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  • September 2021
  • Teaching Note

The Canada Pension Plan Investment Board (CPP Investments): April 2021

By: Josh Lerner
Teaching Note for HBS Case No. 821-125. View Details
Keywords: Pension Funds; Investment Strategy; Capital Markets
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Lerner, Josh. "The Canada Pension Plan Investment Board (CPP Investments): April 2021." Harvard Business School Teaching Note 822-036, September 2021.
  • January 2020
  • Case

Blackstone at 35: Performance, Innovation, and the Next Generation

By: Josh Lerner
Keywords: Finance; Private Equity; Investing; Succession Planning; Leadership; Fund Management; Fund Raising
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Lerner, Josh. "Blackstone at 35: Performance, Innovation, and the Next Generation." Harvard Business School Case 220-051, January 2020.
  • January 2013 (Revised September 2015)
  • Case

Oliver Mizne: January 2009

By: Josh Lerner
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Lerner, Josh. "Oliver Mizne: January 2009." Harvard Business School Case 813-153, January 2013. (Revised September 2015.)
  • January 2013 (Revised September 2015)
  • Case

Tate Elliott: August 2012

By: Josh Lerner
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Lerner, Josh. "Tate Elliott: August 2012." Harvard Business School Case 813-144, January 2013. (Revised September 2015.)
  • November 2010
  • Article

The Litigation of Financial Innovations

By: Josh Lerner
This paper examines the litigation of patents relating to financial products and services. I show that these grants are being litigated at a rate 27 to 39 times greater than that of patents as a whole. The patents being litigated are disproportionately those issued to... View Details
Keywords: Patents; Lawsuits and Litigation; Finance
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Lerner, Josh. "The Litigation of Financial Innovations." Journal of Law & Economics 53, no. 4 (November 2010): 807–831.
  • December 2011
  • Supplement

Altoona State Investment Board: December 2008: Spreadsheet Supplement

By: Josh Lerner
Keywords: Investment Funds; Accounting; Financial Services Industry; Altoona
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Lerner, Josh. "Altoona State Investment Board: December 2008: Spreadsheet Supplement." Harvard Business School Spreadsheet Supplement 812-703, December 2011.
  • January 2005
  • Article

The University and the Start-Up: Lessons from the Past Two Decades

By: Josh Lerner
Keywords: Higher Education; Learning
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Lerner, Josh. "The University and the Start-Up: Lessons from the Past Two Decades." Special Issue in Honor of Edwin Mansfield Journal of Technology Transfer 30 (January 2005): 49–56.
  • 01 Aug 2017
  • First Look

First Look at New Research and Ideas, August 1

Abstract—Objective: Assess whether a commitment contract informed by behavioral economics leads to persistent virologic suppression among HIV-positive patients with poor antiretroviral therapy (ART) adherence. Design: Single-center pilot... View Details
Keywords: Sean Silverthorne
  • 03 Apr 2012
  • First Look

First Look: April 3

goal of residency training. The Confederacy of Heterogeneous Software Organizations and Heterogeneous Developers: Field Experimental Evidence on Sorting and Worker Effort Authors:Kevin J. Boudreau and Karim R. Lakhani Publication:In The Rate and Direction of Inventive... View Details
Keywords: Carmen Nobel
  • Teaching Interest

Theoretical and Empirical Perspectives on Entrepreneurship (Doctoral)

By: Josh Lerner
Entrepreneurship—the formation and growth of new firms—is a complex phenomenon that has historically attracted relatively little academic attention. In recent years, however, scholars in a variety of disciplines have been devoting increasing attention to this topic.... View Details
  • Teaching Interest

Private Equity and Venture Capital (Executive Education)

By: Josh Lerner

As equity markets appear to strengthen, interest rates remain low, and asset values look attractive, private equity firms are uniquely positioned to pursue new opportunities. This View Details

  • April 1998
  • Teaching Note

Xerox Technology Ventures TN

By: Josh Lerner
Teaching Note for (9-295-127) and (9-298-109). View Details
Keywords: Service Industry; Computer Industry
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Lerner, Josh. "Xerox Technology Ventures TN." Harvard Business School Teaching Note 298-152, April 1998.
  • April 1998 (Revised July 1998)
  • Teaching Note

RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge TN

By: Josh Lerner
Teaching Note for (9-296-024). View Details
Keywords: Distribution; Investment
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Lerner, Josh. "RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge TN." Harvard Business School Teaching Note 298-151, April 1998. (Revised July 1998.)
  • April 1998
  • Teaching Note

Schroder Ventures: Launch of the Euro Fund TN

By: Josh Lerner
Keywords: Currency; European Union
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Lerner, Josh. "Schroder Ventures: Launch of the Euro Fund TN." Harvard Business School Teaching Note 298-137, April 1998.
  • February 1998 (Revised April 1998)
  • Case

Xerox Technology Ventures: January 1997

By: Josh Lerner
Supplements Xerox Technology Ventures: March 1995. View Details
Keywords: Service Industry; Computer Industry
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Lerner, Josh. "Xerox Technology Ventures: January 1997." Harvard Business School Case 298-109, February 1998. (Revised April 1998.)
  • March 1998 (Revised June 1998)
  • Case

BCI Growth III: November 1993

By: Josh Lerner
Supplements BCI Growth III: May 1993. View Details
Keywords: Private Equity; Business Growth and Maturation; Consolidation; Acquisition; Wastes and Waste Processing; Service Industry; United States
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Lerner, Josh. "BCI Growth III: November 1993." Harvard Business School Case 298-103, March 1998. (Revised June 1998.)
  • March 1998 (Revised December 1998)
  • Case

BCI Growth III: May 1993

By: Josh Lerner
A Vermont solid-waste company seeks mezzanine financing to finance its strategy of acquiring and consolidating local competitors. The mezzanine private equity group must decide whether this investment offers an attractive risk-return tradeoff. View Details
Keywords: Private Equity; Business Growth and Maturation; Consolidation; Wastes and Waste Processing; Acquisition; Service Industry; Vermont
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Lerner, Josh. "BCI Growth III: May 1993." Harvard Business School Case 298-093, March 1998. (Revised December 1998.)
  • November 1997 (Revised January 2003)
  • Case

Martin Smith: January 2002

By: Josh Lerner
An MBA student must choose between offers from three private equity organizations. Each organization has distinct strengths and weaknesses, and different implications for the student's career development. The case presents compensation and employment data about the... View Details
Keywords: Private Equity; Compensation and Benefits; Analytics and Data Science; Job Offer; Personal Development and Career
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Lerner, Josh. "Martin Smith: January 2002." Harvard Business School Case 298-076, November 1997. (Revised January 2003.)
  • February 1995 (Revised March 1998)
  • Case

European Association of Security Dealers, The: November 1994

By: Josh Lerner
Keywords: Europe
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Lerner, Josh. "European Association of Security Dealers, The: November 1994." Harvard Business School Case 295-116, February 1995. (Revised March 1998.)
  • January 1994 (Revised April 1994)
  • Case

EMC Corporation: Response to Shareholder Litigation (B)

By: Josh Lerner
Reports EMC's decision concerning the second shareholder class-action suit and its implications. Legislative efforts to reform securities litigation are also discussed. View Details
Keywords: Decisions; Lawsuits and Litigation; Going Public; Policy; Management Teams; Business and Shareholder Relations; Technology Industry; United States
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Lerner, Josh. "EMC Corporation: Response to Shareholder Litigation (B)." Harvard Business School Case 294-071, January 1994. (Revised April 1994.)
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