Investment Portfolio - Publications - Faculty & Research

Nimi Katragadda

Nimi Katragadda is a Partner at BoxGroup, a seed stage venture fund where she focuses on investments in financial tech, healthcare, and marketplaces. BoxGroup's portfolio includes companies such as Plaid,... View Details

Keywords: Venture Capital

05 Aug 2021
Blog Post

Closing the Education Gap with Kei Takatsuka (MBA 2022)

went to Kepple Africa Ventures, a VC that invests exclusively in African startups,” said Takatsuka. “I reached out to him at the beginning of 2021 and explained that I was interested in EdTech startup operations and View Details

Keywords: Venture Capital; Technology; Entrepreneurship

01 Dec 2020
News

Well Matched

Serena Ventures, a fund backed by Williams with an emphasis on startups that make diverse leadership and inclusivity a priority. Rapaport manages a portfolio of close to 60 early-stage investments focused on... View Details

Keywords: Julia Hanna; venture capital; diversity; inclusion; tennis; leadership; women; Finance

March 1995 (Revised March 1995)
Case

Smashing the Cube: Corporate Transformation at CIBA-GEIGY Ltd.

By: David J. Collis and Elizabeth Wynne Johnson

CIBA-GEIGY is a large, diversified multinational corporation that transforms itself in the 1990s through a massive structural and cultural change. The case describes the changes implemented and the processes used to effect change in portfolio, people, and structures.... View Details

Keywords: Restructuring; Change Management; Transformation; Investment Portfolio; Multinational Firms and Management; Organizational Culture; Corporate Strategy

Citation

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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

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

Web

Supplemental Financial Information - Annual Report 2019

internal structure and culture, constructing a generalist investment team, establishing new investment processes, and putting in place new performance incentives. HMC’s View Details

Fast Answer

HBS Course: Private Equity Finance

target="_blank">LSEG Workspace PE data includes investments, portfolio company and firm profiles, exits and fundraising information. Generous data download limit. Capital IQ Data on PE transactions, public and private companies,... View Details

Web

Preqin | Baker Library

Preqin data covers the entire investment process with data pertaining to investors, fund managers, funds and performance, transactions, portfolio companies, service providers, and market trends. Get Access... View Details

31 Jul 2014
News

Making Private Equity Public Knowledge

©Rick Friedman As Daniel Sheyner (MBA 2014) tells it, most private equity firms have a very specific target in mind when recruiting: "The best athletes." The highest-ranked investment banking and consulting analysts; the elite. "Goldman... View Details

Keywords: Dan Morrell

21 Aug 2000
Research & Ideas

Faculty Research Looks to Latin America

particular social welfare decisions. Current research: "Is Brazil on the Path of Sustainable Growth and Development?" Laura Alfaro Alfaro: "I want to look at competition for foreign direct investment through the eyes on... View Details

Keywords: by Martha Lagace

20 May 2008
First Look

First Look: May 20, 2008

labor materially alters pre-retirement portfolio choice by significantly raising optimal equity holdings. Using this model, we also investigate the welfare costs of constraining portfolio allocations over... View Details

Keywords: Martha Lagace

01 Dec 2015
News

Case Study: Bionic Banking

hope of digging into Wall Street’s high profit margins. Current robo-advisors focus on passive “buy-and-hold” strategies, selecting a handful of low-cost exchange traded funds (ETFs), investing the funds according to a standard View Details

01 Mar 2021
Blog Post

Climate Finance SIP

climate risk as an asset owner, measuring climate risk and using metrics in portfolio construction, incorporating physical climate risk into portfolio analysis. The last day turned to financing innovation... View Details

16 Feb 2022
News

Holding Business to Account

Photo courtesy Geeta Aiyer In the early 1990s, company leaders for Albertsons, a rapidly expanding supermarket chain, flew to Boston to meet with Geeta Aiyer (MBA 1985),a young analyst and portfolio manager at the United States Trust... View Details

13 Mar 2012
First Look

First Look: March 13

regulation. In this paper, we argue that the considerable moral hazard associated with private regulatory monitoring can be mitigated by understanding conflicts of interest in the monitoring organizations' product/service portfolios and... View Details

Keywords: Sean Silverthorne

01 Sep 2018
News

In My Humble Opinion: In the Deal

precious,” says Khan, who focuses primarily on software. “It’s been an incredible segment to invest in over the last few years—cloud software in particular, because these are high-gross margin businesses with low costs and long, recurring... View Details

Keywords: Julia Hanna

07 Aug 2019
News

“The Star of the North”

The leaders of Granite Equity, a nontraditional private investment and holding company in St. Cloud, Minnesota, know the strength of the area in which they sit. They aren’t looking for portfolio businesses... View Details

Keywords: Maureen Harmon

26 Jun 2009
Research Event

Business Summit: Business and the Environment

Managing Partner, Generation Investment ManagementJames McCarthy, Harvard University faculty These experts shared their perspectives on global climate change. Professor McCarthy discussed scientific findings; Blood provided an investor's... View Details

Keywords: Re: Forest L. Reinhardt; Energy; Utilities

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

Publications