Investment Banking - Publications - Faculty & Research

After immigrating to the United Kingdom in the late 1960s to escape the Nigeria-Biafra civil war, Stella Dyer (MBA 1994) and her family lived in public housing and had very little money. “But we still had more than our friends and relatives back home,” she recalls. “My... View Details

31 Jul 2014
News

Making Private Equity Public Knowledge

©Rick Friedman As Daniel Sheyner (MBA 2014) tells it, most private equity firms have a very specific target in mind when recruiting: "The best athletes." The highest-ranked investment banking and consulting... View Details

Keywords: Dan Morrell

08 Oct 2020
News

JPMorgan Chase Commits $30 Billion to Advance Racial Equity

more tangible, meaningful way.” The release notes that the firm’s commitment will focus on promoting and expanding affordable housing and homeownership for underserved communities; growing Black- and Latinx-owned businesses; improving financial health and access to... View Details

01 Mar 2005
News

Desert Dust-Up

Simmons “raising a ruckus in the oil patch,” said Barron’s (November 29, 2004). Simmons is chairman of Simmons & Co. International, a Houston investment bank active in the energy sector. As part of a small... View Details

Keywords: Petroleum and Coal Products Manufacturing; Manufacturing

15 May 2012
News

Finally Finding the Right Fit

pursued a variety of career aspirations. Heffernan trained as a doctor (graduating first in his class), practiced briefly, and decided that medicine was not the right fit. He tried investment banking with... View Details

Keywords: fashion; apparel; Apparel Manufacturing; Manufacturing

Profile

Margarita de la Piedra Carrillo

Why was earning your MBA at HBS important to you? I want to be more efficient in business, more savvy in my decision-making. Long-term, I may be interested in starting my own business. The skills I learn now will be very helpful later. How has your overall HBS... View Details

Keywords: Investment Banking; Investment Banking

01 Mar 2010
News

You Have to Save to Win

Playing off the popularity of lottery games, HBS professor Peter Tufano has designed a savings program called “Save to Win,” now being tested at eight credit unions in Michigan. To participate, individuals open a one-year certificate of deposit, earning a chance to win... View Details

Keywords: Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank

August 2011
Teaching Note

Going to the Oracle: Goldman Sachs, September 2008 (TN)

By: Clayton Rose and Sally Canter Ganzfried

Teaching Note for 309-069. View Details

Keywords: Financial Crisis; Investment; Negotiation Deal; Capital; Financial Liquidity; Decisions; Management Teams; Banks and Banking; Financing and Loans; Banking Industry; Banking Industry; United States

Citation

Purchase

08 Nov 2024
Op-Ed

How Private Investors Can Help Solve Africa's Climate Crisis

report from the Global Center on Adaptation suggests that more than $100 billion per year is needed to invest in infrastructure, weather forecasting, and protecting agriculture in Africa to address both poverty and climate stresses. Yet... View Details

Keywords: by John Macomber; Green Technology; Energy

2008
Working Paper

Consumer Demand for Prize-Linked Savings: A Preliminary Analysis

By: P. Tufano, Nick Maynard and Jan-Emmanuel De Neve

This paper reports on a small-scale survey of the potential American demand for prize-linked savings accounts, an account that awards prizes as part of the saving product's return. In October 2006, Centra Credit Union launched a prize-linked savings pilot. As part of... View Details

Keywords: Saving; Income; Consumer Behavior; Personal Finance; Investment Return; Banks and Banking; Clarksville

Citation

Read Now

01 Sep 2010
News

Noted & Quoted

“If I had been leaving Harvard in 2010, this would be the area I would want to be going into.” — Sir Ronald Cohen (MBA ’69), a founder of the European venture capital industry, referring to his latest venture, Social Finance, a social View Details

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

02 Oct 2012
News

Green Pioneer

Zofnass Photo courtesy Paul Zofnass A longtime environmentalist, Paul Zofnass (MBA 1973) founded the Environmental Financial Consulting Group (EFCG) in 1990, after 17 years in finance at Citibank and at Oppenheimer (where he was managing director of View Details

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

01 Mar 2010
News

Sole Mates

I’m the CEO of Invest Macedonia, the primary institution in the country responsible for attracting foreign investments. The prime minister asked me to take the job, and I report directly to him. It’s the highest nonpolitical position in... View Details

Keywords: Garry Emmons; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank

February 2001 (Revised April 2001)
Case

Merrill Lynch: Integrated Choice (Abridged)

By: F. Warren McFarlan and James Weber

Merrill Lynch, a full-service brokerage firm with $1.5 trillion in client assets, is under attack from both discount and electronic brokerage firms. It responds with Integrated Choice, a suite of products designed to capture clients, from the do-it-yourself investor... View Details

Keywords: Investment Banking; Marketing Strategy; Distribution Channels; Organizational Change and Adaptation; Risk and Uncertainty; Financial Services Industry

Citation

Educators

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