Publications

Publications

Filter Results: (904) Arrow Down

Show Results For

← Page 20 of 904 Results →
  • June 2011 (Revised September 2011)
  • Case

Two Key Decisions for China's Sovereign Fund

By: Robert C. Pozen and Xiaoyu Gu
The China Investment Corporation (CIC) was China's sovereign wealth fund (SWF), established with $200 billion of registered capital in September 2007 to diversify China's foreign exchange holdings and increase risk-adjusted returns on those assets. CIC was unusual in... View Details
Keywords: Business Subsidiaries; Business Growth and Maturation; Decisions; Capital; Investment Banking; Investment Funds; Corporate Social Responsibility and Impact; Ownership; Business and Shareholder Relations; Risk and Uncertainty; Wealth; Expansion; Financial Services Industry; China; United States
Related
  • May 2009 (Revised August 2013)
  • Case

The DiagnoFirst Opportunity

By: Robert C. Pozen and Rukmini Balu
John Mason, a principle at Oldwell Partners, was facing a decision of whether or not to invest in DiagnoFirst, a molecular diagnostics firm. DiagnoFirst's key product was a genetic test that identified a subset of prostate cancer patients with a high risk of clinical... View Details
Keywords: Genetic Engineering; Genetically Modified; Genomics; Venture Capital; Patents; Genetics; Decision Choices and Conditions; Laws and Statutes; Investment; Science-Based Business; Biotechnology Industry
Related
  • August 2008 (Revised May 2009)
  • Background Note

Note on Trade Secrets and Covenants not to Compete: Comparison of Law in the United States and the European Union

By: Robert C. Pozen and Megan Barbero
This note details the use and treatment of Covenants not to Compete in the United States, United Kingdom and France to compete or trade secrets versus patents as alternative ways to protect a business' intellectual property. View Details
Keywords: Competition; Law; Strategy; Intellectual Property; France; United Kingdom; United States
Related
  • October 2013
  • Teaching Note

Equity Awards at GulfShore Rigging

By: Robert C. Pozen and Lucas W. Goodman
Related
  • April 2012
  • Case

Man Group (A)

By: Robert C. Pozen and Thomas M. Clay
The Man Group was a huge and successful UK-based hedge fund and fund of funds manager. Through acquisitions, the company had consciously diversified its portfolio of investment products. In 2007 Man had to decide whether or not to spin off its brokerage business. Man... View Details
Keywords: Asset Management; Investment Funds; Financial Crisis; Decisions; Organizational Change and Adaptation; Diversification; Business Growth and Maturation; Business Strategy; Financial Services Industry; United Kingdom; Europe
Related
  • May 2011
  • Teaching Note

Securities Lending After the Financial Crisis (TN)

By: Robert C. Pozen and Gayle Elizabeth Hameister
Teaching Note for 311131. View Details
Keywords: Asset Management; Business and Government Relations; Stocks; Debt Securities; Investment Funds; Investment Return
Related
  • May 2011
  • Teaching Note

Redesigning a 401(k) Plan at Haley-Midland (TN)

By: Robert C. Pozen and Scott Eric Perl
Teaching Note for 311128. View Details
Related
  • August 2010 (Revised December 2010)
  • Case

Malcolm Life Enhances Its Variable Annuities

By: Robert C. Pozen and David J. Pearlman
The case involves an insurance CEO choosing between different designs for a variable annuity product in light of hedging, marketing, and pricing issues. The case provides students with background on the economics and regulation of life insurance and variable annuities.... View Details
Keywords: Annuities; Insurance; Investment Return; Governing Rules, Regulations, and Reforms; Product Design; Insurance Industry; United States
Related
  • July 2010
  • Case

Fidelity Retires in Canada

By: Robert C. Pozen and Edward Warren Scott
The head of Fidelity Canada was faced with a decision about what to do with its retirement business there. Although Fidelity as a fund manager has made some headway in Canada, the competition has been very tough for the administration of retirement plans—a separate... View Details
Keywords: Business Exit or Shutdown; Investment Funds; Globalized Firms and Management; Growth and Development Strategy; Retirement; Competition; Financial Services Industry; Canada; United States
Related
  • November 29, 2010
  • Journal Article

Take Off the Rose-Colored Glasses

By: Robert C. Pozen and Elizabeth A. Palmer
Related
  • June 2010
  • Teaching Note

The Southeast Bank of Texas in the Financial Crisis (TN)

By: Robert C. Pozen and Benjamin Greff Schneider
Teaching Note for 310141. View Details
Keywords: Banks and Banking; Financial Crisis; Decision Choices and Conditions; Financial Liquidity; Governing Rules, Regulations, and Reforms; Capital; Forecasting and Prediction; Banking Industry; Texas
Related
  • August 2009 (Revised January 2012)
  • Supplement

Pandora: Royalties Kill the Web Radio Star? (B)

By: Robert C. Pozen and Alex Curtis Rosenfeld
Keywords: Cost; Government Legislation; Strategy; Telecommunications Industry
Related
  • August 2008 (Revised May 2009)
  • Background Note

Note on Generic Drugs in the European Union

By: Robert C. Pozen and Elizabeth M. Leonard
Rules governing the introduction of generic drugs in U.S. and EU have some similarities but significant differences because of the Hatch-Waxman Act in the U.S. View Details
Keywords: Governing Rules, Regulations, and Reforms; Government Legislation; Health Care and Treatment; Trademarks; Brands and Branding; Pharmaceutical Industry; European Union; United States
Related
  • 16 Sep 2009
  • News

Stop Pining for Glass-Steagall

  • 10 Oct 2009
  • News

Making the 'public option' a simple one

  • 23 Nov 2009
  • News

Too Big to Fail?

  • 05 Oct 2010
  • First Look

First Look: October 5, 2010

company are faced with developing and implementing a plan to increase revenue in a travel service business. Purchase this case:http://cb.hbsp.harvard.edu/cb/product/811020-PDF-ENG Malcolm Life Enhances Its Variable Annuities Robert View Details
Keywords: Sean Silverthorne
  • January 2014 (Revised June 2014)
  • Case

Advising Families on Estate Planning

By: Robert C. Pozen and Lucas W. Goodman
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States
Related
  • June 2011 (Revised January 2012)
  • Teaching Note

Tough Choices for the Illinois Pension System (TN)

By: Robert C. Pozen and Brij S. Khurana
Teaching Note for 311-139. View Details
Keywords: Illinois
Related
  • August 2010 (Revised August 2010)
  • Teaching Note

Malcolm Life Enhances Its Variable Annuities (TN)

By: Robert C. Pozen and David J. Pearlman
Teaching Note for 311041. View Details
Keywords: Annuities; Insurance Industry
Related