INCAE (Costa Rica - Nicaragua)
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Shanghai Toex Trading Co.: The Going Global Challenge
Xiaorong Chen; Andreas Schotter; Wei LuCase IVEY-9B16M125-EEntrepreneurship, StrategyShanghai Toex Trading Co., Ltd. (TOEX) was a Chinese pet grooming equipment maker. In 2014, after years of operating internationally solely through third-party distribution channels, TOEX opened a new sales and logistics centre in Dallas, Texas to boost TOEX’s business in the United States. The new centre was also meant to be a model for future expansions to other countries. With more than a decade of industry experience, TOEX's founder believed ...Starting at €8.20
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AirAsia Faces a Major Crisis: The Loss of QZ8501
Jonathan Doh; Thomas Lawton; Andreas SchotterCase IVEY-9B15M018-EStrategyOn December 28, 2014, contact with Indonesia AirAsia flight QZ8501, carrying 162 people, was lost after it left Surabaya, Indonesia bound for Singapore. All passengers were believed dead. Until this horrific incident, AirAsia and its various affiliated airlines, which included AirAsia X and Indonesia AirAsia, along with several other airlines organized in joint ventures throughout Southeast Asia, had recorded rising profits, rapid expansion and, ...Starting at €8.20
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AirAsia X: Can the Low Cost Model Go Long Haul
Ben Forrey; Andreas Schotter; Jonathan Doh; Thomas LawtonCase IVEY-9B12M013-EEntrepreneurship, StrategyBy 2007, AirAsia had become one of the most successful budget airlines in the world. Having dominated Southeast Asia and entered China and India, AirAsia was poised to solidify its place as a top budget airline and one of the most consistently profitable globally. But company founder Tony Fernandes had bigger plans. From the outset in 2001, Fernandes had intended to offer long-haul service, competing against the largest and most established airli...Starting at €8.20
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Duckworth Asset Management Inc.
Chuck GraceCase IVEY-9B09N021-EFinanceIn October 2008, the manager of client services at Duckworth Asset Management Inc. (Duckworth), an investment firm headquartered in St. John's, Newfoundland, was preparing for a briefing with Duckworth's vice-president of investments. The vice-president had been fielding several phone calls in the past few weeks, all from clients concerned about the significant drop in global financial markets. Since its June 2008 peak, Canada's S&P/TSX had dropp...Starting at €8.20
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Powershares Exchange-Traded Funds
Chuck Grace; Samir Haji RemtullaCase IVEY-9B10N020-EFinanceIn early January, 2009 the president of Invesco Trimark Ltd. (Invesco Trimark) was optimistic about the year ahead, particularly when compared to the perfect storm of 2008. That year saw global investment markets in turmoil, and Invesco Trimark's mutual fund assets had plummeted to almost half its value. The president and his team had spent nearly a year working and re-working a new product launch and by 2009 thought they had developed a unique a...Starting at €8.20
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Mary Spencer's Personal Financial Plan
Chuck GraceCase IVEY-9B12N012-EFinanceMary Spencer was putting the final touches on her personal financial plan before graduating from the Richard Ivey School of Business HBA program in spring 2012. Generally, Mary was happy with her plan. Her goals, investment policy statement, and financial budget all made perfect sense to her. However, she kept returning to one number — a 43 per cent tax rate! It did not seem fair that just when she started to make some serious income, she would h...Starting at €8.20
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Malvern's Investment Advisor of the Year
Chuck GraceCase IVEY-9B14N022-EFinanceThe managing partner for Malvern Investment Services was faced with a dilemma. In two weeks, she would be hosting the firm’s annual conference and would be announcing the Investment Advisor of the Year. Having narrowed down the list to four finalists she now had to make the final decision. This was her first conference as the managing partner and she knew that every announcement, presentation and interaction she had with her partners and staff wo...Starting at €8.20
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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