Publications

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January 2009 (Revised April 2009)
Case

The Carlyle Group

By: Robert G. Eccles and Carin-Isabel Knoop

This case describes the investment philosophy, organizational structure, management processes and culture of the largest private equity firm in the world measured in terms of assets under management ($89 billion). The Carlyle Group is distinctive in several ways,... View Details

Keywords: Financial Crisis; Assets; Private Equity; Investment; Global Strategy; Innovation and Invention; Knowledge Use and Leverage; Management Practices and Processes; Organizational Structure; Information Technology; Asia; Washington (state, US)

Program

Real Estate Management Program

managers and advisors Real estate industry service providers, such as financial analysts, lawyers, architects, and urban planners While the program is designed primarily for executives with significant real estate industry experience, it... View Details

Keywords: Real Estate; Real Estate

30 Jul 2008
Op-Ed

Why the U.S. Should Encourage FDI

Last year, foreign investors set new records for their acquisition activity in the United States. And 2008 began with nearly daily stories of American financial executives courting foreign direct investors, particularly sovereign wealth... View Details

Keywords: by Mihir A. Desai

September 1976 (Revised January 1977)
Case

Del Norte Paper Co. (C)

By: William A. Sahlman

Designed to serve two roles: first, it provides a reasonably comprehensive description of an ongoing capital budgeting system for the international operations of a large American company. Second, it allows the student to focus upon and critically analyze a series of... View Details

Keywords: Capital Budgeting; International Relations; Globalized Markets and Industries; Goals and Objectives; Service Delivery; Business Subsidiaries; Performance Evaluation; Performance Expectations; Financial Services Industry; Financial Services Industry

12 Jul 2004
Research & Ideas

Michael Porter’s Prescription For the High Cost of Health Care

in the behaviors of employers purchasing health plans. In addition, some important system infrastructure needs to be put in place—rules and regulations that shift the incentives and create the right types of information. Let's look at... View Details

Keywords: by Michael E. Porter; Health

April 2022
Teaching Note

Banorte Móvil: Data-Driven Mobile Growth

By: Ayelet Israeli and Carla Larangeira

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 and Wireless Technology; Growth and Development Strategy; Customers; Technology Adoption; Communication Strategy; Banking Industry; Mexico; Latin America

January 2007 (Revised March 2011)
Case

Yale University Investments Office: August 2006

By: Josh Lerner

The Yale Investments Office must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments--hedge funds, private equity, real estate, and so forth. Considers the risks and benefits of a different asset allocation strategy.... View Details

Keywords: Higher Education; Asset Management; Financial Management; Financial Strategy; Investment Portfolio; Risk Management

September 1995 (Revised May 1998)
Case

RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge

By: Josh Lerner

RogersCasey Alternative Investments faces the challenge of managing distributions of stock by the private equity investors in which their clients have invested. These distributed shares appear to behave in complex ways, apparently at odds with market efficiency. A... View Details

Keywords: Private Equity; Stocks; Financial Strategy; Investment; Innovation Strategy; Management; Distribution; Performance; Behavior

02 Oct 2008
What Do You Think?

Workout vs. Bailout: Should Government Take Advantage of the Buffett Effect?

Summing Up The depth of the global financial crisis is becoming clearer day by day. In the United States, it is being used as a reason to set aside ideology regarding government ownership of important View Details

Keywords: by Jim Heskett

16 Mar 2003
Research & Ideas

At the Center of Corporate Scandal Where Do We Go From Here?

me back to the apples, and leaders. As in all financial manias, the bubble of the late 1990s and early 2000 gave rise to swindles and frauds and the bad apples that commit them. We need to find out who they... View Details

Keywords: by Kim B. Clark

28 Jul 2016
Op-Ed

Where is TripAdvisor for Doctors?

85 percent of consumers make a purchase after reading such online reviews. But in the world of doctors, nothing compares in assisting consumers to make decisions that are arguably more involved emotionally and with higher financial risk.... View Details

Keywords: by John A. Quelch; Health

March 2020
Case

Thingtesting: Launching a Brand Discovery and Testing Digital Community

By: Ayelet Israeli and Jill Avery

Thingtesting, a brand discovery and testing digital community devoted to uncovering and exploring direct-to-consumer brands, had just received seed funding and was contemplating a second year of growth. The new year brought many challenges, as founder Jenny Gyllander... View Details

Web

Resumes & Cover Letters - Alumni

Careers Resumes & Cover Letters Careers Resumes & Cover Letters Your resume and cover letter are opportunities to market yourself to potential employers. This page offers resources to help you stand out in a sea of applicants. Resumes: What You View Details

April 2005 (Revised September 2005)
Case

Pegasus Capital: The Musimundo Decision

By: Michael Chu and Barbara Zepp Larson

The five managing directors of Pegasus Capital were meeting in June 2003 to make a go/no-go decision regarding the investment of Musimundo, one of the largest entertainment retailers in Argentina. Just four days before the planned closing of the sale, Pegasus' 50%... View Details

Keywords: Acquisition; Debates; Decision Choices and Conditions; Economic Slowdown and Stagnation; Financial Crisis; Music Entertainment; Investment; Business or Company Management; Risk and Uncertainty; Opportunities; Entertainment and Recreation Industry; Argentina

17 Jul 2023
Research & Ideas

Money Isn’t Everything: The Dos and Don’ts of Motivating Employees

play in these internal markets, Hall argues. “If you try to put water into a hose, it’s going to squirt out somewhere. No matter what decision you make, there will be something that needs to be controlled,” Hall says. “Every kink creates... View Details

Keywords: by Avery Forman

13 Jan 2003
Research & Ideas

Making Biotech Work as a Business

No matter how you slice the numbers, all arrows in biotechnology's financial performance after twenty years are still pointing downward, said HBS professor Gary P. Pisano recently. Despite the great promise of the sector—to improve the... View Details

Keywords: by Martha Lagace; Biotechnology; Health; Technology

19 May 2009
First Look

First Look: May 19, 2009

China were also a chief culprit of the crisis. Policymakers around the world recognized that the scope and scale of the financial crisis required a coordinated global response. Yet there were conflicting views on what kind of action was... View Details

Keywords: Martha Lagace

Web

Browse All Articles, Research, & Case Studies - HBS Working Knowledge

Eisenhower, and Robert McNamara. 08 Nov 2024 Op-Ed How Private Investors Can Help Solve Africa's Climate Crisis by John Macomber Africa faces escalating climate risks that threaten its people and businesses. While governments and development finance institutions lack... View Details

2024
Working Paper

What Do Impact Investors Do Differently?

By: Shawn Cole, Leslie Jeng, Josh Lerner, Natalia Rigol and Benjamin N. Roth

In recent years, impact investors—private investors who seek to generate simultaneously financial and social returns—have attracted intense interest and controversy. We introduce and analyze a novel, comprehensive data set of impact and traditional investors to assess... View Details

Keywords: ESG; Socially Responsible Investing; Investment Decisions; Public Goods; Impact Investment; Investing; Investment; Private Equity; Venture Capital