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  • All HBS Web  (11,061)
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  • February 2006 (Revised August 2006)
  • Case

Investment Banking at Thomas Weisel Partners

By: Malcolm P. Baker and Lauren Barley
Thomas Weisel Partners (TWP), a San Francisco-based bank focusing on emerging growth companies, is considering its strategy in the context of regulatory, competitive, and legal changes. Blake Jorgensen, the chief operating officer and co-director of investment banking,... View Details
Keywords: Strategy; Business or Company Management; Conflict of Interests; Change Management; Investment Banking; Financing and Loans; Laws and Statutes; Financial Strategy; Corporate Finance; Banking Industry; San Francisco
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Baker, Malcolm P., and Lauren Barley. "Investment Banking at Thomas Weisel Partners." Harvard Business School Case 206-091, February 2006. (Revised August 2006.)
  • Article

Survive Another Day: Using Changes in the Composition of Investments to Measure the Cost of Credit Constraints

By: Luis Garicano and Claudia Steinwender
We introduce a novel empirical strategy to measure the size of credit shocks. Theoretically, we show that credit shocks reduce the value of long-term relative to short-term investments. Empirically, we can therefore compare the reduction of long-term relative to... View Details
Keywords: Credit Constraints; Credit Crunch; Spain; Investment Behavior; Credit Squeeze; Financial Crisis; Economic Growth; Investment; Credit; Manufacturing Industry; Spain; European Union
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Garicano, Luis, and Claudia Steinwender. "Survive Another Day: Using Changes in the Composition of Investments to Measure the Cost of Credit Constraints." Review of Economics and Statistics 98, no. 5 (December 2016): 913–924.
  • September 2003 (Revised March 2004)
  • Case

Yale University Investments Office: June 2003

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: Leveraged Buyouts; Assets; Venture Capital; Private Equity; Investment Funds; Resource Allocation; Partners and Partnerships; Risk and Uncertainty; Strategy; Education Industry
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Lerner, Josh. "Yale University Investments Office: June 2003." Harvard Business School Case 204-055, September 2003. (Revised March 2004.)
  • July–August 2023
  • Article

Investing in Growth Through Uncertainty

By: Ranjay Gulati
When faced with disruptions and downturns, many leaders and companies instinctively focus on cutting costs to maintain profitability. But some identify opportunities and then take thoughtful action to emerge from crisis even stronger. That means not only planning for... View Details
Keywords: Crisis Management; Strategic Planning
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Gulati, Ranjay. "Investing in Growth Through Uncertainty." Harvard Business Review 101, no. 4 (July–August 2023): 36–42.
  • 23 Aug 2013
  • Working Paper Summaries

Waves in Ship Prices and Investment

Keywords: by Robin Greenwood & Samuel Hanson
  • September 2016 (Revised May 2019)
  • Case

Generation Investment Management: 2016

By: Shawn Cole and Tony L. He
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Cole, Shawn, and Tony L. He. "Generation Investment Management: 2016." Harvard Business School Case 217-031, September 2016. (Revised May 2019.)
  • September 2022 (Revised September 2024)
  • Case

Esas Group: Investing Together, Staying Together

By: Christina R. Wing and Alpana Thapar
This case opens in June 2022, after Esas Group, one of Turkey’s largest family-owned investment firms, implements a series of changes to professionalize the business and help transition family members from operators to responsible investors. In December 2019, the Group... View Details
Keywords: Family Business; Transition; Business or Company Management; Organizational Structure; Governing and Advisory Boards; Governance; Financial Services Industry; Turkey
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Wing, Christina R., and Alpana Thapar. "Esas Group: Investing Together, Staying Together." Harvard Business School Case 623-027, September 2022. (Revised September 2024.)
  • August 1993
  • Case

ARCO Investment Management Company

By: Jay O. Light and James O. Sailer
Keywords: Investment; Management; Strategy; Financial Services Industry
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Light, Jay O., and James O. Sailer. "ARCO Investment Management Company." Harvard Business School Case 294-027, August 1993.
  • June 1990
  • Article

Herd Behavior and Investment

By: David S. Scharfstein and Jeremy Stein
Keywords: Investment; Behavior
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Scharfstein, David S., and Jeremy Stein. "Herd Behavior and Investment." American Economic Review 80, no. 3 (June 1990): 465–479.
  • Teaching Interest

Investment Managment for Professional and Personal Investors

By: Luis M. Viceira
IMPPI is suitable for all students interested in gaining a broad perspective on investing and the asset management business, including those targeting careers in asset management and those interested in learning how to become sophisticated consumers of investment... View Details
  • January 2013
  • Article

Payout Taxes and the Allocation of Investment

When corporate payout is taxed, internal equity (retained earnings) is cheaper than external equity (share issues). If there are no perfect substitutes for equity finance, payout taxes may therefore have an effect on the investment of firms. High taxes will favor... View Details
Keywords: Taxation; Investment; Equity; Growth and Development Strategy; Resource Allocation
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Becker, Bo, Marcus Jacob, and Martin Jacob. "Payout Taxes and the Allocation of Investment." Journal of Financial Economics 107, no. 1 (January 2013): 1–24.
  • October 2018
  • Case

African Bank Investments Limited (A)

By: Lynn S. Paine and Will Hurwitz
Less than a year after joining the board of African Bank Investments Limited (ABIL), the newest director finds himself in difficult discussions with other directors about removing the struggling company’s CEO. The case is set in South Africa in mid-2014 as shares in... View Details
Keywords: Ethics; Personal Finance; Corporate Accountability; Governing and Advisory Boards; Corporate Governance; Crisis Management; Insurance; Leadership; Management; Risk Management; Banking Industry; Financial Services Industry; Insurance Industry; Africa; South Africa
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Paine, Lynn S., and Will Hurwitz. "African Bank Investments Limited (A)." Harvard Business School Case 319-052, October 2018.
  • June 1972
  • Background Note

Capital Investment Problems (A)

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Churchill, Neil C. "Capital Investment Problems (A)." Harvard Business School Background Note 172-307, June 1972.
  • February 1984
  • Background Note

Managing Capital Investment (B)

By: Carliss Y. Baldwin
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Baldwin, Carliss Y. "Managing Capital Investment (B)." Harvard Business School Background Note 284-049, February 1984.
  • August 1999 (Revised November 1999)
  • Case

Victory Supermarkets: Investment Strategy

By: David E. Bell and Ann Leamon
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Bell, David E., and Ann Leamon. "Victory Supermarkets: Investment Strategy." Harvard Business School Case 500-023, August 1999. (Revised November 1999.)
  • 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
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Sucher, Sandra J. "Generation Investment Management (TN)." Harvard Business School Teaching Note 611-006, August 2010. (Revised June 2020.)
  • 14 Oct 2011
  • Working Paper Summaries

The Cost of Capital for Alternative Investments

Keywords: by Jakub W. Jurek & Erik Stafford
  • Article

Investing in Distressed Situations: A Market Survey

By: S. C. Gilson
The risks of investing in distressed companies—a practice popularly known as "vulture" investing—are highly firm specific and idiosyncratic. Investors who are adept at managing these risks, who understand the legal rules that must be followed in corporate bankruptcy,... View Details
Keywords: Investment; Markets
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Gilson, S. C. "Investing in Distressed Situations: A Market Survey." Financial Analysts Journal 51, no. 6 (November–December 1995): 8–27.
  • April 2015 (Revised April 2015)
  • Case

Yale University Investments Office: February 2015

By: Josh Lerner
David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, real estate—given the impact of the recent market turmoil. The case explores the risks... View Details
Keywords: Asset Management; Resource Allocation; Investment; Venture Capital; Investment Funds; Property; Private Equity
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Lerner, Josh. "Yale University Investments Office: February 2015." Harvard Business School Case 815-124, April 2015. (Revised April 2015.)
  • 23 Jan 2008
  • Op-Ed

A House Divided: Investment or Shelter?

live and take root, the home in recent times has been elevated to Investment Opportunity, a place where you stayed for awhile, made a lot of money, then moved on to the next home-investment. Is the definition of home about to change once... View Details
Keywords: by Nicolas P. Retsinas; Banking; Construction; Real Estate
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