Publications

01 Feb 2000
News

Breaking Down Barriers: The Electronic Wallet

As people get more accustomed to using the Internet to conduct business transactions, their demands will become more sophisticated. Cyberspace is jam-packed with startups trying to second-guess what consumers of the future will want. "Whole new View Details

Keywords: Judith A. Ross

March 2009 (Revised October 2009)
Teaching Note

Washington Mutual's Covered Bonds (TN)

By: Daniel Baird Bergstresser and Robin Greenwood

Teaching Note for [209093]. View Details

Keywords: Banks and Banking; Bonds; Banking Industry

May 1986
Case

Data Administration in Citibank Brazil (D): Implementation of the Central Liabilities Pilot

By: Shoshana Zuboff

Keywords: Banks and Banking; Information Management; Banking Industry; Brazil

Find at Harvard

June 1995
Case

Banc One Corporation (A)

As Banc One's use of derivatives had proliferated, investors and analysts had expressed increasing concern about the size of derivative portfolios, the potential sensitivity of their value to interest rate swings, and the lack of standardized reporting on their use.... View Details

Keywords: Credit Derivatives and Swaps; Investment Banking; Financial Reporting; Annual Reports; Banking Industry

Find at Harvard

04 Aug 2014
Op-Ed

Why Small-Business Lending Is Not Recovering

or more for the funds to actually be approved and made available. Some banks are even refusing to lend to businesses within particular industries (for example, restaurants) or below revenue thresholds of $2... View Details

Keywords: by Karen Mills; Banking; Banking

August 2011 (Revised August 2011)
Teaching Note

Mibanco: Meeting the Mainstreaming of Microfinance (TN)

By: Michael Chu

Teaching Note for 309-095. View Details

Keywords: Microfinance; Banks and Banking; Banking Industry

31 Jul 2014
News

Making Private Equity Public Knowledge

©Rick Friedman As Daniel Sheyner (MBA 2014) tells it, most private equity firms have a very specific target in mind when recruiting: "The best athletes." The highest-ranked investment banking and consulting analysts; the elite. "Goldman... View Details

Keywords: Dan Morrell

January 2009
Case

Sue Whitman at MBB Financial

By: William A. Sahlman

This case describes some issues confronting the leader of a major investment bank. She is pleased with the financial performance of her firm but concerned about signs of a bubble in the market. View Details

Keywords: Financial Crisis; Investment Banking; Financial Condition; Performance Effectiveness; Performance Evaluation; Banking Industry; Banking Industry

23 Dec 2002
Research & Ideas

Setting the Stage: A Young Scholar at HBS

healthcare industry. Wadhwani earned his Ph.D. in history at the University of Pennsylvania, where his research focused on the institutional and regulatory origins of popular banking in the United States. He has received awards and... View Details

Keywords: by Laura Linard; Banking; Banking

March 2006
Case

Wells Fargo Convertible Bonds

By: Malcolm P. Baker and Elizabeth Kind

Howard Atkins, the chief financial officer of Wells Fargo, is considering issuing $3 billion in convertible debt. With an investment-grade credit rating, Wells Fargo is not the typical issuer of convertible securities, but the market conditions in 2003 are unusual.... View Details

Keywords: Capital Structure; Financial Institutions; Banks and Banking; Debt Securities; Financial Management; Financial Strategy; Strategy; Banking Industry

June 2007
Supplement

Shinsei Bank: Developing an Integrated Firm (B)

By: Thomas J. DeLong and Terence Heymann

Keywords: Banks and Banking; Business Ventures; Integration; Growth and Development; Banking Industry

November 2003 (Revised March 2008)
Case

Caja España: Managing the Branches to Sell (A)

By: Francisco de Asis Martinez-Jerez and Rosario de Albornoz

Juan Luis Rojas, commercial planning manager of a Caja de Ahorros (savings bank), faces the challenge of motivating the branches to sell more long-term mortgages and ponders whether to use transfer prices to achieve his objective. View Details

Keywords: Business Divisions; Banks and Banking; Resource Allocation; Organizational Design; Performance Improvement; Sales; Motivation and Incentives; Banking Industry

01 Mar 2005
News

Desert Dust-Up

Simmons “raising a ruckus in the oil patch,” said Barron’s (November 29, 2004). Simmons is chairman of Simmons & Co. International, a Houston investment bank active in the energy sector. As part of a small group invited to Saudi Arabia in... View Details

Keywords: Petroleum and Coal Products Manufacturing; Manufacturing

09 Apr 2014
Research & Ideas

A Playbook for Small-Business Job Creation

in the country when they were in their infancy-including Apple and Intel. It's important that we figure out how to do more of this, and SBIC may be a good model to build on." Traditional Bank Lending Is Still Critical, But A Gap... View Details

Keywords: by Carmen Nobel; Banking; Banking

July 2002
Case

First American Bank: Credit Default Swaps

This case examines a bank's ability to manage its credit exposure to a particular client using credit default swaps. View Details

Keywords: Credit Derivatives and Swaps; Risk and Uncertainty; Banks and Banking; Banking Industry

2001
Chapter

Bankruptcy, Boards, Banks, and Blockholders: Evidence on Changes in Corporate Ownership and Control When Firms Default

By: S. C. Gilson

Keywords: Insolvency and Bankruptcy; Organizational Change and Adaptation; Ownership; Governing and Advisory Boards; Banks and Banking; Banking Industry

1992
Chapter

Bankruptcy, Boards, Banks, and Blockholders: Evidence on Changes in Corporate Ownership and Control When Firms Default

By: S. C. Gilson

Keywords: Insolvency and Bankruptcy; Organizational Change and Adaptation; Ownership; Governing and Advisory Boards; Banks and Banking; Banking Industry