Publications

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04 Apr 2018
Op-Ed

Op-Ed: Why Private Investors Must Fund 'New Nuclear' Power Right Now

number of new ventures have proposed truly novel nuclear designs and have persuaded private investors to fund their path to market. These ventures have drawn up detailed plans to get their designs off the drawing boards, rigorously tested... View Details

Keywords: by Joseph Lassiter; Energy; Green Technology

August 2020 (Revised November 2022)
Case

George Soros: The Stateless Statesman

By: Geoffrey Jones and Wendy Ying

This case traces the business career and philanthropic activities of George Soros. The Hungarian-born Soros made a fortune as a hedge fund investor after establishing Quantum Fund on the tax haven island of Curaçao in the Netherlands Antilles in 1973 where he was... View Details

Keywords: Hedge Fund; Philanthropy; Populism; Finance; Philanthropy and Charitable Giving; Political Elections; Personal Development and Career; Leadership Style; Financial Services Industry; Europe; Hungary; United Kingdom; North and Central America; United States

2012
Article

Live Prices and Stale Quantities: T+1 Accounting and Mutual Fund Mispricing

By: P. Tufano, Michael Quinn and Ryan D. Taliaferro

September 2021
Case

Pacific Lake and the Rise of Professional Capital in Search Funds

By: Jason Pananos, Jay Davis, Richard Ruback and Royce Yudkoff

February 2019 (Revised March 2019)
Case

Banorte and the Capital Call Facility: Infrastructure Finance in Mexico

By: John D. Macomber, Carla Larangeira and Fernanda Miguel

As a result of Mexico´s pension industry deregulation, pension funds were able to invest in energy and infrastructure projects through a variety of financial instruments, particularly through Capital Development Certificates (CKDs), an asset class that served as a... View Details

Keywords: Financial Products; Fund Management; Capital Call Facility; Pension Funds; Infrastructure; Energy; Finance; Decision Making; Investment Funds; Financial Instruments; North America; Mexico

winter 2006
Article

Observations on Innovation in Pension Fund Management in the Impending Future

By: Robert C. Merton

July 2010 (Revised June 2012)
Background Note

Note: Regulation of Hedge Fund Managers in the U.K. Before and After the Global Financial Crisis

By: Robert C. Pozen and Melissa Anne Hammerle

This note will examine the regulatory framework for hedge funds in the United Kingdom (UK) before and after the financial crisis of 2008. First, it will discuss European Union (EU)-level regulation that applies to the UK as an EU member state. Second, it will discuss... View Details

Keywords: Financial Crisis; Investment Funds; Governing Rules, Regulations, and Reforms; Laws and Statutes; Business and Government Relations; Financial Services Industry; European Union; United Kingdom

Article

The Unintended Consequences of the Zero Lower Bound Policy

By: Marco Di Maggio and Marcin Kacperczyk

We study the impact of the zero lower bound interest rate policy on the industrial organization of the U.S. money fund industry. We find that in response to policies that maintain low interest rates, money funds change their product offerings by investing in riskier... View Details

Keywords: Quantitative Easing; Money Market Funds; Reaching For Yield; Risk Taking; Fund Exit; Unconventional Monetary Policy; Investment Funds; Interest Rates

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March 2016
Teaching Note

Advanced Leadership Pathways: John Dubinsky and the St. Louis Contractor Loan Fund

By: Rosabeth Moss Kanter, Ai-Ling Jamila Malone and Sibel Yalman

September 2015 (Revised February 2016)
Case

Novell (A): When an Activist Hedge Fund Came Calling on the Board

By: Richard L. Nolan

No corporation and its board of directors is immune to a disruptive shareholder activist attack. The Novell (A) and (B) cases take students through a shareholder activist attack and its aftermath—a saga that spanned 5 years. The cases outline the activist playbook in... View Details

Keywords: Investment Activism

Article

A Question of Morality: Artists' Values and Public Funding for the Arts

By: Gregory B. Lewis and Arthur C. Brooks

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July 2024
Supplement

Pacific Lake Partners (A)

By: Richard S. Ruback and Royce Yudkoff

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details

Keywords: Search Fund; Entrepreneurship Through Acquisition; Entrepreneurship; Private Equity; Investment; North America

2016
Teaching Note

Advanced Leadership Pathways: John Dubinsky and the St. Louis Contractor Loan Fund

By: Rosabeth M. Kanter, Ai-Ling Jamila Malone and Sibel Yalman

Teaching note for case 316-041. View Details