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  • November 2000 (Revised May 2001)
  • Case

State of South Carolina, The

By: Randolph B. Cohen
This case presents the managerial dilemma faced by the treasurer of South Carolina in 1998. Until last year, the South Carolina state pension fund (with over $17 billion in assets) was barred by the state constitution from investing in equities. After the constitution... View Details
Keywords: Risk and Uncertainty; Capital Markets; Investment Return; Public Administration Industry; South Carolina
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Cohen, Randolph B., and Mark L. Mitchell. "State of South Carolina, The." Harvard Business School Case 201-061, November 2000. (Revised May 2001.)
  • November 1996 (Revised July 1997)
  • Case

Alexander Plaza

By: Arthur I Segel and William J. Poorvu
In May 1996, Henry Bower, an asset manager for a real estate adviser, Medcem, has to negotiate the details of a lease after signing a letter of intent with a high technology company, Defentek, Inc. Defentek, Inc. is a fast-growing company with limited net worth that is... View Details
Keywords: Negotiation Tactics; Negotiation Preparation; Agreements and Arrangements; Risk and Uncertainty; Real Estate Industry; Financial Services Industry; District of Columbia
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Segel, Arthur I., and William J. Poorvu. "Alexander Plaza." Harvard Business School Case 897-066, November 1996. (Revised July 1997.)
  • 18 Feb 2009
  • News

The Bailout Is Robbing the Banks

  • December 2009 (Revised February 2010)
  • Case

The Investment Fund for Foundations (TIFF) in 2009

By: Luis M. Viceira and Brendon Christopher Parry
In late June 2009, management at The Investment Fund for Foundations (TIFF) was considering expanding the footprint of the TIFF Diversified Fund (TDF), the first truly comprehensive endowment management vehicle offered under the TIFF banner. The recent large capital... View Details
Keywords: Financial Crisis; Asset Management; Financial Strategy; Investment Funds; Risk Management; Product Marketing; Financial Services Industry; United States
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Viceira, Luis M., and Brendon Christopher Parry. "The Investment Fund for Foundations (TIFF) in 2009." Harvard Business School Case 210-008, December 2009. (Revised February 2010.)
  • 2012
  • Working Paper

Reaching for Yield in the Bond Market

By: Bo Becker and Victoria Ivashina
Reaching-for-yield—the propensity to buy riskier assets in order to achieve higher yields—is believed to be an important factor contributing to the credit cycle. This paper analyses this phenomenon in the corporate bond market. Specifically, we show evidence for... View Details
Keywords: Fixed Income; Reaching For Yield; Financial Intermediation; Insurance Companies; Insurance; Bonds; Assets; Risk Management; Investment Return; Investment Portfolio; Insurance Industry
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Becker, Bo, and Victoria Ivashina. "Reaching for Yield in the Bond Market." Harvard Business School Working Paper, No. 12-103, May 2012. (Revised December 2012. NBER Working Paper Series, No. 18909, March 2013)
  • December 2020
  • Case

Tencent: Combining Technology and Culture

By: Elie Ofek, Billy Chan and Dawn H. Lau
Tencent, one of the largest Internet conglomerates in China, had a vision to become a "Tech+Culture" firm. With dominant market shares in online games and social networking, it had built a vast Internet-based entertainment ecosystem, and was now focused on cultural... View Details
Keywords: Media Franchise; Marketing; Market Entry and Exit; Product Launch; Strategy; Culture; China
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Ofek, Elie, Billy Chan, and Dawn H. Lau. "Tencent: Combining Technology and Culture." Harvard Business School Case 521-066, December 2020.
  • March 2015
  • Article

Vulnerable Banks

By: Robin Greenwood, Augustin Landier and David Thesmar
We present a model in which fire sales propagate shocks across bank balance sheets. When a bank experiences a negative shock to its equity, a natural way to return to target leverage is to sell assets. If potential buyers are limited, then asset sales depress prices,... View Details
Keywords: Financial Liquidity; Financial Crisis; Banks and Banking; Banking Industry; Europe
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Greenwood, Robin, Augustin Landier, and David Thesmar. "Vulnerable Banks." Journal of Financial Economics 115, no. 3 (March 2015): 471–485.
  • Summer 2013
  • Article

Strategic Management of Intellectual Property: An Integrated Approach

By: William W. Fisher III and Felix Oberholzer-Gee
In many organizations, the R&D, strategy, and legal functions are poorly integrated. As a consequence, firms miss opportunities to create and exploit the value of intellectual property. Functional silos are one reason for the lack of integration. More important,... View Details
Keywords: Innovation Management; Strategic Management; Legal Aspects Of Business; Licensing; Law; Innovation and Management; Knowledge Management; Intellectual Property; Business Strategy
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Fisher III, William W., and Felix Oberholzer-Gee. "Strategic Management of Intellectual Property: An Integrated Approach." California Management Review 55, no. 4 (Summer 2013): 157–183.
  • May 2008 (Revised October 2010)
  • Case

Tribune Company, 2007

By: Timothy A. Luehrman and Eric Seth Gordon
This case describes the proposed acquisition of Tribune Company by Sam Zell in 2007. Tribune Company is one of the largest newspapers and broadcasting companies in the United States. Zell's proposed acquisition is unusual in several respects. It is two-tiered, employs... View Details
Keywords: Mergers and Acquisitions; Financial Markets; Employee Stock Ownership Plan; Negotiation Offer; Journalism and News Industry; Publishing Industry
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Luehrman, Timothy A., and Eric Seth Gordon. "Tribune Company, 2007." Harvard Business School Case 208-148, May 2008. (Revised October 2010.)
  • April 2008 (Revised December 2008)
  • Case

Leveraged Loans 2007

By: Andre F. Perold and Erik Stafford
The leveraged loan market was in a crisis during the summer of 2007, following many years of low realized volatility (less than 4% per annum), an index of leveraged loans had fallen over 5% in the month of July. A sudden drop in capital market prices for an asset class... View Details
Keywords: History; Financial Liquidity; Investment; Financial Crisis; Market Transactions; Disruption; Decision Choices and Conditions; Competitive Strategy; Capital Markets; Crisis Management; Commercial Banking; Banking Industry; Financial Services Industry
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Perold, Andre F., and Erik Stafford. "Leveraged Loans 2007." Harvard Business School Case 208-145, April 2008. (Revised December 2008.)
  • January 2008 (Revised July 2008)
  • Case

Opportunity Partners

By: Robin Greenwood and James Quinn
Philip Goldstein, the principal in a growing hedge fund and prominent activist investor, has taken a position in a Mexico-based closed-end fund. Following a hard-fought proxy contest in which he advocated for management to eliminate the fund's substantial discount,... View Details
Keywords: Investment Activism; Investment Funds; Business and Shareholder Relations; Value; Financial Services Industry; Mexico
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Greenwood, Robin, and James Quinn. "Opportunity Partners." Harvard Business School Case 208-097, January 2008. (Revised July 2008.)
  • Research Summary

State-Business Relations

By: Meg Rithmire
In Precarious Ties: Business and the State in Authoritarian Asia (Oxford University Press, 2023) and related papers, I examine the political foundations and economic effects of different patterns of state-business relations in authoritarian regimes with a... View Details
  • February 2022
  • Case

Corporate Divestitures and Spinoffs

By: David J. Collis, Ashley Hartman and Terrence Shu
Increasingly in the 2010s, corporations turned to divestitures and spinoffs to streamline their operations. Over the course of one week in November 2021, conglomerates General Electric, Johnson & Johnson, and Toshiba announced plans for separation. The news reflected... View Details
Keywords: Divestiture; Divestment; Spin Off; Spinoffs; Business Conglomerates; Restructuring; Corporate Strategy
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Collis, David J., Ashley Hartman, and Terrence Shu. "Corporate Divestitures and Spinoffs." Harvard Business School Case 722-384, February 2022.
  • February 2020 (Revised June 2020)
  • Case

From Cradle to Heaven: Taikang Insurance Group

By: William C. Kirby, Shu Lin, John P. McHugh and Yuanzhuo Wang
Taikang Insurance Group was a leading Chinese insurance and financial services institution. It operated in the insurance, asset management, and health and senior care industries. Due to China’s underdeveloped social welfare state, Taikang saw an opportunity for the... View Details
Keywords: Health; Insurance; Strategy; Insurance Industry; China
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Kirby, William C., Shu Lin, John P. McHugh, and Yuanzhuo Wang. "From Cradle to Heaven: Taikang Insurance Group." Harvard Business School Case 320-088, February 2020. (Revised June 2020.)
  • February 2010 (Revised June 2014)
  • Supplement

CityCenter (D): Financial Crisis, Grand Opening, and a New Paradigm

By: John D. Macomber and Griffin James
"CityCenter (D)" follows the (A), (B), and (C) cases with subsequent chronological events through CityCenter's grand opening in December 2009 and financial results through March 2010. The case includes a simple valuation exercise intended to explore CEO Jim Murren's... View Details
Keywords: Insolvency and Bankruptcy; Private Equity; Games, Gaming, and Gambling; Decision Choices and Conditions; Entertainment and Recreation Industry; Nevada; New Jersey
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Macomber, John D., and Griffin James. "CityCenter (D): Financial Crisis, Grand Opening, and a New Paradigm." Harvard Business School Supplement 210-067, February 2010. (Revised June 2014.)
  • March 2008 (Revised June 2009)
  • Case

Actis: January 2008

By: Felda Hardymon, Josh Lerner and Ann Leamon
Paul Feltcher, the CEO of Actis, a leading private equity investor in emerging markets, is preparing for an executive retreat at which the management team will consider how best to position the firm for the future. Actis could move in a number of different directions... View Details
Keywords: Business Model; Private Equity; Investment; Growth and Development Strategy; Management Teams; Emerging Markets; Organizational Change and Adaptation
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Hardymon, Felda, Josh Lerner, and Ann Leamon. "Actis: January 2008." Harvard Business School Case 808-130, March 2008. (Revised June 2009.)
  • 28 Aug 2013
  • News

Five Remarkable Leaders Receive 2013 Harvard Business School Alumni Achievement Awards

    George Serafeim

    George Serafeim is the Charles M. Williams Professor of Business Administration at Harvard Business School. He co-leads a Lab, within Harvard's Digital, Data, Design Institute, and serves on the faculty steering commitee of Harvard University's Salata Institute. He... View Details

    Keywords: asset management; asset management; asset management; asset management; asset management; asset management; asset management
    • April 2000
    • Article

    The Fable of Fisher Body

    By: Ramon Casadesus-Masanell and Daniel F. Spulber
    General Motors' (GM) acquisition of Fisher Body is the classic example of market failure in the literature on contracts and the theory of the firm. According to the standard account, GM merged vertically with Fisher Body in 1926, a maker of auto bodies, because of... View Details
    Keywords: Mergers and Acquisitions; Failure; Contracts; Vertical Integration; Market Transactions; Investment; Trust; Production; Assets; Supply Chain; Opportunities; Technology; Auto Industry
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    Casadesus-Masanell, Ramon, and Daniel F. Spulber. "The Fable of Fisher Body." Journal of Law & Economics 43, no. 1 (April 2000): 67–104.
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