Publications

Teaching Note for (9-296-028) and (9-296-029). View Details

Keywords: Financial Services Industry; Telecommunications Industry

May 1998
Teaching Note

Weston Presidio Offshore Capital: Confronting the Fundraising Challenge TN

Teaching Note for (9-296-055). View Details

Keywords: Financial Services Industry

December 1997 (Revised September 1998)
Case

Yale University Investments Office: November 1997

David Swensen, chief investment officer at Yale University, reviews the $6 billion endowment strategy, which places an unusually heavy emphasis on private equity and other illiquid securities. Changing market conditions in November 1997 cause him to rethink... View Details

Keywords: Change; Private Equity; Financial Liquidity; Investment; Marketing Strategy; Strategy; Education Industry

January 1996 (Revised November 1997)
Case

Weston Presidio Offshore Capital: Confronting the Fundraising Challenge

Weston Presidio Capital encounters substantial difficulties while raising its first fund. The incentives and roles of investment advisors ("gatekeepers") pension funds and consultants are explored. The relationship with lead investors is considered. View Details

Keywords: Private Equity; Financing and Loans; Investment Funds; Markets; Problems and Challenges; Relationships; Motivation and Incentives; Financial Services Industry

November 1995 (Revised October 2000)
Case

Acme Investment Trust

Acme Investment Trust is considering investing in a private equity partnership that is seeking only 15% of the profits, instead of the standard 20%. The management fee requested, however, is higher than in its earlier fund. The pension managers must consider the... View Details

Keywords: Compensation and Benefits; Private Equity; Organizations; Investment Funds; Motivation and Incentives; Financial Services Industry

April 1995
Teaching Note

Scripps Research Institute, The: (Case Series) TN

April 1995
Teaching Note

EMC Corporation: Response to Shareholder Litigation (Case Series) TN

Teaching Note for (9-294-070) and (9-294-071). View Details

December 1994 (Revised November 1997)
Background Note

Information Sources About Private Equity

Provides an overview of key sources of information. View Details

Keywords: Private Equity

January 1994 (Revised April 1995)
Case

EMC Corporation: Response to Shareholder Litigation (A)

EMC Corp. is the target of a shareholder class-action lawsuit for the second time. CEO, Richard Egan, must decide whether to settle the case, as is done in 96% of such cases and as EMC itself did previously, or fight the action. View Details

Keywords: Decision Choices and Conditions; Lawsuits and Litigation; Going Public; Management Teams; Business and Shareholder Relations; Technology Industry; United States

October 1992 (Revised April 1993)
Supplement

ImmuLogic Pharmaceutical Corporation (B4): Phillip Gross

Supplements the (A) case. View Details

Keywords: Pharmaceutical Industry

Second Quarter 2024
Article

Venture Capital in a Time of Turmoil

One area of consensus among academic economists and policymakers is the need for greater innovation. This concern is rooted in worries about the lagging rate of productivity growth in many Western nations. In the U.S., for instance, the productivity growth rate... View Details

Keywords: Productivity Growth; Economic Growth; Innovation and Invention; United States; Europe

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August 2021
Teaching Note

Yale University Investments Office: November 2020

Teaching Note for HBS Case No. 821-074. View Details

Keywords: Venture Capital; Private Equity; University Endowment; Asset Allocation; Connecticut

September 2021
Teaching Note

CPE and SUS Environmental: You've Got to Know When to Hold 'Em (A) and (B)

Keywords: Venture Capital; Private Equity

1993
Article

Innovation and the Structure of High-Technology Industries

Keywords: Innovation and Invention; Information Technology; Business Ventures

January 2013 (Revised September 2015)
Case

Glynn Roberts: February 2003

October 1995
Article

Symposium on Harrison's "Lean and Mean": A Finance Perspective

March 2012
Class Lecture

The Future of Private Equity

January 2009 (Revised May 2010)
Case

Altoona State Investment Board: December 2008

Rod Calhoun, the head of the Altoona State Investment Board's private equity investment program, considered the communication he had just received. It was from Permira, the leading European buyout fund, and concerned its fourth fund, to which Altoona had made a £ 100... View Details

Keywords: Private Equity; Financial Management; Financial Strategy; Investment Funds; Partners and Partnerships