Publications

August 2008
Supplement

Charles Schwab & Co. "Talk to Chuck" Advertising Campaign Ad Clips

By: John A. Quelch

A series of advertising clips that were prepared for television advertising to accompany the "Talk to Chuck" advertising campaign of Charles Schwab and Co. View Details

Keywords: Decisions; Business or Company Management; Advertising Campaigns; Financial Services Industry

August 2008
Teaching Note

North Goes East (TN)

By: Nicolas P. Retsinas and Ben Creo

Teaching Note for [208136]. View Details

Keywords: Investment; Investment Funds; Partners and Partnerships; Investment Return; Leadership Style; Opportunities; Financial Services Industry; Financial Services Industry; Europe

August 2008 (Revised May 2009)
Case

Kmart and ESL Investments (A)

By: Stuart C. Gilson and Sarah Abbott

A major bankrupt retailer is poised to emerge from Chapter 11. Two activist hedge funds ("vulture investors") will own over 50% of reorganized Kmart's common stock, based on prior investments in Kmart's debt claims, and an infusion of new equity financing. The Chapter... View Details

Keywords: Restructuring; Capital Structure; Insolvency and Bankruptcy; Investment; Investment Activism; Valuation; Financial Services Industry; Financial Services Industry; United States

August 2008
Teaching Note

The Blackstone Group's IPO (TN)

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

Teaching Note for [808100]. View Details

Keywords: Financial Liquidity; Public Ownership; Initial Public Offering; Business and Stakeholder Relations; Organizational Structure; Financial Services Industry; China

July 2008
Supplement

Orchid Partners: Case Epilogue

By: Howard H. Stevenson and Shirley Spence

Describes the real-life outcome of the case “Orchid Partners: A Venture Capital Start-Up” (9-804-138). View Details

Keywords: Entrepreneurship; Venture Capital; Outcome or Result; Partners and Partnerships; Financial Services Industry

July 2008
Teaching Note

3i Group plc: May 2006 (TN)

By: Josh Lerner, G. Felda Hardymon and Ann Leamon

Teaching Note for [807006]. View Details

Keywords: Financial Services Industry

Article

Can They Take It with Them? The Portability of Star Knowledge Workers' Performance: Myth or Reality

By: Boris Groysberg, Linda-Eling Lee and Ashish Nanda

This paper examines the portability of star security analysts' performance. Star analysts who switched employers experienced an immediate decline in performance that persisted for at least five years. This decline was most pronounced among star analysts who moved to... View Details

Keywords: Firm Performance; Hiring; Employee Selection; Employee Retention; Knowledge; Employees; Selection and Staffing; Retention; Performance; Competitive Advantage; Financial Services Industry

Find at Harvard

July 2008 (Revised September 2009)
Teaching Note

David Berman (TN)

By: Ananth Raman, Vishal Gaur and Saravanan Kesavan

Teaching Note for [605081]. View Details

Keywords: Financial Services Industry

July 2008 (Revised February 2011)
Supplement

Sanford C. Bernstein: The Fork in the Road (B)

By: Boris Groysberg and Geoff Eckman Marietta

Update on the (A) case. View Details

Keywords: Knowledge; Business or Company Management; Organizational Change and Adaptation; Organizational Culture; Competitive Advantage; Valuation; Financial Services Industry

Find at Harvard

July 2008
Teaching Note

Sanford C. Bernstein: The Fork in the Road (TN) (A) and (B)

By: Boris Groysberg and Geoff Eckman Marietta

Teaching Note for [404001] and [409008]. View Details

Keywords: Financial Services Industry

July 2008
Teaching Note

Teena Lerner: Dividing the Pie at Rx Capital (TN) (A) and (B)

By: Boris Groysberg and Geoff Eckman Marietta

Teaching Note for [406088] and [406112]. View Details

Keywords: Financial Services Industry

June 2008
Teaching Note

Transparent Value LLC (TN)

By: Sharon P. Katz and Krishna G. Palepu

Teaching Note for [108098]. View Details

Keywords: Agreements and Arrangements; Valuation; Stocks; Price; Performance Expectations; Cash Flow; Revenue; Business Startups; Investment Funds; Product Launch; Financial Services Industry

June 2008 (Revised October 2008)
Case

International Carbon Finance and EcoSecurities

By: Andre F. Perold, Forest L. Reinhardt and Mikell Hyman

In late 2007, EcoSecurities had to decide whether to undertake a new Clean Development Mechanism (CDM) project in China. EcoSecurities was an aggregator of carbon credits and also invested directly in projects that produced carbon credits. Governments and firms... View Details

Keywords: Non-Renewable Energy; Cost Management; Investment Return; Business and Government Relations; Risk and Uncertainty; Investment; Cash Flow; Valuation; Pollutants; Environmental Sustainability; Financial Services Industry; China

June 2008
Case

Rackspace Hosting in Late 2000

By: James L. Heskett and W. Earl Sasser

The leadership team of Rackspace, faced with accommodation of its service offering and dwindling financial reserves, decides to make customer focus the rallying cry of its new strategy. This short case was designed as the discussion igniter for a series of short video... View Details

Keywords: Customer Focus and Relationships; Finance; Management Teams; Service Operations; Customer Ownership; Strategy

May 2008 (Revised April 2009)
Teaching Note

Finansbank 2006 (TN)

By: C. Fritz Foley and Linnea Meyer

Teaching Note for [208-108]. View Details

Keywords: Investment; Finance; Financial Services Industry

May 2008 (Revised March 2009)
Case

SKS Microfinance

By: Shawn A. Cole and Theresa Chen

Vikram Akula, CEO of SKS Microfinance, seeks a venture capital investment to fund his firm. SKS, one of the largest and fastest growing microfinance institutions in India, is a profitable, for-profit institution with a social mission. In what is one of the first... View Details

Keywords: For-Profit Firms; Venture Capital; Microfinance; Corporate Social Responsibility and Impact; Valuation; Financial Services Industry; India