IESE (España)
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Salomon Brothers (B)
Golembiewski, Christopher; Campana A.; Torres, Maximilian B.Case TD-150-EBusiness Ethics and Corporate Social ResponsibilityPaul Mozer informs his supervisor, John Meriwether, about the US Treasury's letter to Mercury Asset Management, and the events that precipitated it. The decision is now Meriwether's. Should he in turn bring the problem to his superiors and the legal compliance department, a path that might result in Mozer's dismissal, harsh penalties for the firm and the loss of his traders' confidence? Or, given the SEC's stated intention of dropping the matter...Starting at €5.74
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I'm Old, Not an Idiot: A Retiree Against the Banks (B)
Leahy, Ivo; De la Cierva Álvarez de Sotomayor, Santiago CarlosCase DPO-782-EKnowledge and Communication, StrategyThe banking sector has undergone a profound transformation in recent years. Mergers have rendered many branches superfluous, while online banking means most users can manage their accounts while rarely entering a physical bank. The sector is shrinking, and all banks are closing branches, a process that has been further accelerated by two years of pandemic. Carlos San Juan is a 73-year-old retiree who found using banking apps difficult. When one ...Starting at €5.74
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Salomon Brothers (C)
Golembiewski, Christopher; Campana A.; Torres, Maximilian B.Case TD-151-EBusiness Ethics and Corporate Social ResponsibilityJohn Meriwether reports Mozer's actions to Salomon's President, Thomas Strauss, chief legal compliance officer, Donald Feuerstein, and CEO, John Gutfreund. On Feuerstein's recommendation, a decision is made to report the incident to the federal authorities. But, who will report the incident, how and to whom, the Federal Reserve Board or the more hostile Treasury Department? No plan for implementation of the decision is formulated.Starting at €5.74
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Salomon Brothers (A)
Golembiewski, Christopher; Campana A.; Torres, Maximilian B.Case TD-146-EBusiness Ethics and Corporate Social ResponsibilityThis case involves the personal decision of Wall Street government bond trader, Paul Mozer, whether or not to report a gray-area transaction he has made to his superior, John Meriwether. The stakes are very high, but the indiscretion is murky and the chances of the firm's being sanctioned for it are virtually nil.Starting at €8.20
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I'm Old, Not an Idiot: A Retiree Against the Banks (A)
Leahy, Ivo; De la Cierva Álvarez de Sotomayor, Santiago CarlosCase DPO-781-EKnowledge and Communication, StrategyThe banking sector has undergone a profound transformation in recent years. Mergers have rendered many branches superfluous, while online banking means most users can manage their accounts while rarely entering a physical bank. The sector is shrinking, and all banks are closing branches, a process that has been further accelerated by two years of pandemic. Carlos San Juan is a 73-year-old retiree who found using banking apps difficult. When one ...Starting at €8.20
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Soy mayor, no idiota: un jubilado contra los bancos (A)
Leahy, Ivo; De la Cierva Álvarez de Sotomayor, Santiago CarlosCase DPO-781Knowledge and Communication, StrategyEn los últimos años, el sector bancario ha sufrido una profunda transformación: por un lado, las fusiones han hecho superfluas muchas sucursales y, por otro, las nuevas tecnologías permiten a la mayoría de los usuarios gestionar sus cuentas sin pasar por la oficina. El sector se está comprimiendo y todos los bancos están cerrando oficinas. Este proceso se ha acentuado aún más en los dos años de la pandemia. Carlos San Juan, un jubilado de 78 años...Starting at €8.20
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Salomon Brothers (D)
Golembiewski, Christopher; Campana A.; Torres, Maximilian B.Case TD-152-EBusiness Ethics and Corporate Social ResponsibilityNothing has been done when the financial press reports of fishy activity in the May 22nd Treasury auction. Salomon orders an internal audit and uncovers Mozer's wrongdoing in the December 27th, February 7th, February 21st, April 25th and May 22nd auctions. The bottom drops out for all the key players from Mozer to Gutfreund and for the firm.Starting at €5.74
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Soy mayor, no idiota: un jubilado contra los bancos (B)
Leahy, Ivo; De la Cierva Álvarez de Sotomayor, Santiago CarlosCase DPO-782Knowledge and Communication, StrategyEn los últimos años, el sector bancario ha sufrido una profunda transformación: por un lado, las fusiones han hecho superfluas muchas sucursales y, por otro, las nuevas tecnologías permiten a la mayoría de los usuarios gestionar sus cuentas sin pasar por la oficina. El sector se está comprimiendo y todos los bancos están cerrando oficinas. Este proceso se ha acentuado aún más en los dos años de la pandemia. Carlos San Juan, un jubilado de 78 años...Starting at €5.74