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  • All HBS Web  (4,931)
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  • All HBS Web  (4,931)
    • People  (23)
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    • Multimedia  (6)
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  • 15 Dec 2009
  • First Look

First Look: Dec. 15, 2009

David LaneHarvard Business School Case 210-016 Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset View Details
Keywords: Martha Lagace
  • 05 Nov 2020
  • Blog Post

12 Weeks of VC Summer: Remote Edition

When it became clear that my summer internship with Maverick Ventures, an early stage Venture Capital firm based in San Francisco, was going to be remote, I had a lot of questions on my mind. What would it be like to work with a team I... View Details
  • 04 Dec 2006
  • Research & Ideas

The Money Connection—Understanding VC Networks

centers like New York to entrepreneurial centers like Silicon Valley and Boston," he explains. "In addition to providing access to information about investments and invitations to join syndicates, firms with broad, far-reaching... View Details
Keywords: by Julia Hanna; Financial Services
  • 2014
  • Working Paper

Private Equity's Diversification Illusion: Economic Comovement and Fair Value Reporting

By: Kyle Travis Welch
This study examines how accounting has informed private equity diversification claims and demand for private equity investments. Despite research showing private equity lacks portfolio diversification benefits, those marketing private equity assets continue to... View Details
Keywords: Fair Value; Access To Capital; IAS 39; FAS No. 157; FASB; IASB; ASC 820; Covariance Risk; Accounting Beta; Accounting; Private Sector; Valuation; Corporate Finance; Asset Management; Cost of Capital; Private Equity; Financial Services Industry; Financial Services Industry; Europe; North and Central America
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Welch, Kyle Travis. "Private Equity's Diversification Illusion: Economic Comovement and Fair Value Reporting." Working Paper, January 2014.
  • 04 May 2017
  • HBS Seminar

Nicholas G. Hall, The Ohio State University

  • 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; Financial Services Industry; Financial Services Industry
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Sahlman, William A. "Sue Whitman at MBB Financial." Harvard Business School Case 809-115, January 2009.
  • February 2018
  • Case

EmQuest: Travel Distribution in the Digital Era

By: Karim R. Lakhani and Gamze Yucaoglu
EmQuest, Emirates Group’s travel distribution company, must decide what to do with its contract with the global distribution system it uses, Sabre. Since its founding in 1988, EmQuest was servicing travel agents in the MENA region by providing a connection to over 400... View Details
Keywords: UAE; Decision; Business Model; Competitive Strategy; Growth and Development Strategy; Decision Choices and Conditions; Business Strategy; Value Creation; Change Management; Emerging Markets; For-Profit Firms; Competitive Advantage; Travel Industry; United Arab Emirates
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Lakhani, Karim R., and Gamze Yucaoglu. "EmQuest: Travel Distribution in the Digital Era." Harvard Business School Case 618-040, February 2018.
  • October 2007
  • Case

Blue River Capital

By: Krishna G. Palepu, Tarun Khanna and Richard Bullock
Examines the strategy and experience of Indian private equity firm Blue River Capital. Blue River was established in 2005 to invest primarily in middle market, particularly family-run, businesses in India. Blue River caters to this niche as an active investor,... View Details
Keywords: Private Equity; Investment Portfolio; Corporate Governance; Emerging Markets; Family Ownership; Competitive Strategy; Financial Services Industry; India
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Palepu, Krishna G., Tarun Khanna, and Richard Bullock. "Blue River Capital." Harvard Business School Case 708-448, October 2007.
  • 13 Oct 2020
  • Working Paper Summaries

Fencing Off Silicon Valley: Cross-Border Venture Capital and Technology Spillovers

Keywords: by Ufuk Akcigit, Sina T. Ates, Josh Lerner, Richard Townsend, and Yulia Zhestkova; Financial Services
  • July 2001 (Revised January 2007)
  • Case

Lehman Brothers (C): Decline of the Equity Research Department

By: Ashish Nanda and Boris Groysberg
This case tracks the rapid decline of Lehman Brothers' equity research department from August 1992, when, beset by declining ranking, low morale, and high turnover, firm management decides to clean house and reinvest in building the department. View Details
Keywords: Organizational Change and Adaptation; Business or Company Management; Leadership; Human Resources; Financial Services Industry
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Nanda, Ashish, and Boris Groysberg. "Lehman Brothers (C): Decline of the Equity Research Department." Harvard Business School Case 902-003, July 2001. (Revised January 2007.)
  • 05 Jul 2006
  • Working Paper Summaries

Float Manipulation and Stock Prices

Keywords: by Robin Greenwood; Financial Services
  • 06 Dec 2011
  • First Look

First Look: Dec. 6

of firms just above and just below the investment-grade cutoff. These firms have similar observables, including average investment rates. However, flows into high-yield mutual funds have an economically... View Details
Keywords: Sean Silverthorne
  • Program

Strategy for Health Care Delivery—Virtual

strategic and organizational challenges inherent in evolving your health care delivery approach. Details Align your organization around a value-based strategy Build a firm foundation for exploring and implementing strategy transformation... View Details
Keywords: Health Care; Health Care
  • Career Coach

Cheryl Rousseau

While a Senior Vice President for global consulting firm Lee Hecht Harrison (LHH), Cheryl was invited to join their International Center for Executive Options (ICEO) practice where she is a Confidential Advisor and Coach to C-Suite and... View Details
Keywords: Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All)
  • January 2018
  • Case

John Rogers, Jr.—Ariel Investments Co.

By: Steven Rogers and Greg White
John Rogers Jr., the founder and CEO of Ariel Investments, an enormously successful finance firm with $12 billion of invested capital, is one of the few African Americans in the asset management industry. As one of the high profile leaders in the black business... View Details
Keywords: Advocacy; Diversity; Investment Management; Affirmative Action; Disruption; Cost vs Benefits; Corporate Entrepreneurship; Fairness; Moral Sensibility; Values and Beliefs; Corporate Accountability; Leading Change; Corporate Social Responsibility and Impact; Problems and Challenges; Financial Services Industry; Chicago
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Rogers, Steven, and Greg White. "John Rogers, Jr.—Ariel Investments Co." Harvard Business School Case 318-099, January 2018.
  • May 2022
  • Article

When Harry Fired Sally: The Double Standard in Punishing Misconduct

By: Mark Egan, Gregor Matvos and Amit Seru
We examine gender differences in misconduct punishment in the financial advisory industry. We find evidence of a “gender punishment gap”: following an incident of misconduct, female advisers are 20% more likely to lose their jobs and 30% less likely to find new jobs... View Details
Keywords: Financial Advisers; Brokers; Gender Discrimination; Consumer Finance; Financial Misconduct And Fraud; FINRA; Financial Institutions; Employees; Crime and Corruption; Gender; Prejudice and Bias; Personal Finance; Financial Services Industry
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Egan, Mark, Gregor Matvos, and Amit Seru. "When Harry Fired Sally: The Double Standard in Punishing Misconduct." Journal of Political Economy 130, no. 5 (May 2022): 1184–1248.
  • February 2021 (Revised June 2021)
  • Case

Barbarians at the Gate or Turnaround Gurus? Private Equity and the Rise of the LBO

By: Tom Nicholas and John Masko
During the 1980s, leveraged buyouts (LBOs) and the private equity (PE) firms responsible for carrying them out revolutionized both investment and management in the U.S. Between 1980 and 1989, buyout activity in the U.S. surged from $1 billion per year to $60 billion.... View Details
Keywords: Leveraged Buyouts; Mergers and Acquisitions; Business Conglomerates; Restructuring; Borrowing and Debt; Private Equity; Bonds; Investment Return; Institutional Investing; Profit Sharing; Business History; Management Style; Private Ownership; Performance Effectiveness; Value Creation; Financial Services Industry; United States
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Nicholas, Tom, and John Masko. "Barbarians at the Gate or Turnaround Gurus? Private Equity and the Rise of the LBO." Harvard Business School Case 821-016, February 2021. (Revised June 2021.)
  • 08 Aug 2023
  • Research & Ideas

Black Employees Not Only Earn Less, But Deal with Bad Bosses and Poor Conditions

different factors. First, there could be a spillover from broader societal inequalities. For example, Black and Hispanic workers are overrepresented in blue collar and service positions. “Companies such as Google and Facebook have pretty... View Details
Keywords: by Michael Blanding
  • 31 Oct 2023
  • HBS Case

Checking Your Ethics: Would You Speak Up in These 3 Sticky Situations?

‘professional’ client services firm,” he says. “The client and the values of the firm are of utmost importance.” The case of the abusive VP: During work with a client, you witness abusive behavior by a... View Details
Keywords: by Michael Blanding; Consulting
  • 04 Jan 2012
  • First Look

First Look: January 4

nonfinancial information that has not yet been provided. Globalization and Beauty: A Historical and Firm Perspective Author:G. Jones Publication:EurAmerica 41, no. 4 (December 2011) Abstract This paper uses the beauty industry to explore... View Details
Keywords: Carmen Nobel
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