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October 2019
Supplement

Harlem Capital: Changing the Face of Entrepreneurship (B)

By: George Serafeim and David Freiberg

The (B) case describes Tingle and Pierre-Jacques’ decision to commit fully to Harlem Capital as their post-graduation job. The case explores the results of their fundraising efforts, new strategic partnerships, and how they plan to “build the market” in order to... View Details

Keywords: Impact Investing; Gender Bias; Gender Inequality; Minority Representation; Entrepreneurial Finance; Investment Management; Investing; Inequality; Venture Capital; Entrepreneurship; Diversity; Gender; Equality and Inequality; Equity; Mission and Purpose; Investment Funds; Financial Services Industry

July 2019 (Revised April 2021)
Case

Salary Finance

By: John R. Wells and Benjamin Weinstock

In April 2019, Asesh Sarkar, co-founder and chief executive of Salary Finance Limited, a London-based FinTech, faced tough choices. Sarkar had founded Salary Finance with Dan Cobley and Daniel Shakhani in 2015. The company’s value proposition was quite simple: partner... View Details

Keywords: Credit; Financing and Loans; Wages; Innovation and Invention; Expansion; Growth and Development Strategy; Organizational Culture; Decision Choices and Conditions; Financial Services Industry

March 2017 (Revised November 2017)
Case

BlackRock (A): Selling the Systems? (with video links)

By: Ranjay Gulati, Jan W. Rivkin and Kelly McNamara

As the case opens in 1999, several key leaders at BlackRock, Inc., then a relatively small asset management firm, are trying to convince CEO Larry Fink and others that the firm should begin to offer Aladdin—its proprietary analytics and trading platform—to other asset... View Details

Keywords: Strategy; Competition; Information Technology; Asset Management; Competitive Strategy; Financial Services Industry; United States

March 2017 (Revised January 2019)
Case

Aspect Ventures

By: Paul Gompers, Danielle Li and Silpa Kovvali

Keywords: Venture Capital; Financial Services Industry; North and Central America

May 2016
Case

Revitalizing State Bank of India

By: Srikant M. Datar, N. M. Bhatta, Rishikesha T. Krishnan and Rachna Tahilyani

State Bank of India is India’s oldest and largest bank with the government of India as its majority shareholder. Arundhati Bhattacharya, a 35-year veteran of the bank, is appointed as its chairman in October 2013. Her appointment coincides with Moody’s downgrading the... View Details

Keywords: Change Management; Transformation; Communication Strategy; Leadership Style; Organizational Culture; Organizational Change And Adaptation; Performance Evaluation; Culture; Corporate Social Responsibility And Impact; Human Resources; Employees; Compensation And Benefits; Recruiting; Capital Markets; Performance Expectations; Financial Services Industry; Asia; India

August 2015
Case

Novantas and Deposit Funding at First Regional Bank

By: David Scharfstein

Keywords: Financial Services Industry

March 2015
Supplement

Sanford C. Bernstein CEO Robert van Brugge

By: Linda A. Hill and Allison J. Wigen

Sanford C. Bernstein CEO (and former Global Director of Research) Robert van Brugge answers questions about organizational culture, change management, and collaboration, in this video supplement to the HBS case series "Global Expansion at Sanford C. Bernstein." Sanford... View Details

Keywords: Organization Behavior; Organizational Culture; Financial Services Industry

Article

How Big are the Private Equity Transactions in Latin America?: Evidence from Twenty-five Countries from 2001 to 2008

By: Roberto Charvel

This article shows evidence on private equity transaction size and firm value size in 25 Latin American countries. View Details

Keywords: Private Equity; Venture Capital; Alternative Assets; Latin America; Emerging Market; Entrepreneurial Finance; Business Ventures; Finance; Entrepreneurship; Financial Services Industry; Latin America

Article

Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds

By: Roberto Charvel

This articles does a review of newly formed seed capital structures, angel investors and their interaction with venture capital funds in Mexico. View Details

Keywords: Entrepreneurial Finance; Emerging Economies; Venture Capital; Entrepreneurship; Financial Services Industry; Latin America; Mexico

Fall 2007
Article

A Comprehensive Look at the Private Equity Industry in Mexico (1990–2006)

By: Roberto Charvel

This article is one of the few historical numerical reviews of a private equity industry in an emerging market. View Details

Keywords: Emerging Market; Latin America; Mexico; Economic Sectors; Corporate Entrepreneurship; Venture Capital; Capital Markets; Private Equity; Financial Services Industry; Latin America; North and Central America

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March 2014 (Revised February 2015)
Case

Loki Capital Management

By: Joseph B. Fuller, Shikhar Ghosh and Matthew Preble

In December 2013, Michael Kane was preparing to launch his start-up's first hedge fund. While pleased with the development of the business, he wanted to address a few lingering issues before going any further. He debated whether or not to fire the company's chief... View Details

Keywords: Hedge Fund; Hedge Funds; Equity Split; Fundraising; Investor Clientele; Team Building; Human Resource Management; Human Capital; Human Resources; Equity; Financial Services Industry; United States

February 2014 (Revised April 2015)
Case

Go Beyond Investing

By: Lynda Applegate, Vincent Dessain, Emilie Billaud and Daniela Beyersdorfer

In 2013, Brigitte Baumann, founder of the Pan-European angel investing provider Go Beyond Investing, reflected on the evolution of her venture and the way forward. Her company, which offered deal flow and training to novice and experienced angel investors and ran... View Details

Keywords: Equity; Investment; Business or Company Management; Growth Management; Leadership; Financial Services Industry; Europe; Switzerland

October 2013
Supplement

Oaktree and the Restructuring of CIT Group (B)

By: Victoria Ivashina and David Scharfstein

This supplement presents the actual terms of the rescue financing provided by a group of private investors to CIT. It is intended to be distributed at the end of the discussion of "Oaktree and the Restructuring of CIT Group (A)" (HBS No. 214-035) and can be used as... View Details

Keywords: Private Equity; Restructuring; Financial Services Industry

March 2013 (Revised March 2013)
Teaching Note

Social Finance, Inc. (TN)

Keywords: Investing; Nonprofit; Nonprofit Organizations; Financing and Loans; Investment; Financial Services Industry

December 2011
Supplement

Altoona State Investment Board: December 2008: Spreadsheet Supplement

By: Josh Lerner

Keywords: Investment Funds; Accounting; Financial Services Industry; Altoona

September 2011 (Revised February 2013)
Case

Trucost: Valuing Corporate Environmental Impacts

By: Michael W. Toffel and Stephanie van Sice

Trucost provided corporate environmental performance data and analysis to institutional investors and corporate managers, but after operating for a decade had yet to achieve profitability. Trucost was struggling to effectively differentiate its high quality products... View Details

Keywords: Competitive Strategy; Knowledge Use and Leverage; Distribution Channels; Investment; Measurement and Metrics; Corporate Social Responsibility and Impact; Information; Value; Environmental Sustainability; Financial Services Industry

September 2011 (Revised March 2012)
Case

KKR: Leveraging Sustainability

The case describes KKR's Green Portfolio Program, one of the firm's environmental initiatives, which has achieved $160 million in cost savings. While pleased with its progress in achieving greater energy efficiency and reduced carbon emissions, the firm is looking for... View Details

Keywords: Private Equity; Investment Portfolio; Energy Conservation; Cost Management; Supply Chain Management; Risk Management; Social Enterprise; Growth and Development; Performance Efficiency; Financial Services Industry

June 2011 (Revised January 2012)
Teaching Note

Two Key Decisions for China's Sovereign Fund (TN)

By: Robert C. Pozen and Xiaoyu Gu

Teaching Note for 311137. View Details

Keywords: Financial Services Industry; China; United States

February 2011 (Revised June 2011)
Case

Hardina Smythe and the Healthcare Investment Conundrum

By: Matthew Rhodes-Kropf, Ann Leamon and Lisa Strope

Hardina Smythe, a recent MBA graduate, has just joined a top-tier venture capital firm in the difficult environment of late 2010. Her first assignment is to evaluate three different deals and make recommendations to the partners. Each potential investment has strengths... View Details

Keywords: Venture Capital; Asset Management; Private Equity; Entrepreneurship; Investment; Health Care and Treatment; Innovation and Invention; Financial Services Industry

December 2010 (Revised October 2021)
Case

Silver Lake

By: David J. Collis and Elizabeth A. Kind

Dave Roux, co-founder and chairman of Silver Lake, a private equity (PE) firm specializing in technology investments, was meeting with the firm's investment committee via video conference to discuss options for Silver Lake's future growth. While the private equity... View Details

Keywords: Growth and Development Strategy; Competitive Strategy; Private Equity; Expansion; Global Range; Financial Services Industry

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