Publications

July 2003 (Revised September 2003)
Case

Refinancing of Shanghai General Motors (A), The

By: Mihir A. Desai and Mark Veblen

The CFO of General Motors' joint venture in Shanghai, Shanghai General Motors (SGM), wants to refinance almost $900 million of project finance it raised to begin operations. The highest priority is improving the terms of the financing with regard to costs and specific... View Details

Keywords: Business Subsidiaries; Multinational Firms and Management; Joint Ventures; Financing and Loans; Auto Industry; Shanghai

Sandra Sucher, professor of management practice at Harvard Business School, is an internationally recognized trust researcher. The Power of Trust, her third book, is based on two decades of global research on how companies build stakeholder trust and how,... View Details

Keywords: banking; banking; banking; banking; banking; banking; banking; banking; banking; banking; banking

October 2013
Case

Oaktree and the Restructuring of CIT Group (A)

By: Victoria Ivashina and David Scharfstein

CIT's prepackaged bankruptcy marked the first time a major financial institution was able to successfully restructure and emerge from Chapter 11 bankruptcy, challenging conventional views that a financial firm could not survive bankruptcy proceedings as a going... View Details

Keywords: Debt Securities; Restructuring; Financial Services Industry

Web

Sample Student Projects - Institute For Strategy And Competitiveness

(2008) Nollywood The Nigerian Film Industry (2008) Korea Online Game Cluster (2006) The Los Angeles Motion Picture Industry Cluster (2006) Financial Services Banking in... View Details

Joseph L. Bower

JOSEPH L. BOWER, Donald K. David Professor Emeritus, has been a leader in general management at Harvard Business School for 51 years. He also served on the faculty of the Harvard Kennedy School during its first decade. He has served in many administrative roles... View Details

Keywords: banking; banking; banking; banking; banking; banking; banking; banking; banking; banking

October 2007 (Revised November 2007)
Case

Barclays Global Investors and Exchange Traded Funds

By: Luis M. Viceira and Alison Berkley Wagonfeld

Provides an overview of the Exchange Traded Funds (EFT) industry and highlights the leadership role that Barclays Global Investors (BGI) has played in this developing asset class. BGI launched its first ETFs under the iShares brand name in 2000, and by mid-2007 BGI was... View Details

Keywords: History; Venture Capital; Asset Management; Stocks; Investment Funds; Leading Change; Expansion; Competitive Strategy; Capital Markets; Global Strategy; Financial Strategy; Banking Industry; Banking Industry; Asia; Europe

Web

Advisory Board - Entrepreneurship

before it went public. He then led Open Market's expansion into business-to-business applications. In 1999, he founded and ran PurchasingCenter.com, a "My Yahoo" portal for industrial purchasing agents who purchase $2-$10 million of... View Details

Brian J. Hall

Brian J. Hall is the Albert H. Gordon Professor of Business Administration at Harvard Business School. He served as the Unit Head for the Negotiation, Organizations and Markets (NOM) Unit for 14 years. Previously, he was an assistant professor of economics in the... View Details

Keywords: accounting industry; accounting industry; accounting industry; accounting industry; accounting industry; accounting industry; accounting industry; accounting industry; accounting industry; accounting industry; accounting industry; accounting industry

13 Feb 2007
First Look

First Look: February 13, 2007

http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=905067 Performing Industry Research to Inform Investment Decisions Harvard Business Note 207-069 Conducting thorough research about an industry... View Details

Keywords: Martha Lagace

February 2007
Case

Behavioral Finance at JP Morgan

By: Malcolm P. Baker and Aldo Sesia

Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like... View Details

Keywords: Banks and Banking; Investment Funds; Behavioral Finance; Competitive Advantage; Asset Management; Marketing Strategy; Product Marketing; Customer Focus and Relationships; Banking Industry; Banking Industry; United States; Europe

January 2021
Case

Leading Culture Change at SEB

By: Amy C. Edmondson and Elena Corsi

The Risk organization at SEB, a leading Nordic financial services group founded in 1856, undertook a culture change program focused on psychological safety, empathic listening, and strategic framing. The program enabled risk organization teams to make progress on... View Details

Keywords: Leadership; Risk Management; Leading Change; Organizational Culture; Decision Making; Banking Industry; Sweden

01 Dec 2023
News

Rounding the Bend

increasingly demanding more accountability and transparency. “I’m actually quite proud of how the industry is coming together.” McClay has filled myriad roles within the fashion sector: first on the European consumer and retail investment... View Details

Keywords: Jen McFarland Flint; Miscellaneous Store Retailers; Retail Trade; Apparel Manufacturing; Manufacturing

March 2004 (Revised April 2005)
Case

International Rivers Network and the Bujagali Dam Project (A)

By: Benjamin C. Esty and Aldo Sesia

In the summer of 2002, the International Rivers Network (IRN), an environmental NGO located in Berkeley, California, was engaged in what appeared to be the last hours of a three year campaign to stop a $582 million dam and hydropower project at Bujagali Falls in... View Details

Keywords: Ethics; Corporate Disclosure; Project Finance; Investment; Environmental Sustainability; Projects; Developing Countries and Economies; Energy Industry; Uganda

November 2011
Case

Pacific Grove Spice Company

By: William E. Fruhan and Craig Stephenson

Pacific Grove Spice Company is a profitable, rapidly growing manufacturer, marketer, and distributor of quality spices and seasonings. The company's business model requires significant investment in accounts receivable, inventory, and fixed assets to support sales.... View Details

Keywords: Capital Expenditures; Investments; Acquisitions; Securities Analysis; Debt Securities; Opportunities; Cost of Capital; Valuation; Investment; Capital Budgeting; Business Model; Cash Flow; Financing and Loans; Acquisition; Retail Industry; Retail Industry