Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
  • Research
    • Research
    • Publications
    • Global Research Centers
    • Case Development
    • Initiatives & Projects
    • Research Services
    • Seminars & Conferences
    →
  • Publications→

Publications

Publications

Filter Results: (1,380) Arrow Down
Filter Results: (1,380) Arrow Down Arrow Up

Show Results For

  • All HBS Web  (4,538)
    • Faculty Publications  (1,380)

    Show Results For

    • All HBS Web  (4,538)
      • Faculty Publications  (1,380)

      Financial ServicesRemove Financial Services →

      ← Page 4 of 1,380 Results →

      Are you looking for?

      →Search All HBS Web
      • June 2024
      • Case

      Arete Research on Unity Software

      By: Joseph Pacelli and Tonia Labruyere
      Richard Kramer had founded Arete Research, an independent financial research provider, in 2000 after a successful career as a sell-side analyst at Goldman Sachs. He reflects on his team's coverage of Unity Software, a U.S.-based mobile games software company, that... View Details
      Keywords: Analysis; Initial Public Offering; Analytics and Data Science; Applications and Software; Mobile and Wireless Technology; Valuation; Value Creation; Mergers and Acquisitions; Business Model; Reports; Financial Services Industry; Financial Services Industry; United Kingdom; United States
      Citation
      Educators
      Purchase
      Related
      Pacelli, Joseph, and Tonia Labruyere. "Arete Research on Unity Software." Harvard Business School Case 124-086, June 2024.
      • June 2024
      • Supplement

      Zeswitz Music (A)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: In July of 2013, Randy Shayler (HBS, 2012) acquired Zeswitz Music, a musical instrument rental company based in Reading,... View Details
      Keywords: Customer Focus and Relationships; Business Strategy; Acquisition; Revenue; Marketing; Music Industry; Retail Industry; Pennsylvania
      Citation
      Purchase
      Related
      Ruback, Richard S., and Royce Yudkoff. "Zeswitz Music (A)." Harvard Business School Multimedia/Video Supplement 224-747, June 2024.
      • June 2024
      • Supplement

      Zeswitz Music (B)

      By: Richard S. Ruback and Royce Yudkoff
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
      Abstract: In July of 2013, Randy Shayler (HBS, 2012) acquired Zeswitz Music, a musical instrument rental company based in Reading,... View Details
      Keywords: Acquisition; Customer Focus and Relationships; Business Strategy; Revenue; Marketing; Music Industry; Retail Industry
      Citation
      Purchase
      Related
      Ruback, Richard S., and Royce Yudkoff. "Zeswitz Music (B)." Harvard Business School Multimedia/Video Supplement 224-748, June 2024.
      • June 2024
      • Case

      Tremblant Capital: Launching an Active ETF

      By: Robin Greenwood, Luis M. Viceira and Robert Ialenti
      The case highlights deliberations led by Brett Barakett, CEO and chief investment officer of Tremblant Capital, just months prior to launching an actively managed ETF, Tremblant Global (TOGA). However, his team continued to have reservations around the launch. On the... View Details
      Keywords: Asset Management; Investment Funds; Product Launch; Risk and Uncertainty; Financial Services Industry
      Citation
      Educators
      Purchase
      Related
      Greenwood, Robin, Luis M. Viceira, and Robert Ialenti. "Tremblant Capital: Launching an Active ETF." Harvard Business School Case 224-112, June 2024.
      • June 2024 (Revised September 2024)
      • Case

      Driving Scale with Otto

      By: Rebecca Karp, David Allen and Annelena Lobb
      This case asks how startup founders make scaling decisions in light of their priorities for their business and for themselves. Otto was a technology company that applied artificial intelligence technology to sales. It deployed natural language processing to find sales... View Details
      Keywords: Artificial Intelligence; Natural Language Processing; B2B; B2B Innovation; Scaling; Scaling Tech Ventures; Business Startups; AI and Machine Learning; Finance; Sales; Business Strategy; Growth and Development Strategy; Entrepreneurship; Information Technology Industry; United States; Cambridge; New York (city, NY); Spain
      Citation
      Educators
      Purchase
      Related
      Karp, Rebecca, David Allen, and Annelena Lobb. "Driving Scale with Otto." Harvard Business School Case 724-407, June 2024. (Revised September 2024.)
      • June 2024
      • Supplement

      Pal's Sudden Service (B)

      By: Gary P. Pisano, Francesca Gino and Ruth Page
      Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

      Abstract: Pal's Sudden Service has developed a unique operating model and organizational culture in the quick service... View Details
      Keywords: Growth and Development Strategy; Organizational Culture; Motivation and Incentives; Service Operations; Service Industry; Service Industry
      Citation
      Purchase
      Related
      Pisano, Gary P., Francesca Gino, and Ruth Page. "Pal's Sudden Service (B)." Harvard Business School Multimedia/Video Supplement 917-701, June 2024.
      • June 2024 (Revised September 2024)
      • Case

      Sequoia Capital

      By: Jo Tango, Christina Wallace, Srimayi Mylavarapu and Johnson Elugbadebo
      Sequoia Capital, a venture capital firm founded in 1972, quickly grew to become one of the most storied venture capital firms in the world. Fueled by a strong culture, Sequoia's investment track record included the names of some of the largest global successes.... View Details
      Keywords: Venture Capital; Organizational Culture; Organizational Change and Adaptation; Restructuring; Corporate Strategy; Financial Services Industry
      Citation
      Educators
      Purchase
      Related
      Tango, Jo, Christina Wallace, Srimayi Mylavarapu, and Johnson Elugbadebo. "Sequoia Capital." Harvard Business School Case 824-212, June 2024. (Revised September 2024.)
      • May 2024
      • Supplement

      GameStop: Social Media Finds a Cheat Code (B)

      By: Joseph Pacelli and Sarah Mehta
      This case accompanies “GameStop: Social Media Finds a Cheat Code (A),” no. 124-005. It provides an update on pertinent events from 2021 to 2023. View Details
      Keywords: Finance; Markets; Value; Financial Services Industry; Financial Services Industry; United States
      Citation
      Purchase
      Related
      Pacelli, Joseph, and Sarah Mehta. "GameStop: Social Media Finds a Cheat Code (B)." Harvard Business School Supplement 124-042, May 2024.
      • May 2024
      • Case

      Net Protections (A)

      By: Ramon Casadesus-Masanell, Nobuo Sato and Akiko Kanno
      In Case A, set in early 2017, Net Protections (NP) is the largest Buy Now, Pay Later (BNPL) fintech service in Japan and is experiencing a slowdown in growth of its core product, NP Atobarai. Launched in 2002 as non-membership service, the NP Atobarai product has given... View Details
      Keywords: Product Positioning; Demand and Consumers; E-commerce; Customers; Business Model; Financial Services Industry; Japan
      Citation
      Educators
      Purchase
      Related
      Casadesus-Masanell, Ramon, Nobuo Sato, and Akiko Kanno. "Net Protections (A)." Harvard Business School Case 724-395, May 2024.
      • May 2024
      • Case

      A New Aiera for Equity Research

      By: Joseph Pacelli, Charles CY Wang and James Barnett
      Aiera (pronounced “era”) co-founder and CEO Ken Sena considers strategic pathways to growth for the artificial intelligence (AI)-powered platform used to source, verify, and transcribe earnings calls, company presentations, and other corporate events. View Details
      Keywords: Financial Reporting; Financial Statements; Business Startups; Entrepreneurship; AI and Machine Learning; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States
      Citation
      Educators
      Related
      Pacelli, Joseph, Charles CY Wang, and James Barnett. "A New Aiera for Equity Research." Harvard Business School Case 124-008, May 2024.
      • April 2024 (Revised August 2024)
      • Teaching Note

      Silicon Valley Bank: Gone in 36 Hours

      By: Jung Koo Kang, Krishna G. Palepu and Charles C.Y. Wang
      Teaching Note for HBS Case No. 124-001. View Details
      Keywords: Accounting Standards; Bank Runs; Financial Accounting; Financial Reporting; Social Media; Banks and Banking; Financing and Loans; Investment Portfolio; Interest Rates; Debt Securities; Risk and Uncertainty; Financial Statements; Risk Management; Financial Services Industry; United States
      Citation
      Purchase
      Related
      Kang, Jung Koo, Krishna G. Palepu, and Charles C.Y. Wang. "Silicon Valley Bank: Gone in 36 Hours." Harvard Business School Teaching Note 124-096, April 2024. (Revised August 2024.)
      • April 2024 (Revised August 2024)
      • Case

      The Engine

      By: Joshua Lev Krieger, Jim Matheson, Fiona Murray and Nicholas Christman
      The Engine, a venture capital firm founded by MIT to fill a gap in the technology funding landscape by commercializing breakthrough science and technology. Led by managing partner and CEO Katie Rae, the Engine's unique approach involved an unusually longer fund life,... View Details
      Keywords: Growth and Development Strategy; Mission and Purpose; Venture Capital; Business Startups; Entrepreneurial Finance; Financial Services Industry
      Citation
      Educators
      Purchase
      Related
      Krieger, Joshua Lev, Jim Matheson, Fiona Murray, and Nicholas Christman. "The Engine." Harvard Business School Case 824-147, April 2024. (Revised August 2024.)
      • March 2024 (Revised June 2024)
      • Case

      The Annenberg Foundation: Promoting Diversity in the Investment Management Industry

      By: Randolph B. Cohen and Johnson Elugbadebo
      Keywords: Investment Management; Investing; Foundations; Fund Management; Diversity; Investment; Investment Funds; Financial Services Industry
      Citation
      Educators
      Purchase
      Related
      Cohen, Randolph B., and Johnson Elugbadebo. "The Annenberg Foundation: Promoting Diversity in the Investment Management Industry." Harvard Business School Case 224-065, March 2024. (Revised June 2024.)
      • March 2024 (Revised June 2024)
      • Case

      Kashat: Navigating the Uncertainties of the Egyptian Fintech Market

      By: Paul A. Gompers and Ahmed Dahawy
      Karim Nour, the founder of Kashat, an Egyptian nano-lending fintech company, is contemplating how to manage the growth of his startup. Over the summer of 2022, Kashat's loan disbursements had grown by nearly 40%, fueled by macroeconomic instability in Egypt. However,... View Details
      Keywords: Fintech; Business Model; Developing Countries and Economies; Acquisition; Business Exit or Shutdown; Mobile and Wireless Technology; Business Growth and Maturation; Business Startups; Financing and Loans; Capital; Financial Services Industry; Financial Services Industry; Egypt
      Citation
      Educators
      Purchase
      Related
      Gompers, Paul A., and Ahmed Dahawy. "Kashat: Navigating the Uncertainties of the Egyptian Fintech Market." Harvard Business School Case 824-055, March 2024. (Revised June 2024.)
      • March 2024
      • Case

      Funderbeam: Teaming Up or Going Alone?

      By: Paul A. Gompers, Elena Corsi and Orna Dan
      Funderbeam, a global platform founded in Estonia to enable start-ups to run private syndications and secondaries while offering liquidity for private equity investors, was at a crossroads. Over its ten-year run, the company had expanded its services and areas of... View Details
      Keywords: Decision Making; Business Exit or Shutdown; Transition; Leading Change; Business or Company Management; Organizational Change and Adaptation; Law; Mergers and Acquisitions; Financing and Loans; Cross-Cultural and Cross-Border Issues; Ownership Stake; Expansion; Business Startups; Venture Capital; Financial Services Industry; Estonia; Republic of Ireland; United Kingdom; Singapore
      Citation
      Educators
      Purchase
      Related
      Gompers, Paul A., Elena Corsi, and Orna Dan. "Funderbeam: Teaming Up or Going Alone?" Harvard Business School Case 224-076, March 2024.
      • March 2024 (Revised May 2024)
      • Case

      Masterpiece for the Masses: The First Art Exchange ARTEX

      By: Lauren Cohen, Anastasiya Siroochenko (Siro) and Sophia Pan
      Yassir Benjelloun-Touimi, CEO of ARTEX, aspired to marry the world of art and finance. Hoping to promote transparent, fractionalized ownership of renowned artwork, the founder had spent years contemplating the birth of an art stock market. This exchange would allow... View Details
      Keywords: Trading; Art Market; Art Fair; Tokenization; Democratization; Exchange Traded Fund; Price Monitoring; Trends And Opportunities; Financial Liquidity; Financial Markets; Arts; Financial Strategy; Initial Public Offering; Investment Return; Technological Innovation; Business Model; Trends; Stocks; Assets; Diversification; Trade; Financial Services Industry; Financial Services Industry; Paris; France
      Citation
      Educators
      Purchase
      Related
      Cohen, Lauren, Anastasiya Siroochenko (Siro), and Sophia Pan. "Masterpiece for the Masses: The First Art Exchange ARTEX." Harvard Business School Case 224-086, March 2024. (Revised May 2024.)
      • March 2024
      • Case

      Nomad: A License to Bank

      By: Paul A. Gompers and Pedro Levindo
      In late 2023, Lucas Vargas, CEO and co-founder of Nomad, a fintech that offered financial services in the United States for Brazilian residents, had to decide what to do to ensure the company’s continued expansion. Nomad launched its first product, a U.S. digital bank... View Details
      Keywords: Mergers and Acquisitions; Business Startups; Customer Satisfaction; Decision Making; Entrepreneurship; Banks and Banking; Initial Public Offering; Global Strategy; Growth and Development Strategy; Brands and Branding; Marketing Strategy; Product Launch; Organizational Culture; Going Public; Ownership Stake; Innovation and Invention; Strategic Planning; Business and Government Relations; Business and Stakeholder Relations; Risk and Uncertainty; Business Strategy; Competitive Advantage; Corporate Strategy; Diversification; Expansion; Vertical Integration; Leadership; Law; Service Industry; Service Industry; Service Industry; Brazil; United States; North America; Latin America
      Citation
      Educators
      Purchase
      Related
      Gompers, Paul A., and Pedro Levindo. "Nomad: A License to Bank." Harvard Business School Case 824-144, March 2024.
      • March 2024
      • Case

      East Rock Capital: 'Talent Is the Best Asset Class'

      By: Boris Groysberg, Sarah L. Abbott and Izzy Yeoh
      Adam Shapiro and Graham Duncan launched East Rock Capital, LLC in 2006 with a seed investment from Stuart Miller, executive chairman of Lennar Corporation. East Rock managed long-term assets for high-net-worth families, primarily working with external managers who had... View Details
      Keywords: Alternative Assets; Hiring; HNW Products And Services; Recruiting; Hedge Funds; Wealth Management; Asset Management; Private Equity; Financial Institutions; Marketing Strategy; Growth and Development Strategy; Competitive Advantage; Financial Services Industry; United States
      Citation
      Educators
      Purchase
      Related
      Groysberg, Boris, Sarah L. Abbott, and Izzy Yeoh. "East Rock Capital: 'Talent Is the Best Asset Class'." Harvard Business School Case 424-017, March 2024.
      • February 2024
      • Case

      Vespucci Partners: The New World of Venture Capital in Hungary

      By: Paul A. Gompers, Tonia Labruyere and Emilie Billaud
      Julia Sohajda was the young, female founding partner of the Hungarian VC firm Vespucci Partners, which focused on investing at seed stage into Hungarian deep tech startups and prepare them for a launch in the U.S market. Vespucci's first fund had largely been comprised... View Details
      Keywords: Venture Capital; Business Startups; Investment Funds; Financing and Loans; Entrepreneurship; Financial Services Industry; Hungary; United States
      Citation
      Educators
      Purchase
      Related
      Gompers, Paul A., Tonia Labruyere, and Emilie Billaud. "Vespucci Partners: The New World of Venture Capital in Hungary." Harvard Business School Case 824-138, February 2024.
      • February 2024 (Revised July 2024)
      • Case

      Korea Venture Investment Corporation

      By: Paul A. Gompers and Billy Chan
      Financial service sector Korea Venture Investment Corporation (KVIC) is the venture capital arm of the Korean government with a founding mission to build a domestic startup ecosystem that would be as competitive as Silicon Valley. KVIC manages a basket of... View Details
      Keywords: Entrepreneurship; Society; Investment; Venture Capital; Mission and Purpose; State Ownership; Financial Services Industry; Asia; South Korea
      Citation
      Educators
      Purchase
      Related
      Gompers, Paul A., and Billy Chan. "Korea Venture Investment Corporation." Harvard Business School Case 224-022, February 2024. (Revised July 2024.)
      • ←
      • 4
      • 5
      • …
      • 68
      • 69
      • →

      Are you looking for?

      →Search All HBS Web
      ǁ
      Campus Map
      Harvard Business School
      Soldiers Field
      Boston, MA 02163
      →Map & Directions
      →More Contact Information
      • Make a Gift
      • Site Map
      • Jobs
      • Harvard University
      • Trademarks
      • Policies
      • Accessibility
      • Digital Accessibility
      Copyright © President & Fellows of Harvard College.