Search results
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Betting on Gold Using a Futures-Based Gold ETF
Matos, PedroCase DARDEN-F-1690-EFinanceIn an environment of high macroeconomic uncertainty in the fall of 2012, Tom Michelson was looking at his next trading opportunity. Michelson wanted to build a position in gold with a trading horizon of around a year and was wondering how he should go about investing in gold. Gold futures-based exchange-traded funds (ETFs) seemed like a good alternative, but he needed to understand better how gold futures worked. He was aware that futures-based E...Starting at €8.20
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2012 Fuel Hedging at JetBlue Airways
Matos, PedroCase DARDEN-F-1697-EFinanceIn early 2012, an equity analyst, was examining the jet fuel hedging strategy of JetBlue Airways for the coming year. Because airlines cross-hedged their jet fuel price risk using derivatives contracts on other oil products such as WTI and Brent crude oil, they were exposed to basis risk. In 2011, dislocations in the oil market led to a Brent-WTI premium wherein jet fuel started to move with Brent instead of WTI, as it traditionally did. Faced wi...Starting at €8.20
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Hedge Fund Due Diligence at Leman Alternative Asset Management Company
Matos, PedroCase DARDEN-F-1698-EFinanceIn early January 2008, a senior VP with LAAMCO, a fund of hedge funds known for alternative investments, was conducting due diligence on an equity market-neutral hedge fund. The hedge fund used an option strategy known as a collar (also known as a bull spread or split-strike conversion). The track record of the hedge fund had been stellar. The fund’s performance had not only beaten that of the S&P 500 Index over the same period but had done so wi...Starting at €8.20
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ProShares Hedge Replication ETF
Matos, Pedro; Demir, AnilCase DARDEN-F-1714-EFinanceAt the start of 2014, Joanne Hill was preparing to present at a conference focused on alternative investments for financial advisers. Exhibit 1 provides selected slides from the presentation. Hill wants to showcase how Hedge Replication ETF (HDG) provided an exposure to hedge funds at low fees, with full transparency and providing daily liquidity. But she had to overcome some resistance in the audience because most hedge fund strategies had under...Starting at €8.20
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Hedge Fund Due Diligence at Leman Alternative Asset Management Company - Teaching Note
Matos, PedroTeaching Note DARDEN-F-1698TN-EFinanceTeaching note for product F-1698Starting at €0.00
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The Sanofi-Aventis Acquisition of Genzyme: Contingent Value Rights - Teaching Note
Matos, PedroTeaching Note DARDEN-F-1715TN-EFinanceTeaching note for product F-1715Starting at €0.00
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Principal-Protected Equity-Linked Note - Teaching Note
Matos, PedroTeaching Note DARDEN-F-1752TN-EFinanceTeaching note for product F-1752Starting at €0.00
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Integrated Reporting in the Cloud
Armbrester, Kyle; Eccles, Robert G.Article ART-1890-EAccounting and ControlFinancial reporting for all listed companies is a long established practice, which more recently has been complemented by corporate social responsibility or sustainability reporting. However, the reporting of nonfinancial information related to environmental, social and governance performance remains largely voluntary. Although still an embryonic management practice, the authors believe that ¿integrated reporting¿ of a company¿s financial and non...Starting at €8.20
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Jan Eriksson at Novartis Indonesia: Turmoil in the Indonesian Pharmaceutical Industry (Spanish Version)
Knoop, Carin-Isabel; St. George, AnthonyCase HBS-805S27Knowledge and CommunicationJan Eriksson es el gerente de la empresa conjunta indonesia de Novartis con sede en Basilea (Novartis Indonesia), compañía farmacéutica más grande del mundo, formada por la fusión de 1996 entre Sandoz y Ciba-Geigy. El caso describe las acciones que ha tomado desde que asumió su cargo en mayo de 1996. Fue en medio de la fusión de las operaciones de Indonesia de Sandoz y Ciba-Geigy, cuando la crisis financiera golpeó Indonesia. Él ha preparado dos ...Starting at €8.20
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Transition at DataCo (Spanish Version)
Cespedes, Frank V.; Knoop, Carin-IsabelCase HBS-818S06EntrepreneurshipEl fundador de una compañía de análisis de datos, Stefan Brecht, tiene varios problemas con su desarrollador de negocios clave y el jefe de marketing y ventas, Tamara Smithson. Smithson, un alquiler principios que habían sido fundamentales en la construcción de la empresa funciona como un miembro, no se atreve a delegar tareas y clientes, y, como Brecht lo ve "a menudo pone los asuntos del cliente por delante de las necesidades y procedimientos d...Starting at €8.20