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  • All HBS Web  (1,189)
    • News  (203)
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    • Multimedia  (3)
  • Faculty Publications  (513)
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  • 29 Jan 2021
  • News

Holding Business to Account

Photo courtesy Geeta Aiyer Photo courtesy Geeta Aiyer In the early 1990s, Geeta Aiyer (MBA 1985) was an analyst and portfolio manager at the United States Trust Company of Boston. Among her investments was... View Details
  • July 2010 (Revised March 2016)
  • Case

MacroMarkets LLC

By: Robin Greenwood and Luis M. Viceira
MacroMarkets co-founder and CEO Samuel Masucci III is meeting with a strategic partner for his firm. Co-founded with Yale University Professor Robert Shiller, MacroMarkets' main innovation is the "MacroShare," which allows investors to take long or short, levered or... View Details
Keywords: Macroeconomics; Financial Instruments; Financial Markets; Investment Funds; Investment Portfolio; Innovation and Invention; Risk Management; Product Positioning; Demand and Consumers; Financial Services Industry
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Greenwood, Robin, and Luis M. Viceira. "MacroMarkets LLC." Harvard Business School Case 211-006, July 2010. (Revised March 2016.)
  • January 2021
  • Case

The FIRE Savings Calculator

By: Michael Parzen and Paul Hamilton
This case follows Carol Muñoz, a member of the Financial Independence, Retire Early (FIRE) lifestyle movement. At the age of 45, Carol is considering retiring and living off the $1 million she has accumulated. Using Monte Carlo simulation, Carol forecasts the... View Details
Keywords: Analysis; Forecasting and Prediction; Financial Strategy; Investment Portfolio; Investment Return; Personal Finance; Saving; Risk and Uncertainty; Diversification; Theory; Personal Development and Career; Financial Services Industry
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Parzen, Michael, and Paul Hamilton. "The FIRE Savings Calculator." Harvard Business School Case 621-087, January 2021.
  • Web

Bibliography - Option Pricing in Theory & Practice: The Nobel Prize Research of Robert C. Merton - Exhibits - Historical Collections

Alternative Call Option Portfolio Investment Strategies." Journal of Business 51, no. 2 (April 1978): 183-242. Merton, Robert C. , Myron S. Scholes, and Matthew L. Gladstein. "The Returns and Risks of... View Details
  • 01 May 2013
  • News

George H. Strong, MBA 1951

his enthusiasm for his HBS experience, Strong was motivated to set up a series of charitable trusts to benefit HBS because it gave him access to the investment portfolio of the Harvard Management Corporation... View Details

    Matt Higgins

    Matt Higgins is one of the preeminent venture investors in next-generation technology companies and beloved consumer brands. Created alongside Miami Dolphins owner Stephen Ross, RSE Ventures has built an expansive multi-billion-dollar View Details
    Keywords: Consumer Products & Packaged Goods;#60;#Services
    • 01 Feb 2000
    • News

    He Begs to Differentiate

    Sorrell also noted the irony of investment professionals with "all their portfolios in traditional businesses, who are now running hotfoot to invest in all these new models... View Details
    • October 2012
    • Article

    Securitization without Adverse Selection: The Case of CLOs

    By: Effi Benmelech, Jennifer Dlugosz and Victoria Ivashina
    In this paper, we investigate whether securitization was associated with risky lending in the corporate loan market by examining the performance of individual loans held by CLOs. We employ two different datasets that identify loan holdings for a large set of CLOs and... View Details
    Keywords: Personal Finance; Performance; Markets; Banks and Banking; Debt Securities; Investment Portfolio; Financing and Loans
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    Benmelech, Effi, Jennifer Dlugosz, and Victoria Ivashina. "Securitization without Adverse Selection: The Case of CLOs." Journal of Financial Economics 106, no. 1 (October 2012): 91–113.
    • 04 Oct 2022
    • Blog Post

    Climate Stories Episode #10: Amanda Li (MBA 2018): Speeding Climate Change Solutions Through Project Finance Efficiencies

    profitability for investing in sustainable infrastructure projects. Since 2018, Banyan Infrastructure has helped deploy and manage over $3 billion of capital towards sustainable infrastructure developments, including solar, energy... View Details
    • 11 Apr 2017
    • First Look

    First Look at New Research, April 11

    diversification for all investors regardless of their investment horizon. By contrast, correlated discount rate shocks imply that markets tend to move together only transitorily, and long-horizon investors can still benefit from global... View Details
    • Career Coach

    Ildi Nielsen

    Coach at Boston Consulting Group; Executive Search Consultant for Investment Banks, Asset Management and Hedge Funds; Independent Career and Job Search Coach for post-MBA professionals   Work Experience:  Career Coach at Boston Consulting... View Details
    Keywords: Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking; Investment Banking
    • Web

    C.D. Spangler | Baker Library

    also had a large investment in RJR Nabisco. From 1986 to 1997, he served as president of his alma mater, the University of North Carolina. Today Dick manages a diverse portfolio of View Details
    • 08 Aug 2018
    • Sharpening Your Skills

    Parmigiano-Reggiano, Jane Austen, and Other Things You Didn't Know About Finance

    day-to-day operations of the stock market. Why Global Investments Are Still a Good Bet International markets often move together, so does a global investment portfolio even... View Details
    Keywords: by Sean Silverthorne; Financial Services
    • 01 Sep 2009
    • News

    Alumni Books

    some of Wall Street’s most successful investment gurus (Benjamin Graham, John Neff, Warren Buffett, Peter Lynch, and others) and shows readers how to combine their proven strategies into a disciplined View Details
    • 04 Mar 2019
    • News

    The Anti-Shark Tank

    Videolicious (a platform for making high-end video) respectively. Despite their success, the pair couldn’t help wondering what it was like to be a female entrepreneur without HBS connections. In 2016 they formed Able Partners to invest in... View Details
    • Web

    Venture Capital and Private Equity - Course Catalog

    to source for and screen investments Managing growth Evaluating a portfolio Pro-rata investing’s pros and cons Creating a new firm and fundraising for a first-time fund Compensation and control within a firm... View Details
    • 01 Dec 2002
    • News

    Mary Callahan Erdoes

    assumptions built into my portfolio to weather the storms? These are basic questions, but questions that have been mostly ignored over the past several years. What do you recommend as an appropriate mix for the View Details
    Keywords: Deborah Blagg
    • 11 Jun 2014
    • Blog Post

    Alumni: Where are they now? Featuring Joe…

    technologies, performing due diligence on prospective investments, conducting deep dives into new spaces and developing investment theses, helping our existing portfolio companies as a board observer, and... View Details
    Keywords: Technology
    • 12 Jun 2019
    • Research & Ideas

    Investors Have More Than Money to Offer Entrepreneurs

    because an “I” was not dotted or “T” crossed. They may have access to pen testers or be familiar with compliance requirements for things like PIA, HIPAA, or SOX through other portfolio companies’ experiences; even if it’s just asking when... View Details
    Keywords: by Julia Austin
    • 01 Oct 1998
    • News

    Going Against the Flow

    founding Pactual. Over the years, Jakurski has learned that successful investing in Brazil requires intimate knowledge of the country. The two most prominent kinds of outside investors, he observes, are "offshore View Details
    Keywords: Dun Gifford, Jr.
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