Institutional Investments - Publications - Faculty & Research

03 Apr 2019
Book

Fintech's Game-Changing Opportunities for Small Business

PayPal, and Square developed lending operations, and American Express and Capital One entered the field. Now there is a wide array of large and small companies investing deeply in tech, all centered around recreating the lending... View Details

Keywords: by Martha Lagace; Banking; Financial Services

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Charles Ellis | Baker Library

clients include commercial banks, investment banks, securities dealers, investment managers, and insurance companies in the United States, Europe, and Japan. Charley also holds a doctorate in finance and... View Details

04 Dec 2019
News

Skydeck Live: The Case for Funding Female Founders

have to avoid. You know, it's sort of like affirmative action for lack of a better word. So the institutions do not have the mandate to invest in anything that might look as if they’re View Details

Roger B. Smith

Smith made sweeping changes at the auto giant, which had become complacent in its success and was losing share to foreign imports. Smith instituted a barrage of controversial changes at GM that included forming strategic joint ventures... View Details

Keywords: Automotive & Aerospace

October 1990
Case

Manufacturers Hanover Corp.: Customer Profitability Report

By: Robert S. Kaplan

Banking company noting declining profitability from its traditional lending activities has started to measure the total profitability of its lending relationships. A loan pricing model estimates the profit and return-on-equity from commercial loans. Additional work was... View Details

Keywords: Investment Return; Revenue; Commercial Banking; Banks and Banking; Customer Value and Value Chain; Banking Industry

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Private wealth management

estate, alternative investments and other areas of interest. Preqin includes information and data on private wealth managers who invest in private equity. Click on Private Equity Click... View Details

07 Dec 2010
First Look

First Look: Dec. 7

http://hbr.org/2010/10/unleashing-the-power-of-marketing/ar/1 Institutional Pressures and Organizational Characteristics: Implications for Environmental Strategy Authors:Magali A. Delmas and Michael W. Toffel Publication:In The Oxford... View Details

Keywords: Sean Silverthorne

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Influencing Practice | Social Enterprise | Harvard Business School

the direction, mission, policies, and major programs of nonprofit organizations. More on SPNM Impact Stories Sharing a Strategic Perspective Carolyn Miles SPNM 2008 HBS Club of Chicago Charitable Fund: Working with Chicago Children’s Choir Josephine Lee View Details

Richard H. Jenrette

Jenrette founded DLJ in 1959 with Harvard Business School classmates William Donaldson and Dan Lufkin. Under Jenrette’s direction, the firm concentrated on in-depth analysis for institutional investors. In the process, DLJ raised business... View Details

Keywords: Finance

02 Oct 2008
What Do You Think?

Workout vs. Bailout: Should Government Take Advantage of the Buffett Effect?

In it, they advocate focus, immediate funding, and the U.S. government as shareholder. You might think of it as "Buffett Squared." The government would engage "experienced and disinterested professionals—not politicians" to invest in the... View Details

Keywords: by Jim Heskett

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Exchange traded funds

pension/life insurance, stocks and 529 plans. Only available in Baker Library. Primers and Papers Investment Company Factbook see Chapter 3 “Exchange-Traded Funds”. Associations Investment... View Details

02 May 2008
What Do You Think?

What is the Future of State Capitalism?

forms of capitalism." Citing examples of Dutch and British investments abroad, Cole Woodson comments, "I find the question to be somewhat delinquent ... to the tune of several centuries." He adds that to the extent that... View Details

Keywords: by Jim Heskett

01 Dec 2016
News

Summing Up the New Students

Ave. that it sunk in.” Levana Sani Jakarta, Indonesia CV: Research officer, Genome Institute of Singapore “My background is in biochemistry, so I took the HBX CORe course over the summer to build my finance skills. I imagined myself... View Details

Keywords: Julia Hanna

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Barbara DeLollis Archives | Social Enterprise

Filter Results: (1) Submit Author Types Alumni HBS Staff SE Practitioners SEI Faculty SEI Team Students Topics Alumni for Impact Alumni Programs Arts Business for Social Impact Business School Executive Education Faculty Research Future of Work HBS Students Impact... View Details

24 Apr 2014
News

Leading in the face of complex challenges

ultimately an investment in a better world,” says Hess, “one led by alumni who build more effective, sustainable institutions and organizations and inspire hope and opportunity in communities around the... View Details

August 2021
Supplement

Aligning Mission and Margin at Southern Bancorp

By: Brian Trelstad

Video Supplement for HBS Case No. 321-099. In October 2020, after spending almost a decade to turnaround Southern Bancorp, an Arkansan bank founded with the mission to provide financial services to rural, underserved communities, CEO Darrin Williams is wondering how... View Details

Keywords: Racial Wealth Gap; Banks and Banking; Growth and Development; Corporate Social Responsibility and Impact; Mission and Purpose; Going Public; Investment Return; Social Issues; Wealth and Poverty; Banking Industry; Financial Services Industry; United States; Arkansas

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01 Sep 2013
News

Leading the Way

Photos by Russ Campbell “An investment in the School is ultimately an investment in a better world—one led by alumni.” —John Hess “HBS graduates are in every part of the economy, in every industry, and in... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services; Religious, Grantmaking, Civic, Professional, and Similar Organizations; Personal Services

01 Jan 2010
News

Allan W.B. Gray, MBA 1965

to his home country of South Africa and established Allan Gray Investment Counsel, a firm dedicated to meeting clients’ needs, including delivering superior returns through rigorous company research. While many financial View Details

11 Jul 2012
News

A Man, and a Plan, in Africa

been a powerful model that’s been replicated for other development and investment programs,” Bloom explains. “For the MCC, private investment is clearly the ultimate engine of growth and therefore of poverty... View Details

Keywords: Administration of Economic Programs; Government

04 Apr 2017
Blog Post

Why I Love My Job: Jerry Murphy at The Davis Companies

underwriting, and closing of new equity and high-yield debt investments on behalf of our latest real estate private equity fund. My area of focus is residential investment strategies, including both for-sale... View Details

Keywords: Real Estate

Publications