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High-Impact Wealth Management: Tom and Deena Li Plan for Retirement
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N028-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N029.Starting at €8.20
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Jenny and Andrew Pick an Advisor
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N041-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover alStarting at €8.20
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High-Impact Wealth Management: Jenny and Andrew Confront Mortality
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N043-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N044.Starting at €8.20
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Alumni Action Foundation: Currency Hedging Strategy
Walid Busaba; Zeigham Khokher; Ken MarkCase IVEY-9B10N030-EFinanceThe executive director of an independent charitable foundation is thinking about whether to hedge his foundation's U.S. dollar exposure given the large swings in the Canadian dollar-U.S. dollar exchange rate. For the past four years, the weakening U.S. dollar has contributed to underperformance in the foundation's portfolio relative to its peers.Starting at €8.20
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High-Impact Wealth Management: Andrew Does the Math
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N026-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies. Also refer to 9B16N027.Starting at €8.20
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Andrew Takes Shelter
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N035-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover alStarting at €8.20
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Jenny's Investment Choices
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N037-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover alStarting at €8.20
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High-Impact Wealth Management: Andrew Puts A Ring On It
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N045-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.Starting at €8.20
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To Buy or Not To Buy
Chuck Grace; Paige Addesi; Matt LordCase IVEY-9B16N046-EFinanceThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.Starting at €8.20
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Carmanah Technologies Corporation
Walid Busaba; Zeigham Khokher; Ken MarkCase IVEY-9B09N013-EFinanceAn analyst at an investment firm is considering an investment in Carmanah Technologies Corporation (Carmanah). Carmanah is a fast-growing player in the high-powered alternative energy products. Since 2007, when the new chief executive officer (CEO) took over, a turnaround effort has been in place at Carmanah. At $0.91 per share, Carmanah's shares were trading at just 23 per cent of their value in mid-2007. The analyst is scheduled to make a recom...Starting at €8.20