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All HBS Web
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- Faculty Publications (201)
- January 2010 (Revised October 2011)
- Case
The Congressional Oversight Panel's Valuation of the TARP Warrants (A)
The Congressional Oversight Panel wants to value the warrants issued to the government in connection with the TARP investments of 2008, in order to increase the transparency of options repurchases. The case describes the methodology used to value the warrants. Students...
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Keywords:
Financial Crisis;
Asset Pricing;
Financial Instruments;
Investment;
Business and Government Relations;
Mathematical Methods;
Valuation;
Banking Industry;
Public Administration Industry;
United States
Baldwin, Carliss Y. "The Congressional Oversight Panel's Valuation of the TARP Warrants (A)." Harvard Business School Case 210-035, January 2010. (Revised October 2011.)
- January 2010
- Case
Five and Six Dulles Station
By: Arthur I Segel
Cricket Real Estate Advisors needs to decide if they should invest in a proposed joint venture development with Buddy Holly & Associates. Holly is a successful northern Virginia office developer who plans to develop two buildings containing 232,750 rentable square...
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Keywords:
Valuation;
Joint Ventures;
Markets;
Accounting Audits;
International Finance;
Agreements and Arrangements;
Change;
Strategic Planning;
Management Analysis, Tools, and Techniques;
Financial Management;
Real Estate Industry
Segel, Arthur I. "Five and Six Dulles Station." Harvard Business School Case 210-047, January 2010.
- Article
The Economics of Structured Finance
By: Joshua D. Coval, Jakub W. Jurek and Erik Stafford
This paper investigates the spectacular rise and fall of structured finance. The essence of structured finance activities is the pooling of economic assets like loans, bonds, and mortgages, and the subsequent issuance of a prioritized capital structure of claims, known...
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Keywords:
Financial Crisis;
Asset Management;
Debt Securities;
Investment;
Risk Management;
Behavior
Coval, Joshua D., Jakub W. Jurek, and Erik Stafford. "The Economics of Structured Finance." Journal of Economic Perspectives 23, no. 1 (Winter 2009): 3–25.
- October 2009 (Revised January 2010)
- Case
The University of Notre Dame Endowment
By: Andre F. Perold and Paul Michael Buser
The Endowment Model of Investing, which was based on creating high risk-adjusted performance through diversification, a long time horizon, top-notch outside managers, and illiquid investments, had served Notre Dame and other large universities well over the past...
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Keywords:
Financial Crisis;
Higher Education;
Asset Management;
Private Equity;
Financial Liquidity;
Investment;
Risk Management;
Performance Evaluation;
Education Industry;
Financial Services Industry
Perold, Andre F., and Paul Michael Buser. "The University of Notre Dame Endowment." Harvard Business School Case 210-007, October 2009. (Revised January 2010.)
- October 2009
- Case
Noble Group
By: C. Fritz Foley, Michael Shih-ta Chen, Matthew Johnson and Linnea Meyer
What role does trade finance play in facilitating global supply chain management? Richard S. Elman, founder and CEO of Noble Group Ltd., a global commodities trading company based in Hong Kong, must raise capital to support the firm's working capital and investment...
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Keywords:
Trade;
Capital;
Financing and Loans;
International Finance;
Globalized Firms and Management;
Risk Management;
Supply Chain Management;
Hong Kong
Foley, C. Fritz, Michael Shih-ta Chen, Matthew Johnson, and Linnea Meyer. "Noble Group." Harvard Business School Case 210-021, October 2009.
- October 2009
- Supplement
Noble Group (CW)
By: C. Fritz Foley and Matthew Johnson
What role does trade finance play in facilitating global supply chain management? Richard S. Elman, founder and CEO of Noble Group Ltd., a global commodities trading company based in Hong Kong, must raise capital to support the firm's working capital and investment...
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Keywords:
Risk Management;
Supply Chain Management;
Trade;
Global Strategy;
Investment;
Capital;
Hong Kong
- September 2009 (Revised May 2011)
- Supplement
Acumen Fund: Measurement in Impact Investing (B)
By: Alnoor Ebrahim and V. Kasturi Rangan
As Acumen Fund, a global venture philanthropy firm, moves forward with an investment portfolio exceeding $22 million, it runs into two critical measurement problems. First, how should it track the performance of each investment when its interest is not just the bottom...
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Keywords:
Venture Capital;
Investment Portfolio;
Philanthropy and Charitable Giving;
Standards;
Corporate Social Responsibility and Impact;
Performance Evaluation;
Social Enterprise;
Competition;
Financial Services Industry;
Kenya
Ebrahim, Alnoor, and V. Kasturi Rangan. "Acumen Fund: Measurement in Impact Investing (B)." Harvard Business School Supplement 310-017, September 2009. (Revised May 2011.)
- August 2009
- Case
Nomura's Global Growth: Picking Up Pieces of Lehman
By: C. Fritz Foley and Linnea Meyer
What issues commonly arise in international financial management? Kenichi Watanabe and Takumi Shibata, CEO and COO of Nomura Holdings Inc., one of the leading investment banks in Asia, have the opportunity to expand their firm internationally through the acquisition of...
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Keywords:
Mergers and Acquisitions;
Insolvency and Bankruptcy;
Investment Banking;
International Finance;
Cross-Cultural and Cross-Border Issues;
Expansion;
Financial Services Industry;
Japan
Foley, C. Fritz, and Linnea Meyer. "Nomura's Global Growth: Picking Up Pieces of Lehman." Harvard Business School Case 210-017, August 2009.
- June 2009 (Revised March 2010)
- Teaching Note
Hansson Private Label, Inc.: Evaluating an Investment in Expansion (Brief Case)
By: Erik Stafford, Joel L. Heilprin and Jeffrey DeVolder
Teaching Note for 4021
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- June 2009 (Revised March 2010)
- Supplement
Hansson Private Label, Inc.: Evaluating an Investment in Expansion, Student Spreadsheet (Brief Case)
By: Erik Stafford and Joel L. Heilprin
- June 2009 (Revised March 2010)
- Supplement
Hansson Private Label, Inc.: Evaluating an Investment in Expansion, Teaching Note Spreadsheet (Brief Case)
By: Erik Stafford and Joel L. Heilprin
- May 2009 (Revised June 2011)
- Case
Going to the Oracle: Goldman Sachs, September 2008
By: Clayton S. Rose and David Lane
On September 23, 2008, in the midst of an historic crisis in the U.S. financial markets, Warren Buffet's Berkshire Hathaway invested $5 billion in Goldman Sachs. Goldman CEO, Lloyd Blankfein, said: "We are pleased that given our longstanding relationship, Warren...
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Keywords:
Decision Choices and Conditions;
Financial Crisis;
Capital Structure;
Financial Liquidity;
Financial Markets;
Investment;
Performance Capacity;
Financial Services Industry;
United States
Rose, Clayton S., and David Lane. "Going to the Oracle: Goldman Sachs, September 2008." Harvard Business School Case 309-069, May 2009. (Revised June 2011.)
- March 2009 (Revised November 2016)
- Case
Washington Mutual's Covered Bonds
By: Daniel Baird Bergstresser, Robin Greenwood and James Quinn
Washington Mutual issued 6 billion euro of covered bonds in 2006. The objective of the case is to ask whether these bonds are mispriced in late 2008. The case is set in September 2008, and Washington Mutual is facing considerable distress due to mounting losses in its...
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Keywords:
Capital Markets;
Financial Liquidity;
Bonds;
Mortgages;
Price;
Banking Industry;
United States
Bergstresser, Daniel Baird, Robin Greenwood, and James Quinn. "Washington Mutual's Covered Bonds." Harvard Business School Case 209-093, March 2009. (Revised November 2016.)
- March 2009 (Revised November 2009)
- Case
WL Ross and Plascar
By: C. Fritz Foley and Linnea Meyer
How can distressed investors take advantage of the procedures governing an international bankruptcy? Wilbur L. Ross, chairman and CEO of the private equity firm WL Ross & Co., LLC, has the opportunity to bid for debt and equity claims on Plascar Industria e Comercio...
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Keywords:
Borrowing and Debt;
Private Equity;
Insolvency and Bankruptcy;
Investment;
Cross-Cultural and Cross-Border Issues;
Globalized Firms and Management;
Globalized Markets and Industries
Foley, C. Fritz, and Linnea Meyer. "WL Ross and Plascar." Harvard Business School Case 209-091, March 2009. (Revised November 2009.)
- March 2009
- Article
Loyalty-Based Portfolio Choice
By: Lauren Cohen
I evaluate the effect of loyalty on individuals' portfolio choice using a unique dataset of retirement contributions. I exploit the statutory difference that in 401(k) plans stand alone employees can invest directly in their division, while conglomerate employees must...
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Keywords:
Investment;
Retirement;
Decisions;
Employees;
Performance Evaluation;
Business Conglomerates;
Compensation and Benefits
Cohen, Lauren. "Loyalty-Based Portfolio Choice." Review of Financial Studies 22, no. 3 (March 2009): 1213–1245.
- March 2009 (Revised November 2009)
- Supplement
Washington Mutual's Covered Bonds Courseware
By: Daniel Baird Bergstresser, Robin Greenwood and James Quinn
Washington Mutual issues 6 billion Euro of covered bonds in 2006. The objective of the case is to ask whether these bonds are mispriced in late 2008. The case is set in September 20008, and Washington Mutual is facing considerable distress due to mounting losses on its...
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- January 2009
- Case
Sue Whitman at MBB Financial
This case describes some issues confronting the leader of a major investment bank. She is pleased with the financial performance of her firm but concerned about signs of a bubble in the market.
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- December 2008 (Revised March 2009)
- Case
Rosetree Mortgage Opportunity Fund
By: Victoria Ivashina and Andre F. Perold
In December 2008, in the midst of the worst financial crisis since the Great Depression, Rosetree Capital Management was evaluating the purchase of a pool of U.S. residential mortgages. The firm had formed an investment vehicle to acquire troubled residential mortgages...
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Keywords:
Financial Crisis;
Borrowing and Debt;
Mortgages;
Investment;
Housing;
Valuation;
United States
Ivashina, Victoria, and Andre F. Perold. "Rosetree Mortgage Opportunity Fund." Harvard Business School Case 209-088, December 2008. (Revised March 2009.)
- 2008
- Working Paper
Resolving Information Asymmetries in Markets: The Role of Certified Management Programs
Firms and regulators are increasingly relying on voluntary mechanisms to signal and infer quality of difficult-to-observe management practices. Prior evaluations of voluntary management programs have focused on those that lack verification mechanisms and have found...
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Keywords:
Management Practices and Processes;
Information;
Standards;
Performance Improvement;
Programs;
Environmental Sustainability;
Manufacturing Industry;
United States
Toffel, Michael W. "Resolving Information Asymmetries in Markets: The Role of Certified Management Programs." Harvard Business School Working Paper, No. 07-023, December 2008. (October 2006.)
- October 2008 (Revised March 2010)
- Case
PlanetTran
By: Lauren H. Cohen and Christopher J. Malloy
PlanetTran is an environmentally-friendly car service that utilizes a fleet of hybrid cars in providing livery service to corporations and individuals. The founder, Seth Riney, is evaluating outside funding options in order to expand the company, and has met several...
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Keywords:
Business Growth and Maturation;
Venture Capital;
Investment;
Management Analysis, Tools, and Techniques;
Expansion;
Value
Cohen, Lauren H., and Christopher J. Malloy. "PlanetTran." Harvard Business School Case 209-029, October 2008. (Revised March 2010.)