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- Faculty Publications (181)
Show Results For
- All HBS Web (835)
- Faculty Publications (181)
- June 2005 (Revised January 2006)
- Case
Investment Policy at the Hewlett Foundation (2005)
By: Luis M. Viceira
In early January 2005, Laurance Hoagland Jr., VP and CIO of the William and Flora Hewlett Foundation (HF), and his investment team met to finish their recommendations to the HF Investment Committee for a new asset allocation policy for the foundation's investment... View Details
Keywords: Investment Portfolio; Risk and Uncertainty; Public Equity; Globalization; Investment; Property; Risk Management; Asset Management; Financial Services Industry
Viceira, Luis M. "Investment Policy at the Hewlett Foundation (2005)." Harvard Business School Case 205-126, June 2005. (Revised January 2006.)
- January 2008 (Revised July 2008)
- Case
Opportunity Partners
By: Robin Greenwood and James Quinn
Philip Goldstein, the principal in a growing hedge fund and prominent activist investor, has taken a position in a Mexico-based closed-end fund. Following a hard-fought proxy contest in which he advocated for management to eliminate the fund's substantial discount,... View Details
Keywords: Investment Activism; Investment Funds; Business and Shareholder Relations; Value; Financial Services Industry; Mexico
Greenwood, Robin, and James Quinn. "Opportunity Partners." Harvard Business School Case 208-097, January 2008. (Revised July 2008.)
- 23 Feb 2009
- Research & Ideas
Creative Entrepreneurship in a Downturn
formation, and innovation. He is also a partner of the international management consulting firm McKinsey & Company, where he is a leader of its Innovation practice.... View Details
Keywords: by Martha Lagace
- 09 Feb 2009
- Research & Ideas
Uncompromising Leadership in Tough Times
two criteria. The company had to have performed in the top half of its industry for a decade before View Details
Keywords: by Martha Lagace
- December 1998
- Case
Retail Financial Services in 1998: Merrill Lynch
By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Merrill Lynch's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Merrill Lynch." Harvard Business School Case 799-055, December 1998.
- December 1998
- Case
Retail Financial Services in 1998: Fidelity Investments
By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Fidelity Investment's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Fidelity Investments." Harvard Business School Case 799-053, December 1998.
- December 1998
- Case
Retail Financial Services in 1998: Charles Schwab
By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Charles Schwab's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Charles Schwab." Harvard Business School Case 799-052, December 1998.
- 09 Jan 2024
- In Practice
Harnessing AI: What Businesses Need to Know in ChatGPT’s Second Year
As a new year begins, the role of artificial intelligence (AI) and its impact on the future of work permeates nearly every workplace-related... View Details
- 10 Jul 2000
- Research & Ideas
Entrepreneurship in Europe
entrepreneurial communities and four recent trends in entrepreneurial activity. The characteristics that make entrepreneurship thrive, said Stevenson, include: resource mobility; reinvestment View Details
Keywords: by Kenneth Liss
- January 2017
- Case
T. Rowe Price and the Dell Inc. MBO (A)
By: Lena G. Goldberg
T. Rowe Price’s mutual funds, separate accounts, institutional investors, and retirement accounts were, in the aggregate, Dell Inc.’s third largest shareholder in 2013 when Dell announced a management-led buyout, or MBO, structured as a merger. In considering whether... View Details
Keywords: Fiduciary Duties; Management Buy-out; Mergers and Acquisitions; Valuation; Business and Shareholder Relations; Financial Services Industry; Financial Services Industry; Delaware
Goldberg, Lena G. "T. Rowe Price and the Dell Inc. MBO (A)." Harvard Business School Case 317-088, January 2017.
- December 1998
- Case
Retail Financial Services in 1998: First Union
By: Stephen P. Bradley and Takia Mahmood
Provides an overview of First Union's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: First Union." Harvard Business School Case 799-054, December 1998.
- 21 Jul 2014
- Research & Ideas
Is a Gap in Small-Business Credit Holding Back the American Economy?
report a net credit gain of $25,000. Third, the data only includes small business loans on the balance sheets of banks, not loan originations.... View Details
- 17 Sep 2021
- Blog Post
Video Blog: My Experience as a Veteran in the HBS/HKS Joint Degree
want to do after. I hear this search fund is a pretty exciting opportunity. Can you connect me with someone in the ecosystem? At the end View Details
- 18 Jul 2018
- Blog Post
Amira Rashad: An Ambidextrous Mind Meets Consumer Needs in the Middle East
Emirates. "It's a bona fide startup begun with funding from angels, then VC," Amira says. Today, BulkWhiz is an ecommerce CFP platform that serves 15,000 households; in November, Amira launched an extension... View Details
- 02 Jan 2024
- Research & Ideas
10 Trends to Watch in 2024
The lightning-fast ascent of generative AI isn’t the only sea change on the horizon for businesses in the new year. The global economy is in flux as war, climate change, trade issues, and infrastructure problems demand attention. Many companies continue to struggle to... View Details
Keywords: by Rachel Layne
- April 2010 (Revised May 2017)
- Case
Tremblant Capital Group
By: Robin Greenwood
Brett Barakett, CEO and founder of Tremblant Capital Group, a New York–based hedge fund, must decide what to do with his fund's position in Green Mountain Coffee Roasters, which has dropped in value by more than 40% in recent months. Tremblant is a hedge fund that... View Details
Keywords: Business Earnings; Behavioral Finance; Stocks; Investment Funds; Consumer Behavior; Competitive Advantage; Financial Services Industry; New York (city, NY)
Greenwood, Robin. "Tremblant Capital Group." Harvard Business School Case 210-071, April 2010. (Revised May 2017.)
- Web
Unpacking Hidden Risk in the Trusted Treasury Market | Working Knowledge
shook investors’ confidence in the American economy. Treasuries sold off as investors required higher yields amid an uncertain outlook for economic growth and policy. Another force was also at work: leverage... View Details
- September 2017
- Case
Blackstone's Julia Kahr at the Summit
By: Paul A. Gompers, John D. Dionne and Amram Migdal
In 2009, Blackstone, the New York-based alternative asset and financial services firm, committed to invest up to $750 million into Summit Materials, a new company in the aggregates sector (i.e., construction materials, such as crushed stone, sand, gravel, cement,... View Details
Keywords: Roll Up; Private Equity Roll Up; Aggregates; Aggregates Materials; Construction Materials; Business Ventures; Acquisition; Leveraged Buyouts; Business Growth and Maturation; Engineering; Construction; Finance; Capital; Equity; Private Equity; Financial Instruments; Investment; Housing; Management; Goals and Objectives; Growth and Development Strategy; Growth Management; Personal Development and Career; Management Teams; Planning; Problems and Challenges; Value; Valuation; Value Creation; Construction Industry; Construction Industry; United States
Gompers, Paul A., John D. Dionne, and Amram Migdal. "Blackstone's Julia Kahr at the Summit." Harvard Business School Case 218-002, September 2017.
- 27 Oct 2008
- Lessons from the Classroom
Achieving Excellence in Nonprofits
in the answers organizations are giving. Funding continues to evolve, with the rise of venture philanthropy,... View Details
Keywords: by Sean Silverthorne
- January 2017 (Revised October 2021)
- Case
Delivering the Goods at Shippo
By: Jeffrey J. Bussgang, Jeffrey F. Rayport and Olivia Hull
Laura Behrens Wu, CEO of software start-up Shippo, prepares her pitch for a Series A funding round following a successful seed round. Customer adoption of Shippo’s e-commerce dashboard application, which allows small and medium retailers to compare delivery rates... View Details
Keywords: Application Program Interface; API; API Strategy; Customer Cohorts; Churn; Retention; Entrepreneurship; Venture Capital; Business Startups; Strategy; Transition; Customer Focus and Relationships; Technological Innovation; Organizational Change and Adaptation; Valuation; Shipping Industry; Shipping Industry; Shipping Industry; San Francisco; California; United States
Bussgang, Jeffrey J., Jeffrey F. Rayport, and Olivia Hull. "Delivering the Goods at Shippo." Harvard Business School Case 817-065, January 2017. (Revised October 2021.)