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  • All HBS Web  (11,027)
    • People  (35)
    • News  (2,505)
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  • June 12, 2023
  • Article

The Limits of Capacity Building for Investment Contract Negotiations

By: Karl P. Sauvant, Vanessa Sze Wai Tsang and Louis T. Wells
Developing countries must negotiate the best possible investment contracts with foreign investors at the outset. Donor organizations regularly push for “capacity building” to create technical expertise for negotiations within host country governments. But building and... View Details
Keywords: International Finance; Contracts; Negotiation
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Sauvant, Karl P., Vanessa Sze Wai Tsang, and Louis T. Wells. "The Limits of Capacity Building for Investment Contract Negotiations." Columbia FDI Perspectives, no. 359 (June 12, 2023).
  • March 2006
  • Teaching Note

Investment Policy at New England Healthcare (TN)

By: Luis M. Viceira
Keywords: Investment Funds; Health Industry
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Viceira, Luis M. "Investment Policy at New England Healthcare (TN)." Harvard Business School Teaching Note 206-112, March 2006.
  • 2005
  • Other Unpublished Work

Foreign Direct Investment and Domestic Economic Activity

By: Mihir A. Desai, C. Fritz Foley and James R. Hines Jr.
Keywords: Foreign Direct Investment
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Desai, Mihir A., C. Fritz Foley, and James R. Hines Jr. "Foreign Direct Investment and Domestic Economic Activity." NBER Working Paper Series, June 2005.
  • Article

The Cost of Capital for Alternative Investments

By: Jakub W. Jurek and Erik Stafford
Traditional risk factor models indicate that hedge funds capture pre-fee alphas of 6% to 10% per annum over the period from 1996 to 2012. At the same time, the hedge fund return series is not reliably distinguishable from the returns of mechanical S&P 500 put-writing... View Details
Keywords: Hedge Funds; Required Returns; Downside Risk; Index Options; Investment Funds; Cost of Capital; Investment Return; Risk and Uncertainty; Financial Services Industry
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Jurek, Jakub W., and Erik Stafford. "The Cost of Capital for Alternative Investments." Journal of Finance 70, no. 5 (October 2015): 2185–2226.
  • 2024
  • Working Paper

When Batteries Meet Hydrogen: Dual-Storage Investments for Load-Shifting Purposes

By: Christian Kaps and Simone Marinesi
Power systems account for nearly 40% of global emissions. As the world tries to reduce emissions by increasing renewable penetration, storage technologies are playing an increasingly important role in matching variable renewable supply with demand. Batteries have... View Details
Keywords: Environmental Sustainability; Renewable Energy; Transition; Utilities Industry; Battery Industry
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Kaps, Christian, and Simone Marinesi. "When Batteries Meet Hydrogen: Dual-Storage Investments for Load-Shifting Purposes." Working Paper, October 2024.
  • September 1994
  • Background Note

Valuation of U.S. and U.K. Investment Managers

By: Jay O. Light and Jon Headley
Keywords: Valuation; United States; United Kingdom
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Light, Jay O., and Jon Headley. "Valuation of U.S. and U.K. Investment Managers." Harvard Business School Background Note 295-026, September 1994.
  • January 2021
  • Teaching Note

Roofstock: The Cloud of Real Estate Investing

By: Marco Di Maggio and Julia Kelley
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Di Maggio, Marco, and Julia Kelley. "Roofstock: The Cloud of Real Estate Investing." Harvard Business School Teaching Note 221-034, January 2021.
  • April 2019 (Revised December 2019)
  • Case

Exporting Livability: Investing in New Urban Centers

By: John D. Macomber and Essie Alamsyah
Can Singapore urban design, policy continuity, and system of laws be exported outside of Singapore to accelerate the effective development of new urban agglomerations? Nina Yang, CEO of Sustainable Urban Development at Ascendas-Singbridge, a large real estate company... View Details
Keywords: Urban Development; Projects; Design; City; Business and Government Relations; Expansion; Real Estate Industry; China; Singapore
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Macomber, John D., and Essie Alamsyah. "Exporting Livability: Investing in New Urban Centers." Harvard Business School Case 219-072, April 2019. (Revised December 2019.)
  • June 2018 (Revised January 2019)
  • Teaching Note

Investing in Commodities at Global Endowment Management

By: Adi Sunderam
Teaching Note for HBS No. 218-005. View Details
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Sunderam, Adi. "Investing in Commodities at Global Endowment Management." Harvard Business School Teaching Note 218-118, June 2018. (Revised January 2019.)
  • November 2012 (Revised May 2013)
  • Case

Naina Lal Kidwai: Investing in Her Country

By: Boris Groysberg and Anjali Raina
This case showcases the 30-year career of Naina Lal Kidwai, Chairman of HSBC India, a leading woman business leader globally. It demonstrates how Kidwai spent a lifetime overcoming barriers as a woman in a male-dominated profession and as an Indian in the global... View Details
Keywords: Leadership; Financial Services Industry; Insurance Industry; India
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Groysberg, Boris, and Anjali Raina. "Naina Lal Kidwai: Investing in Her Country." Harvard Business School Case 413-003, November 2012. (Revised May 2013.)
  • October 2006 (Revised May 2007)
  • Supplement

Summit Partners - The FleetCor Investment (B)

By: Michael J. Roberts
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Roberts, Michael J. "Summit Partners - The FleetCor Investment (B)." Harvard Business School Supplement 807-034, October 2006. (Revised May 2007.)
  • November 2000
  • Case

Wit Capital: Evolution of the Online Investment Bank (B)

Describes the evolution of Wit Capital from its origins as a small brewery to an online investment bank advising both small technology-based companies seeking to raise capital and large companies seeking to acquire Internet companies, as well as offering retail... View Details
Keywords: Internet and the Web; Disruptive Innovation; Service Delivery; Investment Banking; Entrepreneurship
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Hallowell, Roger H., and Charles Ruberto. "Wit Capital: Evolution of the Online Investment Bank (B)." Harvard Business School Case 801-265, November 2000.
  • 2011
  • Working Paper

The Cost of Capital for Alternative Investments

By: Jakub W. Jurek and Erik Stafford
This paper studies the cost of capital for alternative investments. We document that the risk profile of the aggregate hedge fund universe can be accurately matched by a simple index put option writing strategy that offers monthly liquidity and complete transparency... View Details
Keywords: Cost of Capital; Financial Liquidity; Investment; Investment Return; Mathematical Methods; Risk and Uncertainty
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Jurek, Jakub W., and Erik Stafford. "The Cost of Capital for Alternative Investments." Harvard Business School Working Paper, No. 12-013, September 2011. (NBER Working Paper Series, No. 19643, November 2013.)
  • 1999
  • Chapter

Investing in Distresses Situations: A Market Survey

By: S. C. Gilson
Keywords: Investment; Situation or Environment; Markets
Citation
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Gilson, S. C. "Investing in Distresses Situations: A Market Survey." In High Yield Bonds: Market Structure, Valuation, and Portfolio Strategies, edited by T. M. Barnhill, W. F. Maxwell, and M. R. Shenkman. New York: McGraw-Hill, 1999.
  • 1988
  • Article

Foreign Multinational Investment in Britain before 1945

By: G. Jones
Keywords: Foreign Direct Investment; United Kingdom
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Jones, G. "Foreign Multinational Investment in Britain before 1945." Economic History Review 41 (1988): 429–453.
  • 2024
  • Case

EPCorp: Sell on Amazon or Invest in Our Data?

By: Jacob M. Cook
Amidst a history of exponential growth, Electronic Products Company (EPCorp) finds itself at a crossroads as its once thriving retail presence faces a downturn, despite hefty investments into a promising new direct-to-consumer e-commerce platform. Shivani, EPCorp s... View Details
Keywords: E-commerce; Technology Adoption; Cost vs Benefits; Organizational Culture; Retail Industry
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Cook, Jacob M. "EPCorp: Sell on Amazon or Invest in Our Data?" Harvard Business Publishing Case, 2024. (Quick Case.)
  • 1999
  • Other Unpublished Work

Private Investment in Infrastructure: Managing Non-commercial Risk

By: L. T. Wells Jr.
Keywords: Risk Management; Investment; Infrastructure
Citation
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Wells, L. T., Jr. "Private Investment in Infrastructure: Managing Non-commercial Risk." World Bank, September 1999.
  • November 2011
  • Teaching Note

Altoona State Investment Board: December 2008 (TN)

By: Josh Lerner and Ann Leamon
Keywords: Investment; Altoona
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Lerner, Josh, and Ann Leamon. "Altoona State Investment Board: December 2008 (TN)." Harvard Business School Teaching Note 812-075, November 2011.
  • 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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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Fidelity Investments." Harvard Business School Case 799-053, December 1998.
  • November 2011
  • Teaching Note

The Canada Pension Plan Investment Board (TN)

By: Josh Lerner, Felda Hardymon and Ann Leamon
Keywords: Retirement; Investment Funds; Canada
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Lerner, Josh, Felda Hardymon, and Ann Leamon. "The Canada Pension Plan Investment Board (TN)." Harvard Business School Teaching Note 812-069, November 2011.
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