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December 2003 (Revised February 2006)
Case

Jamie Dimon and Bank One (B)

By: Paul W. Marshall and Todd H Thedinga

To distribute only after discussion of HBS case 9-804-107. Describes the decisions made by Jamie Dimon as the new CEO in July 2000 and summarizes the progress of his turnaround over the next three years. View Details

Keywords: Decisions; Management Succession; Banks and Banking; Banking Industry

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

09 Mar 2020
Working Paper Summaries

Impact Investing: A Theory of Financing Social Entrepreneurship

Keywords: by Benjamin N. Roth; Financial Services

01 Dec 2009
News

Hope for Reform Dims

reforms.” In a freewheeling Q&A session with some 400 students in Burden Hall on September 30, Thain advocated action on three fronts: consolidating the six federal agencies that regulate financial View Details

September 2011
Case

China Development Bank

By: Li Jin, Matthew Preble and Aldo Sesia

In May 2011, Chairman Chen Yuan of the China Development Bank (CDB) was thinking back on CDB's financing of a major project between Petroleo Brasileiro SA (Petrobras), Brazil's state-owned oil and gas producer and China Petroleum & Chemical Corporation (Sinopec), one... View Details

Keywords: International Finance; Emerging Markets; Energy Sources; Banks and Banking; Energy Industry; Brazil; China

October 1995
Case

Centex Telemanagement, Inc. (B)

By: William A. Sahlman and Andrew S. Janower

Contains a description of the events surrounding the financing of Centex Telemanagement, Inc. by Sierra Ventures, a venture capital fund. The case is written from the perspective of the venture capitalists and is designed to teach students about the process of venture... View Details

Keywords: Venture Capital; Financing and Loans; Financial Institutions; Business Startups

February 2008 (Revised November 2011)
Case

The International Monetary Fund in Crisis

By: Rawi Abdelal, David Moss and Eugene Kintgen

When Dominique Strauss-Kahn became the Managing Director of the International Monetary Fund in late 2007, he faced a number of significant changes. The organization had lost much of its legitimacy over the previous decade, and countries seemed increasingly reluctant to... View Details

Keywords: History; Globalized Economies and Regions; Problems and Challenges; Developing Countries and Economies; Borrowing and Debt; Government and Politics; Financial Institutions; Business Strategy; Macroeconomics; Financial Services Industry

Reed is credited with building Citicorp into one of the most powerful and significant financial institutions in the United States. His command of the operational aspects of the business enabled him to create... View Details

Keywords: Finance

1994
Chapter

British Multinational Banking in Asia before 1960

By: G. Jones

Keywords: History; Multinational Firms and Management; Banks and Banking; Banking Industry; Asia; United Kingdom

22 Sep 2014
Op-Ed

Online Banks Fill Funding Needs for Small Business

always been alternative forms of loan capital available, including credit unions, Community Development Financial Institutions (CDFIs), merchant cash advances, equipment leasing and factoring products.... View Details

Keywords: by Karen Mills; Financial Services; Financial Services

Web

Contemporary Corporate Archives | Baker Library

includes personal and institutional papers of leaders and firms, with a focus on the financial industry. Examples of these contemporary archives include records of firms and individuals recognized for... View Details

April 2009 (Revised June 2010)
Case

U.S. Subprime Mortgage Crisis: Policy Reactions (B)

By: Laura Alfaro and Renee Kim

In March 2009, the U.S. economy was in a severe recession not seen since the Great Depression after the subprime mortgage crisis had spiraled out of control. The situation had dramatically changed in one year since the Federal Reserve Board had helped to bailout... View Details

Keywords: Financial Crisis; Central Banking; Mortgages; Globalized Economies and Regions; Policy; United States

November 1998 (Revised May 1999)
Case

Collateralized Loan Obligations and the Bistro Trust

By: Kenneth A. Froot and Ivan G. Farman

This case examines a large bank trying to protect itself from the risks and capital requirement created by its loan portfolio. Considers a variety of ways available to the firm to offload the risks. View Details

Keywords: Banking; Loan Evaluation; Financing Strategy; Credit; Risk Management; Banks and Banking; Financing and Loans; Financial Strategy; Banking Industry

2014
Book

Los Buenos Tiempos Son Éstos: Los efectos de la incursión de la banca extranjera en México después de un siglo de crisis bancarias [These Are the Good Old Days: Foreign Entry and the Mexican Banking System]

By: Stephen Haber and Aldo Musacchio

This book is the Spanish edition of our award winning paper "These Are the Good Old Days: Foreign Entry and the Mexican Banking System." NBER Working Paper Series, No. 18713, January 2013. The book examines the effects of foreign bank entry into Mexico. Foreign banks... View Details

Keywords: Banks And Banking; Mexico; Commercial Banking; Foreign Direct Investment; Competition; Financial Markets; Banking Industry; Mexico

October 1999
Case

CIBC Corporate and Investment Banking (C): 1997-1999

By: Joseph L. Bower and Michael Raynor

By 1997 the turnaround of CIBC's troubled investment bank, Wood Gundy, and its integration with corporate banking activities was complete. Marketplace results were encouraging, but scuttled mergers and tumultuous succession issues made the future uncertain. View Details

Keywords: Integration; Investment Banking; Success; Risk and Uncertainty; Management Succession; Mergers and Acquisitions; Financial Services Industry