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  • April 2011 (Revised November 2012)
  • Exercise

Reinsurance Negotiation: Confidential Information for JLT Insurance Company

By: Robert C. Pozen and Henoch Senbetta
The Reinsurance Negotiation case is a fictional three-party negotiation between a primary insurer and two reinsurers. The case is appropriate for use in a wide variety of courses, including Financial Institutions, Negotiations, and courses related to the Insurance and... View Details
Keywords: Negotiation; Insurance
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Pozen, Robert C., and Henoch Senbetta. "Reinsurance Negotiation: Confidential Information for JLT Insurance Company." Harvard Business School Exercise 311-111, April 2011. (Revised November 2012.)
  • September 2008 (Revised October 2008)
  • Background Note

Copyright Law in the U.S. and EU

By: Robert C. Pozen and Elizabeth Leonard
This note reviews the basic rules for copyright protection in both the U.S. and the EU. It outlines the works and rights protected, the fair use and first-sale limitations on copyright, as well as the application of these rules to software, video, recordings, and... View Details
Keywords: Governing Rules, Regulations, and Reforms; Copyright; Laws and Statutes; European Union; United States
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Pozen, Robert C., and Elizabeth Leonard. "Copyright Law in the U.S. and EU." Harvard Business School Background Note 309-052, September 2008. (Revised October 2008.)
  • November 18, 2008
  • Article

There's a Better Way to Prevent 'Bear Raids'

By: Robert C. Pozen and Yaneer Bar-Yam
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Pozen, Robert C., and Yaneer Bar-Yam. "There's a Better Way to Prevent 'Bear Raids'." Wall Street Journal (November 18, 2008).
  • 5 Feb 2013
  • Conference Presentation

Financing Entrepreneurial Growth

By: Tom Alberg, Andrew A. Bogan, Harold Bradley, Robert D. Cooter, Monika Gruter Cheney, Oliver R. Goodenough, William R. Hambrecht, Frank Hatheway, Thomas F. Hellmann, Marianne Hudson, Jared Konczal, Josh Lerner, Robert E. Litan, Diane Mulcahy, Ramana Nanda, Frank Partnoy, Joe Ratterman, Nava Ravikant, Jay R. Ritter, Alicia Robb, David T. Robinson, Allison Schrager, Barry Silbert, E. R. Sirri, Daniel Stangler and Sharon Vosmek

Despite recent innovations in entrepreneurial finance, particularly at the early stage of business creation, many new and young companies continue to face hurdles to acquire capital.

The Kauffman Foundation addressed current challenges and opportunities in... View Details

Keywords: Finance; Entrepreneurial Finance; Venture Capital; Entrepreneurship; United States
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Alberg, Tom, Andrew A. Bogan, Harold Bradley, Robert D. Cooter, Monika Gruter Cheney, Oliver R. Goodenough, William R. Hambrecht, Frank Hatheway, Thomas F. Hellmann, Marianne Hudson, Jared Konczal, Josh Lerner, Robert E. Litan, Diane Mulcahy, Ramana Nanda, Frank Partnoy, Joe Ratterman, Nava Ravikant, Jay R. Ritter, Alicia Robb, David T. Robinson, Allison Schrager, Barry Silbert, E. R. Sirri, Daniel Stangler, and Sharon Vosmek. "Financing Entrepreneurial Growth." Paper presented at the State of Entrepreneurship Address, Ewing Marion Kauffman Foundation, Washington, DC, USA, February 5, 2013.
  • July 2009 (Revised August 2010)
  • Case

Radiant Cosmetics: What's in a Pout?

By: Robert C. Pozen and Mary Ellen Webster Hammond
In 2006, Radiant Cosmetics president and CEO, Margaret Clark, was contemplating the launch of a new, lip-plumping product called "Four Carat Pout." Clark faced many decisions concerning the launch: marketing the product as a luxury brand or a retail item; how to... View Details
Keywords: Global Strategy; Globalized Markets and Industries; Intellectual Property; Marketing Strategy; Product Marketing; Product Launch; Product Positioning; Beauty and Cosmetics Industry
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Pozen, Robert C., and Mary Ellen Webster Hammond. "Radiant Cosmetics: What's in a Pout?" Harvard Business School Case 310-003, July 2009. (Revised August 2010.)
  • November 2021
  • Article

Determining Variable Costs in the Acute Urolithiasis Cycle of Care Through Time-driven Activity-based Costing

By: Tyler R. McClintock, David F. Friedlander, Aiden Y. Feng, Mahek A. Shah, Daniel J. Pallin, Steven L. Chang, Angela M. Bader, Thomas W. Feeley, Robert S. Kaplan and George E. Haleblian
Objective. To characterize full cycle of care costs for managing an acute ureteral stone using time-driven activity-based costing.
Methods. We defined all phases of care for patients presenting with an acute ureteral stone and built an... View Details
Keywords: Time-Driven Activity-Based Costing; Health Care and Treatment; Cost; Activity Based Costing and Management
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McClintock, Tyler R., David F. Friedlander, Aiden Y. Feng, Mahek A. Shah, Daniel J. Pallin, Steven L. Chang, Angela M. Bader, Thomas W. Feeley, Robert S. Kaplan, and George E. Haleblian. "Determining Variable Costs in the Acute Urolithiasis Cycle of Care Through Time-driven Activity-based Costing." Urology 157 (November 2021): 107–113.
  • April 2010 (Revised May 2012)
  • Background Note

Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S.

By: Lena G. Goldberg, Robert C. Pozen and Melissa Anne Hammerle
This note provides students with an explanation of the regulatory and tax framework for hedge funds vs. mutual funds in the U.S. View Details
Keywords: Investment Funds; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Taxation; Financial Services Industry; United States
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Goldberg, Lena G., Robert C. Pozen, and Melissa Anne Hammerle. "Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S." Harvard Business School Background Note 310-131, April 2010. (Revised May 2012.)
  • 26 Jul 2011
  • First Look

First Look: July 26

and benefits and that bundled legislation is valued more than the sum of its parts. Study 2 shows this finding stems from a diminished focus on losses and heightened focus on gains. Study 3 extends our findings to policies involving costs and benefits of the same type... View Details
Keywords: Sean Silverthorne
  • June 2011 (Revised January 2012)
  • Teaching Note

Tough Choices for the Illinois Pension System (TN)

By: Robert C. Pozen and Brij S. Khurana
Teaching Note for 311-139. View Details
Keywords: Illinois
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Pozen, Robert C., and Brij S. Khurana. "Tough Choices for the Illinois Pension System (TN)." Harvard Business School Teaching Note 311-140, June 2011. (Revised January 2012.)
  • August 2010 (Revised August 2010)
  • Teaching Note

Malcolm Life Enhances Its Variable Annuities (TN)

By: Robert C. Pozen and David J. Pearlman
Teaching Note for 311041. View Details
Keywords: Annuities; Insurance Industry
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Pozen, Robert C., and David J. Pearlman. "Malcolm Life Enhances Its Variable Annuities (TN)." Harvard Business School Teaching Note 311-042, August 2010. (Revised August 2010.)
  • October 2013
  • Teaching Note

Equity Awards at GulfShore Rigging

By: Robert C. Pozen and Lucas W. Goodman
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Pozen, Robert C., and Lucas W. Goodman. "Equity Awards at GulfShore Rigging." Harvard Business School Teaching Note 314-006, October 2013.
  • April 2012
  • Case

Man Group (A)

By: Robert C. Pozen and Thomas M. Clay
The Man Group was a huge and successful UK-based hedge fund and fund of funds manager. Through acquisitions, the company had consciously diversified its portfolio of investment products. In 2007 Man had to decide whether or not to spin off its brokerage business. Man... View Details
Keywords: Asset Management; Investment Funds; Financial Crisis; Decisions; Organizational Change and Adaptation; Diversification; Business Growth and Maturation; Business Strategy; Financial Services Industry; United Kingdom; Europe
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Pozen, Robert C., and Thomas M. Clay. "Man Group (A)." Harvard Business School Case 312-128, April 2012.
  • May 2011
  • Teaching Note

Securities Lending After the Financial Crisis (TN)

By: Robert C. Pozen and Gayle Elizabeth Hameister
Teaching Note for 311131. View Details
Keywords: Asset Management; Business and Government Relations; Stocks; Debt Securities; Investment Funds; Investment Return
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Pozen, Robert C., and Gayle Elizabeth Hameister. "Securities Lending After the Financial Crisis (TN)." Harvard Business School Teaching Note 311-131, May 2011.
  • May 2011
  • Teaching Note

Redesigning a 401(k) Plan at Haley-Midland (TN)

By: Robert C. Pozen and Scott Eric Perl
Teaching Note for 311128. View Details
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Pozen, Robert C., and Scott Eric Perl. "Redesigning a 401(k) Plan at Haley-Midland (TN)." Harvard Business School Teaching Note 311-129, May 2011.
  • August 2010 (Revised December 2010)
  • Case

Malcolm Life Enhances Its Variable Annuities

By: Robert C. Pozen and David J. Pearlman
The case involves an insurance CEO choosing between different designs for a variable annuity product in light of hedging, marketing, and pricing issues. The case provides students with background on the economics and regulation of life insurance and variable annuities.... View Details
Keywords: Annuities; Insurance; Investment Return; Governing Rules, Regulations, and Reforms; Product Design; Insurance Industry; United States
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Pozen, Robert C., and David J. Pearlman. "Malcolm Life Enhances Its Variable Annuities." Harvard Business School Case 311-041, August 2010. (Revised December 2010.)
  • July 2010
  • Case

Fidelity Retires in Canada

By: Robert C. Pozen and Edward Warren Scott
The head of Fidelity Canada was faced with a decision about what to do with its retirement business there. Although Fidelity as a fund manager has made some headway in Canada, the competition has been very tough for the administration of retirement plans—a separate... View Details
Keywords: Business Exit or Shutdown; Investment Funds; Globalized Firms and Management; Growth and Development Strategy; Retirement; Competition; Financial Services Industry; Canada; United States
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Pozen, Robert C., and Edward Warren Scott. "Fidelity Retires in Canada." Harvard Business School Case 311-023, July 2010.
  • November 29, 2010
  • Journal Article

Take Off the Rose-Colored Glasses

By: Robert C. Pozen and Elizabeth A. Palmer
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Pozen, Robert C., and Elizabeth A. Palmer. "Take Off the Rose-Colored Glasses." Pensions & Investments (November 29, 2010).
  • June 2010
  • Teaching Note

The Southeast Bank of Texas in the Financial Crisis (TN)

By: Robert C. Pozen and Benjamin Greff Schneider
Teaching Note for 310141. View Details
Keywords: Banks and Banking; Financial Crisis; Decision Choices and Conditions; Financial Liquidity; Governing Rules, Regulations, and Reforms; Capital; Forecasting and Prediction; Banking Industry; Texas
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Pozen, Robert C., and Benjamin Greff Schneider. "The Southeast Bank of Texas in the Financial Crisis (TN)." Harvard Business School Teaching Note 310-142, June 2010.
  • August 2009 (Revised January 2012)
  • Supplement

Pandora: Royalties Kill the Web Radio Star? (B)

By: Robert C. Pozen and Alex Curtis Rosenfeld
Keywords: Cost; Government Legislation; Strategy; Telecommunications Industry
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Pozen, Robert C., and Alex Curtis Rosenfeld. "Pandora: Royalties Kill the Web Radio Star? (B)." Harvard Business School Supplement 310-027, August 2009. (Revised January 2012.)
  • August 2008 (Revised May 2009)
  • Background Note

Note on Generic Drugs in the European Union

By: Robert C. Pozen and Elizabeth M. Leonard
Rules governing the introduction of generic drugs in U.S. and EU have some similarities but significant differences because of the Hatch-Waxman Act in the U.S. View Details
Keywords: Governing Rules, Regulations, and Reforms; Government Legislation; Health Care and Treatment; Trademarks; Brands and Branding; Pharmaceutical Industry; European Union; United States
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Pozen, Robert C., and Elizabeth M. Leonard. "Note on Generic Drugs in the European Union." Harvard Business School Background Note 309-019, August 2008. (Revised May 2009.)
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