Investment Banks - Publications - Faculty & Research

01 Jun 2018
News

Up by the Roots

In 2010, Maria Gotsch (MBA 1989) called a meeting with the chief information and technology officers at five of the largest banks headquartered in Manhattan. The session would last for three hours, but as Gotsch recalls, the executives in... View Details

Keywords: Alexander Gelfand; illustrations by Dan Page

26 Sep 2018
News

Funding the Earth’s Natural Infrastructure

opportunities with environmental benefits. With decades of experience in investment banking with Dillon Read in New York City—but little experience with environmental work—Cody joined the World View Details

Keywords: April White

26 Aug 2020
News

Empowering Rural Communities

Chris Riley (MBA 2008) didn’t have any experience with renewable power when he cofounded Guzman Energy in 2013. Riley, who had spent most his career as an officer in the US Navy and later as director of investment View Details

Keywords: Electric Power Generation, Transmission, Distribution; Utilities

20 Feb 2019
News

Building an Ecosystem for African Entrepreneurs

Talk to Tony O. Elumelu (AMP 166, 2004) for more than a few minutes and you are sure to hear about “Africapitalism.” The Nigerian businessman and philanthropist coined the term in 2010 to describe the investment strategy that has shaped... View Details

Keywords: April White

01 Mar 2008
News

You’re an Old Fuelie

but not widely understood. “It’s a beautifully engineered system that I think was maybe more like a solution looking for a problem,” Hyde explained to the New York Times (December 2, 2007). After a career in real estate and investment... View Details

Keywords: Business Schools & Computer & Management Training; Educational Services

17 Apr 2019
News

Financing the Earth’s Natural Infrastructure

Decades in investment banking and a lifelong love of the outdoors set Pat Coady (MBA 1966) on the path toward conservation financing. What was a small sector in the early 1990s, when he led the US delegation... View Details

08 Oct 2020
News

JPMorgan Chase Commits $30 Billion to Advance Racial Equity

more tangible, meaningful way.” The release notes that the firm’s commitment will focus on promoting and expanding affordable housing and homeownership for underserved communities; growing Black- and Latinx-owned businesses; improving financial health and access to... View Details

01 Jan 2008
News

James D. Wolfensohn, MBA 1959

strengthened his belief that those who prosper in business are obligated to serve the greater good. His decadelong presidency of the World Bank provided the ultimate opportunity to pursue that mission on a global scale. Wolfensohn’s... View Details

24 Apr 2014
News

Making community involvement a part of daily business

Margaret Preston (MBA 1983) talks about being involved in community life throughout her career in investment banking, wealth management, and entrepreneurship. (Published April 2014) View Details

02 Jan 2018
News

Reconsidering Retirement

founded in 2013 with classmate Scott Puritz (MBA 1982). The company takes advantage of recent advances in financial products and cloud computing to make available the type of investment services that were once reserved for... View Details

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

01 Mar 2024
News

The Exchange: Takeaways from the Takedown

Professors Eugene Soltes and Aiyesha Dey; image by John Ritter When Sam Bankman-Fried was convicted in 2023 of all seven charges against him related to the cryptocurrency exchange FTX, the jury needed less than five hours to deliberate after a months-long trial. The... View Details

Keywords: Jen McFarland Flint; Securities, Commodities, and Other Financial Investments; Finance

30 May 2017
News

At Home with History

Over the last five decades, Richard H. Jenrette (MBA 1957), cofounder of the investment banking firm Donaldson, Lufkin & Jenrette, acquired and restored a dozen historic properties in North and South... View Details

01 Dec 1998
News

Chalsty Fellowship Will Help Black South Africans Attend HBS

1969 as an oil analyst. He was named director of research in 1971 and became head of the firm's investment banking division in 1979. Appointed chairman of DLJ 's capital markets group in 1984, Chalsty became... View Details

01 Mar 2010
News

You Have to Save to Win

Playing off the popularity of lottery games, HBS professor Peter Tufano has designed a savings program called “Save to Win,” now being tested at eight credit unions in Michigan. To participate, individuals open a one-year certificate of deposit, earning a chance to win... View Details

Keywords: Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank; Monetary Authorities-Central Bank

01 Sep 2004
News

Charles Stoddard (MBA 1969)

returning home to work in the family bank and, ultimately, found his own — Grand Bank in Grand Rapid. Stoddard sold Grand Bank in 2002, and he has since launched Grand Angels,... View Details

Keywords: Finance

01 Jun 2024
News

Renaissance Man

Turning the page: A collection decades in the making tells the story of a lifelong passion. Image Copyright Sotheby’s (Photo Credit: Nathan Keay, Tiny Mechanism) Thomas Brooker (MBA 1968) acquired his first rare book in 1959, during a junior year abroad in Paris. At a... View Details

Keywords: Julia Hanna; antique books; collecting; retirement; hobbies

01 Mar 2003
News

A Casual Approach to Success

to Hellman & Friedman, LLC, the well-respected private equity investment firm he cofounded (with Tully Friedman) in 1984. Hellman is one of the Bay Area’s most successful investment bankers, generous... View Details

Keywords: Susan Young

22 Feb 2017
News

Funding Solar’s Future

Photos courtesy Double Time Capital Photos courtesy Double Time Capital A recent Fortune article profiles Double Time Capital, an investment firm focused on utility-scale solar farms in North Carolina founded by Rye Barcott (MBA 2009) and... View Details