Generation Investment Management

By January 2020, Generation Investment Management (Generation), a sustainable investment firm founded in London in 2004, had grown from a shared vision of seven founders to a 90-member company managing $ 27 billion in public and private equity. Throughout its history, Generation has worked to achieve its mission of generating above-average financial returns by investing …

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Ensuring Your Family’s Future: The Alagil Family Office

Muhammad Alagil was a second-generation leader in the well-known Alagil Family Group in Saudi Arabia and co-founder and chairman of the Jarir Company’s family office for Commercial Investments (Jarir Investments). The case begins in 2021 when Alagil ponders the possibility of allowing next-generation family members 35 and older to spin off their trusts and start …

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Thermo Electron Corp.

George Hatsopoulos, CEO of Thermo Electron Corp., is considering issuing shares in a subsidiary through an initial public offering (IPO). The company has developed an unusual corporate structure in which subsidiaries fund startups by raising debt and equity in the capital markets rather than through the parent company.

FX Strategies in 2005: U.S. Dollar versus Euro

When he took the Metro North from Grand Central to Greenwich early in the morning in late December 2004, the euro dominated Luke Anthony’s mind. After the euro bottomed out at around $ 0.85 / ‚Ǩ in 2000 and 2001, it appreciated strongly and was now at $ 1.35 /‚ Ǩ (Figure 1). Luke, a …

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Leland O’Brien Rubinstein Associates, Inc.: SuperTrust

Leland O’Brien Rubinstein Associates, Inc. (LOR), which benefited from the sale of portfolio insurance to institutional investors, is trying to rebuild itself after the 1987 stock market crash by developing new products to meet the unmet needs of investors in stocks. LOR is proposing to sell a new family of products called SuperTrust that will …

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Factory 539: China Star Technology Electronics Ltd (A)

From an interdisciplinary perspective, this field-based case series uses the purchase of a China-based manufacturing company to create the prerequisites for a cost accounting analysis, operational effectiveness, and cross-cultural communication. It provides a discussion on the strategy of buying a Chinese company to enter a promising business area for the Chinese market, and an opportunity …

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Austin, Blakeley & Cambridge, LLC

The founding partners of ABC, LLC, one of the world’s leading private equity firms, are trying to understand why some of the other leading firms in the industry like KKR and Apollo are leveraging public capital, and if they should do so. same. . They are also considering how to monetize their own stake in …

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Revitalizing Philips (A)

Philips is a large science-based multinational that has been restructuring since the early 1970s. This case provides a historical perspective on previous efforts, as well as a detailed description of those that followed from 1996 to 2001 under Cor Boonstra, CEO, who reorganized Philips from a product country matrix structure to global product divisions. It …

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