Innovating into Active ETFs: Factor Funds Capital Management LLC
Kishore Karunakaran, President and COO of FFCM, faces a variety of challenges as he launches an innovative investment management business in the rapidly evolving ETF space.
Investment management
Jim Sharpe: Extrusion Technology, Inc. (A)
Jim Sharpe, 11 years after receiving his MBA from Harvard and working for others, is finally his own boss and 100% owner of a manufacturer of aluminum extrusion profiles. After 10 months of unfunded search, he acquires the company in an LBO and prepares to face his employees on the first day.
Southern Implants: Designing and Manufacturing Dental Implants to the World
Southern Implants, a South African dental implant manufacturer, was considering ways to diversify its risk. Over the past 30 years, the company had grown from a local manufacturing company and now serves customers around the world through distributors and affiliates. The founder and managing director were primarily concerned with the final steps of production, which …
Credit Unions: The Future of the Cooperative Financial Institution
Credit unions are a specialized type of depositary with a non-profit cooperative structure and an exemption from federal taxes. They emerged as small cooperative institutions with a focus on unsecured consumer credit for the working class without banks. Over time, credit unions have grown to a variety of sizes, although a much larger proportion of …
IDFC India: Infrastructure Investment Intermediaries
The Indian financial intermediary, comparing international capital with local infrastructure, decides how to reconcile the range of services, risk-adjusted returns, pressure on margins, and nation building. IDFC has been licensed with partial ownership by the Government of India to help evaluate policies and provide a model of how private finance can be attracted to public …
Universal Display Corporation: Go Long or Short?
In this case, the student will be asked whether a portfolio manager should take a long or short position in the shares of Universal Display Corporation (PANL). The stock is polarizing as reasonable arguments could be made for both long and short positions. The case suggests a series of steps an analyst might take when …
JPMorgan Chase: Invested in Detroit (B)
Beginning in 2014, JPMorgan launched Chase Inverted in Detroit, a $ 100 million philanthropic investment in the city over five years. The bank worked with local business development organizations, human resource development organizations, small businesses, philanthropists, and the city government to make a variety of investments to improve the troubled city. In 2017, JPMorgan Chases …
Oceanbulk Maritime S.A. (B)
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Reaching the Summit and Beyond: Hong Kong Broadband Network’s Innovative Approach to Talent Management
The case is based on Hong Kong Broadband Network (HKBN), the territory’s second-largest broadband service provider in 2012. The young and dynamic company is growing faster than its competitors and attributes this success to its innovative approach to managing the business. talent, which involves recruiting, developing, retaining and rewarding its 3,080 talent base. HKBN’s talent …
Genmor Pharmaceuticals’ Acquisition of Vascorex Corporation
In this case, have students identify and assess the merits of two factors that would have led a buyer-side analyst to conclude that an acquirer is a high-risk investment: (1) the allocation of acquisition proceeds by part of the company, and (2) the quality of the target’s intellectual property (IP) portfolio. The acquirer’s allocation of …