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- April 2024
- Teaching Note
NBIM and the Norwegian Sovereign Wealth Fund
By: Luis M. Viceira and Wenxin Du
Teaching Note for HBS Case No. 224-038.
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- March 2024
- Case
East Rock Capital: 'Talent is the Best Asset Class'
By: Boris Groysberg, Sarah L. Abbott and Izzy Yeoh
Adam Shapiro and Graham Duncan launched East Rock Capital, LLC in 2006 with a seed investment from Stuart Miller, executive chairman of Lennar Corporation. East Rock managed long-term assets for high-net-worth families, primarily working with external managers who had...
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Keywords:
Alternative Assets;
Hiring;
HNW Products And Services;
Recruiting;
Marketing Strategy;
Hedge Funds;
Wealth Management;
Asset Management;
Private Equity;
Financial Institutions;
Financial Services Industry;
United States
Groysberg, Boris, Sarah L. Abbott, and Izzy Yeoh. "East Rock Capital: 'Talent is the Best Asset Class'." Harvard Business School Case 424-017, March 2024.
- January 2024 (Revised April 2024)
- Case
NBIM and the Norwegian Sovereign Wealth Fund
By: Wenxin Du and Luis M. Viceira
Du, Wenxin, and Luis M. Viceira. "NBIM and the Norwegian Sovereign Wealth Fund." Harvard Business School Case 224-038, January 2024. (Revised April 2024.)
- November 2023
- Case
Nourishing Communities: Brighter Bites Approach to Childhood Nutrition
By: David E. Bell, Forest Reinhardt and Ai-Ling Jamila Malone
In September 2023, Brighter Bites, a Houston-based non-profit that distributed fresh produce and nutrition education in underserved communities across 11 cities and 5 states, grappled with identifying the best path forward for continued growth. Brighter Bites proved...
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Keywords:
Nutrition;
Growth and Development Strategy;
Logistics;
Nonprofit Organizations;
Human Needs;
Poverty;
Houston
Bell, David E., Forest Reinhardt, and Ai-Ling Jamila Malone. "Nourishing Communities: Brighter Bites Approach to Childhood Nutrition." Harvard Business School Case 724-007, November 2023.
- March 2023 (Revised May 2023)
- Case
Tribal Councils Investment Group of Manitoba Ltd.
By: David L. Ager
In the Fall of 2014, Heather Berthelette, the recently appointed COO of Tribal Councils Investment Group of Manitoba Ltd. (TCIG), was preparing a recommendation to the Board of Directors about whether to dissolve the company and return any remaining funds to the seven...
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Keywords:
Indigenous Communities;
Corporate Governance;
Governing and Advisory Boards;
Social Enterprise;
Economic Growth;
Investment Banking;
Canada
Ager, David L. "Tribal Councils Investment Group of Manitoba Ltd." Harvard Business School Case 923-301, March 2023. (Revised May 2023.)
- August 2022 (Revised March 2023)
- Case
Boston Impact Initiative: Investing in Local Change
By: Emily R. McComb, Amy Klopfenstein and Mel Martin
In fall 2021, Aliana Piñeiro, impact director at Boston Impact Initiative (BII) discovered that an entrepreneur the organization was considering for an investment had failed to disclose pre-existing debt with another lender. Although the business scored highly on BII’s...
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Keywords:
Entrepreneurship;
Social Entrepreneurship;
Finance;
Investment;
Investment Funds;
Investment Portfolio;
Relationships;
Business and Community Relations;
Society;
Social Issues;
Wealth and Poverty;
Wealth;
Poverty;
Risk Management;
Financial Services Industry;
North and Central America;
United States;
Massachusetts;
Boston
McComb, Emily R., Amy Klopfenstein, and Mel Martin. "Boston Impact Initiative: Investing in Local Change." Harvard Business School Case 323-012, August 2022. (Revised March 2023.)
- January 2022
- Case
VidyaGyan: Bridging the Rural Urban Divide
By: Prithwiraj Choudhury, Rachna Chawla, Kairavi Dey and Anjali Raina
Set up in 2008, VidyaGyan was a residential school for children in grades 6-12 from low-income rural families in Uttar Pradesh in northern India. It was the brainchild of Shiv Nadar and Cabinet Secretary T.S.R. Subramanian, who recognized the enormous potential hidden...
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Keywords:
Non-profit;
Education;
Social Enterprise;
Non-Governmental Organizations;
Nonprofit Organizations;
Corporate Social Responsibility and Impact;
Wealth and Poverty;
Demographics;
Equality and Inequality;
Performance Evaluation;
Opportunities;
Education Industry;
South Asia;
India
Choudhury, Prithwiraj, Rachna Chawla, Kairavi Dey, and Anjali Raina. "VidyaGyan: Bridging the Rural Urban Divide." Harvard Business School Case 622-077, January 2022.
- March 2021 (Revised November 2022)
- Case
Blue Meridian Partners (A): Scaling for Impact
In 2018, Edna McConnell Clark Foundation in a bold move transferred all its assets to a fund pooled with other General Partners and Limited Partners, called Blue Meridian Partners, to focus substantial long range investments in a few carefully chosen nonprofits.The...
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Keywords:
Venture Philanthropy;
Scaling;
COVID-19 Pandemic;
Social Justice;
Philanthropy and Charitable Giving;
Venture Capital;
Business Model;
Social Issues;
Poverty;
Values and Beliefs;
Decisions;
Corporate Social Responsibility and Impact;
Nonprofit Organizations;
Investment Portfolio
Rangan, V. Kasturi. "Blue Meridian Partners (A): Scaling for Impact." Harvard Business School Case 521-090, March 2021. (Revised November 2022.)
- March 2020 (Revised February 2023)
- Case
Political Legitimacy and Global Capital Markets: Malaysia's 1MDB (A)
By: Meg Rithmire and Courtney Han
In May 2018, Malaysia’s 14th General Election saw a change of power that many thought they would never witness in their lifetimes. The political party that had ruled Malaysia for 60 year was kicked out of office by a 92 year-old challenger, Mahathir Mohamed, who had...
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Rithmire, Meg, and Courtney Han. "Political Legitimacy and Global Capital Markets: Malaysia's 1MDB (A)." Harvard Business School Case 720-030, March 2020. (Revised February 2023.)
- 2019
- Working Paper
Optimal Interventions for Increasing Healthy Food Consumption Among Low Income Households
By: Retsef Levi, Elisabeth Paulson and Georgia Perakis
The federal government currently spends over $100 billion per year on policies aimed to increase fruit and vegetable (FV) consumption among low income households. These include price-, nutrition education-, and access-related interventions. Currently, the government...
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Keywords:
Bi-level Optimization;
Optimal Subsidies;
Public Policy;
Food Policy;
Central Planner;
Government Administration;
Poverty;
Food;
Nutrition
Levi, Retsef, Elisabeth Paulson, and Georgia Perakis. "Optimal Interventions for Increasing Healthy Food Consumption Among Low Income Households." MIT Sloan Research Paper, No. 6053-19, November 2019.
- October 2019
- Teaching Note
Granite Equity Partners
By: Victoria Ivashina and Terrence Shu
This teaching note accompanies HBS case 219-040, “Granite Equity Partners,” which follows the private equity firm as it evaluates the potential acquisition of Tyrell Corp., a Minnesota-based quality control biomaterials company. Granite Equity’s fund was different from...
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- September 2019 (Revised May 2020)
- Supplement
Keroche (E): Considering Additional Capacity
By: Ramon Casadesus-Masanell and Pippa Tubman Armerding
This case describes Keroche’s growth after entering the beer business in 2008. Although the company was operating at full capacity and not able to fulfill all of its orders, Tabitha Karanja had set a goal of growing Keroche’s share of the Kenyan beer market from...
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Keywords:
Keroche;
Alcohol;
Alcoholic Beverages;
Beer;
Beer Market;
Premium Beer;
Manufacturing;
Production;
Production Capacity;
Capacity;
Business Ventures;
Business Exit or Shutdown;
Business Growth and Maturation;
Business Startups;
Small Business;
Family Business;
Crime and Corruption;
Customer Focus and Relationships;
Decisions;
Income;
Demographics;
Geographic Scope;
Geographic Location;
Goods and Commodities;
Government Legislation;
Growth and Development;
Business History;
Lawsuits and Litigation;
Laws and Statutes;
Lawfulness;
Goals and Objectives;
Consumer Behavior;
Market Entry and Exit;
Problems and Challenges;
Safety;
Social Issues;
Poverty;
Strategy;
Competition;
Entrepreneurship;
Investment;
Financing and Loans;
Manufacturing Industry;
Food and Beverage Industry
Casadesus-Masanell, Ramon, and Pippa Tubman Armerding. "Keroche (E): Considering Additional Capacity." Harvard Business School Supplement 720-394, September 2019. (Revised May 2020.)
- 2019
- Book
Patient Capital: The Challenges and Promises of Long-Term Investing
By: Victoria Ivashina and Josh Lerner
There has never been a greater need for long-term investments. And it is increasingly unlikely that the public sector will be willing or able to fill the gap. Those best positioned to address the long-run needs are likely to be the pools of capital in the hands of...
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Keywords:
Long-term Investing;
Large Investors;
Capital;
Investment;
Strategic Planning;
Problems and Challenges;
Opportunities;
Society
Ivashina, Victoria, and Josh Lerner. Patient Capital: The Challenges and Promises of Long-Term Investing. First ed. Princeton, NJ: Princeton University Press, 2019.
- November 2018
- Teaching Note
The Tax Man: Taxes in Private Equity Real Estate
By: Nori Gerardo Lietz and Sayiddah Fatima McCree
Teaching Note for HBS No. 218-077. This teaching note provides the back up analysis for the various alternatives to be considered in choosing the optimal investment structure for the real estate acquisition. It contrasts the interests of the tax exempt investors...
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- September 2018
- Case
Granite Equity Partners
By: Victoria Ivashina and Jeffrey Boyar
This case follows Rick Bauerly, CEO of Minnesota-based Granite Equity Partners, a private equity firm that specialized in buying out retiring business owners in the Minnesota community. In 2007, Granite Equity was considering an investment in Tyrell Corp. (name...
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Keywords:
Private Equity Exit;
Investing;
Fund Exit;
Fund Management;
Wealth Management;
Liquidity;
Buyout;
Exit Strategy;
Preferred Shares;
Convertible Notes;
Finance;
Private Equity;
Investment;
Asset Management;
Wealth;
Management;
Financial Liquidity
Ivashina, Victoria, and Jeffrey Boyar. "Granite Equity Partners." Harvard Business School Case 219-040, September 2018.
- August 2018
- Case
Christine Lagarde
By: Julie Battilana, Carin-Isabel Knoop, Vanessa Ampelas and Noemie Assenat
For a modular presentation of the same material, please see “Christine Lagarde (A): A French Prime Minister Calls” (HBS No. 419-017), “Christine Lagarde (B): Being a Public Servant” (HBS No. 419-018), and “Christine Lagarde (C): Managing the IMF” (HBS No. 419-019)....
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Keywords:
Change;
Personal Development and Career;
Power and Influence;
Leadership;
Gender;
Leading Change
Battilana, Julie, Carin-Isabel Knoop, Vanessa Ampelas, and Noemie Assenat. "Christine Lagarde." Harvard Business School Case 419-016, August 2018.
- February 2018
- Case
Infrastructure in Nigeria: Unlocking Pension Fund Investments
By: John Macomber and Pippa Tubman Armerding
The so-called “infrastructure finance gap” was a problem in Nigeria as in many parts of the world. Infrastructure projects like power plants and dams were very large capital investments that could generate long-term consistent cash flows, but their financing and...
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Keywords:
Pension Fund Investing;
Infrastucture;
Power/Energy;
Credit Enhancement;
Infrastructure;
Project Finance;
Investment Funds;
Emerging Markets;
Nigeria;
Africa
Macomber, John, and Pippa Tubman Armerding. "Infrastructure in Nigeria: Unlocking Pension Fund Investments." Harvard Business School Case 218-071, February 2018.
- 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...
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Keywords:
Real Estate;
Alternative Investment Structures;
Property;
Acquisition;
Private Equity;
Investment;
Management;
Taxation;
Policy
Lietz, Nori Gerardo, Timothy J. Becker, Ricardo Andrade, and Sayiddah F. McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Case 218-077, February 2018. (Revised December 2019.)
- February 2018 (Revised August 2018)
- Case
Blue Haven Initiative: The PEGAfrica Investment
By: Vikram S. Gandhi, Caitlin Reimers Brumme and Amram Migdal
This case examines Blue Haven Initiative (BHI), an impact investing fund and family office, and one of its investments, PEGAfrica (PEG). BHI founder Liesel Pritzker Simmons’ motivations for using her family wealth to start a family office focused on impact investing,...
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Keywords:
Impact Investing;
Family Office;
Development;
International Development;
International Development Investing;
Development Fund;
Sustainability;
Solar Energy;
Solar;
Pay As You Go;
PAYG;
MFI;
Social Venture;
Business Ventures;
Acquisition;
Business Growth and Maturation;
Business Startups;
Economics;
Development Economics;
Energy;
Energy Conservation;
Energy Sources;
Renewable Energy;
Social Entrepreneurship;
Finance;
Assets;
Asset Pricing;
Capital;
Capital Budgeting;
Capital Structure;
Venture Capital;
Cash;
Cash Flow;
Currency;
Currency Exchange Rate;
Equity;
Private Equity;
Financial Instruments;
Debt Securities;
Stock Shares;
Financing and Loans;
Microfinance;
International Finance;
Investment;
Investment Return;
Investment Activism;
Investment Funds;
Investment Portfolio;
Price;
Geography;
Geographic Location;
Emerging Markets;
Ownership;
Ownership Stake;
Private Ownership;
Social Enterprise;
Value;
Valuation;
Value Creation;
Energy Industry;
Financial Services Industry;
Green Technology Industry;
Africa;
United States
Gandhi, Vikram S., Caitlin Reimers Brumme, and Amram Migdal. "Blue Haven Initiative: The PEGAfrica Investment." Harvard Business School Case 318-003, February 2018. (Revised August 2018.)
- January 2018
- Supplement
Norway: The Embarrassment of Riches (B)
Supplements the (A) case.
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Reinert, Sophus A. "Norway: The Embarrassment of Riches (B)." Harvard Business School Supplement 718-026, January 2018.