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  • All HBS Web  (2,879)
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  • 03 Nov 2014
  • Working Paper Summaries

Adding Value Through Venture Capital in Latin America and the Caribbean

Keywords: by Josh Lerner, Ann Leamon, James Tighe & Susana Garcia-Robles; Financial Services
  • October 2009
  • Article

Attracting Flows by Attracting Big Clients

By: Lauren Cohen and Breno Schmidt
We explore a new channel for attracting inflows using a unique dataset of corporate 401(k) retirement plans and their mutual fund family trustees. Families secure substantial inflows by being named the trustee of a 401(k) plan. We find that family trustees... View Details
Keywords: Value; Information; Investment Funds; Stocks; Relationships; Financial Services Industry
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Cohen, Lauren, and Breno Schmidt. "Attracting Flows by Attracting Big Clients." Journal of Finance 64, no. 5 (October 2009): 2125–2151. (Winner of the Barclays Global Investors Best Paper Prize, Asset Allocation Symposium, European Finance Association 2006. Winner of the Society of Quantitative Analysts Award, Best Paper in Quantitative Investments, Western Finance Association 2007.)
  • 20 Nov 2014
  • News

When Activist Investors Aim at Strong Companies

  • September 2018 (Revised January 2019)
  • Teaching Note

Gemini Investors

By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
Teaching Note for HBS No. 211-066. Gemini Investors was a private equity firm that targeted equity investments of between $4 million to $6 million per firm. In the period from 2000 to 2015, Gemini had successfully deployed four funds, all licensed as Small Business... View Details
Keywords: Small & Medium-sized Enterprises; Small Business; Private Equity; Investment Funds; Decision Making; Financial Services Industry; United States
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Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Gemini Investors." Harvard Business School Teaching Note 219-002, September 2018. (Revised January 2019.)
  • 01 Mar 2009
  • News

The Myth of Laissez-Faire

fellow at the New School’s Schwartz Center for Economic Policy Analysis, means big. He wants an American federal government that raises taxes on almost everyone and everything to fund up to $500 billion annually in projects and programs... View Details
Keywords: Sean Silverthorne; Publishing Industries (except Internet); Publishing Industries (except Internet)
  • 29 Aug 2018
  • News

The Value of Valleys

entrepreneurs precisely because I know the risks. I think you should not do it precipitously. There's an aphorism in our industry that CEO is the new analyst, because a lot of young people want to be startup... View Details
  • 08 May 2019
  • Blog Post

In the Business of Flexibility

finance side and 40 percent on the marketing side. Aspirations for company growth lie in their ability to identify new niches, or industry verticals, and staff appropriately. “I want to see us grow in a... View Details
Keywords: Entrepreneurship; Nonprofit / Government
  • 20 Mar 2005
  • Research & Ideas

Lessons of Successful Entrepreneurs

customer acquisition strategy might be sound given the circumstances of the moment, said Filipowski. "I believe in assessing the current environment and taking advantage of it." In a discussion on... View Details
Keywords: by Sean Silverthorne
  • April 1993 (Revised May 1993)
  • Case

Northern Telecom (A): Greenwich Investment Proposal

By: Robert J. Dolan
The business products division has developed a business proposal asking for $50 million to fund the creation of a new telephone system for the small business market. The company's last entry into this marketplace lost $70 million. The new product would face 100... View Details
Keywords: Risk and Uncertainty; Communication Technology; Market Entry and Exit; Corporate Entrepreneurship; Investment; Product Development; Telecommunications Industry; Canada
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Dolan, Robert J. "Northern Telecom (A): Greenwich Investment Proposal." Harvard Business School Case 593-103, April 1993. (Revised May 1993.)
  • 19 Jan 2011
  • Research & Ideas

Activist Board Members Increase Firm’s Market Value

returns for different firms on October 4, the day the SEC announced the delay. In particular, they compared the return for companies where investors known for being activists held large stakes. ("Activist investors" is used here to refer to View Details
Keywords: by Carmen Nobel
  • 01 Dec 2016
  • News

Alumni Books of 2016

authors map these trends and profile the battle between low-cost index and exchange-traded funds, on the one hand, and the higher-fee hedge funds and private equity, on the other. “I have no rituals for... View Details
  • March 2023 (Revised January 2025)
  • Case

Wilshire Lane Capital

By: Jeffrey J. Bussgang, Lindsay N. Hyde and Stacy Straaberg
In September 2021, Adam Demuyakor (MBA 2017) was faced with decisions about how to launch his venture capital (VC) investment firm. His previous investment activities were a series of angel investments and special purpose vehicles alongside two part-time general... View Details
Keywords: Ownership Stake; Investment Funds; Venture Capital; Business and Shareholder Relations; Real Estate Industry; Real Estate Industry; Los Angeles; California; United States
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Bussgang, Jeffrey J., Lindsay N. Hyde, and Stacy Straaberg. "Wilshire Lane Capital." Harvard Business School Case 823-062, March 2023. (Revised January 2025.)
  • 25 Jun 2020
  • Blog Post

Harvard Business School Class of 2021 Student Profiles

Extraordinary Chambers in the Courts of Cambodia, Bain, World Food Programme, Goldman Sachs, Brandeval HBS ACTIVITIES HBS Show, Wine & Cuisine Society Yaoxin Ding While serving as a product manager at Fiat, Yaoxin worked closely with... View Details
  • 01 Jun 2008
  • News

The Prophet of Start-Ups

the VC community to see itself as a real industry.” The venture capital industry began to take shape after World War II on the northeastern seaboard when in 1946 Doriot became president of the first public... View Details
Keywords: Spencer E. Ante; George Doriot; Charles F. Kettering; Lawrence Lowell; F. Warren Hellman; Finance; Securities, Commodities, and Other Financial Investments; Finance
  • November 1999
  • Case

Long-Term Capital Management, L.P. (A)

By: Andre F. Perold
Long-Term Capital Management, L.P. (LTCM) was in the business of engaging in trading strategies to exploit market pricing discrepancies. Because the firm employed strategies designed to make money over long horizons--from six months to two years or more--it adopted a... View Details
Keywords: Fluctuation; Capital; Financial Liquidity; Financing and Loans; Investment Funds; Investment Portfolio; Corporate Governance; Governing Rules, Regulations, and Reforms; Management; Risk Management; Marketing; Motivation and Incentives; Financial Services Industry
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Perold, Andre F. "Long-Term Capital Management, L.P. (A)." Harvard Business School Case 200-007, November 1999.
  • 01 Dec 2015
  • News

Golden State of Mind

commit to any single venture. “In my heart, I knew that I had to spread myself around a little bit more,” he recalls. The venture capital industry made that possible. In those first few years, he bummed an office from Technology Venture... View Details
Keywords: Julia Hanna
  • 01 Dec 2005
  • News

A Matter of Opinion

Victor Navasky of The Nation magazine has spent his life taking on the Establishment. So what did he hope to accomplish at Harvard Business School? Call it what you will — the conventional wisdom, the status quo, the official line — and... View Details
Keywords: Publishing Industries (except Internet); Publishing Industries (except Internet)
  • 03 May 2010
  • Research & Ideas

What Is the Future of MBA Education?

brings new reports of hedge fund closings and the scaling back of private equity investments. Not surprisingly, the enormously high compensation... View Details
Keywords: by Martha Lagace; Education
  • March 2016 (Revised August 2016)
  • Case

CreditEase: Taking Inclusive Finance Online

By: Michael Chu, John S. Ji and Nancy Hua Dai
The world’s largest peer-to-peer (P2P) lender annually disbursing over a million loans totaling $10 billion, China’s CreditEase, must decide whether to IPO in the NYSE its online lending platform, Yirendai, before the year-end window closes in 2015. Yirendai sought to... View Details
Keywords: Business or Company Management; Internet and the Web; Financing and Loans; Credit; Growth and Development Strategy; Financial Services Industry; China
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Chu, Michael, John S. Ji, and Nancy Hua Dai. "CreditEase: Taking Inclusive Finance Online." Harvard Business School Case 316-151, March 2016. (Revised August 2016.)
  • 10 Feb 2022
  • News

A Dirty Secret: Here’s Why Your ESG ETF Likely Owns Stock in Fossil-Fuel Companies

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