Projects & Presentations
Selected Articles & Research Reports
With Josh Lerner, for State Street Global Markets: “Private Equity in Troubled Times,” April 2020.
With Josh Lerner, Sam Holt, and Richard Sessa, for the John S. and James L. Knight Foundation: “Diversifying Investments: A Study of Ownership Diversity and Performance in the Asset Management Industry,” January 2019.
With Josh Lerner and Andrew Speen for NASA: “Venture Capital Activity in the Low-Earth Orbit Sector,” Chapter 4 in Besha & MacDonald (eds.) Economic Development of Low Earth Orbit, 2016.
With Josh Lerner, Steve Dew, and D.I. Lee, for the U.K.’s CDC Group: “What was the impact of CDC’s fund investments from 2004 - 2012?” November 2015.
With Josh Lerner, for the Interamerican Development Bank: “Best Practices in Creating a Venture Capital Ecosystem,” 2012.
Books
with Josh Lerner, Private Equity, Venture Capital, and the Financing of Entrepreneurship: The Power of Active Investing, 2nd ed.,(NY, NY: J. Wiley, 2023)
with Josh Lerner and Felda Hardymon, Private Equity, Venture Capital, and the Financing of Entrepreneurship: The Power of Active Investing, 1st ed., (NY, NY: J. Wiley, 2012)
with Josh Lerner and Felda Hardymon, Venture Capital and Private Equity: A Case Book, 5th ed. (NY, NY: J. Wiley, 2012), 4th ed. (NY, NY: J. Wiley, 2008), and 3rd ed. (NY, NY: J. Wiley, 2005)
with Josh Lerner and Felda Hardymon, Teacher’s Notes: Venture Capital and Private Equity: A Case Book, vol. 3 (NY, NY: J. Wiley, 2005) and vol. 2 (NY, NY: J. Wiley, 2002).
Cases & Teaching Materials
with Josh Lerner and/or Felda Hardymon: 150 items.
with David Bell (Marketing), Tom Eisenmann or Toby Stuart (Entrepreneurship): 25 items.
Presentations
Day-long or multi-day training programs for Development Finance Institutions, private equity or venture capital groups, or major institutional investors on private equity as an asset class, strategic partnerships, and other topics. 2012 - 2020.
“Business Plans: Everything You Wanted to Know,” Maine Center for Enterprise Development Applied Entrepreneurship Program, September 2009.
“Industry Week Intro to Private Equity,” Harvard Business School, October 2009 & 2008.
“Writing as if Your Life Matters: Lessons from Richard Hugo,” graduation lecture at Bennington College, January 2008.