Instrumentality - Publications - Faculty & Research

Joseph P. Spang, Jr.

Spang is credited with rejuvenating Gillette after the depression. He was a pioneer in sports marketing and endorsements and was instrumental in leading Gillette into diversified product lines, most notably with the acquisition of the... View Details

Keywords: Personal Care & Home Products

Philip B. Hofmann

Hofmann served as Johnson and Johnson’s first non-family member CEO. He was instrumental in the success of the Ortho Pharmaceutical affiliate and during his tenure as CEO, he doubled sales – reaching the $1 billion mark by 1970. View Details

Keywords: Healthcare

Herbert W. Hoover

Hoover was instrumental in introducing vacuum cleaners to the market and creating the world’s most famous vacuum cleaners’ trademark. By the mid-20th century, Hoover’s international corporation was operating in 107 nations, employing... View Details

Keywords: Fabricated Goods

April 1977
Background Note

Choice of Debt Securities: Maturity and Call Provisions

By: Jay O. Light

Keywords: Financial Instruments

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January 1984 (Revised January 1994)
Teaching Note

Futures Exercises, Teaching Note

By: David E. Bell

Keywords: Financial Instruments

Citation

May 1986
Case

Fred Johnson's Adjustable Rate Convertible Note, Software Case

By: William E. Fruhan Jr.

Keywords: Financial Instruments; Financial Services Industry

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September 2009 (Revised June 2011)
Supplement

Citigroup's Exchange Offer (B)

By: Robin Greenwood and James Quinn

Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details

Keywords: Financial Instruments; Financial Services Industry

Citation

Purchase

May 2005 (Revised January 2006)
Background Note

Note on Forward Contracts and Swaps

Introduces forward contracts and derives graphically through basic arbitrage principles the spot-forward parity. Introduces swap contracts as simply a portfolio of forward contracts. Also covers briefly the mathematics behind swaps as an extension of spot-forward... View Details

Keywords: Financial Instruments

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Weis was instrumental in managing the growth of Weis Markets, often noted as the most profitable supermarket chain in the United States. Weis took the company public in 1965 and went on to produce over 25 consecutive years of successful... View Details

Keywords: Retail

Patrick E. Haggerty

Haggerty led Texas Instruments into the manufacture of transistors - the first to make them cheaply enough to be commercially viable. During Haggerty’s tenure, the company expanded its overseas market (47 manufacturing plants in 19... View Details

Keywords: Computers & Electronics

Arthur D. Little

Little founded the largest unendowed commercial industrial research laboratory in the United States. Little, who was initially interested in chemistry of cellulose and its application in production, gradually expanded his interest to include other fields of applied... View Details

Keywords: Services

September 1999 (Revised November 1999)
Case

Maxwell Shoe Company, Inc.

By: Krishna G. Palepu

This case examines analysts' claim that Maxwell's stock was undervalued. View Details

Keywords: Debt Securities; Stocks; Valuation; Apparel and Accessories Industry

Citation

Educators

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Soon after assuming the presidency, Wriston built Citibank into the nation’s second largest bank in terms of total assets. He was instrumental in the convergence of Citibank and the First National City Corporation (Citicorp) which by 1976... View Details

Keywords: Finance

E. Gifford Upjohn

Upjohn played an instrumental role in supporting legislation requiring pharmaceutical companies to prove a drug’s effectiveness in clinical trials prior to its general release. A physician by training, Upjohn established the Medical... View Details

Keywords: Healthcare

Charles M. Pigott

Pigott was instrumental in leading the growth of his family’s business, Pacific Car & Foundry. Sales of heavy trucks under the Peterbilt and Kenworth names increased from $320 million to $4.3 billion. Part of that growth was generated... View Details

Keywords: Automotive & Aerospace

Uncas A. Whitaker

Whitaker built the world’s largest manufacturer of electrical devices and connectors. His company was instrumental in the development of miniature components and advanced computer technologies which have been incorporated into literally... View Details

Keywords: Computers & Electronics

William G. Mather

Mather headed the company for 50 years. He was instrumental in consolidating several mining operations into one powerful force. He also embarked on a major diversification program by investing in iron-ore industries and steel operations. View Details

Keywords: Agriculture & Mining

William Blackie

Blackie took Caterpillar Tractor from a small U.S. based factory in Peoria, Illinois to a multinational corporation. Blackie was instrumental in creating new markets for Caterpillar products. He invested heavily in international expansion... View Details

Keywords: Construction & Real Estate

Enos M. Barton

In 1872, Barton co-founded Western Electric Manufacturing Company. In 1881, the company was reorganized as the Western Electric Company and licensed under the Bell patents to manufacture instruments for AT&T. Barton oversaw the... View Details

Keywords: Computers & Electronics

February 1997 (Revised July 1997)
Case

Enron Corp.: - Credit Sensitive Notes

This case investigates an innovative bond issue by Enron. The coupon on the bond is indexed to the company's credit rating, making it a credit derivative structure. View Details

Keywords: Credit Derivatives and Swaps; Bonds; Energy Industry

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