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    • All HBS Web  (3,683)
      • Faculty Publications  (253)

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      First Chicago Corp.: Global Corporate Bank (A)
      The New Titans of Wall Street
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      • March 2021
      • Article

      On the Direct and Indirect Real Effects of Credit Supply Shocks

      By: Laura Alfaro, Manuel García-Santana and Enrique Moral-Benito
      We explore the real effects of bank-lending shocks and how they permeate the economy through buyer-supplier linkages. We combine administrative data on all Spanish firms with a matched bank-firm-loan dataset of all corporate loans from 2003 to 2013 to estimate...  View Details
      Keywords: Credit Supply Shocks; Bank Lending Channel; Input-output Linkages; Output; Mechanisms; Trade Credits; Price Effects; Economics; Credit; System Shocks; Employment; investment; Spain
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      Alfaro, Laura, Manuel García-Santana, and Enrique Moral-Benito. "On the Direct and Indirect Real Effects of Credit Supply Shocks." Journal of Financial Economics 139, no. 3 (March 2021): 895–921.
      • January 2021
      • Supplement

      A Half-Deal

      By: Marco Di Maggio, Pedro Levindo and Carla Larangeira
      In June 2020, XP and Itaú faced intensified competition and tension in their partnership, with the latter owning a minority stake at XP. Two years earlier, in May 2017, Itaú had announced it would acquire 49.9% of XP for $1.8 billion, followed by three additional...  View Details
      Keywords: Fintech; Financing Strategy; Competition; Competition; Latin America; Brazil
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      Di Maggio, Marco, Pedro Levindo, and Carla Larangeira. "A Half-Deal." Harvard Business School Supplement 221-058, January 2021.
      • December 2020
      • Case

      XP: Dual Track Financing Alternatives

      By: Marco Di Maggio, Pedro Levindo and Carla Larangeira
      XP, an investment platform, was on the verge of defining whether to do an IPO or selling off a majority stake to Itaú Unibanco, Brazil´s largest financial conglomerate. Under the leadership of Guilherme Benchimol, XP´s co-founder and CEO, XP had risen to become the...  View Details
      Keywords: Expansion; Latin America; Brazil
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      Di Maggio, Marco, Pedro Levindo, and Carla Larangeira. "XP: Dual Track Financing Alternatives." Harvard Business School Case 221-029, December 2020.
      • October 2020
      • Case

      HOPE and Transformational Lending: Netflix Invests in Black Led Banks

      By: John D. Macomber and Janice Broome Brooks
      Following the killing of George Floyd on Memorial Day in 2020, the large US corporation Netflix elected to make a "transformational deposit" of $10 million into Hope Credit Union (HCU), a small Black led community development finance institution (CDFI) based in...  View Details
      Keywords: banking; Rural Entrepreneurship; Economic Development; Black Entrepreneurs; Economic Growth; Credit; banks And banking; Entrepreneurship; Rural Scope; Development Economics; Race; investment; Decision Making; banking Industry
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      Macomber, John D., and Janice Broome Brooks. "HOPE and Transformational Lending: Netflix Invests in Black Led Banks." Harvard Business School Case 221-030, October 2020.
      • 2020
      • Working Paper

      Long-Run Returns to Impact Investing in Emerging Markets and Developing Economies

      By: Shawn Cole, Martin Melecky, Florian Mölders and Tristan Reed
      There is growing interest in impact investing, the idea of deploying capital to obtain both financial and social or environmental returns. Examination of every equity investment made by the International Finance Corporation, one of the largest and longest-operating...  View Details
      Keywords: Impact Investing; investment; Emerging Markets; Developing Countries And Economies; investment Return
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      Cole, Shawn, Martin Melecky, Florian Mölders, and Tristan Reed. "Long-Run Returns to Impact Investing in Emerging Markets and Developing Economies." NBER Working Paper Series, No. 27870, September 2020.
      • August 2020
      • Case

      PayPal: The Next Chapter

      By: Michael Porter, Mark Kramer and Annelena Lobb
      Can a social purpose and stakeholder capitalism confer a powerful competitive advantage in the age of COVID-19? For PayPal, the answer is yes. After spinning off from eBay in a 2015 IPO, the company declared its purpose as "democratizing financial services" by ensuring...  View Details
      Keywords: Mission And Purpose; Finance; Business And Stakeholder Relations; Social Entrepreneurship; Competitive Advantage; Financial Services Industry
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      Porter, Michael, Mark Kramer, and Annelena Lobb. "PayPal: The Next Chapter." Harvard Business School Case 721-378, August 2020.
      • August 2020
      • Case

      Mary Guerrero and the Advancement of Latinx Talent: Developing an Employee Resource Group at a Top Tier Bank (A)

      By: Rosabeth Moss Kanter and Amy Hernandez Turcios
      Mary Guerrero was a first-generation Latina and an investment banking analyst at a top tier bank on Wall Street—Bulge Bracket Bank (BBB). She was committed to increasing representation of Latinx talent at her firm. She was already doing a lot of individual work to make...  View Details
      Keywords: Latin America; bank; Representation; Scale; Inclusion; Coalition; Resources; Latinx; Talent And Talent Management; Diversity; Ethnicity; banks And banking; Leadership
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      Kanter, Rosabeth Moss, and Amy Hernandez Turcios. "Mary Guerrero and the Advancement of Latinx Talent: Developing an Employee Resource Group at a Top Tier Bank (A)." Harvard Business School Case 321-017, August 2020.
      • April 2020 (Revised August 2020)
      • Case

      WeWork—November 2018

      By: Paul A. Gompers, Patrick Sweeney and Alex Gachanja
      In May 2017, SoftBank announced the official launch of the Vision Fund — which promptly became the largest technology-focused investment fund in the world, with nearly $100 billion in capital under its management. Reports from a few months prior hinted that SoftBank...  View Details
      Keywords: Entrepreneurship; Venture Capital; Valuation; Corporate Governance
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      Gompers, Paul A., Patrick Sweeney, and Alex Gachanja. "WeWork—November 2018." Harvard Business School Case 220-075, April 2020. (Revised August 2020.)
      • 2020
      • Working Paper

      Heterogeneity in Net-Interest Income Exposure to Interest Rate Risk and Non-Interest Expense Adjustment

      By: Emily Williams
      In this paper I document two new facts. First, bank net-interest margins (NIM) are insensitive to the short rate on average but this masks substantial heterogeneity in the cross section. I find cross sectional variation ranging from a -30bp to +40bp change in one...  View Details
      Keywords: Net Interest Margin (nim); banks And banking; Business Model; Interest Rates
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      Williams, Emily. "Heterogeneity in Net-Interest Income Exposure to Interest Rate Risk and Non-Interest Expense Adjustment." Working Paper, March 2020.
      • February 2020 (Revised June 2020)
      • Background Note

      China Commerce 2020

      By: William R. Kerr, Daniel O'Connor and Nathaniel Schwalb
      China's digital commerce platforms engage billions of consumers daily across a number of routine tasks from banking, retail purchases, travel, gaming, payments, and more. These platforms are the most sophisticated/informed and highest performing/capable in the world....  View Details
      Keywords: E-commerce; Platforms; Strategy; Leadership; Retail Industry; Technology Industry; Consumer Products Industry; China
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      Kerr, William R., Daniel O'Connor, and Nathaniel Schwalb. "China Commerce 2020." Harvard Business School Background Note 820-014, February 2020. (Revised June 2020.)
      • 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 Technology; Growth And Development Strategy; Customers; Technology Adoption; Communication Strategy; banking Industry; Mexico; Latin America
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      Israeli, Ayelet, Carla Larangeira, and Mariana Cal. "Banorte Móvil: Data-Driven Mobile Growth." Harvard Business School Case 520-068, January 2020.
      • November 2019 (Revised December 2019)
      • Case

      Marcus by Goldman Sachs

      By: Rory McDonald, Samir Junnarkar and David Lane
      Five years on from the 2008 financial crisis, Goldman Sachs remained wounded. Revenues at the global investment bank had stagnated below pre-crisis levels, and the firm had yet to rebound from a substantial decline in securities-trading revenues. Marcus by Goldman...  View Details
      Keywords: Corporate Entrepreneurship; banks And banking; Innovation Leadership; Growth And Development Strategy; Growth Management; Organizational Culture; Financial Services Industry; United Kingdom
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      McDonald, Rory, Samir Junnarkar, and David Lane. "Marcus by Goldman Sachs." Harvard Business School Case 620-005, November 2019. (Revised December 2019.)
      • October 2019
      • Case

      Regtech at HSBC

      By: Aiyesha Dey, Jonas Heese and James Weber
      Mark Cooke, Global Head of Operational Risk, needed to decide between a traditional regulatory control system and a new regtech system to manage non-financial risks. Non-financial risks failures such as money laundering and tax evasion had cost HSBC billions of dollars...  View Details
      Keywords: Risk Management; banks And banking; Collaborative Innovation And Invention; banking Industry; Information Technology Industry; United Kingdom; United States
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      Dey, Aiyesha, Jonas Heese, and James Weber. "Regtech at HSBC." Harvard Business School Case 120-046, October 2019.
      • September 2019 (Revised May 2020)
      • Supplement

      Keroche (F): Future Growth Plans

      By: Ramon Casadesus-Masanell and Pippa Tubman Armerding
      This case describes Keroche co-founder Tabitha Karanja’s 2012 decision to invest in additional production capacity. In November 2012, with a loan from Barclay’s bank, Keroche began constructing a new state-of-the-art beer brewery using German technology. The new plant,...  View Details
      Keywords: Keroche; Alcohol; Aloholic Beverages; Beer; Production Capacity; Growth; Business Ventures; Business Exit Or Shutdown; Business Growth And Maturation; Business Startups; Small Business; Family Business; Crime And Corruption; Customer Focus And Relationships; Decisions; Income; Demographics; Geographic Scope; Geographic Location; Goods And Commodities; Government Legislation; Growth And Development; Business History; Lawsuits And Litigation; Laws And Statutes; Lawfulness; Goals And Objectives; Consumer Behavior; Market Entry And Exit; Problems And Challenges; Safety; Social Issues; Poverty; Strategy; Competition; Entrepreneurship; Manufacturing Industry; Food And Beverage Industry; Kenya; Nairobi; Africa
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      Casadesus-Masanell, Ramon, and Pippa Tubman Armerding. "Keroche (F): Future Growth Plans." Harvard Business School Supplement 720-395, September 2019. (Revised May 2020.)
      • 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
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      Fleiss, Sara, and Luis Viceira. "Sustainable Investing at J.P. Morgan Private Bank." Harvard Business School Case 220-016, August 2019. (Revised November 2019.)
      • July 2019 (Revised November 2019)
      • Case

      Salary Finance

      By: John R. Wells and Benjamin Weinstock
      In April 2019, Asesh Sarkar, co-founder and chief executive of Salary Finance Limited, a London-based FinTech, faced tough choices. Sarkar had founded Salary Finance with Dan Cobley and Daniel Shakhani in 2015. The company’s value proposition was quite simple: partner...  View Details
      Keywords: Credit; Financing And Loans; Wages; Innovation And Invention; Expansion; Growth And Development Strategy; Organizational Culture; Decision Choices And Conditions; Financial Services Industry
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      Wells, John R., and Benjamin Weinstock. "Salary Finance." Harvard Business School Case 720-355, July 2019. (Revised November 2019.)
      • 2019
      • Working Paper

      Infrastructure and Finance: Evidence from India's GQ Highway Network

      By: Abhiman Das, Ejaz Ghani, Arti Grover, William R. Kerr and Ramana Nanda
      We use the construction of India's Golden Quadrangle (GQ) central highway network, together with comprehensive loan data drawn from the Reserve Bank of India, to investigate the interaction between infrastructure development and financial sector depth. We identify a...  View Details
      Keywords: Infrastructure; Financing And Loans; India
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      Das, Abhiman, Ejaz Ghani, Arti Grover, William R. Kerr, and Ramana Nanda. "Infrastructure and Finance: Evidence from India's GQ Highway Network." Harvard Business School Working Paper, No. 19-121, June 2019.
      • March 2019 (Revised January 2021)
      • Case

      Accion's Fintech Strategy

      By: V. Kasturi Rangan, Michael Chu and Tricia Gregg
      Accion, an NGO, had been a pioneer in microfinance since its entry into that sector in the early 1970s. Its investments in Banco Compartamos paid off, when the microfinance bank went IPO in 2007, leaving an influx of $138 million for Accion. Under a new CEO, Michael...  View Details
      Keywords: Financial Inclusion; Fintech; Impact Investing; Finance; Technological Innovation; Strategy; Industry Growth; Strategic Planning; Performance Effectiveness
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      Rangan, V. Kasturi, Michael Chu, and Tricia Gregg. "Accion's Fintech Strategy." Harvard Business School Case 319-091, March 2019. (Revised January 2021.)
      • January 2019 (Revised July 2019)
      • Case

      Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?

      By: Meg Rithmire and Yihao Li
      In 2015, a surprise presidential election result seemed to imperil Chinese investments in Sri Lanka, which were associated with China’s Belt and Road Initiative to build global infrastructure. In the previous decade, China had undertaken two major projects in the...  View Details
      Keywords: Belt And Road Initiative; investment; Infrastructure; China; Sri Lanka
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      Rithmire, Meg, and Yihao Li. "Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?" Harvard Business School Case 719-046, January 2019. (Revised July 2019.)
      • January 2019
      • Case

      First Aid Beauty

      By: Karen Mills and Annie Dang
      In 2008, Lilli Gordon, an experienced financial and skincare entrepreneur, founded First Aid Beauty (FAB). She had discovered a white space in the prestige beauty market: high-end skin solutions that were suitable for sensitive skin. After initial success through...  View Details
      Keywords: Prestige Beauty; Skincare; Preferred Shares; Common Stock; Entrepreneurship; Venture Capital; Private Equity; Decision Choices And Conditions; Beauty And Cosmetics Industry
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      Mills, Karen, and Annie Dang. "First Aid Beauty." Harvard Business School Case 319-082, January 2019.
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