investment banking - Publications - Faculty & Research

April 1998 (Revised November 1999)
Case

Hamilton Financial Investments: A Franchise Built on Trust

Provides a vehicle for students to evaluate risk management in the fast-paced mutual funds industry. A new risk manager has been hired to install new management controls and procedures. A series of decisions will determine how much business and franchise risk the... View Details

Keywords: Risk Management; Management Teams; Managerial Roles; Forecasting and Prediction; Investment Funds; Performance Evaluation; Corporate Strategy; Change Management; Banking Industry; Banking Industry

Citation

Educators

Purchase

01 Jun 2000
News

The Right Connections

Ties on Investment Bank Affiliation and IPO Success." In research conducted with Ranjay Gulati of Northwestern's Kellogg School, Higgins found that "what matters most when executives are trying to raise... View Details

Keywords: Judith A. Ross

16 Mar 2022
Blog Post

Taking Your Shot in the Sports Industry with Adam Laitsas (MBA 2016), SVP, Head of Marketing for Madison Square Garden Sports

seeking out Investment Banking internships that paved the way to his first full-time Investment Banking Analyst role at UBS View Details

01 Oct 2002
News

Sam Hayes

1998, was appointed to the HBS faculty in 1972. He taught in the MBA, AMP, and OPM programs, and continues to teach in executive programs at HBS and overseas. His current research focuses on Islamic banking and View Details

Keywords: Garry Emmons

19 Jul 2004
Research & Ideas

Your Customers: Use Them or Lose Them

her course for Harvard MBA students, Managing Service Operations, which explores interactions between firms and customers. Defy Conventional Wisdom Commerce Bank entered a mature industry where the overall level of customer satisfaction... View Details

Keywords: by Martha Lagace

16 Aug 2013
News

Women's Business Leader

Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley where she is responsible for increasing revenue generation and client connectivity and penetration across the Wealth Management, Investment View Details

Keywords: Administration of Economic Programs; Government

24 Sep 2024
Blog Post

Climate Finance in Africa: Health, Self-Interest, Avoided Future Cost

needed. For example, a 2023 report from the Global Center for Adaptation suggests that over $100 billion per year is needed to invest in infrastructure, weather forecasting, and protecting agriculture in Africa to address both poverty and... View Details

07 Aug 2019
Research & Ideas

Big Infrastructure May Not Always Produce Big Benefits

their focus to developing countries, which have undertaken ambitious and dramatic infrastructure projects in recent years. India’s Golden Quadrilateral highway received new sections and major upgrades between 2001 and 2006, when 95 percent of the work was completed.... View Details

Keywords: by Martha Lagace; Construction

10 Mar 2014
Research & Ideas

Counting Up the Effects of Sarbanes-Oxley

fear that SOX would reduce levels of risk-taking and investment in research and growth. Another concern that the act would shrink the number of IPOs has not been borne out either; in fact, the pricing of IPOs post-SOX became less... View Details

Keywords: by Julia Hanna; Banking; Banking

20 Sep 2011
First Look

First Look: September 20

PublicationsSpanning the Institutional Abyss: The Intergovernmental Network and the Governance of Foreign Direct Investment Authors:Juan Alcácer and Paul Ingram Publication:American Journal of Sociology (forthcoming). Abstract Global... View Details

Keywords: Sean Silverthorne

Web

R. G. Dun & Co. Credit Reports | 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

06 Jan 2003
What Do You Think?

China: The Next Big Market Opportunity or the Next Big Bubble?

the Chinese banking system on reasonably firm footing. Less optimistic views envision everything from a more violent transition to a pull-back to a more dogmatic form of Communism by a threatened leadership. Is it possible that the very... View Details

Keywords: by James Heskett

01 Sep 2004
News

Hollywood Story

Ruth Epstein (MBA ’88) never went to film school, but nine years at Goldman Sachs proved to be great training for her new career in Hollywood. With fifteen-hour workdays filled with legal and financial negotiations, and the uncertainty of each new venture, View Details

Keywords: Margie Kelley; Motion Picture and Sound Recording Industries; Information

Kenneth Salas

experience includes co-founding Camino Financial, a fintech lender he successfully scaled and exited, leading to the acquisition of a competitor and doubling the company's size. His prior experience in investment View Details

Keywords: Finance

Daniel P. Tully

Believing that two of Merrill’s biggest problems were complacency and arrogance, Tully’s first task as CEO of the large investment bank was to achieve a value system that promoted integrity and hard work.... View Details

Keywords: Finance

24 Apr 2014
News

Personal crises inform a life’s work

One of the youngest women to attend HBS, Amy Schiffman Langer (MBA 1977) was building a successful investment banking career when a cancer diagnosis at age 29 spurred her to volunteer at the National... View Details

19 Jul 2006
Research & Ideas

Political Turmoil and Mexico’s Economy

maintained his control in part by creating a banking system that functioned more as a kind of investment club, Maurer says. Local businessmen would agree to lend each other money to finance one another's... View Details

Keywords: by Julia Hanna

18 Oct 2004
Research & Ideas

The Bias of Wall Street Analysts

time, but somehow the cost of keeping them on board has been justified. The existence of an analyst who provides research on a particular company is attractive on several grounds. The primary source of revenue that is arguably related to the sell-side research is View Details

Keywords: by Ann Cullen; Financial Services

01 Jan 2006
News

Sir Ronald M. Cohen, MBA 1969

a “social investment bank” that would channel unclaimed assets in British banks and other financial institutions—an amount estimated to be about £500 million—into social enterprises. According to the... View Details

01 Oct 1997
News

Class of '97 Placement Statistics Similar for September and January Cohorts

Average number of offers 3.3 3.3 3.5 Percentage of students returning to previous employer 18% 18% 19% Employment by Industry** Median base starting salary $82,400 Consulting 32% Investment Banking 18%... View Details

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