Publications

Portrait Project

Nick Gerry-Bullard

Juan islands, camping each night in a different inlet, surrounded by otters and whales. Another time, sleeping under the stars in the badlands of Utah, we had to scramble on top of our van to escape a herd of wild burros pounding across... View Details

Portrait Project

Nick Rosenbaum

I sit at my father’s bedroom window watching showers of fluffy cottonwood seeds. Every May, they blanket the Minnesota ground like late spring snow. Life pours down. Inside, my father is dying in bed, kidneys ravaged by cancer. Together,... View Details

Portrait Project

Nick Shurgot

graduation, he was killed by a stray bullet at a party. While this story is tragic, it taught me a lot. I feel very fortunate to attend HBS. We have resources and opportunities that most others do not. I will use these resources wisely... View Details

17 Mar 2008
News

Bear Stearns Bought Out by JP Morgan Chase

Awards

Frank and Brennie Morgan Prize for Outstanding Research by an Undergraduate Student

By: Scott Duke Kominers

Winner of the 2010 Frank and Brennie Morgan Prize for Outstanding Research by an Undergraduate Student, given jointly by the American Mathematical Society, the Mathematical Association of America, and the Society for Industrial and Applied Mathematics “for his... View Details

February 2002 (Revised February 2002)
Case

Morgan Stanley Japan, 2002

By: Tarun Khanna and Louis P. DiLorenzo, Jr

Thierry Porte, president of Morgan Stanley Japan, had spent the brisk November day in Tokyo with Eric Best, Morgan Stanley's head of scenario planning, outlining the exercise that all of the managing directors in Japan would participate in shortly. Japan remained mired... View Details

Keywords: Planning; Economic Slowdown and Stagnation; Investment Banking; Multinational Firms and Management; Banking Industry; Financial Services Industry; Japan; United States

12 Nov 2012
News

The SEC vs. J.P. Morgan

14 Dec 2021
News

New Possibilities: J.P. Morgan NextList 2022

09 Jan 2010
News

Morgan Stanley-American Finance Association Award

August 2012 (Revised September 2012)
Case

JP Morgan Chase & the CIO Losses

By: Clayton Rose

On July 13, 2012, JP Morgan Chase & Co. announced a larger than expected loss for the quarter, $4.4 billion, from positions held in the Chief Investment Office (CIO), raising the total losses to $5.9 billion. Since the substantial risks in the CIO had first been... View Details

Keywords: Banking; Governance; Finance; Risk Management; Corporate Governance; Business Earnings; Accounting; Banking Industry; Financial Services Industry; United States

January 2011
Case

The Risk-Reward Framework at Morgan Stanley Research

By: Suraj Srinivasan and David Lane

The case describes the Risk-Reward framework that Morgan Stanley analysts use as a systematic approach to communicate a broader range of fundamental insights about a company rather than the traditional single point estimates. The goal of the framework is to focus the... View Details

Keywords: Financial Statements; Forecasting and Prediction; Equity; Framework; Management Analysis, Tools, and Techniques; Risk Management; Business Processes; Research; Valuation

Web

Morgan Hall | About

Morgan Hall Morgan Hall was made possible by George F. Baker and is named in honor of his good friend and iconic figure in US business, John Pierpont Morgan. Completed in 1927,... View Details

January 2023 (Revised August 2023)
Case

Nick Saban: Embracing 'The Process' of Sustaining Success

By: Ranjay Gulati and Eppa Rixey

Nick Saban, head coach of the University of Alabama football team from 2007-2022, fielded teams that won 183 of 208 games (88%), including a record-tying six national championships. Saban’s approach to coaching, known to many as “The Process,” and the consistent... View Details

Keywords: Purpose; Leadership And Managing People; Football; Recruiting; Talent Acquisition; Talent And Talent Management; Talent Development And Retention; Organization Change And Adaptation; Organizational Behavior; Sports; Leadership; Leadership Development; Organizational Culture; Organizational Change and Adaptation; Sports Industry; United States

March 2005 (Revised December 2005)
Case

Morgan Stanley and TRAC-X: The Battle for the CDS Indexes Market

Morgan Stanley's credit derivatives business, specifically its collateralized debt obligation (CDO) business, has been hugely successful. One of its leading offerings is the TRAC-X product, jointly created and marketed by Morgan Stanley and JP Morgan. However, a new... View Details

Keywords: Credit Derivatives and Swaps; Product; Competition; Capital Markets; Financial Services Industry

Find at Harvard

28 Oct 2014
News

The First Five Years: Nick Soman (MBA 2010)

be defeated by greater and greater things.’ Every day brings bigger opportunities and challenges, and I get to take on both with an amazing team.” What do you know now about starting a company that you wish you had known then? “I wish I... View Details

Keywords: Telecommunications; Information

04 Jun 2009
News

JP Morgan Chase’s Jamie Dimon Addresses HBS Students on Class Day

January 1998 (Revised November 2003)
Case

Morgan Stanley and S.G. Warburg: Investment Bank of the Future (A)

By: James K. Sebenius and David T. Kotchen

Describes secretive negotiations that took place between the top executives of Morgan Stanley and S.G. Warburg in the fall of 1994, when the two firms were contemplating a merger that would create one of the world's most powerful investment banks. By December, in order... View Details

Keywords: Negotiation; Investment Banking; Mergers and Acquisitions; Consolidation; Banking Industry; Financial Services Industry