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  • October 2006 (Revised December 2012)
  • Background Note

Note on U.S. Public Education Finance (A): Revenues

Describes the revenue structure of U.S. public education. Covers funding by federal, state, and local governments. Examines in detail two federal education laws: the Elementary and Secondary Education Act (ESEA) and the Individuals with Disabilities Education Act... View Details
Keywords: Education; Revenue; Public Administration Industry; Education Industry; United States
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Childress, Stacey M., and Stig Leschly. "Note on U.S. Public Education Finance (A): Revenues." Harvard Business School Background Note 307-069, October 2006. (Revised December 2012.)
  • 27 May 2015
  • News

Jon Stewart talks "Move" with Rosabeth Moss Kanter

  • January 2019
  • Case

King Abdullah Economic City: Population Drivers and Cash Flow

By: John D. Macomber
CEO of high profile new economic city in Saudi Arabia must decide how to allocate limited investment funds across projects under duress. Issues include understanding core economic drivers; planning infrastructure investment and return; attracting multinationals; and... View Details
Keywords: Urban Development; Infrastructure; Project Finance; Resource Allocation; Decision Making; City; Real Estate Industry; Saudi Arabia
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Macomber, John D. "King Abdullah Economic City: Population Drivers and Cash Flow." Harvard Business School Case 219-079, January 2019.
  • 07 May 2021
  • News

From Dutch Tulips to Internet Stocks, How to Spot a Financial Bubble

  • 2024
  • Working Paper

Hidden Alpha

By: Manuel Amman, Alexander Cochardt, Lauren Cohen and Stephan Heller
This paper documents the central role of hidden connections between fund managers and firm officers in financial markets, drawing on an extensive dataset of over 100 thousand manually identified Facebook profiles and their 35 million Facebook friends. Our findings... View Details
Keywords: Returns; Investment Return; Networks
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Amman, Manuel, Alexander Cochardt, Lauren Cohen, and Stephan Heller. "Hidden Alpha." Working Paper, 2024. (Winner of the 2022 Chicago Quantitative Alliance Academic Paper Competition. First Prize presented by Chicago Quantitative Alliance. Winner of the Institute for Quantitative Investment Research (INQUIRE) Grant, 2023.)
  • July 2022 (Revised October 2024)
  • Case

3G Capital

By: Jo Tango and Alys Ferragamo
In June 2022, 3G Capital Co-Managing Partners Alex Behring and Daniel Schwartz were in a partners’ meeting. On the agenda were three potential investments. Code named “Alpha,” “Bravo,” and “Charlie” (real target companies that have been disguised), they were the... View Details
Keywords: Investment Decisions; Investment Funds; Investment Portfolio; Decision Choices and Conditions; Private Equity; Leveraged Buyouts
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Tango, Jo, and Alys Ferragamo. "3G Capital." Harvard Business School Case 823-010, July 2022. (Revised October 2024.)
  • 2025
  • Working Paper

Bank Capital and the Growth of Private Credit

By: Sergey Chernenko, Robert Ialenti and David Scharfstein
We show that business development companies (BDCs), a significant source of private credit, are very well capitalized according to bank capital frameworks. These types of private credit funds have median risk-based capital ratios of about 36%, which is 26 percentage... View Details
Keywords: Financing and Loans; Capital; Credit; Financial Institutions
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Chernenko, Sergey, Robert Ialenti, and David Scharfstein. "Bank Capital and the Growth of Private Credit." Working Paper, June 2025.
  • Working Paper Summaries

How do Private Equity Fees Vary Across Public Pensions?

Keywords: by Juliane Begenau and Emil Siriwardane; Financial Services
  • 09 Dec 2014
  • News

Can Your Movie Change the World?

  • February 2018 (Revised April 2018)
  • Case

Omar Simmons: Franchising and Private Equity

By: Steven Rogers and Alyssa Haywoode
Omar Simmons, managing director of a private equity fund that owns 53 Planet Fitness Health Clubs, has to choose: continue in private equity or shift his career to managing and growing the health clubs. An African-American graduate of Princeton University and Harvard... View Details
Keywords: Diversity Characteristics; Ethnicity Characteristics; Health Club Franchises; African-american Entrepreneurs; Finance; Private Equity; Decisions; Entrepreneurship; Motivation and Incentives; Personal Development and Career; Franchise Ownership; Consulting Industry; Boston
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Rogers, Steven, and Alyssa Haywoode. "Omar Simmons: Franchising and Private Equity." Harvard Business School Case 318-055, February 2018. (Revised April 2018.)

    The Unintended Consequences of the Zero Lower Bound Policy

    Our novel evidence suggests that in the times of unusually low interest rates money market fund managers increased, on average, their portfolios’ risk. We also show... View Details

    • March 2002 (Revised August 2006)
    • Case

    September 11th Fund, The: The Creation

    By: Jane Wei-Skillern
    Describes the entrepreneurial process through which the September 11th Fund was created, developed, and operated, focusing primarily on the furst seven weeks of the fund. This case details the genesis of the fund as a partnership between the United Way of New York City... View Details
    Keywords: Leadership; Partners and Partnerships; Social Entrepreneurship; Philanthropy and Charitable Giving
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    Wei-Skillern, Jane. "September 11th Fund, The: The Creation." Harvard Business School Case 302-083, March 2002. (Revised August 2006.)
    • 22 Apr 2015
    • HBS Seminar

    Riitta Katila, Stanford School of Engineering

    • 07 May 2015
    • News

    How Crowdfunding Kickstarts the Arts

    • 12 Mar 2015
    • Video

    Edith Dorsen - Making A Difference

    • July 2015
    • Exercise

    An Activist Approach: Confidential Role Assignment for Remingtons Housewares

    By: Guhan Subramanian and Kait Szydlowski
    A three party, multiple-issue negotiation exercise dealing with a potential merger between two leading department stores, called for by an activist investor hedge fund in a letter to both companies. Company management will now attempt to navigate next moves, which are... View Details
    Keywords: Negotiation; Activist Investors; Takeover Defense; Negotiation Types; Mergers and Acquisitions; Corporate Governance; Investment Activism; Retail Industry
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    Subramanian, Guhan, and Kait Szydlowski. "An Activist Approach: Confidential Role Assignment for Remingtons Housewares." Harvard Business School Exercise 916-014, July 2015.
    • July 2015
    • Exercise

    An Activist Approach: Confidential Role Assignment for Fultons Department Stores

    By: Guhan Subramanian and Kait Szydlowski
    A three party, multiple-issue negotiation exercise dealing with a potential merger between two leading department stores, called for by an activist investor hedge fund in a letter to both companies. Company management will now attempt to navigate next moves, which are... View Details
    Keywords: Negotiation; Activist Investors; Takeover Defense; Negotiation Types; Mergers and Acquisitions; Corporate Governance; Investment Activism; Retail Industry
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    Subramanian, Guhan, and Kait Szydlowski. "An Activist Approach: Confidential Role Assignment for Fultons Department Stores." Harvard Business School Exercise 916-013, July 2015.
    • July 2015
    • Exercise

    An Activist Approach: Castle Rock-Fultons-Remingtons

    By: Guhan Subramanian and Kait Szydlowski
    A three party, multiple-issue negotiation exercise dealing with a potential merger between two leading department stores, called for by an activist investor hedge fund in a letter to both companies. Company management will now attempt to navigate next moves, which are... View Details
    Keywords: Negotiation; Activist Investors; Takeover Defense; Negotiation Types; Mergers and Acquisitions; Corporate Governance; Investment Activism; Retail Industry
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    Subramanian, Guhan, and Kait Szydlowski. "An Activist Approach: Castle Rock-Fultons-Remingtons." Harvard Business School Exercise 916-011, July 2015.
    • July 2008 (Revised April 2009)
    • Case

    Advanced Micro Devices: Competing in the Shadow of a Giant (A)

    By: Willy C. Shih and Andrew A. King
    As the only significant competitor to Intel Corporation in PC microprocessors, Advanced Micro Devices faced daunting investment choices. Not only did it have to fund microprocessor design teams, it also had to fund silicon process R&D, and it faced huge capital... View Details
    Keywords: Investment; Operations; Partners and Partnerships; Competitive Strategy; Technology Industry
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    Shih, Willy C., and Andrew A. King. "Advanced Micro Devices: Competing in the Shadow of a Giant (A)." Harvard Business School Case 609-002, July 2008. (Revised April 2009.)
    • March 2010
    • Supplement

    Whose Money Is It Anyway? (C)

    By: V.G. Narayanan, Richard G. Hamermesh and Rachel Gordon
    The case describes how the Brigham and Women's Physicians Organization and its corporate parent resolved the issue of how the disputed funds would be distributed and used. View Details
    Keywords: Corporate Governance; Business Subsidiaries; Organizational Design; Conflict and Resolution; Resource Allocation; Health Industry
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    Narayanan, V.G., Richard G. Hamermesh, and Rachel Gordon. "Whose Money Is It Anyway? (C)." Harvard Business School Supplement 810-031, March 2010.
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