Publications

January 2007 (Revised March 2011)
Case

Yale University Investments Office: August 2006

By: Josh Lerner

The Yale Investments Office must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments--hedge funds, private equity, real estate, and so forth. Considers the risks and benefits of a different asset allocation strategy.... View Details

Keywords: Higher Education; Asset Management; Financial Management; Financial Strategy; Investment Portfolio; Risk Management

Teaching Interest

MBA Elective Curriculum: Investment Strategies

By: Malcolm P. Baker

This is a CORE course for students pursuing careers in finance. Thus, students interested in pursuing careers in mutual funds, hedge funds, pension funds, endowments, wealth management, financial consulting, marketing and client service, sales and trading,... View Details

27 Mar 2007
First Look

First Look: March 27, 2007

Working PapersFrom Manufacturing to Design: An Essay on the Work of Kim B. Clark Authors:Sylvain Lenfle and Carliss Y. Baldwin Abstract Kim Clark occupies a unique place in management scholarship. As a member of the Technology and... View Details

Keywords: Martha Lagace

Dante Roscini

Dante Roscini holds the Professor of Management Practice Chair endowed by the MBA Class of 1952 at Harvard Business School. He joined the faculty in 2008 after a two-decades-long career in finance. He currently teaches the course Business, Government, and the... View Details

May 2025
Case

'Net Zero in Action': Impact Investing at the McKnight Foundation

By: Lauren Cohen, Christina R. Wing and Sophia Pan

Elizabeth McGeveran, Vice President of Investments at the McKnight Foundation, reflected on how to effectively advance the organization’s net-zero strategy. The foundation had committed 10% of its endowment to building a portfolio of impact investments and was among... View Details

David Thomas is H. Naylor Fitzhugh Professor of Business Administration at Harvard Business School. His research addresses issues related to executive development, cultural diversity in organizations, leadership and organizational change. He recently served as a... View Details

Keywords: biotechnology; consulting; consumer products; education industry; financial services; media

2012
Working Paper

An Exploration of Luxury Hotels in Tanzania

By: Diego A. Comin

Tourism is a tradable service activity that could allow some African countries to generate significant growth. Tanzania, given its unique natural assets, is an ideal candidate. However, despite being so richly endowed in touristic resources, Tanzania receives very few... View Details

Keywords: Natural Environment; Business Ventures; Luxury; Revenue; Price; Developing Countries and Economies; Accommodations Industry; Tourism Industry; Tanzania

March 2004 (Revised February 2006)
Case

Salt Lake Organizing Committee, The: 2002 Olympics

By: H. Kent Bowen, Bryce LaPierre and Courtney Purrington

After two and a half years of effort, Fraser Bullock, COO of the 2002 Winter Olympics, faced projected deficits and post-9/11 security requirements only five months before the opening ceremony. Summarizes the organizational structure and processes put in place by... View Details

Keywords: Framework; Knowledge Dissemination; Business or Company Management; Managerial Roles; Organizational Design; Organizational Structure; Planning; Practice; Risk and Uncertainty; Safety; Sports; System

January 1998
Article

The Adam Smith Address: Location, Clusters, and the 'New' Microeconomics of Competition

By: Michael E. Porter

The new microeconomics of competition is contained in frameworks that structure the complexity of competition and inform managers of the choices they must make. The role of location has shifted from factor endowments and size to productivity growth; factor inputs are... View Details

Keywords: Economics

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October 2011 (Revised March 2013)
Case

Yale University Investments Office: February 2011

By: Josh Lerner and Ann Leamon

David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, real estate—given the impact of the recent market turmoil. The case explores the risks... View Details

Keywords: Asset Management; Resource Allocation; Investment; Venture Capital; Investment Funds; Property; Private Equity

Shawn Cole is the John G. McLean Professor in the Finance Unit at Harvard Business School, where he teaches and conducts research on financial services, impact investing, and Social Enterprise. He serves as faculty chair of the Social Enterprise... View Details

Keywords: banking; financial services; microfinance

March 1998 (Revised March 1999)
Case

Shepard Quraeshi Associates (A)

By: Lynn S. Paine and Harold F. Hogan Jr

Samina Quraeshi, principal of Boston-based Shepard Quraeshi Associates, must decide whether to take legal action against her key employees after they leave her firm to start their own, taking with them key clients and data. Quraeshi sees the situation as reflecting... View Details

Keywords: Ethnicity; Nationality; Ethics; Employees; Gender; Cross-Cultural and Cross-Border Issues; Immigration; Growth and Development Strategy; United States

Professor Nolan earned his B.A. from the University of Washington in Production and Operations Research in 1962, and his M.B.A and Ph.D. in 1963 and 1966, respectively. Upon graduation in 1966, he joined Boeing Commercial Airplane Company as an Information... View Details

Keywords: aerospace; information technology industry; internet

October 2003
Case

Financing Biodiversity Conservation by the Global Conservation Fund

By: Mihir A. Desai and Julia Stevens

The Global Conservation Fund is an international nonprofit organization with a $100 million endowment and an exclusive focus on land preservation. The fund and its director must decide which projects to fund over the next year and what financing mechanism to use.... View Details

Keywords: Environmental Protection; Project Evaluation; Environmental Sustainability; Projects; Finance; Decision Making; Financial Instruments; Nonprofit Organizations

Professor Vietor is Baker Foundation Professor of Business Administration at the Harvard Business School. He teaches courses on the international political economy. Before coming to the Business School in 1978, Professor Vietor held faculty appointments at Virginia... View Details

Keywords: energy; oil ＆ gas; petroleum; railroad; shipping

August 2019 (Revised November 2019)
Case

Sustainable Investing at J.P. Morgan Private Bank

By: Sara Fleiss and Luis Viceira

This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family... View Details

Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry

Hakeem Belo-Osagie is an accomplished Nigerian professional and entrepreneur. He earned a degree in Political Philosophy and Economics from Oxford University as well as a law degree from Cambridge University and an MBA from Harvard Business School.

He is the... View Details

November 1996 (Revised February 1997)
Case

Historical Society of Pennsylvania, The

By: Stephen A. Greyser and Stephanie L. Woerner

The Historical Society of Pennsylvania (HSP) runs one of the nation's most important research libraries and a museum focusing on colonial history. Financial analysis shows that the society has absorbed increased costs of operation over the past decade through slow but... View Details

Keywords: Finance; Cost; Human Resources; Leadership Style; Management Analysis, Tools, and Techniques; Managerial Roles; Mission and Purpose; Corporate Strategy; Pennsylvania