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    • All HBS Web  (518)
      • Faculty Publications  (74)

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      • October 2022
      • Case

      Star Magnolia Capital: Becoming Experts at Finding Experts

      By: Lauren Cohen, Hao Gao, River Ewing and Grace Headinger
      Shinya Deguchi, Founder and Managing Partner of Star Magnolia Capital, a Shanghai-based multi-family office (MFO), considered how to convince a new prospective family that the MFO’s endowment model approach would best suit their needs. In recent decades, there has been...  View Details
      Keywords: China; Asia; Family Office; Shanghai; Financial Industry; Asset Management; Financial Instruments; Financial Management; Financial Strategy; Investment; Investment Return; Investment Portfolio; Human Capital; Family Business; Financial Services Industry; China; Shanghai
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      Cohen, Lauren, Hao Gao, River Ewing, and Grace Headinger. "Star Magnolia Capital: Becoming Experts at Finding Experts." Harvard Business School Case 223-038, October 2022.
      • 2022
      • Working Paper

      Racial Diversity in Private Capital Fundraising

      By: Johan Cassel, Josh Lerner and Emmanuel Yimfor
      Black- and Hispanic-owned funds control a very modest share of assets in the private capital industry. We find that the sensitivity of follow-on fundraising to fund performance is greater for minority-owned groups, particularly for underperforming groups. We...  View Details
      Keywords: Buyouts; Capital Formation; Minorities; Venture Capital; Minority-owned Businesses; Race; Diversity; Investment Funds; Financial Services Industry
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      Cassel, Johan, Josh Lerner, and Emmanuel Yimfor. "Racial Diversity in Private Capital Fundraising." Harvard Business School Working Paper, No. 23-020, September 2022.
      • June 2022
      • Teaching Note

      Modern Endowment Management: Paula Volent and the Bowdoin Endowment

      By: Luis M. Viceira
      Teaching Note for HBS Case No. 211-101.  View Details
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      Viceira, Luis M. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Teaching Note 222-089, June 2022.
      • January 2022
      • Article

      Who Creates New Firms When Local Opportunities Arise?

      By: Shai Benjamin Bernstein, Emanuele Colonnelli, Davide Malacrino and Timothy McQuade
      We examine the characteristics of the individuals who become entrepreneurs when local opportunities arise. We identify local demand shocks by linking fluctuations in global commodity prices to municipality level agricultural endowments in Brazil. We find that the firm...  View Details
      Keywords: Firms; Entrepreneurs; Demand Shocks; Entrepreneurship; Personal Characteristics; Demographics; Opportunities; Brazil
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      Bernstein, Shai Benjamin, Emanuele Colonnelli, Davide Malacrino, and Timothy McQuade. "Who Creates New Firms When Local Opportunities Arise?" Journal of Financial Economics 143, no. 1 (January 2022): 107–130.
      • August 2021
      • Teaching Note

      Yale University Investments Office: November 2020

      By: Josh Lerner
      Teaching Note for HBS Case No. 821-074.  View Details
      Keywords: Venture Capital; Private Equity; University Endowment; Asset Allocation; Connecticut
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      Lerner, Josh. "Yale University Investments Office: November 2020." Harvard Business School Teaching Note 822-031, August 2021.
      • June 2021
      • Case

      Modern Endowment Management: Paula Volent and the Bowdoin Endowment

      By: Luis M. Viceira, Emily R. McComb and Dean Xu
      This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and...  View Details
      Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation
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      Viceira, Luis M., Emily R. McComb, and Dean Xu. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Case 221-101, June 2021.
      • March 16, 2021
      • Article

      From Driverless Dilemmas to More Practical Commonsense Tests for Automated Vehicles

      By: Julian De Freitas, Andrea Censi, Bryant Walker Smith, Luigi Di Lillo, Sam E. Anthony and Emilio Frazzoli
      For the first time in history, automated vehicles (AVs) are being deployed in populated environments. This unprecedented transformation of our everyday lives demands a significant undertaking: endowing complex autonomous systems with ethically acceptable behavior. We...  View Details
      Keywords: Automated Driving; Public Health; Artificial Intelligence; Transportation; Health; Ethics; Policy; AI and Machine Learning
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      De Freitas, Julian, Andrea Censi, Bryant Walker Smith, Luigi Di Lillo, Sam E. Anthony, and Emilio Frazzoli. "From Driverless Dilemmas to More Practical Commonsense Tests for Automated Vehicles." Proceedings of the National Academy of Sciences 118, no. 11 (March 16, 2021).
      • March 2021
      • Case

      Yale Investments Office: November 2020

      By: Josh Lerner, Jo Tango and Alys Ferragamo
      David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, venture capital, real estate, natural resources—given the impact of the COVID-19...  View Details
      Keywords: University Endowment; Asset Allocation; Real Estate; Equities; Fixed Income; COVID-19; Asset Management; Private Equity; Venture Capital; Natural Resources; Resource Allocation; Investment; Investment Portfolio; Health Pandemics; Financial Crisis; Financial Services Industry; Real Estate Industry; Energy Industry; Connecticut
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      Lerner, Josh, Jo Tango, and Alys Ferragamo. "Yale Investments Office: November 2020." Harvard Business School Case 821-074, March 2021.
      • October 2020 (Revised November 2021)
      • Case

      Divesting Harvard's Endowment

      By: Daniel Green, Luis M. Viceira and Holly Fetter
      By early 2020 Harvard University was facing growing pressure from students, faculty, and alumni to divest its $40 billion endowment of financial stakes in fossil fuel producers. Its previous policy of avoiding the issue was quickly becoming outdated—$21 trillion of...  View Details
      Keywords: Divestment; Harvard University; ESG; Higher Education; Investment Portfolio; Environmental Sustainability; Strategy; Corporate Social Responsibility and Impact
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      Green, Daniel, Luis M. Viceira, and Holly Fetter. "Divesting Harvard's Endowment." Harvard Business School Case 221-009, October 2020. (Revised November 2021.)
      • 2022
      • Working Paper

      Heterogeneity of Gain-Loss Attitudes and Expectations-Based Reference Points

      By: Pol Campos-Mercade, Lorenz Goette, Thomas Graeber, Alex Kellogg and Charles Sprenger
      Existing tests of reference-dependent preferences assume universal loss aversion. This paper examines heterogeneity in gain-loss attitudes, and explores its implications for identifying models of the reference point. In two experimental settings we measure gain-loss...  View Details
      Keywords: Reference-dependent Preferences; Rational Expectations; Personal Equilibrium; Endowment Effect; Expectations-based Reference Points
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      Campos-Mercade, Pol, Lorenz Goette, Thomas Graeber, Alex Kellogg, and Charles Sprenger. "Heterogeneity of Gain-Loss Attitudes and Expectations-Based Reference Points." Working Paper, August 2022.
      • February 2020 (Revised January 2022)
      • Case

      Mission Related Investments at the Ford Foundation (A)

      By: Shawn Cole, Michael Norris and T. Robert Zochowski
      In 2017, Darren Walker, president of the Ford Foundation, one of the largest philanthropic foundations in the world, was preparing to meet with his board of directors to discuss beginning a mission related investments (MRI) program. Walker hoped to devote $1 billion of...  View Details
      Keywords: Mission-Related Investing; Philanthropy; Foundation; Endowments; Socially Responsible Investing; Investment; Institutional Investing; Investment Activism; Governance; Corporate Social Responsibility and Impact; Mission and Purpose; Social Enterprise; Philanthropy and Charitable Giving; United States; New York (city, NY)
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      Cole, Shawn, Michael Norris, and T. Robert Zochowski. "Mission Related Investments at the Ford Foundation (A)." Harvard Business School Case 220-026, February 2020. (Revised January 2022.)
      • February 2020 (Revised September 2021)
      • Supplement

      Mission Related Investments at the Ford Foundation (B)

      By: Shawn Cole, Michael Norris and T. Robert Zochowski
      Supplements the (A) case.  View Details
      Keywords: Mission-Related Investing; Philanthropy; Foundation; Endowments; Socially Responsible Investing; Investment; Institutional Investing; Investment Activism; Governance; Corporate Social Responsibility and Impact; Mission and Purpose; Social Enterprise; Philanthropy and Charitable Giving; United States
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      Cole, Shawn, Michael Norris, and T. Robert Zochowski. "Mission Related Investments at the Ford Foundation (B)." Harvard Business School Supplement 220-027, February 2020. (Revised September 2021.)
      • February 2020
      • Case

      Halftime for Heidelberg

      By: Debora L. Spar
      The case follows President Rob Huntington as he seeks to find a viable way forward for Heidelberg University. Located in Tiffin, Ohio, Heidelberg is a small, private, four-year university. As with many similar institutions of higher education, it currently faces a...  View Details
      Keywords: University; University Administration; University Endowment; Endowments; Brand Management; Higher Education; Strategic Planning; Brands and Branding; Education Industry; Ohio
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      Spar, Debora L. "Halftime for Heidelberg." Harvard Business School Case 720-021, February 2020.
      • January 2020 (Revised April 2020)
      • Case

      Fossil Fuel Divestment

      By: Michael W. Toffel and Sarah Gulick
      The president of Harvard University is facing growing pressure from students, alumni, and other climate change activists that are urging the university to divest its multi-billion dollar endowment from fossil fuel companies. The case summarizes the arguments for and...  View Details
      Keywords: Divestment; Harvard University; Higher Education; Corporate Social Responsibility and Impact; Environmental Sustainability; Climate Change; Public Opinion; Ethics; Education Industry
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      Toffel, Michael W., and Sarah Gulick. "Fossil Fuel Divestment." Harvard Business School Case 620-093, January 2020. (Revised April 2020.)
      • 2020
      • Article

      Remaking the Imperial Presidency: The Mayaguez Incident of 1975 and the Contradictions of Credibility

      By: Mattias Fibiger
      This article argues that the Mayaguez incident of 1975 was a missed opportunity to establish a more democratic American foreign policy. President Gerald Ford managed the crisis with an eye toward domestic and international credibility. But his conception of credibility...  View Details
      Keywords: Foreign Policy; Presidency; Ford Administration; Government and Politics; History; Crisis Management; United States
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      Fibiger, Mattias. "Remaking the Imperial Presidency: The Mayaguez Incident of 1975 and the Contradictions of Credibility." Diplomacy & Statecraft 31, no. 1 (2020): 118–142.
      • November 2019
      • Article

      When and Why Defaults Influence Decisions: A Meta-analysis of Default Effects

      By: Jon M. Jachimowicz, Shannon Duncan, Elke U. Weber and Eric J. Johnson
      When people make decisions with a pre-selected choice option—a “default”—they are more likely to select that option. Because defaults are easy to implement, they constitute one of the most widely employed tools in the choice architecture toolbox. However, to decide...  View Details
      Keywords: Choice Architecture; Defaults; Default Effects; Decision Making; Behavior; Analysis
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      Jachimowicz, Jon M., Shannon Duncan, Elke U. Weber, and Eric J. Johnson. "When and Why Defaults Influence Decisions: A Meta-analysis of Default Effects." Behavioural Public Policy 3, no. 2 (November 2019): 159–186.
      • August 2019 (Revised November 2019)
      • Case

      Sustainable Investing at J.P. Morgan Private Bank

      By: Sara Fleiss and Luis Viceira
      This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family...  View Details
      Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry
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      Fleiss, Sara, and Luis Viceira. "Sustainable Investing at J.P. Morgan Private Bank." Harvard Business School Case 220-016, August 2019. (Revised November 2019.)
      • July 2019 (Revised August 2020)
      • Case

      Peabody Essex Museum: What Next?

      By: V. Kasturi Rangan and Jeffrey F. Rayport
      The case describes the 25-year transformation of Peabody Essex Museum, which was created in 1993 by the merger of two sub-scale predecessor cultural institutions, operating since 1799, in Salem, Massachusetts. Dan Monroe, its founding CEO, began a process of building...  View Details
      Keywords: Museums; Strategy; Leadership; Transformation; Innovation Leadership; Strategic Planning
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      Rangan, V. Kasturi, and Jeffrey F. Rayport. "Peabody Essex Museum: What Next?" Harvard Business School Case 520-009, July 2019. (Revised August 2020.)
      • April 2019
      • Case

      American Ballet Theatre

      By: Anita Elberse, Tsubasa Nakajima and Melissa Rodman
      Kara Medoff Barnett, executive director of American Ballet Theatre (ABT), widely regarded as one of the world’s premier ballet companies, faces several challenges. It is June 2018. Despite its prestige, the company’s $45 million annual budget and $22 million endowment...  View Details
      Keywords: Performing Arts; Superstars; Talent; Talent Development; Non-profit; Contracts; Labor Economics; General Management; Arts; Entertainment; Media; Talent and Talent Management; Nonprofit Organizations; Marketing; Strategy
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      Elberse, Anita, Tsubasa Nakajima, and Melissa Rodman. "American Ballet Theatre." Harvard Business School Case 519-085, April 2019.
      • August 28, 2018
      • Article

      Maintaining Trust When Agents Can Engage in Self-deception

      By: Andres Babino, Hernan A. Makse, Rafael Di Tella and Mariano Sigman
      The coexistence of cooperation and selfish instincts is a remarkable characteristic of humans. Psychological research has unveiled the cognitive mechanisms behind self-deception. Two important findings are that a higher ambiguity about others’ social preferences leads...  View Details
      Keywords: Behavioral Economics; Cognitive Neuroscience; Corruption; Cooperation; Self-deception; Trust; Behavior
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      Babino, Andres, Hernan A. Makse, Rafael Di Tella, and Mariano Sigman. "Maintaining Trust When Agents Can Engage in Self-deception." Proceedings of the National Academy of Sciences 115, no. 35 (August 28, 2018): 8728–8733.
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