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  • All HBS Web  (3,937)
    • People  (16)
    • News  (897)
    • Research  (2,229)
    • Events  (10)
    • Multimedia  (87)
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← Page 23 of 3,937 Results →
  • October 2020
  • Technical Note

Country, Sector, Stock: A Framework for International Equity Investors

By: Dante Roscini and Vera Trojan
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Roscini, Dante, and Vera Trojan. "Country, Sector, Stock: A Framework for International Equity Investors." Harvard Business School Technical Note 721-012, October 2020.
  • April 2004
  • Article

The Illiquidity Puzzle: Theory and Evidence from Private Equity

By: Josh Lerner and Antoinette Schoar
Keywords: Financial Liquidity; Theory; Information
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Lerner, Josh, and Antoinette Schoar. "The Illiquidity Puzzle: Theory and Evidence from Private Equity." Journal of Financial Economics 72, no. 1 (April 2004): 3–40.
  • 19 Oct 2009
  • News

‘I would make equity investments in the Turkish economy'

  • 08 Oct 2020
  • News

JPMorgan Chase Commits $30 Billion to Advance Racial Equity

Jamie Dimon (MBA 1982) Jamie Dimon (MBA 1982) This week, JP Morgan Chase announced that it would commit “an additional $30 billion over the next five years to provide economic opportunity to underserved communities, especially the Black and Latinx communities.”... View Details
  • November 2018
  • Teaching Note

The Tax Man: Taxes in Private Equity Real Estate

By: Nori Gerardo Lietz and Sayiddah Fatima McCree
Teaching Note for HBS No. 218-077. This teaching note provides the back up analysis for the various alternatives to be considered in choosing the optimal investment structure for the real estate acquisition. It contrasts the interests of the tax exempt investors... View Details
Keywords: Real Estate; Alternative Investment Structures; Taxation; Private Equity; Property; Acquisition; Conflict of Interests; Governing Rules, Regulations, and Reforms
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Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Teaching Note 219-017, November 2018.
  • 2022
  • Working Paper

House Prices, Home Equity and Entrepreneurship: Evidence from U.S. Census Micro Data

By: Sari Pekkala Kerr, William R. Kerr and Ramana Nanda
During 1992-2007, house price growth is strongly correlated with local entrepreneurship. We show with Census Bureau data that most of this entry is related to construction and real estate; these entrants tend to be small and short-lived. Using a 1998 Texas reform that... View Details
Keywords: House Prices; Collateral Channel; Entry; Demography; Mortgages; Entrepreneurship
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Kerr, Sari Pekkala, William R. Kerr, and Ramana Nanda. "House Prices, Home Equity and Entrepreneurship: Evidence from U.S. Census Micro Data." Harvard Business School Working Paper, No. 15-069, February 2015. (Revised June 2022.)
  • Research Summary

Good cop, Bad Cop: Complementarities between Debt and Equity in Disciplining Management

Joint work with Alexander Gümbel, Saïd Business School and Lincoln College Oxford

In this paper we examine how the quantity of information generated about firm... View Details

  • September 1983
  • Case

Zero Stage Capital Equity Fund: Excerpts from Offering Memorandum

By: Howard H. Stevenson
Keywords: Venture Capital
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Stevenson, Howard H. "Zero Stage Capital Equity Fund: Excerpts from Offering Memorandum." Harvard Business School Case 384-075, September 1983.
  • August 2018
  • Supplement

The Tax Man: Taxes in Private Equity Real Estate

By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah Fatima McCree
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Lietz, Nori Gerardo, Timothy J. Becker, Ricardo Andrade, and Sayiddah Fatima McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Spreadsheet Supplement 219-019, August 2018.
  • 11 Dec 2014
  • News

Private Equity Vies for $10 Billion in Cement Assets

  • 12 Apr 2011
  • News

What lies ahead for retail? Experts see equity funding

  • 06 Jun 2024
  • News

Wealthy Families Fuel $20 Billion Private Equity Buyout Wave

  • 22 Jun 2021
  • News

Looking at Losses in Gender Equity in Post-COVID Canada

Michelle Banik, Heather Stark (MBA 1999), Penny Collenette, and Jen Lee Koss (MBA 2008) When the World Economic Forum’s 2021 Global Gender Gap Report came out at the end of March, the news was grim. The significant economic impact of the COVID-19 pandemic stretched the... View Details
  • 2001
  • Working Paper

When Does the Market Matter? Stock Prices and the Investment of Equity Dependent Firms

By: Malcolm Baker, Jeremy Stein and Jeffrey Wurgler
We use a simple model of corporate investment to determine when investment will be sensitive to non-fundamental movements in stock prices. The key cross-sectional prediction of the model is that stock prices will have a stronger impact on the investment of firms that... View Details
Keywords: Investment; Equity; Stocks; Price; Mathematical Methods; Forecasting and Prediction
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Baker, Malcolm, Jeremy Stein, and Jeffrey Wurgler. "When Does the Market Matter? Stock Prices and the Investment of Equity Dependent Firms." NBER Working Paper Series, No. 8750, December 2001. (First draft in 2001.)

    When the Tailwind Stops: The Private Equity Industry in the New Interest Rate Environment

    The consistent growth of long-term alternative asset managers in the past four decades coincided with the secular decline in interest rates. This has been an important tailwind for the private equity industry’s development as debt markets became increasingly... View Details

    • August 2013
    • Article

    The Price of Diversifiable Risk in Venture Capital and Private Equity

    By: Michael Ewens, Charles Jones and Matthew Rhodes-Kropf
    This paper explores the private equity and venture capital (VC) markets and extends the standard principal-agent problem between the investors and venture capitalist to show how it alters the interaction between the venture capitalist and the entrepreneur. Since the... View Details
    Keywords: Price; Risk and Uncertainty; Venture Capital; Private Equity; Contracts; Investment; Competition; Agency Theory; Investment Return; Forecasting and Prediction; Theory; Diversification
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    Ewens, Michael, Charles Jones, and Matthew Rhodes-Kropf. "The Price of Diversifiable Risk in Venture Capital and Private Equity." Review of Financial Studies 26, no. 8 (August 2013): 1854–1889.
    • September 2012
    • Supplement

    United Capital Partners (B)

    By: Paul A. Gompers, J. Daniel Kim and Vladimir Mukharlyamov
    This case continues the discussion started in the (A) case about a proposed growth equity investor in a Russian fashion retail chain. View Details
    Keywords: Fashion; Growth Equity; Private Equity; Fashion Industry; Financial Services Industry; Retail Industry; Russia
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    Gompers, Paul A., J. Daniel Kim, and Vladimir Mukharlyamov. "United Capital Partners (B)." Harvard Business School Supplement 213-045, September 2012.
    • January 2019
    • Supplement

    Understanding the Brand Equity of Nestlé Crunch Bar (B): Data Analysis

    By: Jill Avery and Gerald Zaltman
    In early 2018, Nestlé announced the sale of its U.S. candy-making division and a select collection of 20 of its confectionery brands, including the Nestlé Crunch Bar, to Ferrero SpA for $2.8 billion. Luckily, an old consumer research study on the Nestlé Crunch Bar... View Details
    Keywords: Brand Management; Market Research; Brand Positioning; Value Proposition; Consumer Products; Fast Moving Consumer Goods; Qualitative Methods; Zaltman Metaphor Elicitation Technique; ZMET; Data Analysis; Marketing; Marketing Strategy; Brands and Branding; Consumer Behavior; Marketing Communications; Analytics and Data Science; Analysis; Consumer Products Industry; Food and Beverage Industry; Advertising Industry; United States; North America; Italy
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    Avery, Jill, and Gerald Zaltman. "Understanding the Brand Equity of Nestlé Crunch Bar (B): Data Analysis." Harvard Business School Supplement 519-062, January 2019.
    • May 2008
    • Article

    Go-Shops vs. No-Shops in Private Equity Deals: Evidence and Implications

    By: Guhan Subramanian
    Keywords: Equity
    Citation
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    Subramanian, Guhan. "Go-Shops vs. No-Shops in Private Equity Deals: Evidence and Implications." Business Lawyer 63, no. 3 (May 2008): 729–760. (Selected by academics as one of the “top ten” articles in corporate/securities law for 2008, out of 480 articles published in that year.)
    • February 2018 (Revised December 2019)
    • Case

    The Tax Man: Taxes in Private Equity Real Estate

    By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah F. McCree
    In January 2018, Caelan Langan, an associate at KSW Partners LLC (“KSW”), was asked by Katherine Scott, the partner for whom he worked, to recommend a proposed structure to acquire a prominent office building in San Francisco for their most recent fund. Caelan was... View Details
    Keywords: Real Estate; Alternative Investment Structures; Property; Acquisition; Private Equity; Investment; Management; Taxation; Policy
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    Lietz, Nori Gerardo, Timothy J. Becker, Ricardo Andrade, and Sayiddah F. McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Case 218-077, February 2018. (Revised December 2019.)
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