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Show Results For
- All HBS Web
(5,531)
- People (25)
- News (1,733)
- Research (2,630)
- Events (13)
- Multimedia (63)
- Faculty Publications (1,840)
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- 2011
- Book
Getting to Giving: Fundraising the Entrepreneurial Way
By: Howard H. Stevenson and Shirley M. Spence
Getting to Giving is based on Stevenson's many years as a donor, fundraiser and entrepreneur. The book offers practical techniques and real life stories, and brings passion and humor to the art and science of asking for money. Topics included in the book... View Details
Keywords: Fund Raising; Fundraising; Non-profit Management; Strategy; Nonprofit Organizations; Philanthropy and Charitable Giving
Stevenson, Howard H., and Shirley M. Spence. Getting to Giving: Fundraising the Entrepreneurial Way. Belmont, MA: Timberline LLC, 2011.
- October 2019 (Revised December 2019)
- Case
BC Partners: Acuris
By: Victoria Ivashina and Terrence Shu
This case follows Nikos Stathopoulos, Managing Partner of BC Partners, as he and his team evaluate the potential sale of one of BC Partners’ portfolio companies, Acuris. Acuris was a global financial intelligence, news, and data company that had been acquired by BC... View Details
Keywords: Fund Management; Fund Raising; Leveraged Buyout; Buyout; Portfolio Management; Operations Improvement; Exit; Exit Strategy; Valuation Ratios; Finance; Private Equity; Leveraged Buyouts; Operations; Performance Improvement; Acquisition; Valuation
Ivashina, Victoria, and Terrence Shu. "BC Partners: Acuris." Harvard Business School Case 220-041, October 2019. (Revised December 2019.)
- 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
- 2023
- Working Paper
Avoiding Idiosyncratic Volatility: Flow Sensitivity to Individual Stock Returns
By: Marco Di Maggio, Francesco Franzoni, Shimon Kogan and Ran Xing
Despite positive and significant earnings announcement premia, we find that institutional investors reduce their exposure to stocks before earnings announcements. A novel result on the sensitivity of flows to individual stock returns provides a potential explanation.... View Details
Keywords: New Trading; Mutual Funds; Fund Flows; Limits To Arbitrage; Financial Constraints; Earnings Announcements; Institutional Investing; Stocks
Di Maggio, Marco, Francesco Franzoni, Shimon Kogan, and Ran Xing. "Avoiding Idiosyncratic Volatility: Flow Sensitivity to Individual Stock Returns." Harvard Business School Working Paper, No. 23-072, March 2023. (Revise and Resubmit to The Journal of Finance.)
- June 2009 (Revised May 2010)
- Supplement
BlackRock Money Market Management in September 2008 (B)
By: Kenneth A. Froot and David Lane
This case highlights the issues surrounding money market mutual funds in the financial crisis of 2008. View Details
Keywords: BlackRock; Mutual Funds; Money Market; Investment Management; Bank Runs; 2008 Financial Crisis; Government Intervention In The Markets; GRG; Financial Management; Investment Funds; Government and Politics; Financial Crisis; Financial Services Industry
Froot, Kenneth A., and David Lane. "BlackRock Money Market Management in September 2008 (B)." Harvard Business School Supplement 209-139, June 2009. (Revised May 2010.)
- March 2024 (Revised June 2024)
- Case
The Annenberg Foundation: Promoting Diversity in the Investment Management Industry
By: Randolph B. Cohen and Johnson Elugbadebo
Keywords: Investment Management; Investing; Foundations; Fund Management; Diversity; Investment; Investment Funds; Financial Services Industry
Cohen, Randolph B., and Johnson Elugbadebo. "The Annenberg Foundation: Promoting Diversity in the Investment Management Industry." Harvard Business School Case 224-065, March 2024. (Revised June 2024.)
- 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
Lerner, Josh. "Blackstone at 35: Performance, Innovation, and the Next Generation." Harvard Business School Case 220-051, January 2020.
- January 2018 (Revised March 2019)
- Teaching Note
Jumia Nigeria: from Retail to Marketplace (A) and (B)
By: Ramon Casadesus-Masanell and Karen Elterman
Founded in 2012, Jumia Nigeria, a startup effort by Germany-based Rocket Internet, aimed to become an African Amazon. The company entered the nascent market and immediately enjoyed an uptick in consumer spending fueled by the strength of Nigeria’s oil-based economy. By... View Details
- September 2012
- Case
Castronics, LLC
By: Richard S. Ruback and Royce Yudkoff
Patrick Dickinson (HBS '09) and Michael Weiner (MIT's Sloan '07) acquired Castronics, a firm that specialized in threading pipe used in the oil and natural gas industry, at the end of 2009. The partners overcame significant hurdles during the first two years of... View Details
Keywords: Small Business; Search Funds; Corporate Finance; Entrepreneurship; Financial Management; Energy Industry; Western United States
Ruback, Richard S., and Royce Yudkoff. "Castronics, LLC." Harvard Business School Case 213-028, September 2012.
- June 2016 (Revised May 2017)
- Case
FANUC Corporation: Reassessing the Firm's Governance and Financial Policies
By: Benjamin C. Esty, Nobuo Sato and Akiko Kanno
In February 2015, Daniel Loeb (a U.S.–based activist investor) announced his firm had a large investment in FANUC Corporation, a leading producer of industrial robots and software for machine tools. Loeb was demanding that the Japanese firm change its financial and... View Details
Keywords: Hedge Funds; Economic Policy; Investments; Government Policy; Deregulation; Financial Management; Valuation; Investment Funds; Policy; Corporate Governance; Macroeconomics; Investment Activism; Change Management; Financial Strategy; Cross-Cultural and Cross-Border Issues; Japan; United States
Esty, Benjamin C., Nobuo Sato, and Akiko Kanno. "FANUC Corporation: Reassessing the Firm's Governance and Financial Policies." Harvard Business School Case 216-042, June 2016. (Revised May 2017.)
- October 2017 (Revised September 2018)
- Supplement
Jumia Nigeria: from Retail to Marketplace (B)
By: Ramon Casadesus-Masanell and Namrata Arora
This follow up case study explores the ramifications of Jumia's decision to move from a retail-led to a markplace business model for its e-commerce platform. The case visits the company's successes as well as its many failures when adopting this vendor-led strategy. ... View Details
Keywords: Retail; Marketplace; Inventory; Funding; Business Ecosystems; Business Ecosystem; Competition; Business Model; Globalization; Emerging Markets; Expansion; Logistics; Retail Industry; India; Nigeria; Africa
Casadesus-Masanell, Ramon, and Namrata Arora. "Jumia Nigeria: from Retail to Marketplace (B)." Harvard Business School Supplement 718-432, October 2017. (Revised September 2018.)
- December 2016
- Case
Public Mission, Private Funding: The University of California, Berkeley
By: William C. Kirby and Joycelyn W. Eby
UC Berkley, long known as one of the leading public universities in both the U.S. and the world, has seen turbulent times recently. While student enrollment and costs have increased steadily in recent years, the school, which has been fiercely proud of its public... View Details
Keywords: Public University; University Administration; Conflict Management; State Funding; Competition; Faculty Governance; University Of California Berkeley; Change Management; Volatility; Diversity; Residency; Higher Education; Philanthropy and Charitable Giving; Globalization; Policy; Leading Change; Crisis Management; Growth and Development Strategy; Organizational Design; Privatization; Problems and Challenges; Education Industry; United States
Kirby, William C., and Joycelyn W. Eby. "Public Mission, Private Funding: The University of California, Berkeley." Harvard Business School Case 317-023, December 2016.
- June 2022
- Case
PFA Pensions: The Climate Plus Product
By: Daniel Green, Victoria Ivashina and Alys Ferragamo
The case explores whether alternative investments play a unique role in achieving low carbon dioxide emissions at the portfolio level. This case is set in April of 2020 and follows Kasper Ahrndt Lorenzen, Chief Investment Officer, and Peter Tind Larsen, Head of... View Details
Keywords: Carbon Emissions; Carbon Footprint; Alternative Assets; Alternative Investment Vehicles; Pension Fund Investing; Private Equity; Renewable Energy; Investment Portfolio; Corporate Social Responsibility and Impact; Environmental Sustainability; Denmark
Green, Daniel, Victoria Ivashina, and Alys Ferragamo. "PFA Pensions: The Climate Plus Product." Harvard Business School Case 222-088, June 2022.
- 2021
- Working Paper
Nonbank Lending and Credit Cyclicality
By: Quirin Fleckenstein, Manasa Gopal, German Gutierrez and Sebastian Hillenbrand
We document three facts about nonbank lending in the syndicated loan market. First, nonbank lending is more than twice as cyclical as bank lending. Second, declines in nonbank lending explain most of the declines in syndicated lending during the Great Recession and... View Details
Keywords: Nonbank Lending; Credit Cycles; CLO; Mutual Funds; Leveraged Lending; COVID-19; Great Migration; Non-bank Financial Institutions; Financing and Loans; Business Cycles
Fleckenstein, Quirin, Manasa Gopal, German Gutierrez, and Sebastian Hillenbrand. "Nonbank Lending and Credit Cyclicality." Working Paper, June 2021.
- March 2024 (Revised September 2024)
- Case
Norway: An Embarrassment of Riches
By: Sophus A. Reinert, Forest Reinhardt and Jens-Henrik Munthe-Kaas
- September 2014
- Article
Accounting Standards and International Portfolio Holdings
By: Gwen Yu and Aida Sijamic Wahid
Do differences in countries' accounting standards affect global investment decisions? We explore this question by examining how accounting distance, the difference in the accounting standards used in the investor's and the investee's countries, affects the asset... View Details
Keywords: IFRS; Home Bias; Cross-cultural/cross-border; Information Asymmetry; Mutual Funds; International Relations
Yu, Gwen, and Aida Sijamic Wahid. "Accounting Standards and International Portfolio Holdings." Accounting Review 89, no. 5 (September 2014): 1895–1930. (Winner of American Accounting Association. International Accounting Section. Outstanding Dissertation Award presented by American Accounting Association.)
- January 2016 (Revised April 2017)
- Case
The Galaxy Dividend Income Growth Fund's Option Investment Strategies
By: W. Carl Kester
This case is designed to provide an elementary introduction to options and option pricing for beginning finance students. Analysis of the case requires students to compare the prices of put and call options with various exercise prices and maturity dates on two... View Details
Keywords: Options; Option Contract; Option Pricing; Derivatives; Mutual Funds; Call Options; Put Options; Stock Options; Risk and Uncertainty; Volatility; Financial Services Industry; United States
Kester, W. Carl. "The Galaxy Dividend Income Growth Fund's Option Investment Strategies." Harvard Business School Case 216-041, January 2016. (Revised April 2017.)
- Article
Market Reactions to Sovereign Litigation
By: Faisal Z. Ahmed and Laura Alfaro
Recent rulings in the ongoing litigation over the pari passu clause in Argentinian sovereign debt instruments have generated considerable controversy. Some official-sector participants and academic articles have suggested that the rulings will disrupt or impede... View Details
Keywords: Sovereign Debt; Litigation; Vulture Funds; Argentina; Sovereign Finance; Lawsuits and Litigation; Markets; Argentina
Ahmed, Faisal Z., and Laura Alfaro. "Market Reactions to Sovereign Litigation." Capital Markets Law Journal 12, no. 2 (April 2017): 141–163.
- 2012
- Working Paper
Leviathan in Business: Varieties of State Capitalism and Their Implications for Economic Performance
By: Aldo Musacchio and Sergio G. Lazzarini
In this paper we document the extent and reach of state capitalism around the world and explore its economic implications. We focus on governmental provision of capital to corporations—either equity or debt—as a defining feature of state capitalism. We present a... View Details
Keywords: State Capitalism; State-owned Enterprises; Development Banks; Sovereign Wealth Funds; Economic Systems; State Ownership; Sovereign Finance; Business and Government Relations; Investment
Musacchio, Aldo, and Sergio G. Lazzarini. "Leviathan in Business: Varieties of State Capitalism and Their Implications for Economic Performance." Harvard Business School Working Paper, No. 12-108, June 2012.
- March 2024
- Case
East Rock Capital: 'Talent Is the Best Asset Class'
By: Boris Groysberg, Sarah L. Abbott and Izzy Yeoh
Adam Shapiro and Graham Duncan launched East Rock Capital, LLC in 2006 with a seed investment from Stuart Miller, executive chairman of Lennar Corporation. East Rock managed long-term assets for high-net-worth families, primarily working with external managers who had... View Details
Keywords: Alternative Assets; Hiring; HNW Products And Services; Recruiting; Hedge Funds; Wealth Management; Asset Management; Private Equity; Financial Institutions; Marketing Strategy; Growth and Development Strategy; Competitive Advantage; Financial Services Industry; United States
Groysberg, Boris, Sarah L. Abbott, and Izzy Yeoh. "East Rock Capital: 'Talent Is the Best Asset Class'." Harvard Business School Case 424-017, March 2024.