Publications

SSRN

March 2023 (Revised May 2023)
Case

Tribal Councils Investment Group of Manitoba Ltd.

By: David L. Ager

In the Fall of 2014, Heather Berthelette, the recently appointed COO of Tribal Councils Investment Group of Manitoba Ltd. (TCIG), was preparing a recommendation to the Board of Directors about whether to dissolve the company and return any remaining funds to the seven... View Details

Keywords: Indigenous Communities; Corporate Governance; Governing and Advisory Boards; Social Enterprise; Economic Growth; Investment Banking; Canada

05 Mar 2015
Video

EiR Rudina Seseri, partner, Fairhaven Capital

Web

Research - Private Capital Project

Research Research June 2025 Teaching Material Blackstone Credit and Delaware Basin Resources By: Victoria Ivashina and Srimayi Mylavarapu Teaching note for case 224035 2025 Working Paper Performance Capital Flows in DC Pensions By: Bryan... View Details

Fast Answer

Investment management: industry resources

What are top resources for analyzing the investment management industry? Need to find... Start with... Industry Overviews Use industry profiles to discover how an industry operates, trends, how to analyze a company, financial... View Details

01 Oct 1998
News

A Zest to Invest

pension fund administration group he would get to know many different kinds of investment outfits. In 1975, he joined one of these companies, New YorkÐbased Century Capital Associates, where he remained for... View Details

Keywords: Dun Gifford, Jr.

October 1996 (Revised April 2011)
Module Note

Venture Capital and Private Equity: Module III

By: Josh Lerner, G. Felda Hardymon and Ann Leamon

Provides an overview of a module that focuses on existing venture capital and other private equity investments. View Details

Keywords: Venture Capital; Private Equity; Investment

October 2011 (Revised March 2013)
Case

Yale University Investments Office: February 2011

By: Josh Lerner and Ann Leamon

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

01 Dec 2003
News

A Legacy of Investment

capital campaign. Five historic panels recount the impact of major gifts at critical junctures. The exhibit also recognizes leadership donors to the campaign. Early gifts of confidence from the Boston and New York business communities... View Details

Keywords: Museums, Historical Sites, and Similar Institutions; Arts, Entertainment; Colleges, Universities, and Professional Schools; Educational Services

26 Jan 2004
Research & Ideas

How Women Can Get More Venture Capital

venture money? A: The vast majority of venture capital is allocated to technology-driven businesses: software, hardware, Internet-related spaces. There is also significant investment in the life sciences and... View Details

Keywords: by Mallory Stark & Martha Lagace

Web

Faculty - Private Capital Project

Hellman Family Fellowship awards for research excellence. Josh Lerner Jacob H. Schiff Professor of Investment Banking Unit Head, Entrepreneurial Management Josh Lerner is the Jacob H. Schiff Professor of View Details

30 Jun 2020
Book

Capitalism Is More at Risk Than Ever

needed to create sustainable value over the long term—investments in capital spending, R&D, training and development, branding, IT, and so on. Later, when announcing the USLP, he elaborated on the decision to forgo guidance and... View Details

Keywords: by Martha Lagace

06 Aug 2009
Working Paper Summaries

Buy Local? The Geography of Successful and Unsuccessful Venture Capital Expansion

Keywords: by Henry Chen, Paul A. Gompers, Anna Kovner & Josh Lerner

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

February 2002 (Revised April 2002)
Case

Chengwei Ventures and the hdt* Investment

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

Bo Feng, cofounder and principal in Chengwei Ventures, one of the first sovereign venture capital firms in China, is trying to decide on the proper business model for hdt, the product of a merger between two portfolio companies. This case discusses the best way for the... View Details

Keywords: Venture Capital; Mergers and Acquisitions; Customer Relationship Management; Sovereign Finance; Management Analysis, Tools, and Techniques; Entrepreneurship; Internet and the Web; Applications and Software; Markets; Business Model; Financial Services Industry; China

Fast Answer

Capital IQ: Introduction, Help, Etc.

How to use Capital IQ. Capital IQ is an information service that is particularly relevant to those who are interested in investment banking, View Details

January 2025
Case

Arsenal Capital Partners' Refinancing of Pinnacle

By: Victoria Ivashina and Srimayi Mylavarapu

Arsenal Capital Partners’ portfolio company, Pinnacle, a leading producer of high-performance adhesive technologies, has experienced rapid growth under Arsenal’s ownership. Over just two years, Pinnacle's EBITDA increased from $13.5 million to $60 million. By mid-2021,... View Details

Keywords: Business Exit or Shutdown; Decision Choices and Conditions; Private Equity; Financing and Loans; Growth Management