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      • April 1986 (Revised February 1988)
      • Case

      Batterymarch Financial Management (B)

      By: Andre F. Perold
      Keywords: Financial Services Industry
      Citation
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      Perold, Andre F. "Batterymarch Financial Management (B)." Harvard Business School Case 286-115, April 1986. (Revised February 1988.)
      • April 1986 (Revised February 1989)
      • Case

      Tribal Assets Management: The Dragon Proposal

      By: William A. Sahlman and Norman Klein
      Keywords: Financial Services Industry
      Citation
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      Sahlman, William A., and Norman Klein. "Tribal Assets Management: The Dragon Proposal." Harvard Business School Case 286-110, April 1986. (Revised February 1989.)
      • April 1986 (Revised February 1988)
      • Case

      Batterymarch Financial Management (A)

      By: Andre F. Perold
      Keywords: Financial Services Industry
      Citation
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      Perold, Andre F. "Batterymarch Financial Management (A)." Harvard Business School Case 286-113, April 1986. (Revised February 1988.)
      • March 1986 (Revised February 1987)
      • Case

      Spear Securities, Inc.

      By: Andre F. Perold
      Keywords: Finance; Financial Services Industry
      Citation
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      Perold, Andre F. "Spear Securities, Inc." Harvard Business School Case 286-049, March 1986. (Revised February 1987.)
      • November 1985
      • Case

      Paine Webber (A): Choosing a Corporate Strategy

      By: Dwight B. Crane and Robert G. Eccles Jr.
      Keywords: Corporate Strategy; Decision Choices and Conditions; Financial Institutions; Financial Services Industry
      Citation
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      Crane, Dwight B., and Robert G. Eccles Jr. "Paine Webber (A): Choosing a Corporate Strategy." Harvard Business School Case 286-033, November 1985.
      • October 1985
      • Case

      Merrill Lynch: Underwriting Beverly Enterprises (A)

      By: Dwight B. Crane
      Keywords: Financial Services Industry
      Citation
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      Crane, Dwight B. "Merrill Lynch: Underwriting Beverly Enterprises (A)." Harvard Business School Case 286-027, October 1985.
      • September 1985 (Revised January 1986)
      • Case

      Peter Wendell

      By: William A. Sahlman
      Contains a description of a decision confronting an employee of IBM in late 1981. Should he leave IBM to become head of a new venture capital fund which will specialize in technology investments? The case is designed to expose students to the nature of the opportunity... View Details
      Keywords: Personal Development and Career; Jobs and Positions; Opportunities; Valuation; Decision Choices and Conditions; Resignation and Termination; Venture Capital; Financial Services Industry; Financial Services Industry
      Citation
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      Sahlman, William A. "Peter Wendell." Harvard Business School Case 286-008, September 1985. (Revised January 1986.)
      • September 1985
      • Case

      Citicorp Investment Management

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Citicorp Investment Management." Harvard Business School Case 286-002, September 1985.
      • January 1985
      • Case

      Business Research Corp. (A)

      By: William A. Sahlman
      Contains a description of a decision confronting an entrepreneur: which of two investment proposals should he accept to fund the creation and marketing of a database that comprises the full text of research reports produced by Wall Street investment banking firms? The... View Details
      Keywords: Strategy; Cost vs Benefits; Valuation; Investment Banking; Negotiation Participants; Negotiation Deal; Financing and Loans; Financial Strategy; Corporate Finance; Service Industry
      Citation
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      Sahlman, William A. "Business Research Corp. (A)." Harvard Business School Case 285-089, January 1985.
      • October 1984 (Revised July 2003)
      • Case

      At the T. Rowe Price Trading Desk (A)

      By: Andre F. Perold
      Describes the events surrounding the sale of a particular large block of a thinly traded stock. Brings the situation to the point at which the seller has received an offer, and must now decide what to do. View Details
      Keywords: Asset Management; Stocks; Financial Services Industry
      Citation
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      Perold, Andre F. "At the T. Rowe Price Trading Desk (A)." Harvard Business School Case 285-041, October 1984. (Revised July 2003.)
      • October 1984 (Revised July 2003)
      • Supplement

      At the T. Rowe Price Trading Desk (B)

      By: Andre F. Perold
      Supplements the (A) case. View Details
      Keywords: Financial Services Industry
      Citation
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      Perold, Andre F. "At the T. Rowe Price Trading Desk (B)." Harvard Business School Supplement 285-042, October 1984. (Revised July 2003.)
      • October 1984 (Revised July 1988)
      • Case

      Mark Twain Bancshares, Inc.

      By: Joseph L. Badaracco Jr.
      Describes the history, management, and organization of an extremely successful bank holding company. The company has had a very charismatic chairman, has made MBAs bank presidents at very early ages, and has a long record of innovation. Now deregulation and a coming... View Details
      Keywords: Management Style; Financial Services Industry
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      Badaracco, Joseph L., Jr. "Mark Twain Bancshares, Inc." Harvard Business School Case 385-178, October 1984. (Revised July 1988.)
      • June 1984 (Revised June 1987)
      • Case

      Sanford C. Bernstein & Co., Inc.

      By: Andre F. Perold
      Keywords: Financial Management; Investment Portfolio; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Sanford C. Bernstein & Co., Inc." Harvard Business School Case 184-194, June 1984. (Revised June 1987.)
      • September 1983 (Revised October 1985)
      • Case

      Lehman Management Co., Inc.

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Lehman Management Co., Inc." Harvard Business School Case 284-027, September 1983. (Revised October 1985.)
      • May 1983 (Revised December 1987)
      • Case

      Technical Data Corp.

      By: William A. Sahlman
      Describes a decision confronting the president of a small company about selling some or all of the shares in his company to another firm. Technical Data Corp. provides analytical services to professional bond market traders over a system of computer terminals operated... View Details
      Keywords: Stocks; Entrepreneurship; Business Startups; Internet and the Web; Information Infrastructure; Mobile and Wireless Technology; Valuation; Negotiation Tactics; Mergers and Acquisitions; Corporate Strategy; Horizontal Integration; Service Industry; Service Industry
      Citation
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      Sahlman, William A. "Technical Data Corp." Harvard Business School Case 283-072, May 1983. (Revised December 1987.)
      • April 1983 (Revised June 1993)
      • Case

      Trade In Services and American Express

      By: Joseph L. Badaracco Jr. and David B. Yoffie
      Keywords: Financial Services Industry
      Citation
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      Badaracco, Joseph L., Jr., and David B. Yoffie. "Trade In Services and American Express." Harvard Business School Case 383-114, April 1983. (Revised June 1993.)
      • spring 1983
      • Article

      A Financial Planning Model for an Analytic Review: The Case of a Savings and Loan Association

      By: Robert S. Kaplan
      Keywords: Finance; Planning; Financing and Loans; Saving; Financial Institutions; Financial Services Industry; Financial Services Industry
      Citation
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      Kaplan, Robert S. "A Financial Planning Model for an Analytic Review: The Case of a Savings and Loan Association." Auditing (spring 1983): 52–65.
      • February 1982 (Revised March 1984)
      • Case

      Travelers Investment Management Co.

      By: David E. Bell
      Keywords: Investment Portfolio; Management; Risk Management; Financial Services Industry
      Citation
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      Bell, David E. "Travelers Investment Management Co." Harvard Business School Case 182-210, February 1982. (Revised March 1984.)
      • October 1981 (Revised January 1994)
      • Case

      Golden Gate Bank Retirement Fund

      By: David E. Bell
      Keywords: Retirement; Investment Funds; Financial Services Industry; Financial Services Industry
      Citation
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      Bell, David E. "Golden Gate Bank Retirement Fund." Harvard Business School Case 182-086, October 1981. (Revised January 1994.)
      • March 1981 (Revised October 1984)
      • Case

      Corning Glass Works: Indonesia

      By: Michael Y. Yoshino
      Evaluates the market opportunities and risks by Corning and International Finance Corporation in Indonesia. View Details
      Keywords: Globalized Markets and Industries; Risk and Uncertainty; Opportunities; Financial Services Industry; Indonesia
      Citation
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      Yoshino, Michael Y. "Corning Glass Works: Indonesia." Harvard Business School Case 381-119, March 1981. (Revised October 1984.)
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