Investment Fund - Publications - Faculty & Research

December 1998
Case

Retail Financial Services in 1998: Fidelity Investments

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Fidelity Investment's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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25 Apr 2014
News

Bringing a new funding model to the life sciences industry

Andrew Farquharson (MBA 1999) wants to change the landscape for biomedical financing. The cofounder of VentureHealth, an online funding platform based in Silicon Valley, Farquharson leverages deals with investors who want access to... View Details

July 2008
Teaching Note

Yale University Investments Office: August 2006 (TN)

By: Josh Lerner and Ann Leamon

Teaching Note for [807073]. View Details

Keywords: Investment Funds; Strategy; Cost vs Benefits; Resource Allocation; Decision Choices and Conditions; Venture Capital; Assets; Leveraged Buyouts

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12 PM – 1 PM EST, 12 Dec 2019
Webinars: Career

From Private Equity to Private Debt: Key Trends in Alternative Investments

Private equity industry has expanded substantially to include new strategies, new players, and new funding models. Professor Victoria Ivashina will explore new trends, limits to disintermediation, growth potential, and what to keep in mind if you are exploring these... View Details

Web

Building the Future: An HBS Alumna’s Journey in Sustainable Infrastructure Investment - MBA

Blog Blog MBA Voices Filter Results Arrow Down Arrow Up Read posts from Author Alumni Author Career and Professional Development Staff Author HBS Community Author HBS Faculty Author MBA Admissions Author MBA Students Topics Topics 1st Year (RC) 2+2 Program 2nd Year... View Details

Fast Answer

Investing in Life Sciences - SIP Resources

email address. Reports will be sent via email within one business day. Company screening, how to create a target list: PE & VC investors by investment criteria (industry, stage and geography) Startups: venture-backed, by... View Details

July 2024
Supplement

Pacific Lake Partners (B)

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: Entrepreneurship Through Acquisition; Search Fund; Entrepreneurship; Private Equity; Investment Funds; Organizational Structure; United States

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30 Jul 2020
News

Entrepreneurship and Investing During the Global Crisis

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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14 May 2015
News

One Day After Wreck, Increased Funding for Amtrak Fails in a House Panel

11 Apr 2022
News

A Look at Six New Funds Begs the Question: Is a Slowdown Really Coming?

October 2019
Case

Harlem Capital: Changing the Face of Entrepreneurship (A)

By: George Serafeim and David Freiberg

Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their Harvard Business School MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the... View Details

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August 2022
Case

Southwick Social Ventures

By: Henry McGee, Mel Martin and Amy Klopfenstein

In 2021, the HBS Impact Investment Fund student team had found a promising potential investment in Southwick Social Ventures (SSV), a worker and management-owned trouser manufacturer. With a 100% immigrant workforce, the co-operative was focused on reviving... View Details

Keywords: Impact Investing; Entrepreneurship; Social Entrepreneurship; Finance; Investment; Goods and Commodities; Manufacturing Industry; United States; Massachusetts

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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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01 Mar 2016
News

HBS Fund Helps Fuel Faculty Research and New Learning Experiences

support of her research from the HBS Fund for Leadership and Innovation, she feels a bit less like an economist and a bit more like an entrepreneur. (photo by Russ Campbell) “I want to have an impact on the real world, not just... View Details

Article

Association of the Meaningful Use Electronic Health Record Incentive Program with Health Information Technology Venture Capital Funding

By: Samuel Lite, William J. Gordon and Ariel Dora Stern

IMPORTANCE
Although the Health Information Technology for Economic and Clinical Health (HITECH) Act has accelerated electronic health record (EHR) adoption since its passage, clinician satisfaction with EHRs remains low, and the association of HITECH with... View Details

Keywords: Health Care and Treatment; Information Technology; Laws and Statutes; Innovation and Invention; Entrepreneurship; Venture Capital

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September 2023
Supplement

Super Quantum: Using Artificial Intelligence to Transform Asset Management (B)

By: Feng Zhu and Kerry Herman

Dr. Zhang, CEO of Super Quantum, an AI-driven hedge fund, is considering an investor’s request to withdraw their funds as the markets experience volatility. Should he pull the investor’s funds? View Details

Keywords: Hedge Fund; Volatility; Decision Choices and Conditions; Asset Management; Investment Funds; Financial Services Industry

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February 2015
Case

Longbow Capital Partners

By: Malcolm Baker, Samuel G. Hanson and James Weber

Longbow Capital Partners is a value-oriented long/short hedge fund focused on stocks in the energy sector. In January 2011, Longbow had invested in NiSource, a Fortune 500 company that owns a diverse portfolio of regulated energy businesses. In late 2014, Longbow was... View Details