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March 2004 (Revised July 2005)
Case

ACCION International: Maintaining High Performance Through Time

By: Michael Chu

ACCION International has been a major innovator in microfinance for 30 years. Reviews organizational context under which key industry-shaping concepts were developed (from peer group lending, guarantee funds, equity investment funds, and regulated commercial banking... View Details

Keywords: Joint Ventures; Equity; Microfinance; Employee Relationship Management; Non-Governmental Organizations

September 1991 (Revised January 1992)
Case

Citibank (A): European Strategy

By: Michael Y. Yoshino

Keywords: Banks and Banking; Multinational Firms and Management; International Finance; Corporate Strategy; Banking Industry; Europe

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2010
Chapter

Property Rights for Foreign Capital: Sovereign Debt and Private Direct Investment in Times of Crisis

By: Louis T. Wells

Keywords: Property; Rights; International Finance; Capital; Sovereign Finance; Foreign Direct Investment; Financial Crisis

May 2010 (Revised January 2012)
Teaching Note

Lincoln Financial Meets the Financial Crisis (TN)

By: Robert C. Pozen

Teaching Note for 310137. View Details

Keywords: Financial Crisis; Decisions; Capital; Cost; Private Sector; Government and Politics; Compensation and Benefits; Business and Stakeholder Relations; Insurance; Insurance Industry

January 2010 (Revised November 2012)
Case

Savage Beast (A1)

By: Noam Wasserman and LP Maurice

For several months, things had been spiraling downwards at Savage Beast, the music-recommendation company started three years before by Tim Westergren. The company's founder-CEO recently left due to pressures both at home and within the venture. Dozens of investors... View Details

Keywords: Business Exit or Shutdown; Business Startups; Entrepreneurship; Venture Capital; Financing and Loans; Lawsuits and Litigation; Management Teams; Partners and Partnerships

October 2012
Article

Securitization without Adverse Selection: The Case of CLOs

By: Effi Benmelech, Jennifer Dlugosz and Victoria Ivashina

In this paper, we investigate whether securitization was associated with risky lending in the corporate loan market by examining the performance of individual loans held by CLOs. We employ two different datasets that identify loan holdings for a large set of CLOs and... View Details

Keywords: Personal Finance; Performance; Markets; Banks and Banking; Debt Securities; Investment Portfolio; Financing and Loans

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April 2009
Teaching Note

SKS Microfinance (TN)

By: Shawn A. Cole

Teaching Note for [208137]. View Details

Keywords: Venture Capital; Investment; Financing and Loans; Valuation; Social Enterprise; Equity; Financial Markets; Microfinance; For-Profit Firms; Financial Services Industry; India

November 2000 (Revised July 2019)
Teaching Note

Cafes Monte Bianco: Building a Profit Plan

By: Robert Simons and Indra Reinbergs

Teaching Note for (9-198-088). View Details

Keywords: Business Strategy; Cash Flow; Capital Structure; Business Earnings; Financial Statements; Business Plan; Profit; Cost Management; Performance Evaluation; Strategic Planning; Financial Management; Investment Return; Food and Beverage Industry; Manufacturing Industry; Italy

February 1999 (Revised October 2009)
Background Note

Debt v. Equity: Definitions and Consequences

By: Henry B. Reiling and Mark Pollard

Explores the location of the somewhat imprecise line between debt and equity. Identifies the primary business contexts that give rise to problems, the alternative tax consequences attending the debt versus equity determination, and the most prominent tests used to... View Details

Keywords: Borrowing and Debt; Equity; Interest Rates; Taxation; Business and Government Relations; Public Administration Industry

February 1997
Case

Transportation Displays, Incorporated (D): Exiting from a Successful Restructuring

By: Stuart C. Gilson, Vincent Hemmer, Eric Rahe, David Shorrock and Stephen Voorhis

Following a successful corporate turnaround and, more recently, a leveraged recapitalization, management of a highly profitable, fast--growing outdoor advertising company must consider alternative ways to harvest cash flow from the company without jeopardizing the... View Details

Keywords: Restructuring; Capital; Cash Flow; Profit; Taxation; Private Ownership

October 2023 (Revised March 2024)
Case

GameStop: Social Media Finds a Cheat Code (A)

By: Joseph Pacelli and Sarah Mehta

This case covers the events leading up to the 2021 GameStop short squeeze. Using GameStop as an illustrative example, the case explores the rise in retail trading, increased financial information sharing on social media, and the gamification of investing enabled by... View Details

Keywords: Value; Stocks; Financial Markets; Social Media; Investment; Applications and Software; Financial Services Industry; United States

August 2018 (Revised September 2018)
Supplement

LendingClub (C): Gradient Boosting & Payoff Matrix

By: Srikant M. Datar and Caitlin N. Bowler

This case builds directly on the LendingClub (A) and (B) cases. In this case students follow Emily Figel as she builds an even more sophisticated model using the gradient boosted tree method to predict, with some probability, whether a borrower would repay or default... View Details

Keywords: Data Analytics; Data Science; Investment; Financing and Loans; Analytics and Data Science; Analysis; Forecasting and Prediction

August 2018 (Revised September 2018)
Supplement

LendingClub (B): Decision Trees & Random Forests

By: Srikant M. Datar and Caitlin N. Bowler

This case builds directly on the LendingClub (A) case. In this case students follow Emily Figel as she builds two tree-based models using historical LendingClub data to predict, with some probability, whether borrower will repay or default on his loan.
... View Details

Keywords: Data Science; Data Analytics; Decision Trees; Investment; Financing and Loans; Analytics and Data Science; Analysis; Forecasting and Prediction

2017
Article

Inflation Bets or Deflation Hedges? The Changing Risks of Nominal Bonds

By: John Y. Campbell, Adi Sunderam and Luis M. Viceira

The covariance between U.S. Treasury bond returns and stock returns has moved considerably over time. While it was slightly positive on average in the period 1953–2009, it was unusually high in the early 1980s and negative in the 2000s, particularly in the downturns of... View Details

Keywords: Inflation and Deflation; Bonds; Interest Rates; Investment Return; Risk Management

August 2011 (Revised October 2014)
Supplement

High Wire Act: Credit Suisse and Contingent Capital (B)

By: Clayton S. Rose and Aldo Sesia

The B case describes the process and terms of the very successful offerings of contingent capital in February 2011, as well as The Basel Committee's preliminary decision not to allow contingent capital to count as Tier 1 equity. View Details

Keywords: Cost vs Benefits; Decisions; Financial Crisis; Finance; Capital; Financial Instruments; Leadership

2010
Working Paper

Investment Taxation and Portfolio Performance

By: Daniel B. Bergstresser and Jeffrey Pontiff

Taxes have a first-order impact on portfolio returns. Most research mistakenly assumes that portfolios command similar tax burdens, or that tax burdens are proportional to dividend yields. Portfolio strategies differ in the pace of capital gains realization. We use the... View Details

Keywords: Financial Strategy; Investment Return; Investment Portfolio; Taxation; Performance Evaluation

March 2008 (Revised February 2009)
Case

Transparent Value LLC

By: Sharon P. Katz, Krishna G. Palepu and Aldo Sesia, Jr.

Leading index company Dow Jones recently signed a license and joint marketing agreement with Transparent Value LLC, the creator of a new fundamentals-based valuation methodology. The agreement allowed Dow Jones to offer a family of indexes based on the Transparent... View Details

Keywords: Asset Management; Stocks; Price; Performance Expectations; Mathematical Methods; Valuation

March 2008
Supplement

Ujjivan: A Microfinance Institution at a Crossroads (B)

By: V.G. Narayanan and Pamela Freed

Case (B) of "Ujjivan: A Microfinance Institution at a Crossroads" addresses some of the actions Ujjivan, a microfinance provider in Bangalore, has taken with regard to issues raised in the (A) case, particularly regarding fraud and establishing financial... View Details

Keywords: Financial Institutions; Microfinance; Crime and Corruption; Accounting Audits; Product Development; Financial Services Industry; Bangalore

March 2008
Case

Ujjivan: A Microfinance Institution at a Crossroads (A)

By: V.G. Narayanan and Pamela Freed

Samit Ghosh, the CEO and founder of Ujjivan, a major microfinance provider in Bangalore, wants to grow his business rapidly and become financially sustainable, but he's struggling with staff fraud, high costs, and how to stay true to Ujjivan's mission of poverty... View Details

Keywords: Financial Institutions; Microfinance; Ethics; Mission and Purpose; Growth and Development Strategy; Financial Services Industry; Bangalore

December 2017 (Revised June 2021)
Case

Tesla's Bid for SolarCity

By: Charles C.Y. Wang and Raaj Zutshi

In October 2016, Tesla asked its shareholders to ratify their $2.4 billion bid for SolarCity. Tesla had announced a series of large projects in the preceding months including the unveiling of the Model 3, the new Solar Roof, and pushing forward the opening of the... View Details

Keywords: Mergers and Acquisitions; Business and Shareholder Relations; Project Finance

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