Financial Planning - Publications - Faculty & Research

12 Oct 1999
Research & Ideas

Paid for Success: Options for Compensating CEOs

When large public companies perform poorly, do the CEOs running them share the financial pain? That question, according to HBS associate professor Brian Hall, is not answered by looking at their salary and bonus but rather by a careful... View Details

Keywords: by Judith A. Ross

05 Jun 2015
Blog Post

The HBS Investment

was so terribly short sighted. HBS cost me much more than an enhanced insurance policy. At HBS, I lost sight of what I thought my career should be. Rather, all that I had planned for turned out to be so limited. I had quite a narrow... View Details

September 1992 (Revised September 2010)
Background Note

Executive Stock Options

By: Henry B. Reiling

After a brief comment on the practical problems associated with taxing options and the possible occasions on which taxation might occur, the note describes the current policy imbedded in the Internal Revenue Code and gives examples of this policy in operation. The... View Details

Keywords: Stock Options; Policy; Taxation; Executive Compensation; Employee Stock Ownership Plan

Citation

Find at Harvard

29 Jun 2009
Sharpening Your Skills

Sharpening Your Skills: Leading Change

retrenchment; think growth. Key concepts include: Companies that survive the financial crisis by identifying and exploiting innovation will serve as economic growth engines in the future—and will be the industry leaders of tomorrow. This... View Details

Keywords: by Staff

07 Apr 2017
News

Transforming the “Misery Towns” of Buenos Aires

When economist Horacio Rodríguez Larreta (MBA 1993) was elected mayor of Argentina’s capital in 2015, he promised to address conditions in the city’s slums, which house about a quarter million of the city’s 3 million people. A recent article in the View Details

Keywords: Administration of Housing Programs, Urban Planning, and Community Development; Government

16 Feb 2004
Research & Ideas

European Private Equity—Still a Teenager?

companies show signs of a heartbeat, the ability to get liquidity is much harder, he continued. "It's something we tend to refer to as 'equity jail.'" Investors also need to adjust their time horizons for Europe, added Stathopoulos. Instead of View Details

Keywords: by Martha Lagace; Financial Services

01 Oct 1999
News

A Message from Dean Clark

promising distance learning initiative that will enrich the prematriculation process for incoming students. In Executive Education, the Program for Global Leadership now includes distance learning modules on global financial markets and... View Details

01 Jan 2008
News

Anand G. Mahindra, MBA 1981

that a collaborative management style in the real world would be equally effective and essential.” ADVICE TO STUDENTS “There is no substitute for good, old-fashioned planning and analysis. You can’t rationalize excessive use of ‘gut feel’... View Details

25 Aug 2022
News

Ready for Departure

accelerate construction projects. And now, finally, travel plans are back on. Here, alumni from the field share insights into how the industry has readied itself for your arrival at the airport—and what to expect in the next era of travel... View Details

Keywords: Jen McFarland Flint; illustrations by Chris Gash; Air Transportation; Transportation

20 Aug 2020
Blog Post

“Business as Usual, In a Different Way” – Creating an Impactful Remote Internship at Actis

1:1 interactions, the team at Actis also put structure around how Summer Associates would build new skills, network, and learn about the firm’s core values of accountability, teamwork, transparency and responsible investing while working remotely. First, the team... View Details

Keywords: Other Financial Services; Other Financial Services

15 Jun 2021
News

Diversifying HBS's Case Collection

Cases are a cornerstone of Harvard Business School’s pedagogy. In developing its Racial Equity Plan (REP), the School has recognized that, historically, too few of the protagonists in HBS’s case library come from underrepresented... View Details

Keywords: Jennifer Gillespie

November 2024
Teaching Note

Mercado Bitcoin: M&A, IPO, or Series B?

By: Raymond Kluender, Emanuele Colonnelli and Sabrina Howell

Teaching Note for HBS Case No. 825-047. In April 2021, Brazilian cryptocurrency platform Mercado Bitcoin, had to decide how to scale: go public, M&A with a bank, or take a VC big check. In a highly volatile market, Roberto Dagnoni, chairman of the board, viewed the... View Details

Citation

Purchase

24 Apr 2014
News

Unlocking mobile money in emerging markets

buyers and sellers are currently excluded from global commerce. These individuals, because of their collective size, will likely redefine the concept of banking and financial access in the future.” Working in developing countries is both... View Details

01 Apr 2002
News

Professorship Brings Brierley's HBS Connection Full Circle

blend of financial planning and creative thinking," says Brierley. "I'd design loyalty programs as a hobby, if I weren't blessed to have been able to make it my vocation!" Brierley's most recent loyalty... View Details

Keywords: Charles M. Williams; Epsilon Data Management; Computer Systems Design and Related Services; Professional Services

29 Aug 2011
Research & Ideas

Decoding Insider Information and Other Secrets of Old School Chums

on their past favor-trading voting behavior," Malloy says. "So now you know where they stand better than others who aren't looking at these patterns." The researchers plan to continue investigating the effects of social networking on... View Details

Keywords: by Carmen Nobel; Financial Services

25 Jun 2018
Blog Post

The Internship Search: “Is this just a personal interest, or is there a real professional opportunity here?”

equity with Berkshire Partners, Aaron came to HBS “to gain an understanding of how businesses function from a perspective beyond the financial analysis and business due diligence lens.” But during his time at Morgan Stanley and Berkshire,... View Details

Keywords: Consumer Products / Retail

Profile

Carol Lauson

her major in college and worked full-time doing accounting for a small business. But by the time she graduated, "I wanted to do more planning and analysis." Carol's subsequent career took her through a View Details

01 Oct 1998
News

Supplying Demand

a "warehouse club" store. Although it didn't have the item he wanted, Stemberg was struck by the store's low prices on office products. "I began thinking," he recalls, "why not start up a kind of Toys 'R' Us for office supplies?" Thanks in part to the View Details

Keywords: Paul Michelman

01 Jun 2000
News

Managing the Map

You just can't see that far," says John D. Pratt (MBA '71), associate director and chief financial administrator of the Whitehead Institute. "Yet, if you're financing a new research facility, for example, sound View Details

Keywords: Peter K. Jacobs

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... View Details

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

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