Publications

Co-Chair, Driving Digital Strategy

Sunil Gupta is the Edward W. Carter Professor of Business Administration and co-chair of the executive program on Driving... View Details

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

Web

Curriculum | MBA

Business School Financial Reporting and Control Harvard Business School Leadership & Organizational Behavior Harvard Business School Marketing Harvard Business School Technology & Operations Management... View Details

January 2001 (Revised September 2002)
Case

First Marblehead Corporation (A)

By: D. Quinn Mills and Matt Salloway

Daniel Meyers, chairman and CEO of First Marblehead Corp., provides financial engineering services to educational institutions. This case deals with the market for student loans. View Details

Keywords: Financing and Loans; Education; Markets; Microfinance; Management Teams; Financial Services Industry; Financial Services Industry

26 Sep 2011
HBS Case

HBS Cases: Lady Gaga

such large halls, jumping headfirst into a solo tour would be a huge challenge. On the other hand, with ticket prices averaging $100 to $125 each, the prospect of a sold-out 20,000-seat arena was tempting. By developing a smaller schedule for smaller venues, the View Details

Keywords: by Carmen Nobel; Entertainment & Recreation; Music

January 2023 (Revised January 2024)
Case

Digital Transformation at Tata Steel

By: Krishna Palepu, Das Narayandas, Radhika Kak and Rachna Tahilyani

T.V. Narendran, CEO of Tata Steel, India’s oldest steel manufacturing firm, had taken concrete business and cultural transformation steps to future-ready the firm since taking over in 2013. He had deleveraged and instilled financial discipline, acquired new businesses,... View Details

Keywords: Digital Transformation; Digital Strategy; Change Management; Growth and Development Strategy; E-commerce; Steel Industry; Asia; India

24 Jun 2009
Working Paper Summaries

Don’t Just Survive—Thrive: Leading Innovation in Good Times and Bad

Keywords: by Lynda M. Applegate & J. Bruce Harreld

01 May 2006
Research & Ideas

What Companies Lose from Forced Disclosure

exacerbated if the manager has little or no control over the information that the labor market sees (i.e., is mandated beyond the manager's control). Q: Given the current debate about financial transparency,... View Details

Keywords: by Ann Cullen; Financial Services

Fall 2022
Article

China's Political Economy and International Backlash: From Interdependence to Security Dilemma Dynamics

By: Margaret Pearson, Meg Rithmire and Kellee Tsai

Contrary to expectations that economic interdependence might lessen security conflict between China and the U.S. and its allies, much of the contestation between China and several OECD countries has focused on firms and economic links. This paper explains the... View Details

Keywords: Globalized Markets and Industries; Government and Politics; Information Technology; China

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April 2022
Teaching Note

Banorte Móvil: Data-Driven Mobile Growth

By: Ayelet Israeli and Carla Larangeira

In mid-2019, Carlos Hank was deliberating over the results for Banorte Móvil—the mobile application for Banorte, Mexico’s most profitable and second-largest financial institution. Hank, who had been appointed as Banorte´s Chairman of the Board in January 2015, had... View Details

Keywords: Data Analytics; Customer Lifetime Value; Financial Institutions; Mobile and Wireless Technology; Growth and Development Strategy; Customers; Technology Adoption; Communication Strategy; Banking Industry; Mexico; Latin America

February 2014
Case

The Fall of the 'Fabulous Fab'

By: Eugene F. Soltes and Nanette Byrnes

Fabrice Tourre, a mid-level trader at Goldman Sachs, seeks to understand how he was one of the only executives of any Wall Street firm held accountable in the aftermath of the financial crises. The case includes commentary from Tourre and jurors that found him guilty... View Details

Keywords: Management; Corporate Accountability; Ethics; Financial Crisis; Finance; Financial Services Industry; United States

January 2020
Case

Banorte Móvil: Data-Driven Mobile Growth

By: Ayelet Israeli, Carla Larangeira and Mariana Cal

In mid-2019, Carlos Hank was deliberating over the results for Banorte Móvil—the mobile application for Banorte, Mexico’s most profitable and second-largest financial institution. Hank, who had been appointed as Banorte´s Chairman of the Board in January 2015, had... View Details

Keywords: Data Analytics; Customer Lifetime Value; Financial Institutions; Mobile and Wireless Technology; Growth and Development Strategy; Customers; Technology Adoption; Communication Strategy; Banking Industry; Mexico; Latin America

06 Nov 2006
Research & Ideas

How South Africa Challenges Our Thinking on FDI

pushing the envelope on offering products for an emerging market, the need to go in and set up a business or acquire your own company in order to have exposure to this area is lessened. What many firms or asset managers who want exposure... View Details

Keywords: by Martha Lagace

November – December 2008
Article

Chief Risk Officers at Crunch Time: Compliance Champions or Business Partners?

By: Anette Mikes

Risk management departments in financial institutions have been undergoing major transformations. New regulatory requirements have raised the bar on compliance, and expanded the remit of risk management significantly. The compliance imperative requires banks to... View Details

Keywords: Banks and Banking; Corporate Governance; Governance Compliance; Governing Rules, Regulations, and Reforms; Managerial Roles; Risk Management; Partners and Partnerships

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May 2001
Supplement

Mike Levett, CEO Old Mutual

By: Tarun Khanna

Discusses issues related to the transformation of Old Mutual from a mutual company to a stock corporation, and from a South African insurer to a global financial institution. Emphasis is on understanding effects of South African institutional context. View Details

Keywords: Financial Institutions; Organizational Change and Adaptation; Globalized Firms and Management; Financial Services Industry; South Africa

June 2021
Case

The Canada Pension Plan Investment Board (CPP Investments): April 2021

By: Josh Lerner, Reza Satchu and Alys Ferragamo

The Canada Pension Plan Investment Board (CPPIB) is one of the largest pools of investment capital in the world and follows a rigorous “Total Portfolio Framework” in its approach to investment management. In April of 2021, John Graham was just two months into his role... View Details

Keywords: Pension Funds; Investment Strategy; Capital Markets; Financial Strategy; Investment; Asset Management; Financial Institutions; Private Equity; Growth and Development Strategy; Investment Portfolio; Assets; Financial Markets; Financial Services Industry; Canada

January 2004 (Revised June 2004)
Case

Citigroup 2003: Testing the Limits of Convergence (A)

By: Lynda M. Applegate

Examines Citigroup's strategic transition and highlights issues that its newly announced CEO Charles Prince will face as he assumes leadership of this global financial corporation upon the retirement of its charismatic CEO, Sandy Weill. View Details

Keywords: Business Model; Globalized Firms and Management; Management Succession; Transformation; Banks and Banking; Financial Services Industry; Financial Services Industry

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May 2010 (Revised September 2013)
Case

Friend Bank: The Time for Hope

By: Clayton S. Rose and Aldo Sesia

In 2010, Friend Bank was entering the fifth year of Hope Harris Johnson's ambitious 20-year growth plan to transform her family's one branch community bank into an institution with a substantial presence in southeastern Alabama. Harris Johnson was pleased, so far, with... View Details

Keywords: Family Business; Financial Crisis; Banks and Banking; Growth and Development Strategy; Risk Management; Family Ownership; Competitive Advantage; Banking Industry; Alabama