Publications

01 Mar 2012
News

Social Investing Pioneers

be paid for that social performance at a rate that enables it to give a satisfactory return to the investors,” says Sir Ronald Cohen (MBA 1969), a cocreator of the idea. Cohen has emerged as the public face of social investing in the UK... View Details

Keywords: Roger Thompson; Funds, Trusts, and Other Financial Vehicles; Finance; Social Assistance; Health, Social Assistance

November 2013
Case

Canyon-Agassi Investing in Charter Schools

By: Nicolas P. Retsinas, Nicole Shomair, Vernon Beckford and Lisa Strope

After an unusual round of doubles in May 2011, real estate investor Bobby Turner, Managing Partner, Canyon-Agassi Charter School Facilities Fund (CACSFF) and Chairman, CEO, and Co-Founder of Canyon Capital Realty Advisors, found himself at a loss for words. Turner was... View Details

Keywords: Charter Schools; Real Estate; Fund Raising; Social Entrepreneurship; Education; Real Estate Industry; United States

Awards

Geewax, Terker & Company Prize in Investment Research

By: Paul A. Gompers

Winner of the 2002 Geewax, Terker & Company Prize in Investment Research offered by the Rodney L. White Center at Wharton for "Corporate Governance and Equity Prices" (with Joy L. Ishii and Andrew Metrick, Quarterly Journal of Economics, February 2003). View Details

December 1995 (Revised March 1998)
Case

FOX Venture Partners: Enriching the Private Equity Investor Pool

By: Josh Lerner

FOX Venture Partners (FVP) is a proposed "Fund-of-Funds" that will enable wealthy individuals to invest in venture capital. While several leading venture capitalists are enthusiastic about the concept, FVP's general partners are finding it difficult to invest... View Details

Keywords: Private Equity; Investment Funds

December 2018 (Revised October 2019)
Case

Barteca: The Challenge and Opportunity of Private Equity

By: Lena G. Goldberg and Michael S. Kaufman

Andy Pforzheimer and Sasa Mahr-Batuz, co-founders of a highly successful seven-location restaurant brand, had just opened the first location of a new brand. They had mapped out future expansion for both brands but wondered if, rather than lining up an assortment of... View Details

Keywords: Restaurants; Brands and Branding; Expansion; Private Equity; Strategy; Decision Making

Web

Private Equity Finance - Course Catalog

equity and buyouts, also touching on closely related investing strategies such as distress and private debt. Students will examine a wide variety of investment settings: from... View Details

03 May 2016
Working Paper Summaries

Pay Now or Pay Later? The Economics within the Private Equity Partnership

Keywords: by Victoria Ivashina and Josh Lerner; Banking; Financial Services

Web

Faculty - Race, Gender & Equity

operations,... Nori Gerardo Lietz Senior Lecturer of Business Administration Nori Gerardo Lietz is a Senior Lecturer of Business Administration in the Finance and Entrepreneurial Management Units. She presently teaches Real Estate Private View Details

Working Paper Summaries

How do Private Equity Fees Vary Across Public Pensions?

Keywords: by Juliane Begenau and Emil Siriwardane; Financial Services

December 2008
Article

Style Investing and Institutional Investors

By: Kenneth A. Froot and Melvyn Teo

This paper explores institutional investors' trades in stocks grouped by style and the relationship of these trades with equity market returns. It aggregates transactions drawn from a large universe of approximately $6 trillion of institutional funds. To analyze style... View Details

Keywords: Forecasting and Prediction; Behavioral Finance; Stocks; Investment Return; Market Transactions; Performance Expectations; Personal Characteristics; Financial Services Industry

Find at Harvard

08 Jan 2020
Blog Post

Know Your Audience - Recruiting HBS Students for Private Equity

determine which format, large or intimate, is the best fit for your goals. Making the Investment in Recruiting An emerging trend in Private Equity recruiting is the use of the summer internship as a feeder... View Details

Keywords: Venture Capital / Private Equity

Fast Answer

Investment bank league tables

Where can I find investment bank league tables? Generate custom tables or find league tables in: LSEG Workspace Type “screener” into the main search bar and click to launch the Screener App. Under Universe, change from Public... View Details

May 2009
Teaching Note

Equity International: The Second Act (TN)

By: Nicolas P. Retsinas and Ben Creo

Teaching Note for [209110]. View Details

Keywords: Private Equity; Investment; Alignment; Leadership Style; Experience and Expertise; Globalization; Interests; Brazil; Mexico

06 Jul 2020
Blog Post

A Letter from the Women in Investing Club

To our Women in Investing Community and Supporters, When we initially outlined our commitments for 2019-2020 as Women in Investing (WII) Co-Presidents, we centered the upcoming year around three key ideas:... View Details

June 2021
Article

Short-Termism, Shareholder Payouts, and Investment in the EU

By: Jesse M. Fried and Charles C.Y. Wang

Investor-driven "short-termism" is said to harm EU public firms' ability to invest for the long term, prompting calls for the EU to better insulate managers from shareholder pressure. But the evidence offered—rising levels of repurchases and dividends—is incomplete and... View Details

Keywords: Short-termism; EU; Payout Policy; Innovation; Investment; Corporate Governance; Investment Return; Acquisition; European Union

SSRN

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October 2024
Case

SWEN Blue Ocean: Impact Investing Goes to Sea

By: Vikram S Gandhi and David Allen

In August 2023, SWEN Blue Ocean, a €170 million impact fund that invested in startups contributing to ocean sustainability, faced a critical investment decision. Part of SWEN Capital Partners, an €8 billion, Paris-based private equity fund, Blue Ocean was co-founded in... View Details

Keywords: Communication Technology; Environmental Sustainability; Green Technology; Finance; Capital; Venture Capital; Private Equity; Investment; Investment Funds; Science-Based Business; Financial Services Industry; France; Paris; Italy

03 Jun 2021
Blog Post

HBS Pilots First Impact Investing Fund

to be overleveraged, making equity investments a viable option. However, as part of our mission to support BIPOC wealth generation, we are cautious not to dilute the founder’s stake. As such, we have also... View Details

September 2013 (Revised January 2016)
Case

The Abraaj Group and the Acibadem Healthcare Investment (A)

By: Paul A. Gompers, Bora Uluduz and Firdevs Abacioglu

This case concerns the proposed buyout of Acibadem, a leading hospital chain in Turkey. Abraaj, a MENA region private equity firm, proposes to make its first investment in Turkey. The case highlights the role of Turkish health care reform in driving the value. The... View Details

Keywords: Healthcare; Leveraged Buyouts; Private Equity; Health Care and Treatment; Europe