Publications

18 Feb 2016
News

The Climate Custodians

March 2002 (Revised May 2007)
Case

Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)

By: V.G. Narayanan and Lisa Brem

The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details

Keywords: Customers; Customer Relationship Management; Price; Perspective; Marketing; Competitive Advantage; Banking Industry; Banking Industry; Canada

27 Mar 2015
Working Paper Summaries

Capital Requirements, Risk Choice, and Liquidity Provision in a Business Cycle Model

Keywords: by Juliane Begenau; Banking; Banking

11 Sep 2020
Video

James Mwangi

James Mwangi, CEO of Kenya’s Equity Bank, which has one of the largest customer bases of any bank in Africa, explains the challenges faced by his bank as it expanded into neighboring countries, especially lack of infrastructure, security and politics View Details

August 2011 (Revised July 2012)
Case

Mike Mayo Takes on Citigroup (A)

By: Suraj Srinivasan and Amy Kaser

The case details the conflict between Mike Mayo, an influential banking analyst and Citigroup about what Mayo considers aggressive accounting policies. Mike Mayo questions Citigroup's lack of a valuation allowance against their Deferred Tax Assets despite Citi's recent... View Details

Keywords: Accounting; Taxation; Capital; Financial Reporting; Corporate Disclosure; Valuation; Banks and Banking; Financial Strategy; Money; Conflict Management; Capital Budgeting; Asset Management; Banking Industry

September 2018 (Revised March 2019)
Case

National Australia Bank: Looking Out for the Customer

By: Mark R. Kramer and Hugh Foley

After learning that most defaults were due to health, job or marital problems, National Australia Bank revised its debt collection department to shift from penalizing people in default to assisting them in developing a work-out plan, enabling more than 90% to meet... View Details

Keywords: Banks and Banking; Borrowing and Debt; Customer Focus and Relationships; Success; Australia

February 1992 (Revised July 1993)
Case

Telefonica de Argentina S.A.

Deals with the privatization of the Argentine telephone industry. Focuses on the restructuring aspect. Commercial banks owned sovereign debt of Argentina trading at a deep discount to par. The question is whether the banks should exchange their sovereign debt... View Details

Keywords: Financial Instruments; Restructuring; Privatization; Commercial Banking; Telecommunications Industry; Argentina

Find at Harvard

Daniel W. Green

Daniel Green is an assistant professor of business administration in the Finance Unit. He teaches the Finance II course to MBA students.

Professor Green’s research focuses on corporate finance, capital markets, and financial intermediation. His current... View Details

Keywords: banking; banking; banking; banking

03 Jun 2015
Video

Hakeem Belo-Osagie

Hakeem Belo-Osagie, head of United Bank for Africa,... View Details

11 Sep 2020
Video

James Mwangi

James Mwangi, CEO of Kenya’s Equity Bank, which has one of the largest customer bases of any bank in Africa, discusses how the Equity Bank model evolved through learning both from Asian companies and from the bank’s own customers. View Details

November 2019 (Revised December 2019)
Case

Marcus by Goldman Sachs

By: Rory McDonald, Samir Junnarkar and David Lane

Five years on from the 2008 financial crisis, Goldman Sachs remained wounded. Revenues at the global investment bank had stagnated below pre-crisis levels, and the firm had yet to rebound from a substantial decline in securities-trading revenues. Marcus by Goldman... View Details

Keywords: Corporate Entrepreneurship; Banks and Banking; Innovation Leadership; Growth and Development Strategy; Growth Management; Organizational Culture; Financial Services Industry; United Kingdom

17 Jun 2008
First Look

First Look: June 17, 2008

are impacted most by regulation are those measuring working status, social networks, business skills, and attitudes toward risk. Download the paper from SSRN ($5): http://papers.nber.org/papers/w14012 Bank Structure and the Terms of... View Details

Keywords: Martha Lagace

08 Jul 2021
Video

Peter Wharton-Hood

Peter Wharton-Hood, a former senior executive at Standard Bank and Deutsche Bank in South Africa, discusses Standard Bank’s expansion in Africa beyond South Africa during the 2000s, which involved a heavy focus on expanding lending in markets in which it entered. View Details

September 2010 (Revised November 2010)
Case

J.P. Morgan Private Bank: Risk Management during the Financial Crisis 2008-2009

By: Anette Mikes, Clayton S. Rose and Aldo Sesia

Mary Erdoes, the CEO of JP Morgan's asset management business, and three colleagues provide insights into risk management issues faced by the firm's private bank during the financial crisis in 2008–2009. The case provides perspective on the philosophy with which they... View Details

Keywords: Judgments; Financial Crisis; Globalized Firms and Management; Management Analysis, Tools, and Techniques; Risk Management; Mathematical Methods; Banking Industry; United States

Marco Sammon

Marco Sammon is an assistant professor in the Finance Unit at Harvard Business School. He teaches FIN2 in the required curriculum.

His research is focused on asset pricing. Currently, he is working on several projects regarding the factors that affect the... View Details

2023
Working Paper

When Should Public Programs Be Privately Administered? Theory and Evidence from the Paycheck Protection Program

By: Alexander Bartik, Zoë B. Cullen, Edward L. Glaeser, Michael Luca, Christopher Stanton and Adi Sunderam

What happens when public resources are allocated by private companies whose objectives may be imperfectly aligned with policy goals? We study this question in the context of the Paycheck Protection Program (PPP), which relied on private banks to disburse aid to small... View Details

Keywords: Paycheck Protection Program; Targeting; Impact; Entrepreneurship; Health Pandemics; Small Business; Financing and Loans; Outcome or Result; United States