Investment - Publications - Faculty & Research

01 Sep 2023
News

In My Humble Opinion: Futures Investor

In the half-century since his graduation, Theodore Roosevelt IV (MBA 1972) has earned widespread respect as both a forward-thinking investment banker and an influential activist through his efforts to address climate change and preserve... View Details

Keywords: Deborah Blagg; climate change; investment banking; leadership; carbon tax

11 Jul 2012
News

A Hedge-Fund Manager With a Low Profile

Keywords: Hedge funds; value investing; Funds, Trusts, and Other Financial Vehicles; Finance

06 Jul 2014
News

A Mad Scramble for Young Bankers

Keywords: private equity; investment banking; recruiting; Finance

09 Nov 2022
News

Part Ownership of a Dream

Terry Finley (OPM 45, 2014) has been in the winner’s circle of more than a few race tracks. Founder and CEO of West Point Thoroughbreds, Finley even won the 2017 Kentucky Derby with his partial ownership of Always Dreaming (an experience he describes in this episode of... View Details

Keywords: horse racing; entpreneurship; leadership; finance; investing; Performing Arts, Spectator Sports, and Related Industries; Arts, Entertainment

17 Mar 2014
News

Impact Investing: Patience, Please

Keywords: venture philanthropy; social enterprise; impact investing; Funds, Trusts, and Other Financial Vehicles; Finance

01 Jun 2023
News

In My Humble Opinion: Very Continental

Tanzania. Now based in Kigali, Rwanda, Ngoyi finds her global experience is a good fit with her current role. In May 2022, she was named CEO of the Fund for Export Development in Africa (FEDA). A $670 million investment fund and... View Details

Keywords: Julia Hanna; investment; exports; infrastructure; life experience; finance; Finance

28 Feb 2020
News

Filling the White Space

At Able Partners, Amanda Eilian (MBA 2006) and Lisa Blau (MBA 2003) have focused primarily on women-led wellness companies, including businesses such as Goop, Moon Juice, and Daily Harvest. Now the New York–based investment firm has... View Details

Keywords: venture capital; pharmaceutical research; innovative investing

31 Jul 2014
News

A New Approach to Solving Society's Biggest Problems

Keywords: impact investing; social impact bonds; society

25 Feb 2015
News

How Singapore Became an Entrepreneurial Hub

Keywords: venture capital; Internet; government regulations; entrepreneurship; investment; innovation

10 Mar 2021
News

Dream Job: Higher Ed’s New Hire

Penn at age 20. Today, as president and CEO of Columbia Investment Management Company, Lew has come full circle, overseeing a university endowment of approximately $11 billion that helps fund students for whom college is far from a given.... View Details

Keywords: Julia Hanna; investing; leadership; diversity; career experience; higher education; Colleges, Universities, and Professional Schools; Educational Services

01 Mar 2023
News

3-Minute Briefing: Qiao Ma (MBA 2010)

compassionate. In investing, we talk about a hubris-to-humility cycle. When you’re on a fantastic run, it’s human to think you can take risks and sort it out on the other end. I love investing in companies that have been humbled, after... View Details

Keywords: Julia Hanna; stock market; investment; finance; Australia; China; Asia; strategy; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

25 Aug 2020
News

He's Seen It Before

Keywords: stock market; investment banking; bear markets; market timing; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

01 Jun 2024
News

Firm Foundation

working at his side. Farmers keep their eyes on the future, planning harvests years ahead. They know time and cultivation are required to grow and prosper. Britt Cool now brings a similar vision to Kanbrick, the investment company that... View Details

Keywords: Janelle Nanos; private equity; Warren Buffett; career path; investment strategy; family business; Finance