Publications

August 2020 (Revised December 2020)
Case

Satrix: Competing in the Passive Asset Management Industry in South Africa

By: Mark Egan, Pippa Tubman Armerding and Dilyana Karadzhova Botha

In late 2017, Satrix, one of the largest passive asset management firms in South Africa and a pioneer in the industry since 2000, had to decide its strategy going forward in a market where passive asset management had become increasingly commoditized and... View Details

Keywords: Asset Management; Investment Funds; Competition; Competitive Strategy; Financial Services Industry; South Africa; Africa

February 1997
Case

Advent of Venture Capital in Latin America, The

By: Debora L. Spar

Widely regarded as the leader in international private equity, Advent International is considering the establishment of a private equity fund in Latin America in 1996. Typically, Advent entered new private equity markets through the creation of multicountry regional... View Details

Keywords: Venture Capital; Joint Ventures; Market Entry and Exit; Globalized Markets and Industries; Financial Services Industry; Boston; Latin America

Find at Harvard

01 Jan 2004
News

D. Ronald Daniel, MBA 1954

importance of teamwork and communications skills." ADVICE TO CURRENT STUDENTS "No matter what job you take when you graduate, your first months and first couple of years will mark you. You'll be creating a reputation for yourself. If you build a good one, your View Details

January 2003 (Revised June 2003)
Case

Adams Capital Management: March 2002

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

In March 2002, the five partners of Adams Capital Management (ACM), a venture capital firm investing in information technology telecommunications with $700 million under management, gathered to discuss whether they should change their strategy in view of the prolonged... View Details

Keywords: Decision Choices and Conditions; Economic Slowdown and Stagnation; Venture Capital; Investment Portfolio; Business or Company Management; Partners and Partnerships; Business Strategy; Financial Services Industry

01 Jun 2023
News

An Engine of Innovation

while others will realize entrepreneurship is not for them. And so, we’ve evolved our mission so that it’s not just about people founding a venture, but also about developing the skill set and mindset for bringing innovative, entrepreneurial thinking to whatever View Details

Keywords: Jennifer Gillespie

Fast Answer

What are the best finance interview prep resources?

href="https://inside.hbs.edu/Departments/mba/prematric/default.aspx?page=prematric-wall-street-prep">Wall Street Prep on the HBS Career and Professional Development site Equity research Data and background information for stock... View Details

Web

Climate Impact - Business & Environment

“Piva Capital is an early-stage Venture Capital firm focused on investing in hard-to-decarbonize sectors. We are backing entrepreneurs focused on the future of work, resource efficiency, circular economy, food and alternate proteins,... View Details

15 Mar 2016
First Look

March 15, 2016

governments by oil and gas firms, and negative stock price reactions for affected firms at the announcement of regulations mandating disclosure. This suggests that sample firm managers and their investors... View Details

05 Jan 2010
First Look

First Look: January 5

409-021 Padraic Kelly became Managing Director (MD) of the engineering services firm Buro Happold in 1996. One of his first initiatives was "Aim for Growth," which was intended to help the View Details

Keywords: Martha Lagace

10 Mar 2009
First Look

First Look: March 10, 2009

displays) at the fiscal year-end. Firms also engage in similar behavior following periods of poor financial performance. Furthermore, our results confirm managers' stated willingness to sacrifice long-term value in order to smooth... View Details

Keywords: Martha Lagace

07 May 2012
Research & Ideas

The Art of Haggling

behavior and protracted disputes. Integrative bargaining is the process that is emphasized in most professional schools. Rightly so, says Harvard Business School Professor of Management Practice Michael A. Wheeler, who notes that many... View Details

Keywords: by Katie Johnston

02 Oct 2017
What Do You Think?

Do Bitcoin and Digital Currency Have a Future?

first Wall Street firm to do so. For me, the jury is still out. Here’s why. Back in the 1960s, I partnered with a commodities broker at the then-existent Hayden, Stone brokerage firm to form the Comsec Fund,... View Details

Keywords: by James L. Heskett; Financial Services

July 2010 (Revised December 2010)
Case

Post-Crisis Compensation at Credit Suisse (A)

By: Clayton S. Rose and Aldo Sesia

On October 20, 2009, Brady Dougan, the CEO of Credit Suisse Group, announced a new compensation plan for the bank. The announcement had followed quickly on the heels of the G-20 meeting the prior month where, in the wake of the financial crisis, the major governments... View Details

Keywords: Financial Crisis; Globalized Firms and Management; Governing Rules, Regulations, and Reforms; Taxation; Compensation and Benefits; Organizational Culture; Business and Shareholder Relations; Financial Services Industry; Financial Services Industry; Switzerland; United Kingdom

25 Oct 2011
Research & Ideas

Chasing Stars: Why the Mighty Red Sox Struck Out

In the fall of 2009, baseball's Anaheim Angels knocked the Boston Red Sox out of the American League Division Series in a humiliating three straight games. Within a matter of weeks, Sox general manager Theo Epstein had launched one of the most expensive retooling... View Details

Keywords: by Carmen Nobel; Sports; Banking

Fall 2024
Article

The Problem of Good Conduct Among Financial Advisers

By: Mark Egan, Gregor Matvos and Amit Seru

Households in the United States often rely on financial advisers for investment and savings decisions, yet there is a widespread perception that many advisers are dishonest. This distrust is not unwarranted: approximately one in fifteen advisers has a history of... View Details

Keywords: Personal Finance; Behavioral Finance; Trust; Financial Services Industry