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Loren Rathbone's Investment: The Flashing Red Light
Brian LaneCase IVEY-9B16N066-EFinanceIn 2008, a retired farmer from Moose Jaw, Saskatchewan, was facing a challenging investment decision. He had recently met with a real estate investment representative about an opportunity near Edmonton, Alberta. The farmer understood land, but investing in real estate was new for him. The 11 per cent bond return that the representative enthusiastically described made the opportunity seem very appealing. On the other hand though, the farmer wonder...Starting at €8.20
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Innovating into Active ETFs: Factor Funds Capital Management LLC
Froot, Kenneth A.; Cohen, Lauren H.; Waggoner, ScottCase HBS-211031-EFinanceKishore Karunakaran, President and COO of FFCM, faces a variety of challenges in launching an innovative investment management business in the rapidly evolving ETF space.Starting at €8.20
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Quadriserv and the Short Selling Market
Cohen, Lauren H.; Malloy, Christopher J.Case HBS-212021-EFinanceTo maximize their effectiveness, color cases should be printed in color. Ten years into Quadriserv's life, Greg DePetris and his company were at a crossroads. Perhaps more so than any of Greg's previous ventures, Quadriserv represented a move into an established marketplace with strong and entrenched incumbents. Greg had a tested record of startups in the trading and financial sectors, but the difference in this case was that Quadriserv would be ...Starting at €8.20
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NCEM: Improving Accounting Processes for a Canadian Charity
Brian LaneCase IVEY-9B21B004-EAccounting and ControlThe general director of Northern Canada Evangelical Mission (NCEM) wanted to make some changes to the organization’s accounting system to coincide with the calendar year-end. The changes involved consolidating the financial records for 20 separate ministries operating across the country to reduce the number of redundant, time-wasting, manual entries needed and to align the general ledger accounts with the charitable activities report required by ...Starting at €8.20
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BusBoard Prototype Systems Ltd.: Making Sense of Foreign Exchange
Brian Lane; Craig WilsonCase IVEY-9B20N020-EEntrepreneurship, Finance, StrategyBusBoard Prototype Systems Ltd. (BusBoard), a company based in Calgary, Alberta, that designed and manufactured printed circuit boards targeted at the electronics hobbyist market, managed foreign-currency transactions on a transaction-by-transaction basis. The company’s general manager had been buying and selling CAD and USD while attempting to maximize the company’s value, timing transactions based on previous experience and professional judgmen...Starting at €8.20
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A Broken Trust
Brian Lane; Vince Bruni-Bossio; Suresh KalagnanamCase IVEY-9B15N027-EFinanceBased on client meetings, this case profiles a situation in 2014 where pension plan members are struggling to make decisions due to inappropriate account reporting. A sense of urgency permeates the case. The husband’s pension account has recovered much of the value he lost in 2007, but he is concerned that another loss could occur, at a point in his life where he will not have time to recover. Two themes are addressed through a discussion involvi...Starting at €8.20
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Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry
Cohen, Lauren H.Case HBS-214011-EFinanceThe work of CMG Life Services provides a window into the life settlement industry, showing the difficulties that one young company faces in trying to solve a market failure. This case uses CMG's strategic dilemma to both illuminate the mechanics of a small, inefficient market and show how the success or failure of a market can sometimes depend on more than intrinsic value. The case lays out disagreement about the future of the industry, and even ...Starting at €8.20
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Shanda Family Office
Malloy, Christopher J.; Cohen, Lauren H.; Alamsyah, EssieCase HBS-218102-EFinanceTianqiao Chen, founder and CEO of Shanda Group, has set up his family office in the U.S. in 2016 after exiting from Shanda's Internet games business in China in 2014, again pioneering an unconventional approach to the management of a family office.Starting at €8.20
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Smith Family Financial Plan (A)
Brian Lane; Nathalie JohnstoneCase IVEY-9B13N005-EFinanceThe Smith family is in a cash crunch. Even with a combined gross family income of $80,000 per year, monthly cash outflows are still greater than inflows. Joel and Amber Smith are aware of these cash flow problems, but do not understand where their money goes and struggle to set financial goals. They have contacted a financial advisory firm to help them develop a plan and set realistic future goals. The Smiths face financial problems common to you...Starting at €8.20
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Mountain Musical Theatre Company: Making a Statement
Brian Lane; Brooke Klassen; Vince Bruni-BossioCase IVEY-9B17B012-EAccounting and ControlThe Mountain Musical Theatre Company (MMTC), located in Great Falls, Montana, was an important part of the local cultural scene. For many years, MMTC had performed a wide variety of shows that had been much enjoyed by local and visiting patrons, and it would have been easy to assume that the organization was a great success. However, significant organizational and financial problems had been brewing inside MMTC. In September 2015, these problems ...Starting at €8.20