Publications

January 2015 (Revised September 2017)
Case

Omar Selim: Building a Values-Based Asset Management Firm (A)

By: George Serafeim, Rebecca Henderson and Shannon Gombos

The sustainable investing market was a recent phenomenon in the first decade of the 21st century. However, an increasing number of investors began to integrated Environmental, Social and Governance (ESG) issues in investment decisions. At Barclays Capital, Omar Selim... View Details

Research Summary

Changing the World: Life Choices of Influential Leaders

By: Robert Simons

This project studies the life choices made by a variety of people who have left a lasting legacy. Using biographical data, we are examining the choices that high-impact individuals faced in their lives and the paths they chose to follow. The leaders we study come... View Details

Keywords: Leadership Style; Personal Characteristics; Work-life Balance; Entrepreneurship; Business Startups; Success

January 2014
Teaching Plan

MedImmune Ventures

By: Richard Hamermesh and Andrew Otazo

"MedImmune Ventures" highlights the problems faced by corporate venture capital firms, the challenges of investing in early-stage healthcare, and the difficulty of operating in distant markets. View Details

Keywords: MedImmune Ventures; NeuProtect; Corporate Venture Capital; Ron Laufer; Australia; Starfish Ventures; AstraZeneca; MEVE; Healthcare; Startup; Venture Capital; Business Startups; Health Industry; Australia; United States

January 2017 (Revised December 2017)
Case

Carmichael Roberts: To Create a Private Equity Firm?

By: Steven Rogers and Kenneth J. Cooper

Carmichael Roberts, a rare African-American venture capitalist, considered leaving his general partnership in a private equity firm near Boston and setting up his own in 2015. He weighed whether the timing was right, with the economy still not fully recovered from the... View Details

February 2015 (Revised September 2017)
Supplement

Omar Selim: Building a Values-Based Asset Management Firm (B)

By: George Serafeim, Rebecca Henderson and Shannon Gombos

The case describes the decision of Omar Selim to set up Arabesque as an independent organization and how he organized Arabesque to use both financial and environmental, social and governance (ESG) data in order to deliver performance for its clients. View Details

Keywords: Social Entrepreneurship; Investing; Investment Management; ESG; Sustainability; Investment Banking; Leadership; Leadership & Corporate Accountability; Leadership Style; Business Model; Asset Management; Business Startups; Social Enterprise

01 Dec 2020
News

New News

Edited by Julia Hanna Courtesy Michael Aft Courtesy Snigdha Sur Courtesy Michael Aft Courtesy Snigdha Sur Michael Aft (MBA 2019) and Snigdha Sur (MBA 2017) would be the first to acknowledge that launching a digital media startup out of... View Details

Keywords: entrepreneuship; digital media; startups; news; business models; young alumni; News, Library, Internet, and Other Services; Information

June 2016
Case

The Wealthfront Generation

By: Luis Viceira and Allison Ciechanover

Keywords: Automated Investment Advisor; Millennials; Fintech; Customers; Asset Management; Internet and the Web; Age; Investment; Business Startups; California

June 2020
Teaching Note

Shiseido Acquires Drunk Elephant

By: Jill Avery

On October 7, 2019, the Shiseido Group announced that it would acquire clean skincare brand Drunk Elephant for $845 million, a valuation of 8.5 times sales. Did Shiseido pay too much or too little for this brand asset? How much was the Drunk Elephant brand worth and... View Details

05 Jun 2020
Research & Ideas

How Anchor Investors Help Impact Funds Succeed

so-called impact funds, or funds that hope to create positive social or environmental impact. In Anchors Aweigh: Analysis of Anchor Limited Partner Investors in Impact Investment Funds, the authors describe anchors as “generally the first... View Details

Keywords: by Sean Silverthorne; Financial Services

December 2017 (Revised March 2018)
Case

Kellogg Company/eighteen94 capital

By: David Bell, Damien McLoughlin and Natalie Kindred

With 33,000 employees and revenues of $13 billion in 2016, Kellogg Company was the world’s largest producer of branded packaged cereal and a leader in branded convenience foods. Founded in 1906 and based in Michigan, the company had a proud history of product and... View Details

July 2016 (Revised October 2016)
Case

Entrepreneurial Sales and Marketing Vignettes

By: Mark Roberge and Frank Cespedes

Which sales candidate is a startup’s ideal first hire? What marketing channels are best to invest in? How aggressively should an executive team align sales with customer success? Early stage founders, sales leaders, and marketing executives often face one, and... View Details

Keywords: Entrepreneurial Marketing; Entrepreneurial Sales; Business Startups; Talent; Talent Management; Growth Management; Marketing Communications; Social Marketing; Salesforce Management; Pricing; Sales; Marketing

August 2014 (Revised March 2015)
Case

Molycorp: Issuing the 'Happy Meal' Securities (B)

By: Benjamin C. Esty and E. Scott Mayfield

Molycorp, the Western hemisphere's only producer of rare earth minerals, was in the middle of a $1 billion capital expansion in its effort to become a vertically integrated supplier of rare earth minerals, oxides, and metals. After reporting lower than expected... View Details

March 2015 (Revised January 2024)
Case

CV Ingenuity (A): How to Evaluate the Commercial Viability of New Health Care Technologies

By: Regina E. Herzlinger and Andrew Otazo

Duke Rohlen (HBS MBA ’01) hoped to win over a prominent venture capital investor for Series B financing of his firm CVI that was creating a drug-eluting balloon (DES) to treat peripheral arterial disease. As a second-mover, Duke felt he was more likely to acquire... View Details

Career Coach

Jonathan Shepherd

Jonathan is CPD's Corporate Relations Director overseeing principal investing: VC/PE, investment management and real estate. Since 2007, he has coached thousands of students & alumni and forged recruiting relationships with hundreds... View Details

August 2018
Case

Tapping Growth at Lord Hobo Brewing Company

By: Ethan Rouen and Susanna Gallani

Lord Hobo Brewing Company accounts for its inventory process as it prepares to create its first set of professional financial statements for investors. View Details

Keywords: Inventory; Start-ups; Craft Brewing; Investing; GAAP; Brand Management; Accounting; Working Capital; Entrepreneurship; Private Equity; Business Startups; Business and Shareholder Relations; Food and Beverage Industry; Boston; New England; United States

05 Mar 2015
Video

EiR Rudina Seseri, partner, Fairhaven Capital

2025
Working Paper

Antitrust Platform Regulation and Entrepreneurship: Evidence from China

By: Ke Rong, D. Daniel Sokol, Di Zhou and Feng Zhu

Many jurisdictions have launched antitrust enforcement and brought in regulation of large tech platforms. The swift and strict implementation of China’s Anti-Monopoly Guidelines for the Platform Economy (Platform Guidelines) provides a quasi-natural experiment... View Details

Keywords: Platform; Antitrust; Regulation; Entrepreneurship; Governing Rules, Regulations, and Reforms; Competition; Venture Capital; Market Entry and Exit; Supply and Industry; China