Publications

Find at Harvard

January 1984 (Revised August 1988)
Background Note

Valuation Techniques

By: Howard H. Stevenson and Michael J. Roberts

Describes several approaches to valuation of a going concern: assets, earnings, and cash flow. View Details

Keywords: Valuation; Business Earnings; Assets; Cash Flow

When Wiggin joined Chase in 1904, it was a modest bank with assets of just $250 million. As president, however, Wiggin oversaw a huge expansion wave, including the 1917 founding of the Chase Securities subsidiary. Wiggin's numerous... View Details

Keywords: Finance

Web

Charitable Lead Trust - Alumni

Giving Charitable Lead Trust Giving Charitable Lead Trust A charitable lead trust (CLT) enables you to support HBS and transfer assets to children or other heirs at a reduced tax cost. Benefits Reduces the gift and estate tax costs of... View Details

May 2011
Teaching Note

Securities Lending After the Financial Crisis (TN)

By: Robert C. Pozen and Gayle Elizabeth Hameister

Teaching Note for 311131. View Details

Keywords: Asset Management; Business and Government Relations; Stocks; Debt Securities; Investment Funds; Investment Return

March 2007 (Revised March 2007)
Case

Burt's Bees: Leaving the Hive

Rapid growth is pushing Burt's Bees' natural personal care products into mass distribution channels, with products and brand elements that are less quirky, more commercial than they used to be. Indeed, CEO John Replogle believes that by focusing on efficacious,... View Details

Keywords: Growth Management; Consumer Behavior; Asset Pricing; Entrepreneurship; Distribution Channels; Product Development; Brands and Branding; Beauty and Cosmetics Industry; United States

growing his pipelines from 68 miles to over 17,000 miles. His company became the 50th largest industrial corporation in the Unites States with assets exceeding $10 billion. View Details

Keywords: Utilities & Energy

F. Trammell Crow

Crow built the Dallas Home Furnishings Mart, in the mid-1950’s with 8 million square feet of exhibition space. Following on this success, he built trade marts from Atlanta to Brussels. In the 1960s and 1970s, Crow built the Peachtree Center in Atlanta and the... View Details

Keywords: Construction & Real Estate

Charles C. Spaulding

Joining his uncle’s firm in 1898, Spaulding rose to director of North Carolina Mutual. Under Spaulding, the company grew to be the largest black-owned business of the time and had amassed assets of over $37 million by the time of... View Details

Keywords: Finance

January 1995 (Revised June 1995)
Case

Note on Yield Conventions

By: Andre F. Perold and Wai Lee

Describes the principal conventions used to report yields on debt instruments. View Details

Keywords: Investment Return; Capital Markets; Asset Management; Reports; Conferences; Governing and Advisory Boards

June 2005
Article

Currency Returns, Intrinsic Value, and Institutional Investor Flows

By: K. A. Froot and T. Ramadorai

Keywords: Currencies; Exchange Rates; Purchasing Power Parity; Real Exchange Rate; Forecasting and Prediction; Behavioral Finance; Investment Return; Market Transactions; Performance Expectations; Personal Characteristics; Asset Pricing; Financial Services Industry

Find at Harvard

01 Dec 2013
News

Adding Value

Mary Callahan Erdoes Her first experience managing money was as a six-year-old helping her grandparents balance their checkbook. Today, Mary Callahan Erdoes (MBA 1993) is CEO of JPM Asset Management, JPMorgan Chase's $2.2 trillion money... View Details

Keywords: Finance

Career Coach

Jeffrey Noonan

Additionally, Jeff has experience at both the pre-MBA and post-MBA level in management consulting and is happy to discuss consulting as a career path as well. Employment Experience: Brookfield Asset Management Growth Partners (growth... View Details

October 1997 (Revised March 1998)
Case

Komatsu Ltd.: Project G's Globalization

By: Christopher A. Bartlett

This case describes the major strategic and organizational transformation at Komatsu aimed at changing it from a Japan-based producer of construction equipment to a truly global company with the ability to leverage its groupwide portfolio of resources and capabilities... View Details

Keywords: Change Management; Construction; Asset Pricing; Investment Portfolio; Global Strategy; Leadership; Resource Allocation; Risk Management; Expansion; Manufacturing Industry; Japan

March 2011 (Revised February 2018)
Supplement

Wealth Management Crisis at UBS (B)

By: George Serafeim

The case describes the resolution of the U.S. Department of Justice (DOJ) investigation for tax fraud and the increasing pressure on the wealth management business. View Details