Publications

12 Mar 2006
Research & Ideas

New Research Explores Multi-Sided Markets

and pursued my own stream of research in this field, starting with my PhD thesis. Q: What are multi-sided platforms and how do they differ from other types of markets? A: Two- and multi-sided markets are markets in which firms need to get... View Details

Keywords: by Sean Silverthorne; Technology

February 2013 (Revised June 2017)
Case

Project Sun Devil and Project Paris

By: Nori Gerardo Lietz

Tony Lee is preparing to present a project to the investment committee of Howard Street Capital. He will be recommending an investment in Project Sun Devil, a high-quality 225-unit student housing rental property near Tempe, Arizona. Tony Lee will compete for capital... View Details

Keywords: General Management; Financial Analysis; Return On Assets; Accounting; Performance Measurement; Financial Ratios; Return On Equity; Financial Statements; Profitability Analysis; Portfolio Investment; Portfolio Management; Real Estate; Property; Investment Portfolio; Investment Return; Real Estate Industry; United States

January 2017 (Revised January 2019)
Case

Shisong Cardiac Center: Kumbo, Cameroon

By: Kevin Schulman and Nelly-Ange Konthcou

Shisong Cardiac Center in Kumbo, Cameroon, is a regional cardiac referral center in central Africa. As the continent transitions from communicable to non-communicable diseases, there is a critical shortage of surgical care required to treat these conditions. This case... View Details

Keywords: Finance; Operations; Health Care and Treatment; Health Industry; Africa

June 2000 (Revised July 2000)
Case

ORIX KK

By: Malcolm S. Salter and Andrew Eggers

Describes the challenges facing a Japanese financial services company as it attempts to maintain its ability to attract and retain talented employees. The CEO's ideas of corporate governance and evidence from the competitive labor environment suggest the need for more... View Details

Keywords: Corporate Governance; Compensation and Benefits; Motivation and Incentives; Management Analysis, Tools, and Techniques; Geographic Location; Financial Services Industry; Japan

October 2009
Supplement

Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)

By: Ryan D. Taliaferro, Clayton S. Rose and David Lane

[Continuation of "A" and "B" cases.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of... View Details

Keywords: Mergers and Acquisitions; Horizontal Integration; Financial Institutions; Business Processes; Risk Management; Strategy; Market Transactions; Assets; System; Saving; Banking Industry; New York (state, US)

08 Jan 2019
Blog Post

New Year, New Career Goals: Coaches Offer Advice for 2019

For many people, the New Year can mean new beginnings. Now is a common time to make resolutions, so we asked our coaching team their advice on what to keep in mind with your own professional development. Welcoming the New Year often... View Details

21 Aug 2015
Blog Post

My Fear of Student Debt: Funding the HBS/HKS Joint Degree

How do you decide whether taking on student debt outweighs the professional and personal benefits of graduate school? This decision was hard for me. I spent four years after my undergraduate studies working for low pay at non-profits... View Details

September 2020
Article

Analyst Forecast Bundling

By: Michael Drake, Peter Joos, Joseph Pacelli and Brady Twedt

Changing economic conditions over the past two decades have created incentives for sell-side analysts to both provide their institutional clients tiered services and to streamline their written research process. One manifestation of these changes is an increased... View Details

Keywords: Analysts; Earnings Forecasts; Forecast Accuracy; Forecast Bundling; Business Earnings; Forecasting and Prediction

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05 Sep 2018
Research & Ideas

The Hidden Benefit of Giving Back to Open Source Software

anyone. As part of the open source ethos, it is expected that people or companies who use open source code will “give back” to the community in the form of code improvements and enhancements. And that presents an interesting dilemma for View Details

Keywords: by Kristen Senz; Computer

Research Summary

Corporate Lobbying Strategy and Foreign MNEs

“U.S. Defense Contracts and the Lobbying Strategies of Foreign MNEs: The Liability of Foreignness and Make-or-Buy Decisions about Political Goods”

Many firms engage in lobbying with the expectation that their lobbying efforts will... View Details

Keywords: Non-market Strategy; Political Strategy; Lobbying; Make V. Buy; Multinational Enterprise; Global Strategy; United States

22 Jun 2021
Research & Ideas

The COVID-19 Mutiny: When Teams Leave and Take Their Clients

pandemic has motivated and facilitated lift outs in two key ways: Market volatility has motivated searches. Market agitation at any level, from firm to industry to global, can motivate people to browse job ads and take or make that first... View Details

Keywords: by Robin Abrahams, Boris Groysberg, and Steven L. Manchel

February 2024
Supplement

JTC: Stronger Together with Shared Ownership: What JTC Did and Its Impact

By: Ethan Bernstein

Nigel Le Quesne, CEO of Jersey-based financial services firm JTC, firmly believed that "shared ownership" was at the heart of his company’s successful track record. The firm had seen its revenues, profits, and number of clients and staff grow steadily throughout its... View Details

Keywords: Employee Stock Ownership Plan; Leadership Style; Organizational Culture; Going Public; Employee Ownership; Financial Services Industry

14 Oct 2020
Blog Post

Veteran Financial Aid Outlook

services have, or fulfilling a pre-assignment requirement to teach at one of the Service Academies or to be a strategist, my advice is to brace yourself for some loans. This is not unique to Harvard, though.... View Details

February 2001 (Revised January 2002)
Case

Tracmail

By: Paul W. Marshall, Carin-Isabel Knoop and Suma Raju

Tracmail, an online customer service company based in India, is trying to handle support services (e-mail and chat) for companies worldwide. In its quest to break into global markets, Tracmail is contemplating a joint venture with a U.S. call center. Tracmail is also... View Details

Keywords: Salesforce Management; Globalized Firms and Management; Business Startups; Joint Ventures; Service Industry; Service Industry; India; United States

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Career Coach

Ben Schlatka

Ben (HBS '05) has deep experience in technology driven organizations - including fund raising and venture formation, product marketing, product management, business development and managing technical professionals in large public and... View Details

Keywords: Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All)

June 2023
Teaching Note

From Cradle to Heaven: Taikang Insurance Group

By: William C. Kirby and Noah B. Truwit

Teaching Note for HBS Case No. 320-088. The case explores the rise of Taikang Insurance Group and its quest to be a leader of one of China's fastest-growing industries. Due to China's underdeveloped social welfare state, Taikang saw an opportunity for the private... View Details

Keywords: Health Care and Treatment; Government and Politics; Health Industry; China