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  • All HBS Web  (1,791)
    • People  (11)
    • News  (515)
    • Research  (909)
    • Events  (2)
    • Multimedia  (7)
  • Faculty Publications  (489)
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  • Profile

Jessey Jin

Why was earning your MBA at HBS important to you? It provided me with a precious opportunity to think really hard about who I am and what I want to be. Also, it equipped me with vision, skills, knowledge and networks to create a positive impact in the ever-changing... View Details
Keywords: Investment Banking; Investment Banking; Investment Banking
  • Profile

Daniel Sheyner

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: Investment Management / Hedge Fund; Investment Management / Hedge Fund; Investment Management / Hedge Fund
  • 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
  • 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
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Tufano, P., Nick Maynard, and Jan-Emmanuel De Neve. "Consumer Demand for Prize-Linked Savings: A Preliminary Analysis." Harvard Business School Working Paper, No. 08-061, February 2008.
  • 01 Mar 2015
  • News

Remembering John Whitehead (MBA 1947)

John C. Whitehead (MBA 1947)—business leader, community collaborator, prominent philanthropist, education visionary—died February 7 at age 92. During a lauded career, Whitehead guided Goldman Sachs to the forefront of investment banking;... View Details
Keywords: Social Enterprise Institute; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 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
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McFarlan, F. Warren, and James Weber. "Merrill Lynch: Integrated Choice (Abridged)." Harvard Business School Case 301-081, February 2001. (Revised April 2001.)
  • May 1998 (Revised October 1998)
  • Case

Teleswitch (C)

Supplements the (A) case. A rewritten version of an earlier case. View Details
Keywords: Initial Public Offering; Investment Banking; Entrepreneurship; Financing and Loans; Wireless Technology; Manufacturing Industry; Telecommunications Industry
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Roberts, Michael J. "Teleswitch (C)." Harvard Business School Case 898-209, May 1998. (Revised October 1998.)
  • May 1998 (Revised October 1998)
  • Case

Teleswitch (B)

Supplements the (A) case. A rewritten version of an earlier case. View Details
Keywords: Initial Public Offering; Investment Banking; Entrepreneurship; Financing and Loans; Wireless Technology; Manufacturing Industry; Telecommunications Industry
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Roberts, Michael J. "Teleswitch (B)." Harvard Business School Case 898-208, May 1998. (Revised October 1998.)
  • March 2010
  • Teaching Note

Disruptive IPOs? WR Hambrecht & Co. (TN)

By: Willy C. Shih
Teaching Note for 610065. View Details
Keywords: Auctions; Financing and Loans; Theory; Disruptive Innovation; Initial Public Offering; Investment Banking; Financial Services Industry; Service Industry
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Shih, Willy C. "Disruptive IPOs? WR Hambrecht & Co. (TN)." Harvard Business School Teaching Note 610-066, March 2010.
  • November 2006
  • Case

Selling Biovail Short

By: Malcolm P. Baker, Chris Lombardi and Aldo Sesia
Hedge fund SAC Capital and analysts from Gradient Analytics and Banc of America face charges of stock price manipulation from Biovail, a Canadian pharmaceutical company. Gradient and BofA produced negative reports on Biovail's earnings quality. At the same time, SAC... View Details
Keywords: Stock Shares; Investment Banking; Asset Pricing; Financial Strategy; Crime and Corruption; Pharmaceutical Industry; Financial Services Industry; Canada
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Baker, Malcolm P., Chris Lombardi, and Aldo Sesia. "Selling Biovail Short." Harvard Business School Case 207-071, November 2006.
  • Web

Lehman Brothers - Introduction | Baker Library | Bloomberg Center | Harvard Business School

Introduction 1840s – 1880s General Merchants to Commodities Brokers 1880s – 1920s Investment Banking & Securities Underwriting 1920s – 1960s Investing in Emerging Industries... View Details
  • 16 Feb 2017
  • News

Saudi Stock Exchange Picks First Female Chair

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 01 Jun 2018
  • News

Up by the Roots

In 2010, Maria Gotsch (MBA 1989) called a meeting with the chief information and technology officers at five of the largest banks headquartered in Manhattan. The session would last for three hours, but as Gotsch recalls, the executives in... View Details
Keywords: Alexander Gelfand; illustrations by Dan Page
  • 01 Dec 2019
  • News

What’s Behind the Explosive Growth of Sustainable Investing?

mainstream. In spite of a host of complicating factors, from a basic lack of defined terms to the difficulty of measuring returns, demand is only going up. In response, HBS finance professor Shawn Cole and senior lecturer Vikram Gandhi, a practitioner in View Details
Keywords: Jen McFarland Flint

    Harold Stanley

    Having made a name for himself at JP Morgan prior to the Banking Act of 1933, Stanley became a leader in the newly independent investment banking industry. Under Stanley’s... View Details
    Keywords: Finance
    • Web

    Lehman Brothers Records | Baker Library

    Lehman Brothers Records The Lehman Brothers Records document the history of the investment banking firm from 1868 until 2007. The records of the investment firm Kuhn, Loeb &... View Details
    • 12 Aug 2002
    • Research & Ideas

    ‘Let the Buyer Beware’ Doesn’t Protect Investors

    recognized as a result of the bubble—have been those of the analysts who worked in the investment banks. The banks employ two kinds of analysts: Those who issue recommendations about individual firms, and... View Details
    Keywords: by D. Quinn Mills
    • Profile

    Sherry Chen

    Why was earning your MBA at Harvard Business School important to you? The MBA at Harvard Business School does not only offer me professional knowledge and broad network, it also gives me the confidence and courage to jump out of my comfort zone and choose the career... View Details
    Keywords: Real Estate; Services; Other Financial Services
    • 16 Nov 2018
    • News

    HBS Conference Marks 10th Anniversary of 2008 Global Financial Crisis

    Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
    • 01 Dec 2009
    • News

    An Action Plan for Economic Recovery

    chairman of MFS Investment Management, a Boston firm that oversees more than $170 billion in pension and mutual funds, Pozen writes with authority and unusual clarity about complex issues in Too Big to Save? How to Fix the U.S. Financial... View Details
    Keywords: Roger Thompson; Finance
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