Publications
Publications
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(3,096)
- Faculty Publications (714)
- July 1997
- Teaching Note
Jupiter Management Company, Teaching Note
By: W. Carl Kester
Teaching Note for (9-292-107). View Details
- February 1997 (Revised March 1998)
- Case
Smith Breeden Associates: The Equity Plus Fund (A)
By: Robert C. Merton and Alberto Moel
In early 1997, Smith Breeden Associates, a money management and consulting firm, was pondering the future of the Equity Plus Fund. The Equity Plus Fund was an S&P enhanced-index fund that tried to outperform the S&P Index by replicating the index using low-cost... View Details
- February 1997
- Case
Advent of Venture Capital in Latin America, The
By: Debora L. Spar
Widely regarded as the leader in international private equity, Advent International is considering the establishment of a private equity fund in Latin America in 1996. Typically, Advent entered new private equity markets through the creation of multicountry regional... View Details
- December 1996
- Case
Common Fund Hedge Fund Portfolio, The
By: Andre F. Perold and William T. Spitz
The Common Fund, a nonprofit consortium of educational institutions, is deciding whether to create a fund of hedge funds for its members, and if it does, which hedge fund managers to select. View Details
- October 1996 (Revised April 2011)
- Module Note
Venture Capital and Private Equity: Module I
By: Josh Lerner, G. Felda Hardymon and Ann Leamon
Provides an overview of a module that focuses on how private equity funds are raised and structured. View Details
- October 1996 (Revised March 1998)
- Case
Schroder Ventures: Launch of the Euro Fund
By: Josh Lerner, Kate Bringham and Nick Ferguson
Schroder Ventures is considering launching a pan-European fund in response to investor demand. This will lead to changes in the interactions between the parent organization and the national affiliates. A related question is the extent to which the private equity model... View Details
- May 1996 (Revised November 1997)
- Case
Northeast Ventures: January 1996
By: Josh Lerner and Eric K. Jackson
Northeast Ventures, a venture capital fund focusing on the development of northeastern Minnesota, seeks to combine social goals with financial returns. This marriage poses several challenges. View Details
- February 1996 (Revised May 1996)
- Teaching Note
Fidelity Investments: Spartan Florida Municipal Fund (TN)
By: Andre F. Perold and Wai Lee
- January 1996 (Revised November 1997)
- Case
Weston Presidio Offshore Capital: Confronting the Fundraising Challenge
By: Josh Lerner
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
- December 1995 (Revised March 1998)
- Case
FOX Venture Partners: Enriching the Private Equity Investor Pool
By: Josh Lerner
FOX Venture Partners (FVP) is a proposed "Fund-of-Funds" that will enable wealthy individuals to invest in venture capital. While several leading venture capitalists are enthusiastic about the concept, FVP's general partners are finding it difficult to invest... View Details
- December 1995 (Revised April 1996)
- Teaching Note
JKJ Pension Fund TN
By: William J. Poorvu and John H. Vogel Jr.
Teaching Note for (9-395-133). View Details
- November 1995 (Revised October 2000)
- Case
Acme Investment Trust
By: Josh Lerner
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
- September 1995
- Case
Richina Capital Partners Limited
By: William A. Sahlman and Jason Green
Richard Yan and Suzanne Foels raise a $52.5 million fund to invest in Chinese companies in concert with major multinational companies. They face all the challenges of starting a business from scratch in addition to the challenges of operating in a cross-cultural... View Details
- March 1995 (Revised April 1995)
- Case
Claflin-Ukraine Fund 1995
By: Howard H. Stevenson and Thomas M. Claflin II
- January 1995
- Case
Keller Fund's Option Investment Strategies, The
By: W. Carl Kester
A closed-end mutual fund's decision to study option trading provides an opportunity to study the profit profile and pricing of multiple option investment strategies (e.g., buy a call, buy a put, write a call, buy stock-write call, etc.). This case is designed to... View Details
- December 1994 (Revised December 1995)
- Case
The JKJ Pension Fund
By: William J. Poorvu and John H. Vogel Jr.
The JKJ pension fund currently has $187 million invested in 14 properties. Sarah Griffin, the portfolio manager for real estate, needs to value each of the properties and recommend which ones should be sold and which ones to hold. She further needs to recommend... View Details
- November 1994 (Revised February 1996)
- Case
Toy World, Inc.
By: W. Carl Kester
A shift from seasonal to level production of toys will change the seasonal cycle of Toy World's working capital needs and necessitate new bank credit arrangements. A rewritten version of an earlier case. View Details
- October 1994 (Revised November 1994)
- Case
Hedging with FCOJ Futures
By: Ray A. Goldberg, Phil Herndon and Katherine L. Morris
- September 1994 (Revised May 2010)
- Case
Hamilton Test Systems, Inc.
By: William A. Sahlman and Norman Klein
The protagonists must decide whether to invest in an auto emissions testing company as the first investment in the leveraged buyout fund they recently formed. Issues of how to raise the needed equity capital and how to structure the acquisition are emphasized. View Details