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  • November 2024 (Revised December 2024)
  • Case

Moonfare and the Democratization of Private Equity

By: Victoria Ivashina and Srimayi Mylavarapu
Founded in 2016, Moonfare headquartered in Europe, was a pioneer in the “democratization” of private equity investments. Historically, private equity was accessible only to institutional investors like pension funds, endowments, sovereign wealth funds, and large family... View Details
Keywords: Private Equity; Customers; Wealth; Business Strategy; Segmentation; Technological Innovation; Product Launch; Financial Services Industry; Europe
Related
  • February 2018 (Revised December 2019)
  • Case

The Tax Man: Taxes in Private Equity Real Estate

By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah F. McCree
In January 2018, Caelan Langan, an associate at KSW Partners LLC (“KSW”), was asked by Katherine Scott, the partner for whom he worked, to recommend a proposed structure to acquire a prominent office building in San Francisco for their most recent fund. Caelan was... View Details
Keywords: Real Estate; Alternative Investment Structures; Property; Acquisition; Private Equity; Investment; Management; Taxation; Policy
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  • 20 Jan 2020
  • News

Is Venture Capital Worth The Risk?

  • 19 Feb 2007
  • Research & Ideas

Inexperienced Investors and Market Bubbles

"Past performance is no guarantee of future results." —standard financial disclaimer Neophyte investors—it is believed—play a role in creating asset price bubbles such as the tech collapse a few years ago. Just think back to the... View Details
Keywords: by Sean Silverthorne; Financial Services

    Luis M. Viceira

    Luis M. Viceira is the George E. Bates Professor in the Finance Unit  and a Research Associate at the National Bureau of Economic Research. His research, course development, and teaching focus on the areas of investment management... View Details

    Keywords: banking; education industry; financial services; nonprofit industry; retail financial services
    • January 2009 (Revised May 2010)
    • Case

    Altoona State Investment Board: December 2008

    By: Josh Lerner
    Rod Calhoun, the head of the Altoona State Investment Board's private equity investment program, considered the communication he had just received. It was from Permira, the leading European buyout fund, and concerned its fourth fund, to which Altoona had made a £ 100... View Details
    Keywords: Private Equity; Financial Management; Financial Strategy; Investment Funds; Partners and Partnerships
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      Hakeem I. Belo-Osagie

      Hakeem Belo-Osagie is an accomplished Nigerian professional and entrepreneur. He earned a degree in Political Philosophy and Economics from Oxford University as well as a law degree from Cambridge University and an MBA from Harvard Business School.

      He is the... View Details

      • June 2007 (Revised December 2007)
      • Case

      AFL-CIO: Office of Investment and Home Depot

      By: Rakesh Khurana and James Weber
      Describes the AFL-CIO: Office of Investments activities in their campaign to improve governance at Home Depot by calling attention to Home Depot CEO Robert Nardelli's compensation package and the company's poor performance. The AFL-CIO Office of Investments advocates... View Details
      Keywords: Investment; Corporate Governance; Governing and Advisory Boards; Executive Compensation; Labor Unions; Organizational Change and Adaptation; Business and Shareholder Relations
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      • 2020
      • Working Paper

      Cutting the Gordian Knot of Employee Health Care Benefits and Costs: A Corporate Model Built on Employee Choice

      By: Regina E. Herzlinger and Barak D. Richman
      The U.S. employer-based health insurance tax exclusion created a system of employer-sponsored insurance (ESI) with limited insurance choices and transparency that may lock employed households into health plans that are costlier or different from those they prefer to... View Details
      Keywords: After-tax Income; Consumer-driven Health Care; Health Care Costs; Health Insurance; Income Inequality; Tax Policy; Health Care and Treatment; Cost; Insurance; Employees; Income; Taxation; Policy; United States
      Related
      • November 2018 (Revised October 2019)
      • Case

      Rebuilding Puerto Rico

      By: Laura Alfaro, Laura Phillips Sawyer and Haviland Sheldahl-Thomason
      On September 20, 2017, Hurricane Maria swept over Puerto Rico, devastating the island’s infrastructure and agriculture. The natural disaster was layered atop years of mounting financial distress. Before the hurricane, Puerto Rico had accumulated $74 billion in debt and... View Details
      Keywords: Natural Disasters; Financial Crisis; Infrastructure; Borrowing and Debt; Economy; Strategic Planning; Governing Rules, Regulations, and Reforms; Puerto Rico
      Related
      • 20 Oct 2019
      • News

      U.S. Business Schools Realize ESG is no Fad but Part of Long-Term Trend

      • Article

      ESG Integration in Investment Management: Myths and Realities

      By: Sakis Kotsantonis, Christopher Pinney and George Serafeim
      The authors’ aim in this article is to set the record straight on the financial performance of sustainable investing while also correcting a number of other widespread misconceptions about this rapidly growing set of principles and methods. Myth Number 1:... View Details
      Keywords: ESG; Sustainability; Investment Management; Finance; Corporate Social Responsibility; Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Investment; Environmental Sustainability; Corporate Governance
      Related
      • 16 Feb 2021
      • Research & Ideas

      To Fight Climate Change, Should Green Investors Reconsider Big Oil?

      allocated to sustainable funds that invest in companies with specific environmental, social, and governance (ESG) factors and goals. Since 2015, when the US Department of Labor began allowing pension View Details
      Keywords: by Kristen Senz; Energy
      • 19 Mar 2006
      • Research & Ideas

      Unlocking Your Investment Capital

      How can the equity swap help alleviate the common mismatch between pension assets and liabilities that companies often carry? A: If the pension fund holds equities, then these... View Details
      Keywords: by Ann Cullen; Financial Services

        Robert C. Merton

        Robert C. Merton is the School of Management Distinguished Professor of Finance at the MIT Sloan School of Management.

        Merton is University Professor Emeritus at Harvard University and was the George Fisher Baker Professor of... View Details

        Keywords: banking; brokerage; financial services; insurance industry; investment banking industry; retail financial services

          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, that focuses on organizational transformation through major shifts, including those... View Details

          Keywords: asset management; insurance industry; automobiles; industrial goods; fashion; food; green technology
          • 22 Apr 2002
          • Research & Ideas

          Profits and Prophets: The Role of Values in Investment

          provided a good return for a pension fund holder at some point, but that investor and society pay more in the end through increased health care costs. Hayes said that Domini's picture of a system run amok,... View Details
          Keywords: by Sean Silverthorne
          • 07 Dec 2015
          • Research & Ideas

          The Rise of Personalized Entrepreneurial Finance and Other VC Trends

          industries in different ways. Venture capital, for example, was once mostly reserved for institutional investors backed by endowments and pension funds. Today, it increasingly includes individual investors who are using technological... View Details
          Keywords: Re: Josh Lerner; Financial Services; Banking
          • 08 Jul 2014
          • First Look

          First Look: July 8

          guaranteed income. And because that objective filtered right through the scheme, members thought of their benefits in those terms. Ask a member what her pension is worth and she'll reply with an income... View Details
          Keywords: Carmen Nobel
          • 05 Jun 2012
          • First Look

          First Look: June 5

          environment of scientific and industrial expansion. Venture funding occurred more widely in the United States than it ever had done before. While the roots of the American venture capital industry are long-standing and multifaceted, they... View Details
          Keywords: Sean Silverthorne