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  • March 2020 (Revised February 2023)
  • Case

Performance Management at Afreximbank (A)

By: Robert S. Kaplan, Siko Sikochi and Josh Steimle
Based in Cairo, Afreximbank was founded in October 1993 as a specialized continental financial institution designed to address the low level of intra-African trade, the decline in financial flows to Africa, the worsening external debt situation of many African... View Details
Keywords: Performance Management; Balanced Scorecard; Performance Expectations; Performance Evaluation; Performance Improvement; Organizational Culture; Strategy; Banking Industry; Africa; Egypt
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Kaplan, Robert S., Siko Sikochi, and Josh Steimle. "Performance Management at Afreximbank (A)." Harvard Business School Case 120-029, March 2020. (Revised February 2023.)
  • January 2022
  • Article

Investing Outside the Box: Evidence from Alternative Vehicles in Private Equity

By: Josh Lerner, Jason Mao, Antoinette Schoar and Nan R. Zhang
This paper uses previously unexplored custodial data to examine the use of alternative investment vehicles in private equity (PE) over four decades. We document a steep increase in the capital directed to alternative vehicles, with these vehicles approaching a 40%... View Details
Keywords: Alternative Investment Vehicles; Investment Funds; Private Equity; Venture Capital; Performance
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Lerner, Josh, Jason Mao, Antoinette Schoar, and Nan R. Zhang. "Investing Outside the Box: Evidence from Alternative Vehicles in Private Equity." Journal of Financial Economics 143, no. 1 (January 2022): 359–380. (Won the 2022 Doriot Award for the Best Private Equity Research Paper.)
  • 13 Dec 2016
  • First Look

December 13, 2016

forthcoming Journal of Investment Consulting Cloaked Trading By: Cohen, Lauren, Dong Lou, and Christopher J. Malloy Abstract—Using a novel, proprietary database of micro-level trading activities by asset managers, we show strong evidence... View Details
Keywords: Carmen Nobel
  • Article

Leadership Is Associated with Lower Levels of Stress

By: Gary D. Sherman, J. J. Lee, A.J.C. Cuddy, Jonathan Renshon, Christopher Oveis, James J. Gross and Jennifer S. Lerner
As leaders ascend to more powerful positions in their groups, they face ever-increasing demands. This has given rise to the common perception that leaders have higher stress levels than non-leaders. But if leaders also experience a heightened sense of control—a... View Details
Keywords: Stress; Cortisol; Control; Leadership; Emotions; Power and Influence
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Sherman, Gary D., J. J. Lee, A.J.C. Cuddy, Jonathan Renshon, Christopher Oveis, James J. Gross, and Jennifer S. Lerner. "Leadership Is Associated with Lower Levels of Stress." Proceedings of the National Academy of Sciences 109, no. 44 (October 30, 2012): 17903–17907.
  • 08 Oct 2013
  • First Look

First Look: October 8

differentiate "quality FDI" in several different ways. First, we look at the possibility that the effects of FDI differ by sector. Second, we differentiate FDI based on objective qualitative industry characteristics including... View Details
Keywords: Sean Silverthorne
  • 15 Nov 2016
  • First Look

November 15, 2016

hiring (in this study, by the head office of a U.S. retail chain) or decentralized hiring (by store managers) leads to higher quality employee-company matches. While centralized hiring can ensure that enough resources are invested in... View Details
Keywords: Sean Silverthorne
  • May 1998
  • Teaching Note

Fojtasek Companies and Heritage Partners:March 1995 TN ,The

By: Josh Lerner
Teaching Note for (9-297-046). View Details
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Lerner, Josh. "Fojtasek Companies and Heritage Partners:March 1995 TN ,The." Harvard Business School Teaching Note 298-162, May 1998.
  • May 1998
  • Teaching Note

Apex Investment Partners (A) and (B), Teaching Note

By: Josh Lerner
Teaching Note for (9-296-028) and (9-296-029). View Details
Keywords: Financial Services Industry; Telecommunications Industry
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Lerner, Josh. "Apex Investment Partners (A) and (B), Teaching Note." Harvard Business School Teaching Note 298-160, May 1998.
  • May 1998
  • Teaching Note

Weston Presidio Offshore Capital: Confronting the Fundraising Challenge TN

By: Josh Lerner
Teaching Note for (9-296-055). View Details
Keywords: Financial Services Industry
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Lerner, Josh. "Weston Presidio Offshore Capital: Confronting the Fundraising Challenge TN." Harvard Business School Teaching Note 298-154, May 1998.
  • December 1997 (Revised September 1998)
  • Case

Yale University Investments Office: November 1997

By: Josh Lerner
David Swensen, chief investment officer at Yale University, reviews the $6 billion endowment strategy, which places an unusually heavy emphasis on private equity and other illiquid securities. Changing market conditions in November 1997 cause him to rethink... View Details
Keywords: Change; Private Equity; Financial Liquidity; Investment; Marketing Strategy; Strategy; Education Industry
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Lerner, Josh. "Yale University Investments Office: November 1997." Harvard Business School Case 298-077, December 1997. (Revised September 1998.)
  • January 1996 (Revised November 1997)
  • Case

Weston Presidio Offshore Capital: Confronting the Fundraising Challenge

By: Josh Lerner
Weston Presidio Capital encounters substantial difficulties while raising its first fund. The incentives and roles of investment advisors ("gatekeepers") pension funds and consultants are explored. The relationship with lead investors is considered. View Details
Keywords: Private Equity; Financing and Loans; Investment Funds; Markets; Problems and Challenges; Relationships; Motivation and Incentives; Financial Services Industry
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Lerner, Josh. "Weston Presidio Offshore Capital: Confronting the Fundraising Challenge." Harvard Business School Case 296-055, January 1996. (Revised November 1997.)
  • November 1995 (Revised October 2000)
  • Case

Acme Investment Trust

By: Josh Lerner
Acme Investment Trust is considering investing in a private equity partnership that is seeking only 15% of the profits, instead of the standard 20%. The management fee requested, however, is higher than in its earlier fund. The pension managers must consider the... View Details
Keywords: Compensation and Benefits; Private Equity; Organizations; Investment Funds; Motivation and Incentives; Financial Services Industry
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Lerner, Josh. "Acme Investment Trust." Harvard Business School Case 296-042, November 1995. (Revised October 2000.)
  • April 1995
  • Teaching Note

Scripps Research Institute, The: (Case Series) TN

By: Josh Lerner
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Lerner, Josh. "Scripps Research Institute, The: (Case Series) TN." Harvard Business School Teaching Note 295-139, April 1995.
  • April 1995
  • Teaching Note

EMC Corporation: Response to Shareholder Litigation (Case Series) TN

By: Josh Lerner
Teaching Note for (9-294-070) and (9-294-071). View Details
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Lerner, Josh. "EMC Corporation: Response to Shareholder Litigation (Case Series) TN." Harvard Business School Teaching Note 295-138, April 1995.
  • December 1994 (Revised November 1997)
  • Background Note

Information Sources About Private Equity

By: Josh Lerner
Provides an overview of key sources of information. View Details
Keywords: Private Equity
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Lerner, Josh. "Information Sources About Private Equity." Harvard Business School Background Note 295-066, December 1994. (Revised November 1997.)
  • January 1994 (Revised April 1995)
  • Case

EMC Corporation: Response to Shareholder Litigation (A)

By: Josh Lerner
EMC Corp. is the target of a shareholder class-action lawsuit for the second time. CEO, Richard Egan, must decide whether to settle the case, as is done in 96% of such cases and as EMC itself did previously, or fight the action. View Details
Keywords: Decision Choices and Conditions; Lawsuits and Litigation; Going Public; Management Teams; Business and Shareholder Relations; Technology Industry; United States
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Lerner, Josh. "EMC Corporation: Response to Shareholder Litigation (A)." Harvard Business School Case 294-070, January 1994. (Revised April 1995.)
  • October 1992 (Revised April 1993)
  • Supplement

ImmuLogic Pharmaceutical Corporation (B4): Phillip Gross

By: Josh Lerner
Supplements the (A) case. View Details
Keywords: Pharmaceutical Industry
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Lerner, Josh. "ImmuLogic Pharmaceutical Corporation (B4): Phillip Gross." Harvard Business School Supplement 293-070, October 1992. (Revised April 1993.)
  • Second Quarter 2024
  • Article

Venture Capital in a Time of Turmoil

By: Josh Lerner
One area of consensus among academic economists and policymakers is the need for greater innovation. This concern is rooted in worries about the lagging rate of productivity growth in many Western nations. In the U.S., for instance, the productivity growth rate... View Details
Keywords: Productivity Growth; Economic Growth; Innovation and Invention; United States; Europe
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Lerner, Josh. "Venture Capital in a Time of Turmoil." Economía Industrial 432 (Second Quarter 2024): 15–19.
  • August 2021
  • Teaching Note

Yale University Investments Office: November 2020

By: Josh Lerner
Teaching Note for HBS Case No. 821-074. View Details
Keywords: Venture Capital; Private Equity; University Endowment; Asset Allocation; Connecticut
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Lerner, Josh. "Yale University Investments Office: November 2020." Harvard Business School Teaching Note 822-031, August 2021.
  • September 2021
  • Teaching Note

CPE and SUS Environmental: You've Got to Know When to Hold 'Em (A) and (B)

By: Josh Lerner
Keywords: Venture Capital; Private Equity
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Lerner, Josh. "CPE and SUS Environmental: You've Got to Know When to Hold 'Em (A) and (B)." Harvard Business School Teaching Note 822-030, September 2021.
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