Publications

April 1999 (Revised November 1999)
Case

Adams Capital Management: March 1999

By: G. Felda Hardymon and Bill Wasik

On February 24, 1999, the advisory board of Adams Capital Management convened for its quarterly meeting at the firm's headquarters. One point on the agenda: whether or not to proceed with due diligence on an investment in Three Points, a maker of Internet-based team... View Details

Keywords: Venture Capital; Governing and Advisory Boards; Management Systems; Investment; Goals and Objectives; Financial Services Industry

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20 Aug 2019
Cold Call Podcast

Should a Pension Fund Try to Change the World?

Keywords: Re: Rebecca M. Henderson & George Serafeim; Financial Services

May 1987 (Revised February 2000)
Case

Codman & Shurtleff, Inc.: Planning and Control System

By: Robert L. Simons

Detailed description of the planning and control systems in use at Johnson & Johnson. Focuses on the actions of managers in one subsidiary in revising budget targets. Illustrates intensive strategic planning and financial planning process in a large, decentralized... View Details

Keywords: Strategic Planning; Planning; Forecasting and Prediction; Accounting Audits; Budgets and Budgeting; Business Strategy; Financial Management; Business or Company Management; Management Systems; Financial Services Industry; Financial Services Industry

April 1998
Case

E! Online (A): www.eonline.com

By: Jeffrey F. Rayport

E! Online is the on-line brand extension of the cable-TV channel dedicated to entertainment news. E! Online must compete with other entertainment sites on the web, as well as create synergy between E! Online and E! Entertainment Television in order to build a... View Details

Keywords: Competition; Internet and the Web; Service Operations; Television Entertainment; Brands and Branding; Entertainment and Recreation Industry

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12 Apr 2016
First Look

April 12, 2016

April 2016 Harvard Business Review Can You Cut 'Turn Times' Without Adding Staff? By: Bernstein, Ethan, and Ryan W. Buell Abstract—The president of RSA Ground, the subsidiary of Rising Sun Airlines... View Details

Keywords: Sean Silverthorne

September 2013 (Revised April 2014)
Teaching Note

Transitions Asia: Managing Across Cultures

By: Roy Y.J. Chua, Sharon Mozgai and Dawn Lau

The director of an interim executive research firm, Chee Lung Tham, faced a clash of culture and management styles when his mainland China client threatened to fire the American interim manager that Tham had assigned. The client, Wong Lung, ran a family-owned garment... View Details

Keywords: China; Cross-cultural Management; Family Business; Cross-Cultural and Cross-Border Issues; Management Style; Service Industry; China

05 Feb 2007
Research & Ideas

Business and the Global Poor

and services (cell phones, for example), or creating jobs—that's where the goals of poverty reduction and economic profit can align. Q: One of the interesting perspectives you... View Details

Keywords: by Sean Silverthorne

13 Nov 2007
Research & Ideas

Six Steps for Reinvigorating America

to act as "citizen diplomats," spreading greater understanding of our values and helping countries that empower their people and build their economies. Develops an ethos of a community that cares... View Details

Keywords: by Sean Silverthorne

October 2019 (Revised June 2020)
Case

Pantheon Ventures in 2019

By: Victoria Ivashina and Tonia Labruyere

The case discusses the strategy of Pantheon, a UK-based fund of funds investing in private equity. Client demands and preferences had changed in the aftermath of the 2008 global financial crisis and Pantheon had to adapt its business model to accommodate requests for... View Details

Keywords: Financial Management; Private Equity; Corporate Strategy; Financial Services Industry; United Kingdom

August 2008
Supplement

Becky Saeger, CMO, Charles Schwab & Co., Inc., Interviewed by Professor John Quelch

By: John A. Quelch

Professor John Quelch interviewed Becky Saeger, Chief Marketing Officer of Charles Schwab and Co., Inc., with regard to the background and success of the "Talk to Chuck" advertising campaign. View Details

Keywords: Success; Advertising Campaigns; Financial Services Industry

March 2015
Teaching Note

CVS Health: Promoting Drug Adherence

By: Leslie John, John Quelch and Robert Huckman

Email mking@hbs.edu for a courtesy copy.

This Teaching Note explains the theory of the case and teaching plan for the case: CVS Health: Promoting Drug Adherence (515010). The case finds Helena Foulkes, Executive... View Details

14 Mar 2017
First Look

First Look at New Research, March 14

in Somerville, Massachusetts, Formlabs manufactures 3D printers used to print everything from prototypes and models to jewelry, dental, and sculpture molds. As Formlabs prepares to ship its latest model, the Form 2, Head of Customer... View Details

Keywords: Sean Silverthorne

06 Mar 2018
First Look

First Look at Research and Ideas, March 6, 2018

Major Websites and Services By: Bates, Samantha, John Bowers, Shane Greenstein, Jordi Weinstock, and Jonathan Zittrain Abstract—This paper analyzes the extent to which the internet’s global domain name resolution (DNS) system has... View Details

Keywords: Sean Silverthorne

December 2021
Case

Grace Capital

By: Sara Fleiss, Robin Greenwood, Eren Kuzucu and Denise Han

In March 2020, the global pandemic was delivering a dose of volatility to the U.S. economy. Catherine Faddis, the CIO of Grace Capital, a Boston-based long-only equity manager, analyzed movements in her portfolio while eyeing previously shelved opportunities to invest... View Details

Keywords: Preferred Stock; COVID-19 Pandemic; Economy; Health Pandemics; Volatility; Entrepreneurship; Finance; Investment; Strategy; Decision Making; Investment Portfolio; Financial Services Industry; United States

31 May 2023
Research & Ideas

With Predictive Analytics, Companies Can Tap the Ultimate Opportunity: Customers’ Routines

If knowing what customers need is marketing gold, pinpointing exactly when they need it may just be platinum. Services that become part of a customer’s routine may deliver advantages beyond repeat business... View Details

Keywords: by Rachel Layne; Transportation

02 Apr 2019
First Look

New Research and Ideas, April 2, 2019

perverse effect of perpetuating the problem. Drawing on a case study of a professional service firm, we develop a multilevel theory to explain why organizations are caught in... View Details

Keywords: Dina Gerdeman

September 2000 (Revised March 2001)
Case

Old Mutual

By: Tarun Khanna, Krishna G. Palepu and Kirsty O'Neil-Massaro

Designed to explore the demutualization and listing overseas of one of Africa's largest financial institutions, Old Mutual, and the effects that these actions have on South Africa's domestic capital markets. Explores the particular difficulties that arise as a result... View Details

Keywords: Financial Institutions; Growth and Development Strategy; Organizational Structure; Global Strategy; Corporate Strategy; Capital Markets; Corporate Social Responsibility and Impact; Business Education; Financial Strategy; Business or Company Management; Financial Services Industry; Financial Services Industry; South Africa

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27 Jan 2009
First Look

First Look: January 27, 2009

b01/en/common/item_detail.jhtml?id=909033 Clutch Group: Should Abhi Shah Grab This Opportunity? Harvard Business School Case 809-065 Abhi Shah ('06), co-founding CEO of Clutch Group in the U.S. and Bangalore, must decide whether to risk a... View Details

Keywords: Martha Lagace

January 1994 (Revised November 1997)
Case

Aberlyn Capital Management: July 1993

By: Josh Lerner and Peter Tufano

Aberlyn Capital Management, a venture leasing firm specializing in providing capital to biotechnology firms, proposes to introduce a new product. Aberlyn will base a lease on an intangible product: the patent of a biotechnology firm. This poses a series of short and... View Details

Keywords: Financing and Loans; Valuation; Product Launch; Problems and Challenges; Patents; Financial Instruments; Financial Services Industry; Financial Services Industry