Financial Services Referrals - Publications - Faculty & Research

01 Mar 2024
News

Game On

supply management, retail operations, a post office, and a food service operation that served 900 meals a day underway. He also saw combat as a boat officer for a squadron of six PBRs in the Mekong Delta. Over the next 30 years, while he... View Details

Keywords: Jen McFarland Flint; photographed by Edward Linsmier; Amusement, Gambling, and Recreation Industries; Arts, Entertainment

07 Jun 2023
Blog Post

My One Case: MBA Class of 2023 Looks Back

designed to alleviate burdens for frontline workers. The model—which included elements like scheduling, cross-training, and optimal store layouts—freed up employees to create a better service experience for customers. This led to... View Details

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Human Behavior & Decision-Making - Faculty & Research

Institutional Investing ; Corporate Accountability ; Corporate Social Responsibility and Impact ; Mission and Purpose ; Private Ownership ; Philanthropy and Charitable Giving ; Social Issues ; Sustainable Cities ; Financial View Details

23 Oct 2000
Research & Ideas

The Strategy-Focused Organization

strategy. Heads of shared service units—marketing, human resources, and information technology, among others—were included in the membership of the leadership team to ensure that information about customers, people, and technology were... View Details

Keywords: by Robert S. Kaplan & David P. Norton

05 Jun 2007
First Look

First Look: June 5, 2007

supplement: http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=807158 Westin Hotels and Resorts: Operations of a Lifestyle Experience Harvard Business School Case 607-129 Westin Hotels and Resorts adopted a new "lifestyle" brand strategy which... View Details

Keywords: Martha Lagace

January 2020 (Revised July 2020)
Case

BlackRock: Linking Purpose to Profit

By: Aiyesha Dey

The case revolves around the actions that Barbara Novick, co-founder and Vice-Chair of Blackrock, and Michelle Edkins, Global Head of Investment Stewardship, would need to take in response to the controversial CEO letters from Laurence (Larry) Fink, Chairman and CEO of... View Details

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23 Apr 2024
In Practice

Getting to Net Zero: The Climate Standards and Ecosystem the World Needs Now

With each month clocking record-breaking temperatures across the planet, this Earth Day reflected the renewed urgency of regulators and businesses to find climate-change solutions. The US Securities and Exchange Commission recently adopted new rules that will mandate... View Details

Keywords: by Rachel Layne

October 2019
Case

Harlem Capital: Changing the Face of Entrepreneurship (A)

By: George Serafeim

Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their Harvard Business School MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the... View Details

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Becoming a Board Member - Alumni

board. A board bio is typically one page including a headshot and four to five paragraphs that highlight your accomplishments, skills, and credibility. Interpersonal skills Ability to handle complexity and ambiguity Integrity Independent mindedness Collaboration View Details

January 1999 (Revised November 1999)
Case

Metapath Software: September 1997

By: G. Felda Hardymon and Bill Wasik

In September 1997, John Hansen called together his board to debate an interesting choice that his company had to make. Hansen--the CEO of Metapath Software, a provider of software and services to wireless carriers--had two offers to describe. The first was an offer to... View Details

Keywords: Private Ownership; Mergers and Acquisitions; Private Equity; Decision Choices and Conditions; Governing and Advisory Boards; Management Teams; Stocks; Public Ownership; Negotiation Deal; Telecommunications Industry; Information Technology Industry

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20 Sep 2017
Research & Ideas

The Three Types of Leaders Who Create Radical Change

French youth services organization Unis-Cité, which was modeled after the American nonprofit City Year. Credit: Unis-Cité “If you do not innovate and have a solution to the problem you’ve identified, the movement will die,” she says. “I... View Details

Keywords: by Carmen Nobel

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Technology & Innovation - Faculty & Research

data start-ups on the other—offering data-intensive, analytics-based services that could connect to any industrial device. So GE launched a multibillion-dollar initiative focused on what it calls the industrial internet: adding digital... View Details

01 Dec 2023
News

The Exchange: Help Wanted

Image by John Ritter The path to a job in the C-suite isn’t what it used to be. For many years, companies could lean on financial expertise and industry connections when recruiting candidates, but HBS professors Raffaella Sadun and Joseph... View Details

Keywords: Educational Services; Educational Services

September 2020
Teaching Plan

Harlem Capital: Changing the Face of Entrepreneurship

By: George Serafeim

Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the principle that addressing the... View Details

Keywords: Venture Capital Firm Compensation; Entrepreneurial Finance; Entrepreneurial Financing; Black Entrepreneurs; Black Leadership; Black Inventors; Inclusion; Minority-owned Businesses; Race And Ethnicity; Race Characteristics; Entrepreneurship; Venture Capital; Diversity; Race; Gender; Mission and Purpose; Social Enterprise; Financial Services Industry; United States

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April 2007
Case

Microfinance in Bolivia: A Meeting with the President of the Republic

By: Michael Chu

Herbert Muller, chair of leading microfinance bank BancoSol, has met with Evo Morales one year after the populist leader's inauguration as president of Bolivia and proceeds to write an email to his fellow board directors. The bank is world famous for pioneering... View Details

Keywords: Risk and Uncertainty; Race; Government Administration; Business and Government Relations; Microfinance; Poverty; Interest Rates; Banks and Banking; Financial Services Industry; Bolivia; South America

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May 2013
Case

Bridgewater Associates

By: Jeffrey T. Polzer and Heidi K. Gardner

Bridgewater Associates was the world's largest hedge fund with approximately $120 billion in assets under management in mid-2012, and its leaders attribute its record-beating performance to the firm's culture of "radical transparency." The founder, Ray Dalio, was... View Details

Keywords: Management Style; Motivation and Incentives; Management Practices and Processes; Organizational Culture; Performance; Leadership Style; Investment; Financial Services Industry

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David Thomas is H. Naylor Fitzhugh Professor of Business Administration at Harvard Business School. His research addresses issues related to executive development, cultural diversity in organizations, leadership and organizational change. He recently served as a... View Details

Keywords: financial services; financial services; financial services; financial services; financial services; financial services

01 Nov 2020
Research & Ideas

Good Leadership Is an Act of Kindness

exhaust themselves attending to a special needs child or ailing parent. Everyone frets over their physical and financial well-being. Who among us isn't anxious, stressed out, and off our game right now? From bolstering remote... View Details

Keywords: by Boris Groysberg and Susan Seligson

Web

Planned Giving - Alumni

Giving Planned Giving Giving Planned Giving Leave a Legacy Through planned giving, you can use a variety of strategies and assets to support HBS during your lifetime or at your passing, while also fulfilling your financial planning goals.... View Details

August 2024 (Revised October 2024)
Case

Discerene Group: Long-Term Public-Markets Investing

By: Luis M. Viceira and Brent Schwarz

This case discusses active investing based on fundamental valuations and price distortions created by market events, and whether contractual terms between investment managers and their investors can help align incentives between long-term investors and active managers.... View Details

Keywords: Financial Strategy; Investment Funds; Valuation; Financial Markets; Financial Services Industry; Connecticut

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