investment banking - Publications - Faculty & Research

Charlotte L. Robertson

Charlotte Robertson is an Assistant Professor in the Business, Government, and the International Economy Unit at Harvard Business School. She teaches BGIE in the MBA required curriculum.

Professor Robertson conducts research on the history of financial... View Details

01 Dec 2023
News

applauded. And if mistakes were made, I had the argument that there were not enough hours in the day to do more. I eventually felt as if I excelled at investment banking but only felt “myself” while at work.... View Details

Keywords: Business Schools & Computer & Management Training; Educational Services

July 2024
Case

Jacqueline Cook at Vendasta: Debating an IPO

By: Reza Satchu, Tom Quinn and Andrew Kosc

In May 2021, after a surge in demand for digital services that prompted high valuations for startups across the Canadian tech sector, Saskatchewan-based Vendasta entered the final stages of the initial public offering (IPO) process. COO Jacqueline Cook had invested her... View Details

Citation

Educators

Purchase

20 Aug 2007
Working Paper Summaries

Hedge Fund Investor Activism and Takeovers

Keywords: by Robin Greenwood & Michael Schor; Banking

26 May 2016
News

Mary Callahan Erdoes, MBA 1993

Morgan Global Investment Management, Portfolio Manager 2005 Named CEO, J.P. Morgan Private Bank 2005 Joins Board of Directors, U.S. Fund for UNICEF 2009 Named CEO, J.P. Morgan Asset Management 2013 Launches... View Details

Keywords: Susan Young; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank

20 Jan 2009
Research & Ideas

Risky Business with Structured Finance

In the wake of the financial crisis, many once-esoteric investment terms have become a familiar part of our vocabulary. The role of structured finance securities such as collateralized debt obligations (CDOs), for example, and the part... View Details

Keywords: by Julia Hanna; Banking; Banking

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Topics - HBS Working Knowledge

Communication (42) Investment Activism (12) Investment Banking (6) Investment Funds (12) Investment Portfolio (8)... View Details

01 Nov 2011
First Look

First Look: Nov. 1

Authors:David E. Bell and Mary L. Shelman Publication:Harvard Business Review 89, no. 11 (November 2011) An abstract is unavailable at this time. Read the article: http://hbr.org/2011/11/kfcs-radical-approach-to-china/ar/1 Tax Policy and the Efficiency of U.S. Direct... View Details

Keywords: Sean Silverthorne

01 Mar 2010
Op-Ed

A Golden Opportunity for Ford and GM

to move aggressively to secure their market share gains by investing windfall profits to make their auto lineups more competitive for the next decade. That means introducing new designs that offer attractive features, improved fuel... View Details

Keywords: by Bill George; Auto

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Bankruptcy | Baker Library | Bloomberg Center | Harvard Business School

Introduction 1840s – 1880s General Merchants to Commodities Brokers 1880s – 1920s Investment Banking & Securities Underwriting 1920s – 1960s Investing in Emerging Industries... View Details

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About - Business & Environment

has led several successful finance projects that brought together the private and public sectors, large financial institutions, and multilateral organizations. In previous roles at HBS she wrote case studies on impact investing and... View Details

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Executive Education - Global

a senior executive." Waseem Khayata Managing Director of Investment Finance House, Dubai "My biggest takeaway has been that leaders need both in-depth and big-picture approaches to run their organizations." Hala Matar Choufany President... View Details

17 Aug 2010
First Look

First Look: August 17

analyze conditions under which these attack types are likely to succeed. Download the paper: http://www.hbs.edu/research/pdf/07-104.pdf Unstable Equity? Combining Banking with Private Equity Investing... View Details

Keywords: Martha Lagace

03 Mar 2009
First Look

First Look: March 3, 2009

crucially so—on whether or not the platforms subsidize one side of the market in equilibrium. For example, with prices being strategic complements across platforms, we show that a cost-reducing investment by one firm may have a positive... View Details

Keywords: Martha Lagace

01 Mar 2024
News

In Harmony

the Seoul offices of MBK Partners, Kim contemplates shelves of Lucite trophies commemorating some of the many successful deals of the private equity firm he cofounded in 2005. Others stretch back to his days as president of Carlyle Asia and COO of Asia-Pacific View Details

Keywords: Julia Hanna; photographs by Jun Michael Park; private equity; fiction; financial crisis; leadership; Korea

February 2011 (Revised September 2016)
Case

Investcorp and the Moneybookers Bid

By: Matthew Rhodes-Kropf, Carin-Isabel Knoop and Nori Gerardo Lietz

In January 2007, Hazem Ben-Gacem, managing director and co-head of Investcorp Technology Partners (ITP), needs to decide what to bid at an auction for Moneybookers Limited, one of the top three e-payment solution providers in Europe. However, approximately 70% of... View Details

Keywords: Business Startups; Games, Gaming, and Gambling; Private Equity; Investment; Auctions; Bids and Bidding; Valuation; Europe; United States

Citation

Educators

Purchase

07 Jul 2008
Research & Ideas

Innovation Corrupted: How Managers Can Avoid Another Enron

or fail to analyze the utter breakdown in board governance and Enron's internal controls, and the failure of credit rating agencies to blow the whistle," he says. "They also overlook the collusion of investment View Details

Keywords: by Martha Lagace; Energy; Utilities

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General Merchants to Commodities Brokers | Baker Library | Bloomberg Center | Harvard Business School