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  • 2017
  • Working Paper

Innovation Policies

By: Ramana Nanda and Matthew Rhodes-Kropf
Past work has shown that failure tolerance by principals has the potential to stimulate innovation, but has not examined how this affects which projects principals will start. We demonstrate that failure tolerance has an equilibrium price ― in terms of an investor's... View Details
Keywords: Innovation; Investing; Abandonment Option; Failure Tolerance; Venture Capital; Attitudes; Investment; Failure; Innovation and Invention
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Nanda, Ramana, and Matthew Rhodes-Kropf. "Innovation Policies." Harvard Business School Working Paper, No. 13-038, October 2012. (Revised March 2017. forthcoming in the AiSM Special issue on Entrepreneurship, Innovation and Platforms.)
  • December 2012 (Revised January 2014)
  • Case

Residencial Los Andes

By: Nicolas P. Retsinas and Lisa Strope
Peninsula Investment Group is deciding whether or not to recapitalize an equity investment in a Residencial Los Andes, a residential project in Santiago, Chile, or take a substantial loss. The project did not meet its sales goals and the bank pressured the investors to... View Details
Keywords: Real Estate; Emerging Market; Latin America; Investment Management; Management; Negotiation; Finance; Entrepreneurship; Real Estate Industry; Latin America
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Retsinas, Nicolas P., and Lisa Strope. "Residencial Los Andes." Harvard Business School Case 213-074, December 2012. (Revised January 2014.)
  • March 2013 (Revised March 2013)
  • Teaching Note

Social Finance, Inc. (TN)

By: Shawn Cole
Keywords: Investing; Nonprofit; Nonprofit Organizations; Financing and Loans; Investment; Financial Services Industry
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Cole, Shawn. "Social Finance, Inc. (TN)." Harvard Business School Teaching Note 213-090, March 2013. (Revised March 2013.)
  • March 2016 (Revised October 2018)
  • Case

Project Deutschland: Unpeeling the Onion of a Distressed Real Estate Portfolio

By: Nori Gerardo Lietz and Ricardo Andrade
James Tallest analyzed the opportunity to invest in a distressed portfolio of high quality properties in Germany by acquiring one or more non-performing loans from Deutschland Bank. While he considers the many aspects of the deal that is about to unfold, he must decide... View Details
Keywords: Real Estate; Distress Investing; Non-performing Loan; Borrowing and Debt; Capital Structure; Private Equity; Negotiation Deal; Valuation; Real Estate Industry; Financial Services Industry; Germany; Europe
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Lietz, Nori Gerardo, and Ricardo Andrade. "Project Deutschland: Unpeeling the Onion of a Distressed Real Estate Portfolio." Harvard Business School Case 216-055, March 2016. (Revised October 2018.)
  • 2013
  • Working Paper

Is a VC Partnership Greater Than the Sum of Its Partners?

By: Michael Ewens and Matthew Rhodes-Kropf
This paper investigates whether individual venture capitalists have repeatable investment skill and to what extent their skill is impacted by the VC firm where they work. We examine a unique dataset that tracks the performance of individual venture capitalists'... View Details
Keywords: Investing; Persistence; Performance Persistence; Theory Of The Firm; Venture Capital; Organizations; Human Capital; Performance Evaluation
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Ewens, Michael, and Matthew Rhodes-Kropf. "Is a VC Partnership Greater Than the Sum of Its Partners?" Harvard Business School Working Paper, No. 12-097, April 2012. (Revised January 2013, June 2013. Revise and Resubmit Journal of Finance. NBER Working Paper Series, No. 19120, June 2013)
  • November 2019 (Revised January 2020)
  • Supplement

Taiwan Semiconductor Manufacturing Company Limited: A Global Company's China Strategy (B)

By: William C. Kirby, Billy Chan and Dawn H. Lau
After the legendary founder of Taiwan Semiconductor Manufacturing Company (TSMC) retired, the new chairman had to grapple with fresh challenges related to its China market: a recently opened factory in China had to find ways to reverse its financial loss and meet its... View Details
Keywords: Cross-cultural; Foreign Investment; Government; Business and Government Relations; Globalization; Change Management; Customer Relationship Management; Innovation Strategy; Global Strategy; Leadership; Semiconductor Industry; Taiwan; China
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Kirby, William C., Billy Chan, and Dawn H. Lau. "Taiwan Semiconductor Manufacturing Company Limited: A Global Company's China Strategy (B)." Harvard Business School Supplement 320-045, November 2019. (Revised January 2020.)
  • September 2021
  • Case

Ensuring Your Family’s Future: The Alagil Family Office

By: Lauren Cohen, Esel Çekin and Fares Khrais
Muhammad Alagil was a second-generation leader in the well-known Alagil Family Group of businesses in Saudi Arabia and co-founder and chairman of its family office, Jarir Company for Commercial Investments (Jarir Investments). The case opens in 2021 with Alagil... View Details
Keywords: Family Office; Second-generation; Third-generation; Investments; Philanthropy; Family Business; Investment; Finance; Financial Markets; Philanthropy and Charitable Giving; Saudi Arabia; Middle East
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Cohen, Lauren, Esel Çekin, and Fares Khrais. "Ensuring Your Family’s Future: The Alagil Family Office." Harvard Business School Case 222-034, September 2021.
  • March 2018
  • Case

Sachem Head's Activism at Autodesk

By: Suraj Srinivasan and Quinn Pitcher
In 2015, activist hedge fund Sachem Head Capital, led by founder Scott Ferguson, launched an activist campaign at computer aided design (CAD) software maker Autodesk. The activist campaign, waged mainly in private, was over Autodesk's lackluster financial performance,... View Details
Keywords: Shareholder Activism; Investing; Activist Investing; Technology; CEO Turnover; Hedge Fund Activism; Benchmarking; Corporate Governance; Information Technology; Investment Activism; Performance Improvement; Management Succession; United States
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Srinivasan, Suraj, and Quinn Pitcher. "Sachem Head's Activism at Autodesk." Harvard Business School Case 118-086, March 2018.
  • November 2011
  • Case

Pacific Grove Spice Company

By: William E. Fruhan and Craig Stephenson
Pacific Grove Spice Company is a profitable, rapidly growing manufacturer, marketer, and distributor of quality spices and seasonings. The company's business model requires significant investment in accounts receivable, inventory, and fixed assets to support sales.... View Details
Keywords: Capital Expenditures; Investments; Acquisitions; Securities Analysis; Debt Securities; Opportunities; Cost of Capital; Valuation; Investment; Capital Budgeting; Business Model; Cash Flow; Financing and Loans; Acquisition; Retail Industry; Food and Beverage Industry
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Fruhan, William E., and Craig Stephenson. "Pacific Grove Spice Company." Harvard Business School Brief Case 114-366, November 2011.
  • February 2019 (Revised October 2019)
  • Teaching Note

The Rise Fund: TPG Bets Big on Impact

By: Vikram S Gandhi, Caitlin Reimers Brumme and Sarah Mehta
Teaching Note for HBS No. 318-041. View Details
Keywords: Impact Investing; Impact Measurement; Equity; Investment; Measurement and Metrics; Financial Services Industry; San Francisco
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Gandhi, Vikram S., Caitlin Reimers Brumme, and Sarah Mehta. "The Rise Fund: TPG Bets Big on Impact." Harvard Business School Teaching Note 319-003, February 2019. (Revised October 2019.)
  • 1976
  • Book

Nine Investments Abroad and Their Impact at Home: Case Studies on Multinational Enterprise and the U.S. Economy

By: Robert B. Stobaugh and Robert H. Hayes
Keywords: Multinational Firms and Management; International Finance; United States
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Stobaugh, Robert B., and Robert H. Hayes. Nine Investments Abroad and Their Impact at Home: Case Studies on Multinational Enterprise and the U.S. Economy. Boston: Harvard Business School, Division of Research, 1976.
  • February 2024 (Revised April 2024)
  • Case

Finberg: Corporate Venture Capital in Türkiye

By: Paul A. Gompers and Namrata Arora
In December 2021, Murat Özyeğin, Chairman of Fiba Holding, along with Ömer Mert and İhsan Elgin, engaged in discussions about the future of United Payment, a fintech company in which Finberg, a subsidiary of Fibabanka, held a 20% stake. Finberg, established in 2018 as... View Details
Keywords: Corporate Venture Capital; Technology; Return On Investment; Venture Capital; Investment; Strategy; Technological Innovation; Competition; Valuation; Acquisition; Business Startups; Information Technology Industry; Banking Industry; Middle East; North Africa; Turkey; Ukraine; Romania; Poland
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Gompers, Paul A., and Namrata Arora. "Finberg: Corporate Venture Capital in Türkiye." Harvard Business School Case 824-175, February 2024. (Revised April 2024.)
  • September 2022
  • Case

ROI vs. ROI: The Grupo Baobá Family Office

By: Lauren Cohen, Hao Gao, Jiawei Ye and Grace Headinger
Fernando Scodro, a third-generation member of his family, mulled over the next step in integrating an ESG strategy into his family office’s investment portfolio. While his family office, Grupo Baobá, had made excellent progress in incorporating his family’s values into... View Details
Keywords: Impact Investing; ESG; Green Building; Family; Partnership; Latin America; Brazil; Buildings and Facilities; Green Buildings; Family Business; Family and Family Relationships; Financial Management; Partners and Partnerships; Financial Services Industry; Brazil; Latin America
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Cohen, Lauren, Hao Gao, Jiawei Ye, and Grace Headinger. "ROI vs. ROI: The Grupo Baobá Family Office." Harvard Business School Case 223-018, September 2022.
  • November 2016
  • Article

Corporate Sustainability: First Evidence on Materiality

By: Mozaffar Khan, George Serafeim and Aaron Yoon
Using newly available materiality classifications of sustainability topics, we develop a novel dataset by hand-mapping sustainability investments classified as material for each industry into firm-specific sustainability ratings. This allows us to present new evidence... View Details
Keywords: Sustainability; Investments; Corporate Social Responsibility; Accounting; Corporate Reporting; Regulation; Corporate Social Responsibility and Impact; Integrated Corporate Reporting; Investment; Corporate Governance
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Khan, Mozaffar, George Serafeim, and Aaron Yoon. "Corporate Sustainability: First Evidence on Materiality." Accounting Review 91, no. 6 (November 2016): 1697–1724.
  • Article

How will Emerging Markets Shape the Alternative Assets Arena?

By: Roberto Charvel
This article looks at the growth of pensions in Latin America and its future impact in local alternative assets' investments locally and in the developed world. View Details
Keywords: Emerging Economies; Emerging Markets; Pension; Institutional Investments; Alternative Assets; Venture Capital; Private Equity; Entrepreneurship; Financial Services Industry; Latin America
Citation
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Charvel, Roberto. "How will Emerging Markets Shape the Alternative Assets Arena?" Venture Equity Latin America 10, no. 15 (September 15, 2011).
  • Teaching Interest

Overview

By: Dante Roscini
Over the past decade, I have taught the course Business, Government and the International Economy, part of the required curriculum in the MBA program and the course Managing International Trade and Investment, part of the elective curriculum for second-year MBAs. View Details
Keywords: Trade; Investment; Foreign Direct Investment; Portfolio Investment; Risk Assessment; Political Economy; Globalized Firms And Management
  • July 2018 (Revised July 2018)
  • Teaching Note

Argentina Power—Don’t Cry for Me Argentina

By: Nori Gerardo Lietz and Sayiddah Fatima McCree
Teaching Note for HBS No. 218-041. This case concerns a complex potential energy infrastructure investment in Argentina by a global conglomerate shortly after Mauricio Macri (“Macri”) became President of Argentina in 2015. The central issues are (i) why was a country... View Details
Keywords: Argentina; Argentine Exceptionalism; Infrastructure Finance; Investing; Finance; Inflation and Deflation; Government and Politics; Energy Generation; Infrastructure; Utilities Industry; Energy Industry; Financial Services Industry; Argentina; South America
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Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "Argentina Power—Don’t Cry for Me Argentina." Harvard Business School Teaching Note 219-010, July 2018. (Revised July 2018.)
  • Research Summary

How Does Foreign Direct Investment Promote Economic Growth? Exploring the Effects of Financial Markets on Linkages (with Areendam Chanda, Sebnem Kalemli-Ozcan and Selin Sayek)

By: Laura Alfaro
The empirical literature finds mixed evidence on the existence of positive productivity externalities in the host country generated by foreign multinational companies. We propose a novel mechanism, which emphasizes the role of local financial markets in enabling... View Details
  • September 26, 2024
  • Article

A Better Way to Measure Social Impact

By: Robert S. Kaplan and Constance Spitzer
All impact investors report the financial returns from their funds and investments, and many provide metrics on intended social outcomes, such as numbers of individuals served, or quality jobs created. But investors do not supply metrics about their impacts on... View Details
Keywords: Impact Investing; Social Impact Investment; Inclusive Growth; Sustainability; Corporate Social Responsibility and Impact; Environmental Sustainability
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Kaplan, Robert S., and Constance Spitzer. "A Better Way to Measure Social Impact." Harvard Business Review Digital Articles (September 26, 2024).
  • 2019
  • Book

New To Big: How Companies Can Create Like Entrepreneurs, Invest Like VCs, and Install a Permanent Operating System for Growth

By: David Kidder and Christina Wallace
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Kidder, David, and Christina Wallace. New To Big: How Companies Can Create Like Entrepreneurs, Invest Like VCs, and Install a Permanent Operating System for Growth. New York: Currency, 2019.
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