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Show Results For
-
All HBS Web
(3,034)
- People (16)
- News (670)
- Research (1,598)
- Events (2)
- Multimedia (15)
- Faculty Publications (1,017)
- July 2018
- Teaching Note
The Perfect Storm: What Happens When the Market Moves Four Standard Deviations?
By: Nori Gerardo Lietz and Sayiddah Fatima McCree
Adam Carter was the portfolio manager for Tate Modern Finance III, L.P. (“Tate” or the “Fund”), the third in a series of U.S. commercial real estate debt funds sponsored by the London-based Tate Partners. The Fund was capitalized with $700 million of equity...
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Keywords:
CMBS;
CLO;
Repo Financing;
Real Estate;
Financial Strategy;
Investment Funds;
Financing and Loans
- October 2004 (Revised July 2005)
- Case
Kinetic Concepts, Inc.
By: Jay W. Lorsch, Dwight B. Crane and Ashley Robertson
Raises issues about how the nature and function of a board changes as a company moves from ownership by its employees, including the founder, to ownership by a private equity firm, Fremont Partners, culminating in a highly successful IPO. Gives students the opportunity...
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Keywords:
Private Equity;
Governing and Advisory Boards;
Initial Public Offering;
Behavior;
Organizations;
Employee Ownership;
Health Care and Treatment;
Medical Devices and Supplies Industry;
Health Industry;
United States
Lorsch, Jay W., Dwight B. Crane, and Ashley Robertson. "Kinetic Concepts, Inc." Harvard Business School Case 405-042, October 2004. (Revised July 2005.)
- 23 Oct 2012
- First Look
First Look: October 23
Equity Investing Authors:Lily H. Fang, Victoria Ivashina, and Josh Lerner Abstract Bank-affiliated private equity (PE) groups account for 30% of all PE investments. These...
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Keywords:
Sean Silverthorne
- April 2006 (Revised October 2006)
- Case
Chrysanthemum and Dragon: JAFCO Asia in China
By: Rawi E. Abdelal and David Lane
In the autumn of 2002, JAFCO Asia, a subsidiary of JAFCO Co., Ltd., became the first foreign private equity firm to open an office in Beijing's Haidian Science Park. JAFCO was the only Japanese private equity firm operating in China. As such, Managing Director Vincent...
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Keywords:
History;
International Relations;
Business and Shareholder Relations;
Business and Government Relations;
Expansion;
Market Entry and Exit;
Performance Effectiveness;
Foreign Direct Investment;
Business Strategy;
Financial Services Industry;
China;
Beijing;
Japan
Abdelal, Rawi E., and David Lane. "Chrysanthemum and Dragon: JAFCO Asia in China." Harvard Business School Case 706-012, April 2006. (Revised October 2006.)
- January 2008 (Revised March 2009)
- Case
Fortress Investment Group
By: Malcolm Baker, Carlos M. Galvez and James Quinn
CEO Wesley Edens and the five Fortress principals are contemplating a move unprecedented in the industry: becoming the first hedge fund and private equity firm to complete an IPO on the New York Stock Exchange (NYSE). This case examines potential reasons for a leading...
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Keywords:
Private Equity;
Public Equity;
Initial Public Offering;
Investment Funds;
Going Public;
Valuation;
Financial Services Industry
Baker, Malcolm, Carlos M. Galvez, and James Quinn. "Fortress Investment Group." Harvard Business School Case 208-080, January 2008. (Revised March 2009.)
- July 2022 (Revised November 2023)
- 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...
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Keywords:
Investment Decisions;
Leveraged Buyout;
Investment Funds;
Investment Portfolio;
Decision Choices and Conditions;
Private Equity
Tango, Jo, and Alys Ferragamo. "3G Capital." Harvard Business School Case 823-010, July 2022. (Revised November 2023.)
- March 2011 (Revised September 2014)
- Case
Bridging the GAAPs
By: Gwen Yu
Inconsistencies in accounting treatment across countries are a major obstacle for global equity investment. Adoption of a single accounting standard (IFRS) has been received with much excitement, where apples to apples comparison across countries will become easier....
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Keywords:
Financial Reporting;
International Accounting;
Private Equity;
Investment;
Globalized Markets and Industries;
Information Management;
Standards;
Valuation
Yu, Gwen. "Bridging the GAAPs." Harvard Business School Case 111-114, March 2011. (Revised September 2014.) (Included in Harvard Business School's Premier Case Collection.)
- February 2001 (Revised April 2001)
- Case
CDC Capital Partners
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
In 2001, CDC Capital Partners is facing the greatest challenge in its 53-year history. Founded as part of the U.K. government's post-war colonial reconstruction, it had operated as a developmental finance institution, largely issuing debt to the world's poorest...
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Keywords:
Business or Company Management;
Private Equity;
Emerging Markets;
Cost vs Benefits;
Mergers and Acquisitions;
Partners and Partnerships;
Financial Institutions;
Financial Services Industry;
United Kingdom
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "CDC Capital Partners." Harvard Business School Case 801-333, February 2001. (Revised April 2001.)
- 11 Mar 2022
- News
Professors Josh Lerner and Shai Bernstein: Complexity
George A. Riedel
George A. Riedel is the Henry B. Arthur Fellow and Senior Lecturer in the General Management Unit, where he currently teaches TEM (The Entrepreneurial Manager) and acts as a Section Chair in the Required Curriculum (RC). He has also taught TOM (Technology and... View Details
- August 2000 (Revised July 2002)
- Background Note
Fundamental Enterprise Valuation: Introduction
The purpose of this series of notes is to define the key "drivers" of the fundamental value of equity and to illustrate how these drivers determine the future cash flows and the "present value pattern" of the underlying common stock. The series includes one technical...
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Baldwin, Carliss Y. "Fundamental Enterprise Valuation: Introduction." Harvard Business School Background Note 801-121, August 2000. (Revised July 2002.)
Global Portfolio Diversification for Long-Horizon Investors
We show that the secular upward shift in short-run cross-country correlations of stock and bond returns does not necessarily imply a decline in the benefits of global portfolio diversification for long-horizon investors. We show that this increase in correlations has...
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- 09 Nov 2017
- News
How to Make Money on Japanese Stocks
- February 2006 (Revised April 2006)
- Case
Grove International Partners
By: Robert F. Higgins, Carin-Isabel Knoop and Suzanne Petrela
Grove International Partners, one of the world's largest international real estate private equity funds, is actively seeking new investment opportunities in the seniors housing industry. The firm has identified two potential opportunities--one located in Japan and one...
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Keywords:
Decision Choices and Conditions;
Private Equity;
Investment;
Opportunities;
Financial Services Industry;
Health Industry;
Japan;
United Kingdom
Higgins, Robert F., Carin-Isabel Knoop, and Suzanne Petrela. "Grove International Partners." Harvard Business School Case 806-096, February 2006. (Revised April 2006.)
- 08 Mar 2022
- Video
Professors Josh Lerner and Shai Bernstein: Complexity
- January 2002 (Revised September 2002)
- Case
Corporate Renewal in America
By: Bruce R. Scott and Thomas S. Mondschean
Discusses various macroeconomic, regulatory, technological, and financial forces that led to increased corporate restructuring in the United States beginning in the mid-1980s. The U.S. financial system is often viewed as the most developed in the world and a model for...
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Keywords:
Performance Evaluation;
Corporate Governance;
Macroeconomics;
Economic Systems;
Restructuring;
Markets;
Private Sector;
Corporate Finance;
Germany;
Japan;
United States
Scott, Bruce R., and Thomas S. Mondschean. "Corporate Renewal in America." Harvard Business School Case 702-018, January 2002. (Revised September 2002.)
- September 2018 (Revised August 2021)
- Teaching Note
Blackstone at Age 30 and Blackstone at 35
By: Josh Lerner
This teaching note is meant to guide in the instruction of HBS No. 316-013 "Blackstone at 30" case. It examines the process of institutionalization and scaling in private equity and alternative investments more generally, looking specifically at how Blackstone's size...
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