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- All HBS Web (927)
- Faculty Publications (295)
- June 2014 (Revised January 2017)
- Case
Focus Financial Partners and the U.S. RIA Industry in 2014
By: Luis Viceira and Emily A. Chien
In the Spring of 2014, Rudy Adolf, CEO and founder of Focus Financial, and the two other co-founders of the firm are considering alternative growth strategies to solidify Focus Financial's position as a leading aggregator of independent wealth management firms in the... View Details
Keywords: Financial Management; Growth and Development Strategy; Business Model; Financial Services Industry
Viceira, Luis, and Emily A. Chien. "Focus Financial Partners and the U.S. RIA Industry in 2014." Harvard Business School Case 214-103, June 2014. (Revised January 2017.)
Michael Y. Yoshino
Professor Yoshino holds the Herman C. Krannert Chair in Business Administration at the Harvard Business School and is a Director of Research. He specializes in global strategy and management, competitive strategy, and general management. A founding member of the... View Details
Jan W. Rivkin
Jan W. Rivkin is a Professor in the Strategy Unit at Harvard Business School. In the past, he has served as Faculty Chair of the MBA Program, Senior Associate Dean for Research, and head of the Strategy Unit. His research, course development, and teaching focus on... View Details
Stuart C. Gilson
Professor Stuart Gilson is the Steven R. Fenster Professor of Business Administration at Harvard Business School, and former chairman of the Finance Unit. His research, teaching, and consulting focuses on the financial, business, and legal strategies that companies... View Details
- September 2019
- Case
JTC: Stronger Together with Shared Ownership
By: Ethan Bernstein and Daniela Beyersdorfer
Nigel Le Quesne, CEO of Jersey-based financial services firm JTC, firmly believed that "shared ownership" was at the heart of his company’s successful track record. The firm had seen its revenues, profits, and number of clients and staff grow steadily throughout its... View Details
Keywords: Ownership; Employee Ownership; Leadership Style; Compensation and Benefits; Organizational Culture; Employee Stock Ownership Plan; Going Public; Mission and Purpose; Management Practices and Processes; Human Resources; Financial Services Industry; Channel Islands; Europe; United States
Bernstein, Ethan, and Daniela Beyersdorfer. "JTC: Stronger Together with Shared Ownership." Harvard Business School Case 420-008, September 2019.
- April 2018 (Revised May 2018)
- Case
Goldman Sachs: Making an Imprint in Impact Investing
By: Shawn Cole, Vikram S. Gandhi, Caitlin Reimers Brumme and Lynn Schenk
Goldman Sachs acquired Imprint Capital Advisors, a small firm that specialized in advising clients on environmental/social/governance (ESG) and impact investments. The founders sold Imprint with the belief that joining a global financial firm would help to scale impact... View Details
Keywords: Impact Investing; ESG; Investment; Corporate Social Responsibility and Impact; Environmental Sustainability; Growth and Development Strategy; Acquisition; Integration
Cole, Shawn, Vikram S. Gandhi, Caitlin Reimers Brumme, and Lynn Schenk. "Goldman Sachs: Making an Imprint in Impact Investing." Harvard Business School Case 218-069, April 2018. (Revised May 2018.)
- January 2011
- Supplement
ISS A/S (D): Goldman's 2011 Business Standards Report
By: Clayton S. Rose
The (D) case describes aspects of the Jan 2011 report by the Goldman Sach's Business Standards Committee on how the firm might strengthen its practices with respect to clients and other stakeholders. View Details
Keywords: Acquisition; Financial Crisis; Corporate Governance; Management; Business and Stakeholder Relations; Core Relationships
Rose, Clayton S. "ISS A/S (D): Goldman's 2011 Business Standards Report." Harvard Business School Supplement 311-090, January 2011.
- February 2023 (Revised March 2023)
- Case
Twitter Turnaround and Elon Musk
By: Andy Wu and Goran Calic
Late afternoon on Friday, October 27th, 2022, Elon Musk was the center of attention at Twitter’s San Francisco headquarters. The night before, Musk officially took the company private and became Twitter’s majority shareholder, finally ending a months-long acquisition... View Details
Keywords: Elon Musk; Twitter; Acquisition; Revenue; Advertising; Social Media; Business or Company Management; Public Opinion; Job Cuts and Outsourcing
Wu, Andy, and Goran Calic. "Twitter Turnaround and Elon Musk." Harvard Business School Case 723-418, February 2023. (Revised March 2023.)
- August 2019 (Revised November 2019)
- Case
Sustainable Investing at J.P. Morgan Private Bank
By: Sara Fleiss and Luis Viceira
This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family... View Details
Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry
Fleiss, Sara, and Luis Viceira. "Sustainable Investing at J.P. Morgan Private Bank." Harvard Business School Case 220-016, August 2019. (Revised November 2019.)
- 20 Jun 2023
- Cold Call Podcast
Elon Musk’s Twitter Takeover: Lessons in Strategic Change
- October 1996 (Revised April 1997)
- Case
Vandelay Industries, Inc.
An ICS consultant considers issues at the start of a full-scale implementation of SAP software for a large client. The enterprise resource planning (ERP) software will integrate previously fragmented business processes and so must be supported by the entire client... View Details
Upton, David M., and Andrew P. McAfee. "Vandelay Industries, Inc." Harvard Business School Case 697-037, October 1996. (Revised April 1997.)
- November 1993
- Case
FCB and Publicis (C): The German-Led Network
By: Rosabeth M. Kanter and Pamela A. Yatsko
After U.S.-based Foote, Cone & Belding (FCB) and Publicis of France established an international advertising alliance in May 1988, alliance leaders set out to merge offices in Europe. They were confronted with a particularly tricky situation in Germany, which, if... View Details
Keywords: Joint Ventures; Alliances; Globalized Firms and Management; Partners and Partnerships; Advertising; Cross-Cultural and Cross-Border Issues; Diversity; Communications Industry; Advertising Industry; France; Germany; United States; Europe
Kanter, Rosabeth M., and Pamela A. Yatsko. "FCB and Publicis (C): The German-Led Network." Harvard Business School Case 394-079, November 1993.
- November 2005
- Case
Inventec Corporation
By: Krishna G. Palepu and Ingrid Vargas
Inventec Corp., with $4.5 billion in annual revenues, was one of Taiwan's leading original design manufacturers (ODMs). Inventec designed and manufactured electronic products such as computers, servers, MP3 players, PDAs, and cellular telephones for client companies... View Details
Keywords: Multinational Firms and Management; Competitive Strategy; Emerging Markets; Manufacturing Industry; Electronics Industry; China; India
Palepu, Krishna G., and Ingrid Vargas. "Inventec Corporation." Harvard Business School Case 106-016, November 2005.
- Career Coach
Matt Spielman
Matt (Columbia ’94, HBS ’99) is the Founder and Managing Partner of Inflection Point Partners, an executive coaching and leadership development firm dedicated to igniting careers and energizing lives. Matt and his team at Inflection... View Details
- October 2019 (Revised June 2020)
- Case
Pantheon Ventures in 2019
By: Victoria Ivashina and Tonia Labruyere
The case discusses the strategy of Pantheon, a UK-based fund of funds investing in private equity. Client demands and preferences had changed in the aftermath of the 2008 global financial crisis and Pantheon had to adapt its business model to accommodate requests for... View Details
Keywords: Financial Management; Private Equity; Corporate Strategy; Financial Services Industry; United Kingdom
Ivashina, Victoria, and Tonia Labruyere. "Pantheon Ventures in 2019." Harvard Business School Case 220-001, October 2019. (Revised June 2020.)
- February 2009 (Revised February 2012)
- Case
Exeter Group, Inc. (A)
By: Robert G. Eccles, Das Narayandas and Kerry Herman
Jonathan Kutchins and Mark Cullen, managing partners of IT consulting firm Exeter Group, Inc., are considering four potential client engagements. Three of them involve prominent universities, an area of market strength for the firm, and one involves a top-tier strategy... View Details
Keywords: Decision Choices and Conditions; Resource Allocation; Market Entry and Exit; Service Operations; Performance Capacity; Business Strategy; Information Technology; Consulting Industry
Eccles, Robert G., Das Narayandas, and Kerry Herman. "Exeter Group, Inc. (A)." Harvard Business School Case 409-001, February 2009. (Revised February 2012.)
- June 2007 (Revised January 2008)
- Case
The Vanguard Group, Inc. in 2006 and Target Retirement Funds
By: Luis M. Viceira
The Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for... View Details
Keywords: Asset Management; Investment Funds; Personal Finance; Brands and Branding; Retirement; Trust; Financial Services Industry; United States
Viceira, Luis M. "The Vanguard Group, Inc. in 2006 and Target Retirement Funds." Harvard Business School Case 207-129, June 2007. (Revised January 2008.)
- July 2014 (Revised October 2014)
- Case
McKinsey & Co. - Protecting its Reputation (A)
By: Jay Lorsch and Emily McTague
On Tuesday March 15, 2011, all 1,200 global Partners of McKinsey & Co. gathered at the Gaylord National Hotel & Convention Center near Washington, DC for their annual Partners' conference. The atmosphere was tense as Partners, in addition to their normal agenda,... View Details
Keywords: Board; McKinsey; Consulting Firms; Risk; Risk Assessment; Partnerships; Insider Trading; Confidentiality; Personal Investing; Reputation; Corporate Accountability; Corporate Governance; Management Practices and Processes; Risk Management; Consulting Industry; United States; California
Lorsch, Jay, and Emily McTague. "McKinsey & Co. - Protecting its Reputation (A)." Harvard Business School Case 415-021, July 2014. (Revised October 2014.)
- May 2011 (Revised March 2013)
- Case
Marshall & Gordon: Designing an Effective Compensation System (A)
By: Heidi K. Gardner and Kerry Herman
CEO Kelly Browne wrestles with the design of a new compensation system to promote the collaboration and cross-selling necessary for supporting her firm's new strategy. Marshall Gordon International, a global public relations (PR) firm, has recently expanded its service... View Details
Keywords: Change Management; Customer Relationship Management; Compensation and Benefits; Retention; Growth and Development Strategy; Growth Management; Organizational Culture; Partners and Partnerships; Motivation and Incentives; Alignment; Public Relations Industry
Gardner, Heidi K., and Kerry Herman. "Marshall & Gordon: Designing an Effective Compensation System (A)." Harvard Business School Case 411-038, May 2011. (Revised March 2013.)
- September 2011 (Revised September 2011)
- Case
Perella Weinberg Partners: New Firm, Old Values
By: Clayton S. Rose and Aman Malik
In the five years since it opened its doors, the investment banking boutique Perella Weinberg Partners had grown into a firm that advised a roster of blue-chip clients on critical transactions and had over $8 billion of client assets under management. The three... View Details
Keywords: Cost; Investment Banking; Growth and Development; Compensation and Benefits; Growth and Development Strategy; Market Entry and Exit; Going Public; Banking Industry
Rose, Clayton S., and Aman Malik. "Perella Weinberg Partners: New Firm, Old Values." Harvard Business School Case 312-013, September 2011. (Revised September 2011.)