Investment Banking - Publications - Faculty & Research

March 2011
Teaching Note

Shenzhen Development Bank (TN)

By: Li Jin and Yuhai Xuan

Teaching Note for 210020. View Details

Keywords: Partners and Partnerships; Decisions; Investment; Commercial Banking; Growth and Development; Negotiation Deal; Labor and Management Relations; Planning; Banking Industry; Banking Industry; China

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1975
Book

Management of Bank Portfolios

By: S. P. Bradley and D. B. Crane

Keywords: Management; Investment Portfolio

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October 2021 (Revised December 2021)
Case

Customer-Centric Design with Artificial Intelligence: Commonwealth Bank

By: Karim R. Lakhani, Yael Grushka-Cockayne, Jin Hyun Paik and Steven Randazzo

As Commonwealth Bank (CommBank) CEO Matt Comyn delivered the full financial year results in August 2021 over videoconference, it took less than two minutes for him to make his first mention of the organization's Customer Engagement Engine (CEE), the AI-driven customer... View Details

Keywords: Artificial Intelligence; Customer-centricity; Banks and Banking; Customer Focus and Relationships; Technological Innovation; Transformation; Organizational Change and Adaptation; Performance; AI and Machine Learning; Financial Services Industry; Australia

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January 2023 (Revised June 2024)
Supplement

Zaoui & Co. (B): Executing the Odyssey SPAC Transaction

By: Ashish Nanda, Alex Kitsberg and Zack Kurtovich

In September 2019, founding partners Michael and Yoel Zaoui decided to add principal investing to Zaoui & Co.’s offerings. The case outlines how, over the next two years, Zaoui & Co. pursued the formation of a SPAC, Odyssey Acquisitions, followed by the identification... View Details

Keywords: Finance; Investment Banking; SPACs; M＆A; Strategy; Entrepreneurship; Europe; United Kingdom

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2011
Working Paper

What Do Development Banks Do? Evidence from Brazil, 2002-2009

By: Sergio G. Lazzarini, Aldo Musacchio, Rodrigo Bandeira-de-Mello and Rosilene Marcon

While some authors view development banks as an important tool to alleviate capital constraints in scarce credit markets and unlock productive investments, others see those banks as conduits of cheap loans to politically connected firms that could obtain capital... View Details

Keywords: Cost of Capital; Credit; Equity; Banks and Banking; Financing and Loans; Investment; Government and Politics; Data and Data Sets; Resource Allocation; Markets; Performance; Banking Industry; Brazil

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September 2010
Article

Bank Lending During the Financial Crisis of 2008

By: Victoria Ivashina and David S. Scharfstein

This paper documents that new loans to large borrowers fell by 47% during the peak period of the financial crisis (fourth quarter of 2008) relative to the prior quarter and by 79% relative to the peak of the credit boom (second quarter of 2007). New lending for real... View Details

Keywords: Financial Liquidity; Financing and Loans; Credit; Borrowing and Debt; Financial Crisis; Banking Industry

17 Oct 2013
Research & Ideas

Reserve Bank Governor Discusses India’s Financial Opportunities

phase." A month after becoming the governor of the Reserve Bank of India, Rajan came to HBS to deliver the 2013 Leatherbee Lecture, "India: The Opportunities and Challenges Ahead." In addition to running India's central... View Details

Keywords: by Carmen Nobel

01 Oct 2013
News

Banking on Africa's Future

and power generation. Asked to describe an investment that shows the Helios paradigm at work, Lawani, who divides his time equally between London and Africa, points to Kenya. "Several years ago," he explains, "we View Details

01 Dec 2015
News

Case Study: Bionic Banking

hope of digging into Wall Street’s high profit margins. Current robo-advisors focus on passive “buy-and-hold” strategies, selecting a handful of low-cost exchange traded funds (ETFs), investing the funds according to a standard portfolio... View Details

2010
Working Paper

Foreign Entry and the Mexican Banking System, 1997-2007

By: Stephen Haber and Aldo Musacchio

What is the impact of foreign bank entry on the pricing and availability of credit in developing economies? The Mexican banking system provides a quasi-experiment to address this question because in 1997 the Mexican government radically changed the laws governing the... View Details

Keywords: Developing Countries and Economies; Credit; Banks and Banking; Financing and Loans; Foreign Direct Investment; Market Entry and Exit; Business and Government Relations; Banking Industry; Mexico

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06 Feb 2023
Blog Post

Meet the Black Investment Club

the Black Investment Club. Aka Akapelwa (MBA 2023) Aka Akapelwa came to HBS after six years in financial services, first in investment banking at Jeffries and later in Private... View Details

Keywords: Investment Management / Hedge Fund; Investment Management / Hedge Fund; Investment Management / Hedge Fund

2017
Working Paper

Having an Opinion versus Knowing the Facts: Success Strategies among Men and Women in a Global Investment Bank

By: Alexandra C. Feldberg

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February 2017
Case

Eve Hall: The African American Investment Fund in Milwaukee

By: Steven Rogers and Alterrell Mills

The case highlights the role of minority chambers of commerce and the background of Eve Hall, a well-regarded multi-sector leader asked to revive Wisconsin's African-American chamber. This case study examines the lending options that a minority chamber of commerce... View Details

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Research Summary

Financial Regulation and the Japanese Banking Crisis of the 1990s

As part of a long-term research interest in financial regulation and the role of the Ministry of Finance, Ulrike Schaede has studied various segments of Japan's financial markets to understand better the interaction between regulators and regulatees. This includes... View Details

Fall 2012
Article

Foreign Entry and the Mexican Banking System, 1997-2007

By: Stephen Haber and Aldo Musacchio

What is the impact of foreign bank entry on the pricing and availability of credit in developing economies? The Mexican banking system provides a quasi-experiment to address this question because in 1997 the Mexican government radically changed the laws governing the... View Details

Keywords: Banks and Banking; Ownership; Foreign Direct Investment; Laws and Statutes; Developing Countries and Economies; Banking Industry; Mexico

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30 Nov 2020
Research & Ideas

COVID Not Slowing VC Investment

expect their investments to outperform major equity indexes going forward, and they’re continuing to fund new endeavors. “It’s sort of the opposite of doom and gloom,” Gompers says. “We were surprised by how relatively unaffected the... View Details

Keywords: by Danielle Kost; Banking; Banking

August 1988 (Revised December 1989)
Case

Golden Gate Bank Pension Fund

By: David E. Bell

Keywords: Investment Funds; Banking Industry; Banking Industry

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05 Jun 2015
Blog Post

The HBS Investment

but no one has mentioned the cost perspective. Given that the total tuition comes to over $200,000 for the two years and you all have or are going to complete this process, what exactly is in your bank account now?” A collective hush... View Details