, Negotiations, and courses related to the Insurance and... View Details
Keywords: Negotiation; Insurance
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Pozen, Robert C., and Henoch Senbetta. "Reinsurance Negotiation: Confidential Information for JLT Insurance Company." Harvard Business School Exercise 311-111, April 2011. (Revised November 2012.)
  • fall 1993
  • Article

Theory of Risk Capital in Financial Firms

By: Robert C. Merton and André Perold
Keywords: Theory; Risk and Uncertainty; Capital; Business Ventures; Financial Services Industry
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Merton, Robert C., and André Perold. "Theory of Risk Capital in Financial Firms." Continental Bank Journal of Applied Corporate Finance 6, no. 3 (fall 1993): 16–32.
  • September 2008 (Revised October 2008)
  • Background Note

Copyright Law in the U.S. and EU

By: Robert C. Pozen and Elizabeth Leonard
This note reviews the basic rules for copyright protection in both the U.S. and the EU. It outlines the works and rights protected, the fair use and first-sale limitations on copyright, as well as the application of these rules to software, video, recordings, and... View Details
Keywords: Governing Rules, Regulations, and Reforms; Copyright; Laws and Statutes; European Union; United States
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Pozen, Robert C., and Elizabeth Leonard. "Copyright Law in the U.S. and EU." Harvard Business School Background Note 309-052, September 2008. (Revised October 2008.)
  • November 18, 2008
  • Article

There's a Better Way to Prevent 'Bear Raids'

By: Robert C. Pozen and Yaneer Bar-Yam
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Pozen, Robert C., and Yaneer Bar-Yam. "There's a Better Way to Prevent 'Bear Raids'." Wall Street Journal (November 18, 2008).
  • 2000
  • Book

Finance

By: Zvi Bodie and Robert C. Merton
Keywords: Finance
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Bodie, Zvi, and Robert C. Merton. Finance. NJ: Prentice Hall, 2000. (Translations in modern and traditional Chinese, Japanese, Spanish, Portuguese, French, Russian, Korean, and Polish.)
  • 2009
  • Chapter

Nobel Laureate Panel Discussion: What Retirement Means to Me

By: Robert C. Merton, Paul A. Samuelson and Robert M. Solow
Keywords: Retirement
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Merton, Robert C., Paul A. Samuelson, and Robert M. Solow. "Nobel Laureate Panel Discussion: What Retirement Means to Me." Chap. 1 in The Future of Life-Cycle Saving and Investing: The Retirement Phase, edited by Zvi Bodie, Laurence B. Siegel, and Rodney N. Sullivan, 1–14. Charlottesville: CFA Institute, Research Foundation, 2009. (Monograph.)
  • Winter 2020
  • Article

A Noble Purpose Alone Won't Transform Your Company: Leadership Behaviors That Nurture Interpersonal Collaboration Are the True Drivers of Change

By: Robert Cross, Amy C. Edmondson and Wendy Murphy
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Cross, Robert, Amy C. Edmondson, and Wendy Murphy. "A Noble Purpose Alone Won't Transform Your Company: Leadership Behaviors That Nurture Interpersonal Collaboration Are the True Drivers of Change." MIT Sloan Management Review 61, no. 2 (Winter 2020).
  • February 2011
  • Background Note

Corporate Reform Elements of the Dodd-Frank Act

By: Robert C. Pozen, Phillip Andrews and David Lane
This note summarizes the four major changes affecting corporate governance that were made by the Dodd-Frank Act of 2010. These changes relate to: advisory notes by shareholders, refinements to board structure, non-disclosure on compensation and tightening up of certain... View Details
Keywords: Corporate Disclosure; Corporate Governance; Governing Rules, Regulations, and Reforms; Governing and Advisory Boards; Government Legislation; Executive Compensation; Business and Shareholder Relations; United States
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Pozen, Robert C., Phillip Andrews, and David Lane. "Corporate Reform Elements of the Dodd-Frank Act." Harvard Business School Background Note 311-091, February 2011.
  • Article

Labor Supply Flexibility and Portfolio Choice in a Life-Cycle Model

By: Zvi Bodie, Robert C. Merton and William Samuelson
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Bodie, Zvi, Robert C. Merton, and William Samuelson. "Labor Supply Flexibility and Portfolio Choice in a Life-Cycle Model." Journal of Economic Dynamics & Control 16, nos. 3-4 (July–October 1992): 427–449.
  • February 1987
  • Supplement

Hercules Incorporated, Video

By: Robert G. Eccles Jr. and Jane C. Linder
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Eccles, Robert G., Jr., and Jane C. Linder. "Hercules Incorporated, Video." Harvard Business School Video Supplement 887-526, February 1987.
  • 2006
  • Book

The Normalization of U.S.-China Relations: An International History

By: William C. Kirby, Gong Li and Robert Ross
Keywords: Relationships; History; China; United States
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Kirby, William C., Gong Li and Robert Ross, eds. The Normalization of U.S.-China Relations: An International History. Cambridge: Harvard University Press, 2006. (Also published as Cong jiedong zou xiang jianjiao [From Rapprochement to the Establishment of Sino-American Relations, 1969-1979.] (Beijing: Zhongyang wenxian chubanshe, 2004.)
  • 08 Nov 2011
  • First Look

First Look: Nov. 8

Business School Case 712-010 An abstract is unavailable at this time. Purchase this case:http://cb.hbsp.harvard.edu/cb/product/712010-PDF-ENG Exchange-Traded Funds at Vanguard (B) Robert C. Pozen and Steven... View Details
Keywords: Sean Silverthorne
  • spring 1995
  • Article

Mark-to-Market Accounting for Banks and Thrifts: Lessons from the Danish Experience

By: Victor L Bernard, Robert C. Merton and Krishna G. Palepu
Keywords: Fair Value Accounting; Denmark
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Bernard, Victor L., Robert C. Merton, and Krishna G. Palepu. "Mark-to-Market Accounting for Banks and Thrifts: Lessons from the Danish Experience." Journal of Accounting Research 33, no. 1 (spring 1995): 1–32.
  • April 1978
  • Article

The Returns and Risk of Alternative Call Option Portfolio Investment Strategies

By: Robert C. Merton, Myron S. Scholes and Matthew L. Gladstein
Keywords: Risk and Uncertainty; Investment; Strategy
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Merton, Robert C., Myron S. Scholes, and Matthew L. Gladstein. "The Returns and Risk of Alternative Call Option Portfolio Investment Strategies." Journal of Business 51 (April 1978): 183–242.
  • April 2010 (Revised May 2012)
  • Background Note

Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S.

By: Lena G. Goldberg, Robert C. Pozen and Melissa Anne Hammerle
This note provides students with an explanation of the regulatory and tax framework for hedge funds vs. mutual funds in the U.S. View Details
Keywords: Investment Funds; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Taxation; Financial Services Industry; United States
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Goldberg, Lena G., Robert C. Pozen, and Melissa Anne Hammerle. "Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S." Harvard Business School Background Note 310-131, April 2010. (Revised May 2012.)
  • April 1999 (Revised February 2001)
  • Case

Davis Boatworks

By: Howard H. Stevenson, Michael J. Roberts and Matthew C. Lieb
A successful entrepreneur is considering his need for growth financing and his desire to achieve some personal liquidity. He has arguably the most successful sportfishing boat made, but sees the need both to grow further and to reduce his personal exposure to a... View Details
Keywords: Growth Management; Business Growth and Maturation; Personal Finance; Entrepreneurship; Manufacturing Industry
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Stevenson, Howard H., Michael J. Roberts, and Matthew C. Lieb. "Davis Boatworks." Harvard Business School Case 899-248, April 1999. (Revised February 2001.)
  • 07 Nov 2006
  • First Look

First Look: November 7, 2006

http://www.isc.hbs.edu/pdf/2006GLW_ch3.pdf A Portfolio Approach to Sales Authors:Das Narayandas and Robert C. Dudley Periodical:Harvard Business Review 84, nos. 7/8 (July 2006) Abstract Vendors that match... View Details
Keywords: Sean Silverthorne
  • 1985
  • Chapter

The Role of Contingent Claims Analysis in Corporate Finance

By: Scott P. Mason and Robert C. Merton
Keywords: Mathematical Methods; Corporate Finance
Citation
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Mason, Scott P., and Robert C. Merton. "The Role of Contingent Claims Analysis in Corporate Finance." In Recent Advances in Corporate Finance, edited by E. I. Altman and M. G. Subrahmanyam. Homewood, IL: Richard D. Irwin, 1985.
  • December 10, 2012
  • Article

Capping the Deductibility of Corporate Interest Expense

By: Robert C. Pozen and Lucas W. Goodman
Citation
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Pozen, Robert C., and Lucas W. Goodman. "Capping the Deductibility of Corporate Interest Expense." Tax Notes (December 10, 2012).
  • May 2011 (Revised December 2011)
  • Case

Redesigning a 401(k) Plan at Haley-Midland

By: Robert C. Pozen and Scott Eric Perl
Rose Adams, the CFO of Haley-Midland, Inc., dispensed with pleasantries and started right in on her questions for Jim Sweeney, the senior vice president of human resources, and Nancy Walters, Haley-Midland's vice president and treasurer, about the brewing crisis with... View Details
Keywords: Retirement; Crisis Management; Design; Planning; Human Resources
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Pozen, Robert C., and Scott Eric Perl. "Redesigning a 401(k) Plan at Haley-Midland." Harvard Business School Case 311-128, May 2011. (Revised December 2011.)
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