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July 2010
Case

Fidelity Retires in Canada

By: Robert C. Pozen and Edward Warren Scott

The head of Fidelity Canada was faced with a decision about what to do with its retirement business there. Although Fidelity as a fund manager has made some headway in Canada, the competition has been very tough for the administration of retirement plans—a separate... View Details

Keywords: Business Exit or Shutdown; Investment Funds; Globalized Firms and Management; Growth and Development Strategy; Retirement; Competition; Financial Services Industry; Canada; United States

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August 2010 (Revised June 2020)
Teaching Note

Generation Investment Management (TN)

By: Sandra J. Sucher

Teaching Note for 613-002. The case and/or its teaching note includes references to case supplement videos that are intended for students to view, along with the written case, before class. As a reminder, the (A) video supplement is intended for students to view... View Details

Keywords: Investment; Development Economics; Environmental Sustainability; Energy Generation; Rural Scope; Non-Renewable Energy; Pollutants; Financial Services Industry; India

May 2010
Teaching Note

Capital Field: A Room with a View (TN)

By: Nicolas P. Retsinas, Joshua Moore Wyatt and Griffin James

Teaching Note for [207091]. View Details

Keywords: Investment; Assets; Growth and Development; Financial Services Industry

May 2010
Teaching Note

Ujjivan: A Microfinance Institution at a Crossroads (TN) (A) and (B)

By: V.G. Narayanan and Lisa Brem

Teaching Note for [108057] and [108083]. View Details

Keywords: Microfinance; Decision Making; Financial Services Industry

March 2010 (Revised March 2012)
Teaching Note

PNC Financial: Grow Up Great (TN) (A) and (B)

By: Christopher Marquis, V. Kasturi Rangan and Bobbi Thomason

Teaching Note for [409108]. View Details

Keywords: Investment; Problems and Challenges; Opportunities; Leadership; Early Childhood Education; Brands and Branding; Organizational Structure; Success; Financial Services Industry

February 2010 (Revised January 2014)
Case

CommonAngels (A)

By: Lynda M. Applegate and Kaitlyn Simpson

Describes the motivations behind the founding of CommonAngels—a group of successful business owners who provide capital, connections, and expertise to entrepreneurs who are building new ventures. In 2005, the group is considering increasing its investment focus to... View Details

Keywords: Entrepreneurship; Venture Capital; Financing and Loans; Investment; Motivation and Incentives; Social and Collaborative Networks; Financial Services Industry

January 2010 (Revised April 2010)
Case

Credit Suisse Group: Managing Equity Research as a Business

By: Boris Groysberg, Paul M. Healy and Sarah Abbott

In 2003, in the midst of industry turmoil and company-specific challenges, Stefano Natella was named Global Head of Equity Research at Credit Suisse. Over a six-year period, Natella implemented and refined a new methodology for valuing equity research analysts, both... View Details

Keywords: Business Model; Change Management; Customer Satisfaction; Compensation and Benefits; Selection and Staffing; Balanced Scorecard; Organizational Change and Adaptation; Financial Services Industry

Article

Capital Market-Driven Corporate Finance

By: Malcolm Baker

Much of empirical corporate finance focuses on sources of the demand for various forms of capital, not the supply. Recently, this has changed. Supply effects of equity and credit markets can arise from a combination of three ingredients: investor tastes, limited... View Details

Keywords: Behavioral Finance; Limits To Arbitrage; Market Efficiency; Securities Issuance; Supply Effects; Corporate Finance; Investment; Price; Capital Markets; Equity; Financial Services Industry

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July 2008
Supplement

Orchid Partners: Case Epilogue

By: Howard H. Stevenson and Shirley Spence

Describes the real-life outcome of the case “Orchid Partners: A Venture Capital Start-Up” (9-804-138). View Details

Keywords: Entrepreneurship; Venture Capital; Outcome or Result; Partners and Partnerships; Financial Services Industry

April 2008 (Revised April 2010)
Background Note

The Hedge Fund Industry

By: William E. Fruhan Jr.

This note describes the hedge fund industry as of the end of the year 2007. View Details

Keywords: Investment Return; Investment Funds; Investment Portfolio; Financial Services Industry

November 2007 (Revised August 2009)
Case

WL Ross & Co. and INVESCO

Wilbur Ross has built a successful private equity firm focused on distressed investing, WL Ross & Co. In 2006, INVESCO, an asset management company, approaches him about acquiring his firm. INVESCO has had weak performance in recent years and is looking to increase its... View Details

Keywords: Private Equity; Decision Choices and Conditions; Investment; Acquisition; Financial Services Industry

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April 2007 (Revised March 2008)
Supplement

Dr. Iqbal Survé at Sekunjalo Investment Group (C)

By: Linda A. Hill and Emily Stecker

Keywords: Financial Services Industry

April 2007 (Revised March 2008)
Supplement

Dr. Iqbal Survé at Sekunjalo Investment Group (B)

By: Linda A. Hill and Emily Stecker

Keywords: Financial Services Industry

March 2007
Teaching Note

Canyon Johnson Urban Fund (TN)

By: Felix Oberholzer-Gee

Teaching note to 706442. View Details

Keywords: Partners and Partnerships; Investment; Projects; Urban Development; Business and Community Relations; Price; Economics; Financial Services Industry; Los Angeles

June 2006 (Revised January 2012)
Case

Teena Lerner: Dividing the Pie at Rx Capital (A)

By: Boris Groysberg, Victoria Winston and Robin Abrahams

Teena Lerner started her own hedge fund firm in 2001 after nearly 20 years as a star biotechnology analyst and hedge fund manager. After the start-up phase, her firm became highly profitable. In 2004, however, one of her four analysts lost a lot of money for the firm.... View Details

Keywords: Managerial Roles; Investment Funds; Performance; Business Startups; Compensation and Benefits; Corporate Finance; Financial Services Industry

September 2005 (Revised May 2007)
Case

OuterLink Corporation (A)

By: Josh Lerner and Brenda Chia

Zero Stage Capital is addressing a troubled investment in OuterLink Corp., which has a capital deficit of $30 million and was written off by all but one of its investors as a victim of the technology bubble. The venture organization must decide whether to shutter the... View Details

Keywords: Information Technology; Decisions; Venture Capital; Private Equity; Price Bubble; Investment; Financial Services Industry

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2008
Working Paper

Positions of Power and Status: Reciprocity in the Venture Capital Industry

By: Mikolaj J. Piskorski

This paper proposes a straightforward way of differentiating between central network positions that confer power and those that confer status. I argue that actors achieve high status by receiving numerous exchanges from actors who in turn receive numerous exchanges... View Details

Keywords: Venture Capital; Partners and Partnerships; Power and Influence; Social and Collaborative Networks; Status and Position; Financial Services Industry; United States

2008
Working Paper

The Strength of Peripheral Ties: Maintaining Status When Firms Lose Resources

By: Mikolaj J. Piskorski and Bharat N. Anand

This paper examines conditions under which high-status firms can retain their positions, even if they lose resources. Firms are considered high status when they obtain ties from other high-status firms. Among high-status firms, we distinguish between those that also... View Details

Keywords: Venture Capital; Resource Allocation; Rank and Position; Status and Position; Financial Services Industry; United States

November 2004 (Revised May 2005)
Case

Salomon Brothers (B)

By: Lynn S. Paine

Supplements the (A) case. A rewritten version of an earlier case. View Details

Keywords: Financial Services Industry

November 2004 (Revised February 2009)
Case

Salomon Brothers (A)

By: Lynn S. Paine

Describes Salomon Brothers' recovery from the August 1991 Treasury auction scandal. Details the impact of the firm's disclosure of bidding improprieties and describes how the new management team, led by Warren Buffett and Deryck Maughan, guided the company through the... View Details

Keywords: Crime and Corruption; Ethics; Leadership; Crisis Management; Reputation; Financial Services Industry

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