Publications

July 1978
Teaching Note

Walton Instruments--1970, Teaching Note

By: Robert H. Hayes and Steven C. Wheelwright

Keywords: Asset Management; Production; Quality

12 May 2020
Working Paper Summaries

Elusive Safety: The New Geography of Capital Flows and Risk

Keywords: by Laura Alfaro, Ester Faia, Ruth Judson, and Tim Schmidt-Eisenlohr

Profile

Raja Bobbili

far? I work at a small firm with a big mandate – we have a pool of capital that we can invest in any asset class, industry and geography. I enjoy the intellectual freedom that comes with that and take pride in the sense of accountability... View Details

Keywords: Investment Management / Hedge Fund

October 1984 (Revised July 2003)
Case

At the T. Rowe Price Trading Desk (A)

By: Andre F. Perold

Describes the events surrounding the sale of a particular large block of a thinly traded stock. Brings the situation to the point at which the seller has received an offer, and must now decide what to do. View Details

Keywords: Asset Management; Stocks; Financial Services Industry

April 1987 (Revised May 1987)
Supplement

Inland Steel Co. Product Policy (H): Fred Lerner--Inventory Planning and Control

By: Benson P. Shapiro and Lawrence B. Levine

Keywords: Asset Management; Metals and Minerals; Steel Industry

Find at Harvard

01 Oct 2001
News

Making a World of Difference

having been promoted to partner, Slifka founded Alan B. Slifka and Company, an asset management firm that specializes in event investing. Today, the firm (which joined with Halcyon in 1996) View Details

Keywords: Young, Susan; Management of Companies and Enterprises; Management of Companies and Enterprises

January 2018
Case

Lloyd Blankfein and Goldman Sachs

By: Nitin Nohria, Aldo Sesia and Kerry Herman

The case provides a brief bio of Goldman Sachs’ Chairman and CEO Lloyd Blankfein and highlights several challenges Blankfein faced as CEO. Blankfein took over as the firm’s leader in 2006 and continued to be CEO/Chairman in early 2018. View Details

Keywords: CEO; Leadership; Asset Management; Problems and Challenges; Financial Services Industry; United States

01 Jun 2006
News

Jay Light Named New HBS Dean

a degree in engineering physics, Light earned a DBA from Harvard’s joint program in decision and control theory in 1970. Light’s research and teaching have focused on capital markets and institutional asset management, including the View Details

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

August 2013
Teaching Note

Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry

By: Lauren Cohen

Keywords: Investing; Asset Management; Failure; Insurance Industry; United States

November 2018 (Revised June 2019)
Case

JANA Partners: Impact through Activism?

By: Vikram S. Gandhi and Caitlin Reimers Brumme

Jana Partners, a well-known “activist” hedge fund has announced the launch of a new fund Jana Impact. The basic premise is that the fund will be able to generate superior returns by using Jana’s activist approach with companies that are underperforming on ESG metrics.... View Details

Keywords: Hedge Fund; Hedge Funds; ETF; Activist Investing; Activism; Investment Activism; Investment Funds; Asset Management

July 2012 (Revised August 2015)
Case

SOHO China: Design, Development, and Social Harmony

By: Arthur I Segel and Mukti Khaire

Founded in 1995 by Zhang Xin and her husband Mr. Pan Shiyi, SOHO China has developed into a world-class real estate development firm that has consistently delivered high-quality projects known for their cutting-edge designs and investment potential. Despite the... View Details

Keywords: Real Estate; Organizational Culture; Leasing; Design; Asset Management; Salesforce Management; Sales; Real Estate Industry; China

October 2016 (Revised January 2018)
Supplement

BlackRock (D): Organizing for the Future

By: Ranjay Gulati, Jan W. Rivkin and Aldo Sesia

This (D) case is a supplement to HBS case no. 717-404 “BlackRock (A): Selling the Systems?” View Details

Keywords: Strategy; Competition; Information Technology; Asset Management; United States

Keywords: awards; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices

01 Jan 2013
News

Five Receive 2013 HBS Alumni Achievement Award

Jakurski, MBA 1973 Founding Partner and Managing Director, JGP Asset Management Thomas A. James, MBA 1966 Chairman, Raymond James Financial, Inc. Thai Lee, MBA 1985 President... View Details

October 2016 (Revised January 2018)
Supplement

BlackRock (C): Integrating BGI

By: Ranjay Gulati, Jan W. Rivkin and Aldo Sesia

This (C) case is a supplement to HBS case no. 717-404 “BlackRock (A): Selling the Systems?” View Details

Keywords: Strategy; Competition; Information Technology; Asset Management; United States

October 2016 (Revised January 2018)
Supplement

BlackRock (B): Acquire MLIM?

By: Ranjay Gulati, Jan W. Rivkin, Stuart C. Gilson and Aldo Sesia

This (B) case is a supplement to HBS case no. 717-404 “BlackRock (A): Selling the Systems?” View Details

Keywords: Strategy; Competition; Information Technology; Asset Management; United States

01 Jun 2009
News

Cynthia Carroll

in three years’ time. One is on the procurement side, where we’re applying global procurement practices and integrating all parts of the business. The second is what we call Asset Optimization: getting the most out of each and every... View Details

Keywords: Garry Emmons; Management; Management

September 1999
Case

Sally Jameson - 1999

By: George C. Chacko, Henry B. Reiling, Peter Tufano and Matthew Bailey

Sally Jameson has a large block of appreciated stock, which she is contemplating selling to purchase a home. She is comparing an outright sale, borrowing against the stock, shorting against the box, and a stock loan proposed by a small financial services firm. View Details

Keywords: Asset Pricing; Asset Management; Financial Liquidity; Stocks; Stock Options; Financing and Loans; Financial Services Industry

Find at Harvard

November 2011 (Revised April 2012)
Case

Quadriserv and the Short Selling Market

By: Lauren Cohen and Christopher Malloy

Keywords: Asset Management; Financial Instruments; Stocks; Financial Services Industry

September 2020
Case

The Reinvention of Kodak (A) Multimedia Case

By: Ryan Raffaelli

This case includes links to case supplement videos for students to view with the written case before class, and also supplement videos for faculty to use exclusively during class. View Details

Keywords: CEO; Leadership; Asset Management; Transformation; Organizational Change and Adaptation; Competitive Strategy