Darden University of Virginia (USA)
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Corporate Governance: The Jack Wright Series (B): Wright Gets Involved
Colley, John L.; Logan, George W.; Stettinius, Wallace; Carr, DabneyCase DARDEN-OM-1515-EService and Operations ManagementApproximately two months after agreeing to join the Mega Corporation board, Wright received a package of material for his first board meeting, which was to be held immediately after the annual meeting at which he was to be elected. This is the second case in a series of cases about corporate governance. It is a revision of UVA-OM-1084 and can be used in its place. The case is used in Darden's "Corporate Governance" course elective.Starting at €5.74
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Corporate Governance: The Jack Wright Series (C): The Board-Management Relationship
Colley, John L.; Logan, George W.; Stettinius, Wallace; Carr, DabneyCase DARDEN-OM-1516-EService and Operations ManagementJack Wright had been on the board of Mega Corporation for almost a year and was confident in his assessment of the ways in which the board and the corporate organization functioned. He recognized some pluses: a strong balance sheet, several good businesses, and some other businesses that could be sold; however, he also saw a number of issues that were not being addressed but needed attention. This case is one in a series of cases about corporate ...Starting at €5.74
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Corporate Governance: The Jack Wright Series (D): Time for Action
Colley, John L.; Logan, George W.; Stettinius, Wallace; Carr, DabneyCase DARDEN-OM-1517-EService and Operations ManagementThe board chairman dies of a heart attack and a special board meeting was set for a week after the funeral to discuss the situation. The first issue was the election of a chairman. This case is an addition to a series of cases concerning corporate governance. It is used in Darden's "Corporate Governance" course elective.Starting at €5.74
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The Oxcel Endowment and Socially Responsible Investing
Evans, Richard B.Case DARDEN-F-1659-EFinanceCollege trustees are considering investing a portion of the endowment in a socially responsible investment fund. Recent market events and the poor performance of the endowment have caused the trustees to question their decisions regarding the managers employed by the endowment and the policies and procedures of the endowment itself. To help with the decision, the board examines return data for three investment funds.Starting at €8.20
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Pittinos Financial Advisors, LLC - Teaching Note
Lipson, Marc L.; Evans, Richard B.Teaching Note DARDEN-F-1599TN-EFinanceTeaching note for product F-1599Starting at €0.00
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Liquidity, Mutual Fund Flows, and ReFlow Management, LLC - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1600TN-EFinanceTeaching note for product F-1600Starting at €0.00
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Research Affiliates - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1662TN-EFinanceTeaching note for product F-1662Starting at €0.00
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CornerStone Partners - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1677TN-EFinanceTeaching note for product F-1677Starting at €0.00
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Alpha Architect: Is Momentum Losing Steam?
Evans, Richard B.; Sesia, AldoCase DARDEN-F-1977FinanceThe case explores the momentum investment strategy of AlphaArchitect, a boutique asset management firm. The protagonist, Wes Grey the CEO of AlphaArchitect, is preparing a potential client presentation for Lochen Capital, a multi-family office. Lochen has traditionally focused on value-investing and as a result the presentation needs to compare and contrast the two styles. The case introduces students to the simplest of quantitative investing ...Starting at €8.20
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Divestment as an ESG Tool: CalPERS and Tobacco Stocks (A)
Evans, Richard B.; Yemen, Gerry; Kellett, MichaelCase DARDEN-F-1948-EFinanceThis case uses the California Public Employees’ Retirement System (CalPERS) to set the stage for unfolding an analysis of economics and values in the decision to divest tobacco stocks and bonds from the internally managed portion of the CalPERS portfolio.Starting at €8.20