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      • December 1998 (Revised May 2000)
      • Case

      Lebenthal and Co., Inc.

      By: Thomas J. DeLong and Susan Harmeling
      Lebenthal and Co. has prospered in the bond business since 1924. Alexandra Lebenthal, granddaughter of the founders, has stepped up to lead the firm. She faces many challenges as the nature of the financial services business changes in dramatic ways. Can this firm... View Details
      Keywords: Transformation; Talent and Talent Management; Bonds; Leadership Development; Service Operations; Problems and Challenges; Competition; Financial Services Industry
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      DeLong, Thomas J., and Susan Harmeling. "Lebenthal and Co., Inc." Harvard Business School Case 899-121, December 1998. (Revised May 2000.)
      • December 1998 (Revised March 2001)
      • Case

      Korea Stock Exchange, 1998

      By: Tarun Khanna, Krishna G. Palepu and James Chang
      Following a major financial crisis, the South Korean government attempted to revive the Korea Stock Exchange to spur equity investment in Korean companies. This case describes the reforms undertaken so far and the challenges that lay ahead. View Details
      Keywords: Equity; Stocks; Restructuring; Emerging Markets; Corporate Governance; Business and Government Relations; Financial Services Industry; Financial Services Industry; South Korea
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      Khanna, Tarun, Krishna G. Palepu, and James Chang. "Korea Stock Exchange, 1998." Harvard Business School Case 199-033, December 1998. (Revised March 2001.)
      • October 1998 (Revised May 1999)
      • Case

      Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables

      By: Kenneth A. Froot and Ivan G. Farman
      Commercial Financial Services (CFS) is a company that buys charged-off credit card receivables, securitizes them, and then attempts to collect on the receivables. The case deals with how the firm makes money and the limits of securitization as an efficient financing... View Details
      Keywords: Financing; Asset-back Finance; Financial Policy; Securitization; Credit; Financial Strategy; Business Strategy; Policy; Financial Services Industry
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      Froot, Kenneth A., and Ivan G. Farman. "Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables." Harvard Business School Case 299-023, October 1998. (Revised May 1999.)
      • October 1998 (Revised November 1999)
      • Case

      Farallon Capital Management: Risk Arbitrage (A)

      By: Andre F. Perold and Robert Howard
      Farallon Capital Management, an investment firm that specializes in risk arbitrage, has taken significant long and short positions in MCI Communications and British Telecommunications, respectively, in the belief that the proposed merger of these firms will be... View Details
      Keywords: Mergers and Acquisitions; Capital; Capital Markets; Investment; Management; Risk Management; Strategy; Financial Services Industry
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      Perold, Andre F., and Robert Howard. "Farallon Capital Management: Risk Arbitrage (A)." Harvard Business School Case 299-020, October 1998. (Revised November 1999.)
      • October 1998
      • Case

      Farallon Capital Management: Risk Arbitrage (B)

      By: Andre F. Perold and Robert Howard
      Farallon Capital Management, an investment firm that specializes in risk arbitrage, has taken significant long and short positions in MCI Communications and British Telecommunications, respectively, in the belief that the proposed merger of these firms will be... View Details
      Keywords: Mergers and Acquisitions; Capital Markets; Investment; Risk Management; Strategy; Financial Services Industry
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      Perold, Andre F., and Robert Howard. "Farallon Capital Management: Risk Arbitrage (B)." Harvard Business School Case 299-021, October 1998.
      • October 1998
      • Case

      Farallon Capital Management: Risk Arbitrage (C)

      By: Andre F. Perold and Robert Howard
      Farallon Capital Management, an investment firm that specializes in risk arbitrage, has taken significant long and short positions in MCI Communications and British Telecommunications, respectively, in the belief that the proposed merger of these firms will be... View Details
      Keywords: Capital Markets; Equity; Mergers and Acquisitions; Financial Institutions; Risk Management; Investment Funds; Financial Services Industry
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      Perold, Andre F., and Robert Howard. "Farallon Capital Management: Risk Arbitrage (C)." Harvard Business School Case 299-022, October 1998.
      • September 1998 (Revised July 1999)
      • Case

      Integral Capital Partners

      By: Andre F. Perold and Markus Mullarkey
      Integral Capital Partners is a small firm with a very distinctive approach to investing in high-technology stocks. The firm invests privately in small start-ups as well as in publicly traded companies, and it develops important financial and advisory relationships with... View Details
      Keywords: Technology; Value Creation; Venture Capital; Asset Management; Partners and Partnerships; Public Sector; Private Sector; Business Startups; Corporate Finance; Financial Services Industry
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      Perold, Andre F., and Markus Mullarkey. "Integral Capital Partners." Harvard Business School Case 299-019, September 1998. (Revised July 1999.)
      • September 1998
      • Case

      Vanguard Group, Inc. (1998), The

      By: Andre F. Perold
      Since the beginning of 1997, Vanguard's assets under management have increased more than 60% from $240 billion to almost $400 billion, making it second in market share only to Fidelity. Vanguard views this success as another vindication of its low-cost strategy of... View Details
      Keywords: Asset Management; Cost Management; Investment Funds; Product; Service Operations; Performance Expectations; Competition; Consolidation; Expansion; Internet; Financial Services Industry
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      Perold, Andre F. "Vanguard Group, Inc. (1998), The." Harvard Business School Case 299-002, September 1998.
      • August 1998 (Revised December 1998)
      • Case

      Wells Fargo Online Financial Services (B)

      By: Robert S. Kaplan and Nicole Tempest
      Describes how the Balanced Scorecard built by the Online Financial Services (OFS) group is used to select the highest-priority initiatives for the organization. Currently, initiatives arise continually throughout the organization, and management spends considerable... View Details
      Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Financial Services Industry
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      Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (B)." Harvard Business School Case 199-019, August 1998. (Revised December 1998.)
      • August 1998 (Revised October 2002)
      • Case

      Harbus Foundation, The

      By: James E. Austin and Linda Carrigan
      Describes the challenges faced by a group of HBS students as they create a foundation. Given surplus funds generated by the student-run newspaper, The Harbus leadership decides to find a meaningful use for the excess cash. Profiles both the entrepreneurial process used... View Details
      Keywords: Business Startups; Decision Choices and Conditions; Asset Management; Financial Institutions; Investment Portfolio; Management Analysis, Tools, and Techniques; Problems and Challenges; Social Enterprise; Valuation; Financial Services Industry
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      Austin, James E., and Linda Carrigan. "Harbus Foundation, The." Harvard Business School Case 399-031, August 1998. (Revised October 2002.)
      • July 1998 (Revised September 1998)
      • Case

      BEA Associates: U.S. High Yield Group

      By: Andre F. Perold and Alison J. Cohen
      Keywords: Financial Services Industry
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      Perold, Andre F., and Alison J. Cohen. "BEA Associates: U.S. High Yield Group." Harvard Business School Case 299-003, July 1998. (Revised September 1998.)
      • July 1998 (Revised October 1999)
      • Case

      IPODERAC

      By: James E. Austin, Wendy Bermudez and Gustavo Escobar
      This 32-year-old nonprofit organization has dedicated itself to the care and social development of abandoned street children in Mexico. Examines the organization's efforts to achieve financial sustainability, particularly through earned income activities on its farm.... View Details
      Keywords: Social Entrepreneurship; Finance; Management; Organizations; Problems and Challenges; Nonprofit Organizations; Balance and Stability; Service Industry; Mexico
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      Austin, James E., Wendy Bermudez, and Gustavo Escobar. "IPODERAC." Harvard Business School Case 399-016, July 1998. (Revised October 1999.)
      • June 1998
      • Case

      Legend Group (B), The

      By: Lynn S. Paine and Robert J. Crawford
      Keywords: Financial Services Industry
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      Paine, Lynn S., and Robert J. Crawford. "Legend Group (B), The." Harvard Business School Case 398-105, June 1998.
      • June 1998 (Revised August 2001)
      • Case

      Wells Fargo Online Financial Services (A)

      By: Robert S. Kaplan and Nicole Tempest
      Wells Fargo, the industry leader in electronic banking, has implemented a Balanced Scorecard in its online financial services group (OFS) to track and measure performance. The OFS group develops and supports services that allow existing and future banking customers to... View Details
      Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Financial Services Industry
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      Kaplan, Robert S., and Nicole Tempest. "Wells Fargo Online Financial Services (A)." Harvard Business School Case 198-146, June 1998. (Revised August 2001.)
      • May 1998
      • Teaching Note

      Apex Investment Partners (A) and (B), Teaching Note

      By: Josh Lerner
      Teaching Note for (9-296-028) and (9-296-029). View Details
      Keywords: Financial Services Industry; Financial Services Industry
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      Lerner, Josh. "Apex Investment Partners (A) and (B), Teaching Note." Harvard Business School Teaching Note 298-160, May 1998.
      • May 1998
      • Teaching Note

      BCI Growth III TN

      By: Josh Lerner
      Teaching Note for (9-298-093) and (9-298-103). View Details
      Keywords: Finance; Business Growth and Maturation; Financial Services Industry
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      Lerner, Josh. "BCI Growth III TN." Harvard Business School Teaching Note 298-163, May 1998.
      • May 1998 (Revised February 2007)
      • Case

      Morningstar, Inc.

      By: Andre F. Perold and Markus Mullarkey
      Morningstar, Inc., a publisher of information for mutual fund investors, is considering alternative strategies for broadening its subscriber base and increasing its revenues. Potential strategies include tailoring information for the defined contribution pension fund... View Details
      Keywords: Investment Funds; Asset Management; Revenue; Financial Strategy; Financial Services Industry; Financial Services Industry; United States
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      Perold, Andre F., and Markus Mullarkey. "Morningstar, Inc." Harvard Business School Case 298-140, May 1998. (Revised February 2007.)
      • May 1998
      • Teaching Note

      Weston Presidio Offshore Capital: Confronting the Fundraising Challenge TN

      By: Josh Lerner
      Teaching Note for (9-296-055). View Details
      Keywords: Financial Services Industry
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      Lerner, Josh. "Weston Presidio Offshore Capital: Confronting the Fundraising Challenge TN." Harvard Business School Teaching Note 298-154, May 1998.
      • April 1998
      • Case

      Advent Israel Venture Capital Program, The

      By: Paul A. Gompers and Jeffrey M. Anapolsky
      Explores the decision by Advent, an international venture capital firm, to start a fund focused on Israel. Advent must decide who to hire to run the fund and how much money to raise. View Details
      Keywords: Venture Capital; Global Strategy; Recruitment; Expansion; Business Strategy; Financial Services Industry; Israel
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      Gompers, Paul A., and Jeffrey M. Anapolsky. "Advent Israel Venture Capital Program, The ." Harvard Business School Case 298-072, April 1998.
      • April 1998
      • Case

      Venture Capital in Ireland: Getting Their ACT Together

      By: Paul A. Gompers and Catherine M. Conneely
      Analyzes the decisions of Niall Carroll, an Irish banker, to start a venture capital fund focused on Ireland. The context of the Irish markets and the nature of Irish opportunities are explored. View Details
      Keywords: Business Startups; Venture Capital; Markets; Market Entry and Exit; Financial Services Industry; Republic of Ireland
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      Gompers, Paul A., and Catherine M. Conneely. "Venture Capital in Ireland: Getting Their ACT Together." Harvard Business School Case 298-001, April 1998.
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