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  • September 2021 (Revised October 2021)
  • Case

Dream: Impact Through Real Estate

By: Michael Chu and John Masko
The Canadian city of Toronto had one of the largest housing affordability problems of any city in the developed world. One company trying to address this problem was Dream, one of the largest real estate groups in Canada. In 2021, Dream had just launched a new system... View Details
Keywords: Impact Investing; Real Estate Development; Renewable Energy; Energy Conservation; Income; Values and Beliefs; Borrowing and Debt; Equity; Private Equity; Public Equity; Financing and Loans; City; Government Legislation; Immigration; Housing; Corporate Social Responsibility and Impact; Mission and Purpose; Property; Business and Government Relations; Civil Society or Community; Human Needs; Sustainable Cities; Environmental Sustainability; Social Enterprise; Real Estate Industry; Canada; Toronto
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Chu, Michael, and John Masko. "Dream: Impact Through Real Estate." Harvard Business School Case 322-041, September 2021. (Revised October 2021.)
  • 1970
  • Report

Foreign Investment in Joint Ventures: Some Effects of Government Policies in Less Developed Countries

By: L. T. Wells Jr.
Keywords: Joint Ventures; Foreign Direct Investment; Policy; Developing Countries and Economies
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Wells, L. T., Jr. "Foreign Investment in Joint Ventures: Some Effects of Government Policies in Less Developed Countries." Economic Development Report, Harvard University, Development Advisory Service, Cambridge, January 1970.
  • June 2014
  • Article

The Capitalist's Dilemma

By: Clayton M. Christensen and Derek C. M. van Bever
Sixty months after the 2008 recession ended, the economy was still sputtering, producing disappointing growth and job numbers. Corporations seemed stuck: Despite low interest rates, they were sitting on massive piles of cash and failing to invest in new initiatives. In... View Details
Keywords: Capital Investments; Creating Markets; Evaluating Business Investments; Innovation; Emerging Markets; Investment; Economic Growth; Capital; Innovation and Invention
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Christensen, Clayton M., and Derek C. M. van Bever. "The Capitalist's Dilemma." Harvard Business Review 92, no. 6 (June 2014): 60–68.
  • February 2000
  • Article

Money Chasing Deals?: The Impact of Fund Inflows on the Valuation of Private Equity Investments

By: Paul Gompers and Josh Lerner
Keywords: Money; Valuation; Finance; Investment
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Gompers, Paul, and Josh Lerner. "Money Chasing Deals?: The Impact of Fund Inflows on the Valuation of Private Equity Investments." Journal of Financial Economics 55, no. 2 (February 2000): 281–325.
  • January 2012 (Revised June 2013)
  • Case

Pioneers in Colombia

By: Nicolas P. Retsinas and Lisa Strope
In 2011, Equity International made a $75 million equity investment in Bogota-based real estate company, Terranum Development and became the first institutional real estate investor in Colombia. View Details
Keywords: International Investment; Real Estate; International Finance; Private Equity; Emerging Markets; Investment; Developing Countries and Economies; Real Estate Industry; Colombia
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Retsinas, Nicolas P., and Lisa Strope. "Pioneers in Colombia." Harvard Business School Case 212-050, January 2012. (Revised June 2013.)
  • 2000
  • Other Unpublished Work

Cutting Red Tape: Lessons from a Case-based Approach to Improving the Investment Climate in Mozambique

By: L. T. Wells Jr. and Timothy S. Buehrer
Keywords: Investment; Economic Growth; Financial Strategy; Cases; Mozambique
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Wells, L. T., Jr., and Timothy S. Buehrer. "Cutting Red Tape: Lessons from a Case-based Approach to Improving the Investment Climate in Mozambique." Foreign Investment Advisory Service Occasional Paper, January 2000. (Condensed as "Reduzir a burocracia: Licoes da Mozal para o melhoramento do clima de investimentos em Mocambique," Discussion Paper No. 3, Gabinete de Estudos Ministerio do Plano e Financas Republica de Mocambique, 2000; and reprinted in condensed form as a chapter in A Economia Mocambicana Contemporanea: Ensaios, Gabinete de Estudos, edited by Cassio Rolim, Antonio S. Franco, Bruce Bolnick and Per-Ake Andersson. Mozambique: Ministerio do Plano e Financas, 2002.)
  • December 30, 2013
  • Other Article

Fundamental Purpose

By: Michael E. Porter
Directing capital to companies that can use it productively is ultimately the most profound benefit investors can have on society. View Details
Keywords: Investing; Strategy; Investment; Society
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Porter, Michael E. "Fundamental Purpose." Value Investor Insight (December 30, 2013), 18–20.
  • March 2019 (Revised March 2023)
  • Case

Accion's Fintech Strategy

By: V. Kasturi Rangan, Michael Chu and Tricia Gregg
Accion, an NGO, had been a pioneer in microfinance since its entry into that sector in the early 1970s. Its investments in Banco Compartamos paid off, when the microfinance bank went IPO in 2007, leaving an influx of $138 million for Accion. Under a new CEO, Michael... View Details
Keywords: Fintech; Impact Investing; Financial Inclusion; Technological Innovation; Strategy; Strategic Planning; Performance Effectiveness; Non-Governmental Organizations; Microfinance; Financial Institutions; Business Growth and Maturation; Customer Focus and Relationships; Industry Growth
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Rangan, V. Kasturi, Michael Chu, and Tricia Gregg. "Accion's Fintech Strategy." Harvard Business School Case 319-091, March 2019. (Revised March 2023.)
  • Article

Political Skill: Explaining the Effects of Nonnative Accent on Managerial Hiring and Entrepreneurial Investment Decisions

By: Laura Huang, Marcia Frideger and Jone L. Pearce
We propose and test a new theory explaining glass-ceiling bias against nonnative speakers as driven by perceptions that nonnative speakers have weak political skill. Although nonnative accent is a complex signal, its effects on assessments of the speakers' political... View Details
Keywords: Spoken Communication; Prejudice and Bias; Competency and Skills; Selection and Staffing; Entrepreneurship; Investment; Decisions
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Huang, Laura, Marcia Frideger, and Jone L. Pearce. "Political Skill: Explaining the Effects of Nonnative Accent on Managerial Hiring and Entrepreneurial Investment Decisions." Journal of Applied Psychology 98, no. 6 (November 2013): 1005–1017.
  • December 2017
  • Teaching Note

Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund

By: Steven Rogers and Valerie Mosley
Teaching Note for HBS No. 317-044. View Details
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Rogers, Steven, and Valerie Mosley. "Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund." Harvard Business School Teaching Note 318-007, December 2017.
  • June 2022
  • Case

PFA Pensions: The Climate Plus Product

By: Daniel Green, Victoria Ivashina and Alys Ferragamo
The case explores whether alternative investments play a unique role in achieving low carbon dioxide emissions at the portfolio level. This case is set in April of 2020 and follows Kasper Ahrndt Lorenzen, Chief Investment Officer, and Peter Tind Larsen, Head of... View Details
Keywords: Carbon Emissions; Carbon Footprint; Alternative Assets; Alternative Investment Vehicles; Pension Fund Investing; Private Equity; Renewable Energy; Investment Portfolio; Corporate Social Responsibility and Impact; Environmental Sustainability; Denmark
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Green, Daniel, Victoria Ivashina, and Alys Ferragamo. "PFA Pensions: The Climate Plus Product." Harvard Business School Case 222-088, June 2022.
  • October 2022 (Revised September 2024)
  • Case

To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy

By: Lauren Cohen, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka and Anna Yuan
Peter Tolman, a first-generation investment professional, debated which family office strategy to adopt for managing his family’s assets. As the sole steward of his family’s wealth, he sought to conserve and grow his family’s wealth for him, his wife, and his two very... View Details
Keywords: Family Office; Investment Strategy; Family Business; Financial Strategy; Investment; Strategy; Diversification; Management; Asset Management; Wealth; Financial Services Industry; United States; Canada
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Cohen, Lauren, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka, and Anna Yuan. "To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy." Harvard Business School Case 223-021, October 2022. (Revised September 2024.)
  • 05 Oct 2011
  • Working Paper Summaries

Doing What the Parents Want? The Effect of the Local Information Environment on the Investment Decisions of Multinational Corporations

Keywords: by Nemit O. Shroff, Rodrigo S. Verdi & Gwen Yu
  • 2021
  • Working Paper

Studying the U.S.-Based Portfolio Companies of U.S. Impact Investors

By: M. Diane Burton, Gurveen Chadha, Shawn A. Cole, Abhishek Dev, Christina Jarymowycz, Leslie Jeng, Laura Kelley, Josh Lerner, Jaime R. Diaz Palacios, Yue (Cynthia) Xu and T. Robert Zochowski
Recent years have seen a dramatic increase in the reliance on market-based solutions to social and environmental problems around the world (Barman 2016; Horvath and Powell 2020). The growth of impact investing is a vivid example of this trend and, although there have... View Details
Keywords: Impact Investing; Impact Portfolio Companies; Investment; Social Issues; Environmental Sustainability; Investment Portfolio; Business Ventures; Analytics and Data Science; Performance; United States
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Burton, M. Diane, Gurveen Chadha, Shawn A. Cole, Abhishek Dev, Christina Jarymowycz, Leslie Jeng, Laura Kelley, Josh Lerner, Jaime R. Diaz Palacios, Yue (Cynthia) Xu, and T. Robert Zochowski. "Studying the U.S.-Based Portfolio Companies of U.S. Impact Investors." Harvard Business School Working Paper, No. 21-130, June 2021.
  • June 2018
  • Article

Cost of Experimentation and the Evolution of Venture Capital

By: Michael Ewens, Ramana Nanda and Matthew Rhodes-Kropf
We study how technological shocks to the cost of starting new businesses have led the venture capital model to adapt in fundamental ways over the prior decade. We both document and provide a framework to understand the changes in the investment strategy of VCs in... View Details
Keywords: Innovation; Investing; Abandonment Option; Technological Innovation; Venture Capital; Investment
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Ewens, Michael, Ramana Nanda, and Matthew Rhodes-Kropf. "Cost of Experimentation and the Evolution of Venture Capital." Journal of Financial Economics 128, no. 3 (June 2018): 422–442.
  • November 2013
  • Supplement

Arch Wireless, Inc. (B): Food for Vultures

By: Stuart C. Gilson
In 2002, a hedge fund investor acquires the distressed bank debt of a bankrupt wireless paging company and converts his holding into common stock of the reorganized entity. Determining his likely return from this investment is challenging, given that the entire... View Details
Keywords: Bankruptcy Reorganization; Distress Investing; Capital Structure; Restructuring; Investment Funds; Insolvency and Bankruptcy; Borrowing and Debt; Wireless Technology; Telecommunications Industry
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Gilson, Stuart C. "Arch Wireless, Inc. (B): Food for Vultures." Harvard Business School Supplement 214-034, November 2013.
  • 2017
  • Working Paper

Cost of Experimentation and the Evolution of Venture Capital

By: Michael Ewens, Ramana Nanda and Matthew Rhodes-Kropf
We study how technological shocks to the cost of starting new businesses have led the venture capital model to adapt in fundamental ways over the prior decade. We both document and provide a framework to understand the changes in the investment strategy of VCs in... View Details
Keywords: Innovation; Investing; Abandonment Option; Technological Innovation; Venture Capital; Entrepreneurship; Investment
Citation
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Ewens, Michael, Ramana Nanda, and Matthew Rhodes-Kropf. "Cost of Experimentation and the Evolution of Venture Capital." Harvard Business School Working Paper, No. 15-070, February 2015. (Revised March 2017, Forthcoming in the Journal of Financial Economics.)
  • 2010
  • Chapter

Property Rights for Foreign Capital: Sovereign Debt and Private Direct Investment in Times of Crisis

By: Louis T. Wells
Keywords: Property; Rights; International Finance; Capital; Sovereign Finance; Foreign Direct Investment; Financial Crisis
Citation
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Wells, Louis T. "Property Rights for Foreign Capital: Sovereign Debt and Private Direct Investment in Times of Crisis." Chap. 12 in The Yearbook on International Investment Law and Policy 2009-2010, edited by Karl Sauvant, 477–504. New York: Oxford University Press, 2010.
  • September 2015 (Revised September 2017)
  • Case

Pershing Square 2.0

By: Robin Greenwood, Samuel Hanson and David Biery
In June 2015 William A. Ackman, the CEO and founder of New York hedge fund Pershing Square Capital, reflects on the success of the fund he has spent over a decade building. Since its inception in 2004, Pershing Square's assets under management had grown from $500... View Details
Keywords: Activism; Value Investing; Portfolio Management; Management; Investment Portfolio; Investment Activism
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Greenwood, Robin, Samuel Hanson, and David Biery. "Pershing Square 2.0." Harvard Business School Case 216-003, September 2015. (Revised September 2017.)
  • 7 May 1993
  • Lecture

The LBO Association as a Relational Investment Regime: Clinical Evidence From Clayton Dubilier & Rice, Inc.

By: W. Carl Kester and Timothy A. Luehrman
Keywords: Investment; Business Ventures
Citation
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Kester, W. Carl, and Timothy A. Luehrman. "The LBO Association as a Relational Investment Regime: Clinical Evidence From Clayton Dubilier & Rice, Inc." Lecture at the Conference on Relational Investing, Columbia Law School, Center for Law and Economic Studies, New York, NY, May 7, 1993. (Presented research paper with co-author.)
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