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      • January 2019 (Revised November 2019)
      • Case

      Ajeej Capital: Investing in Emerging Markets

      By: Luis M. Viceira and Eren Kuzucu
      In October 2007, Tarek Sakka and Fouad Dajani launched Ajeej Capital, the first independent investment advisory in the MENA region. Fittingly named ajeej, an Arabic word that translates to “growth and propagation in a chaotic setting,” the firm’s AUM grew from $20... View Details
      Keywords: Security Selection; Investments; Growth; Culture; UAE; Finance; Asset Management; Emerging Markets; Capital Markets; Investment; Growth Management; Risk Management; Middle East; Saudi Arabia; Dubai; United Arab Emirates; Egypt; North Africa
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      Viceira, Luis M., and Eren Kuzucu. "Ajeej Capital: Investing in Emerging Markets." Harvard Business School Case 219-029, January 2019. (Revised November 2019.)
      • January 2019
      • Teaching Note

      Yale University Investments Office: February 2015

      By: Josh Lerner, Nori Gerardo Lietz and Terrence Shu
      Teaching Note for HBS No. 815-124. View Details
      Keywords: Asset Management; Venture Capital; Private Equity; Investment Fund; Investment Strategy
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      Lerner, Josh, Nori Gerardo Lietz, and Terrence Shu. "Yale University Investments Office: February 2015." Harvard Business School Teaching Note 819-094, January 2019.
      • January 15, 2019
      • Article

      Is Your Company's Strategy Aligned with Your Ownership Model?

      By: Josh Baron
      The legacy of Vanguard founder John Bogle has brought attention to the transformative influence of ownership structures within the business world. Bogle's revolutionary insight into the limitations of active fund management led to the widespread adoption of index... View Details
      Keywords: Ownership Type; Business Strategy; Organizational Structure; Strength and Weakness; Competitive Advantage
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      Baron, Josh. "Is Your Company's Strategy Aligned with Your Ownership Model?" Harvard Business Review (website) (January 15, 2019).
      • November 2018 (Revised June 2022)
      • Teaching Note

      AirFox (A): Embracing the Blockchain and an ICO

      By: Jeffrey J. Bussgang and Nathaniel Schwalb
      Teaching Note for HBS No. 818-097. In summer 2017, Victor Santos, CEO of AirFox, considered whether to pivot his startup towards a new product built with blockchain—a quickly growing technology at the time. AirFox was an early stage startup that sold... View Details
      Keywords: Blockchain; Cryptocurrency; Initial Coin Offering; ICO; Business Startups; Finance; Currency; Strategy; Decision Making; United States
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      Bussgang, Jeffrey J., and Nathaniel Schwalb. "AirFox (A): Embracing the Blockchain and an ICO." Harvard Business School Teaching Note 819-065, November 2018. (Revised June 2022.)
      • November 2018 (Revised January 2021)
      • Case

      Peak Investment Capital

      By: Richard S. Ruback and Royce Yudkoff
      Kobbina Awuah (MBA 2014) became intrigued with the possibility of adapting Entrepreneurship through Acquisition in Ghana, where he grew up and where his family still lived. While he knew he could work for a multi-national enterprise located in Ghana, he was confident... View Details
      Keywords: Entrepreneurship In Africa; Entrepreneurship Through Acquisition; Entrepreneurship; Acquisition; Ghana
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      Ruback, Richard S., and Royce Yudkoff. "Peak Investment Capital." Harvard Business School Case 219-061, November 2018. (Revised January 2021.)
      • November 2018 (Revised October 2019)
      • Case

      Rebuilding Puerto Rico

      By: Laura Alfaro, Laura Phillips Sawyer and Haviland Sheldahl-Thomason
      On September 20, 2017, Hurricane Maria swept over Puerto Rico, devastating the island’s infrastructure and agriculture. The natural disaster was layered atop years of mounting financial distress. Before the hurricane, Puerto Rico had accumulated $74 billion in debt and... View Details
      Keywords: Natural Disasters; Financial Crisis; Infrastructure; Borrowing and Debt; Economy; Strategic Planning; Governing Rules, Regulations, and Reforms; Puerto Rico
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      Alfaro, Laura, Laura Phillips Sawyer, and Haviland Sheldahl-Thomason. "Rebuilding Puerto Rico." Harvard Business School Case 719-018, November 2018. (Revised October 2019.)
      • November 2018
      • Case

      David Hysong and SHEPHERD Therapeutics

      By: Ananth Raman, John Masko and Aldo Sesia
      In 2016, David Hysong, at age 27, found out he had a rare, incurable cancer. Rather than wait around to die, Hysong, a recent graduate of Harvard Divinity School, decided to launch a biotechnology company called Shepherd Therapeutics to development treatments for his... View Details
      Keywords: Cancer; Therapeutics; Drugs; Health Care and Treatment; Business Startups; Product Development; Financing and Loans; Growth and Development Strategy; Problems and Challenges
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      Raman, Ananth, John Masko, and Aldo Sesia. "David Hysong and SHEPHERD Therapeutics." Harvard Business School Case 619-012, November 2018.
      • November 2018
      • Teaching Note

      The Tax Man: Taxes in Private Equity Real Estate

      By: Nori Gerardo Lietz and Sayiddah Fatima McCree
      Teaching Note for HBS No. 218-077. This teaching note provides the back up analysis for the various alternatives to be considered in choosing the optimal investment structure for the real estate acquisition. It contrasts the interests of the tax exempt investors... View Details
      Keywords: Real Estate; Alternative Investment Structures; Taxation; Private Equity; Property; Acquisition; Conflict of Interests; Governing Rules, Regulations, and Reforms
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      Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Teaching Note 219-017, November 2018.
      • October 2018 (Revised January 2019)
      • Case

      Social Finance, Inc.

      By: Shawn Cole and Fanele Mashwama
      This case begins in February 2019 as Tracy Palandjian, co-founder and CEO of Social Finance Inc., prepares for a board meeting that will determine the future strategy of the social enterprise. Social Finance is a non-profit in the impact investment space founded in... View Details
      Keywords: Impact Investment; Social Enterprise; Growth and Development Strategy; Decision Choices and Conditions
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      Cole, Shawn, and Fanele Mashwama. "Social Finance, Inc." Harvard Business School Case 219-044, October 2018. (Revised January 2019.)
      • October 2018
      • Case

      Accomplice: Scaling Early Stage Finance

      By: Ramana Nanda, Raffaella Sadun and Olivia Hull
      Accomplice, an early-stage venture capital firm based in Boston, is raising its second fund in November 2017. Since 2009, the firm has followed a seed-led investment model, investing in tech companies at the earliest stages, often when products and business models are... View Details
      Keywords: Early Stage Finance; Seed Finance; Scouts; Venture Capital; Business Startups; Private Equity; Investment Portfolio; Organizational Structure; Organizational Change and Adaptation; Partners and Partnerships; Networks; Adaptation; Corporate Strategy; Technology; Financial Services Industry; Massachusetts; Boston; Cambridge; United States
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      Nanda, Ramana, Raffaella Sadun, and Olivia Hull. "Accomplice: Scaling Early Stage Finance." Harvard Business School Case 719-403, October 2018.
      • October 2018 (Revised February 2018)
      • Case

      Masayoshi Son and the Vision Fund

      By: Tom Nicholas, Ramana Nanda and Benjamin N. Roth
      In October 2016, SoftBank Group Corp., the Japanese conglomerate giant caused a significant shock to the worldwide market for venture capital and private equity by announcing the Vision Fund, the largest tech investment fund in the world at close to $100 billion. The... View Details
      Keywords: Strategy; Venture Capital; Private Equity; Entrepreneurship; Competitive Strategy
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      Nicholas, Tom, Ramana Nanda, and Benjamin N. Roth. "Masayoshi Son and the Vision Fund." Harvard Business School Case 819-041, October 2018. (Revised February 2018.)
      • September 2018 (Revised January 2019)
      • Case

      Sobha Group Real Estate: Backward Integration for Quality

      By: John Macomber and Alpana Thapar
      From humble beginnings in Kerala, India, Mr. PNC Menon built a reputation for quality, detail, and trustworthiness, earning him major construction commissions in the Gulf region. This paved the way for venturing into real estate development in Dubai, UAE. Striving to... View Details
      Keywords: Real Estate; Backward Integration; Land Acquisition; Raising Capital; Construction; Family Business; Decision Making; Joint Ventures; Quality; Real Estate Industry; Construction Industry; India; Middle East; Dubai
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      Macomber, John, and Alpana Thapar. "Sobha Group Real Estate: Backward Integration for Quality." Harvard Business School Case 219-034, September 2018. (Revised January 2019.)
      • Editorial

      Why CEOs Should Share Their Long-Term Plans with Investors

      By: Christina Rehnberg, George Serafeim and Brian Tomlinson
      Rather than requiring less short-term information, the key to combating short-termism is to encourage companies to share more information about their long-term plans. Analysis of companies that have done so suggests that long-term plans are not mere marketing... View Details
      Keywords: CEO; Investor Relations; Disclosure; Long-term Growth; Investing; Business and Shareholder Relations; Strategy; Corporate Disclosure
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      Rehnberg, Christina, George Serafeim, and Brian Tomlinson. "Why CEOs Should Share Their Long-Term Plans with Investors." Harvard Business Review (website) (September 19, 2018).
      • September 2018 (Revised January 2019)
      • Teaching Note

      Gemini Investors

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS No. 211-066. Gemini Investors was a private equity firm that targeted equity investments of between $4 million to $6 million per firm. In the period from 2000 to 2015, Gemini had successfully deployed four funds, all licensed as Small Business... View Details
      Keywords: Small & Medium-sized Enterprises; Small Business; Private Equity; Investment Funds; Decision Making; Financial Services Industry; United States
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Gemini Investors." Harvard Business School Teaching Note 219-002, September 2018. (Revised January 2019.)
      • September 2018 (Revised August 2021)
      • Teaching Note

      Blackstone at Age 30 and Blackstone at 35

      By: Josh Lerner
      This teaching note is meant to guide in the instruction of HBS No. 316-013 "Blackstone at 30" case. It examines the process of institutionalization and scaling in private equity and alternative investments more generally, looking specifically at how Blackstone's size... View Details
      Keywords: Finance; Blackstone; Alternative Assets; Venture Capital; Private Equity; Business Growth and Maturation; Public Ownership; Cost vs Benefits; Financial Services Industry
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      Lerner, Josh. "Blackstone at Age 30 and Blackstone at 35." Harvard Business School Teaching Note 819-053, September 2018. (Revised August 2021.)
      • September 2018 (Revised June 2019)
      • Case

      THE VELUX FOUNDATIONS: Selecting Impact Funds

      By: Vikram Gandhi, Caitlin Reimers Brumme and Nathaniel Schwalb
      After much internal debate, THE VELUX FOUNDATIONS of Denmark have decided to allocate a small percentage of their investment portfolio to impact investments. Cambridge Associates, one of the leading investment advisory firms in the world, has been engaged to assist... View Details
      Keywords: Impact Investing; Mission-Related Investing; Foundations; Investment; Venture Capital; Corporate Social Responsibility and Impact; Strategy; Investment Funds; Decision Making; Consulting Industry; Financial Services Industry; Denmark; Europe
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      Gandhi, Vikram, Caitlin Reimers Brumme, and Nathaniel Schwalb. "THE VELUX FOUNDATIONS: Selecting Impact Funds." Harvard Business School Case 819-021, September 2018. (Revised June 2019.)
      • August 2018 (Revised June 2019)
      • Case

      Oaktree: Pierre Foods Investment

      By: Victoria Ivashina and Mike Harmon
      This case is a setting to discuss “loan to own” investment strategy that is often pursued by distressed investors. The aftermath of the 2007 financial crisis left many companies with poor liquidity and limited ability to obtain credit. One of these companies was Pierre... View Details
      Keywords: Distress Investing; Investment; Debt Securities; Strategy; Restructuring
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      Ivashina, Victoria, and Mike Harmon. "Oaktree: Pierre Foods Investment." Harvard Business School Case 219-018, August 2018. (Revised June 2019.)
      • August 2018
      • Case

      Tapping Growth at Lord Hobo Brewing Company

      By: Ethan Rouen and Susanna Gallani
      Lord Hobo Brewing Company accounts for its inventory process as it prepares to create its first set of professional financial statements for investors. View Details
      Keywords: Inventory; Start-ups; Craft Brewing; Investing; GAAP; Brand Management; Accounting; Working Capital; Entrepreneurship; Private Equity; Business Startups; Business and Shareholder Relations; Food and Beverage Industry; Boston; New England; United States
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      Rouen, Ethan, and Susanna Gallani. "Tapping Growth at Lord Hobo Brewing Company." Harvard Business School Case 119-028, August 2018.
      • August 2018
      • Case

      Enfoca: Private Equity in Peru

      By: Victoria Ivashina and Jeffrey Boyar
      This case follows Enfoca, Peru’s largest local private equity firm and its portfolio company Maestro, a leading player in Peru’s hardware retail market. Peru’s GDP growth between 2008 and 2014 was the highest of any Latin American country. Growth of the Peruvian middle... View Details
      Keywords: Private Equity; Emerging Markets; Capital Markets; Transition; Strategy; Peru
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      Ivashina, Victoria, and Jeffrey Boyar. "Enfoca: Private Equity in Peru." Harvard Business School Case 219-030, August 2018.
      • 2018
      • Working Paper

      Detecting Anomalies: The Relevance and Power of Standard Asset Pricing Tests

      By: Malcolm Baker, Patrick Luo and Ryan Taliaferro
      The two standard approaches for identifying capital market anomalies are cross-sectional coefficient tests, in the spirit of Fama and MacBeth (1973), and time-series intercept tests, in the spirit of Jensen (1968). A new signal can pass the first test, which we label a... View Details
      Keywords: Investment Management; Anomalies; Portfolio Construction; Transaction Costs; Investment; Management; Asset Pricing; Market Transactions; Cost
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      Baker, Malcolm, Patrick Luo, and Ryan Taliaferro. "Detecting Anomalies: The Relevance and Power of Standard Asset Pricing Tests." Working Paper, July 2018.
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