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  • 1.  Suggestions for cases related to financial services, specifically fund management or related areas.

    Posted 04-28-2011 20:54

    I am looking for a case or two related to strategic issues in a financial services firm, preferably related to a portfolio management or mutual fund company (rather than an investment bank or brokerage firm). The target audience is for mid/high level managers in a fund management firm. Any suggestions would be greatly appreciated.

    Thank you,

    Todd

     

    Todd M. Alessandri, Ph.D.

    Associate Professor

    International Business and Strategy Group

    319K Hayden Hall

    Northeastern University

    360 Huntington Ave.

    Boston, MA 02115

    Email: t.alessandri@neu.edu

    Phone: 617-373-4024

     



  • 2.  Suggestions for cases related to financial services, specifically fund management or related areas.

    Posted 04-28-2011 21:38

    Try the Loews Inc. case out of HBSP.

     

    Professor Joseph L. Bower, Baker Foundation Professor of Business Administration

    Harvard Business School , Morgan Hall 467 Soldiers Field Station, Boston, MA 02163

    617-495-6282

     

    From: Business Policy and Strategy List [mailto:BPS-NET@AOMLISTS.PACE.EDU] On Behalf Of Alessandri, Todd
    Sent: Thursday, April 28, 2011 8:54 PM
    To: BPS-NET@AOMLISTS.PACE.EDU
    Subject: Suggestions for cases related to financial services, specifically fund management or related areas.

     

    I am looking for a case or two related to strategic issues in a financial services firm, preferably related to a portfolio management or mutual fund company (rather than an investment bank or brokerage firm). The target audience is for mid/high level managers in a fund management firm. Any suggestions would be greatly appreciated.

    Thank you,

    Todd

     

    Todd M. Alessandri, Ph.D.

    Associate Professor

    International Business and Strategy Group

    319K Hayden Hall

    Northeastern University

    360 Huntington Ave.

    Boston, MA 02115

    Email: t.alessandri@neu.edu

    Phone: 617-373-4024

     



  • 3.  Suggestions for cases related to financial services, specifically fund management or related areas.

    Posted 04-28-2011 22:07
    What about the most recent Berkshire Partners case from HBS?
     
    W. Glenn Rowe, Ph.D.
    Paul MacPherson Chair in Strategic Leadership
    Director, Executive MBA Program
    Richard Ivey School of Business, Room 3R34F
    The University of Western Ontario
    London, ON, Canada
    519 661 3299 (O)
    519 661 3485 (F)
     
     

    From: Business Policy and Strategy List [BPS-NET@AOMLISTS.PACE.EDU] On Behalf Of Alessandri, Todd [T.Alessandri@NEU.EDU]
    Sent: April 28, 2011 20:54
    To: BPS-NET@AOMLISTS.PACE.EDU
    Subject: Suggestions for cases related to financial services, specifically fund management or related areas.

    I am looking for a case or two related to strategic issues in a financial services firm, preferably related to a portfolio management or mutual fund company (rather than an investment bank or brokerage firm). The target audience is for mid/high level managers in a fund management firm. Any suggestions would be greatly appreciated.

    Thank you,

    Todd

     

    Todd M. Alessandri, Ph.D.

    Associate Professor

    International Business and Strategy Group

    319K Hayden Hall

    Northeastern University

    360 Huntington Ave.

    Boston, MA 02115

    Email: t.alessandri@neu.edu

    Phone: 617-373-4024

     



  • 4.  Suggestions for cases related to financial services, specifically fund management or related areas.

    Posted 04-29-2011 09:05

    This might not be an exact fit, but here's a link to new (free) business case study on the financial services industry: Bailouts and Bonuses on Wall Street: http://www.corporate-ethics.org/pdf/BRI-1007_Bailout_Bonus_Wall_Street.pdf

     

     

    In this new Institute case study, Matt, a top level executive at Goldman Sachs, never figured that how he paid his employees would be one of his most pressing issues-not after having watched his entire industry turned on its head for the past two years and the world economy shaken to its core. 

    But as of January 2010, all that was on Matt's mind was how to deal with his own group of highly paid traders who had been promised generous compensation packages and had made Goldman Sachs between $1.5 – $3.0B in 2008 and 2009. 

    Compensation decisions within the financial industry became a matter of public debate in the wake of one of the worst financial crises to ravage Wall Street and send the rest of the global economy into a downward spiral. 

    Given the hostile climate toward his industry, Matt knew something had to change, but he is also concerned that changes may lead star employees to exit the firm. 

    Best,

    Lisa

     

    Lisa Stewart, Associate Director

    StewartL@darden.virginia.edu  

    Phone: 434.982.2177

    www.corporate-ethics.org   

     

     

     

     

    From: Business Policy and Strategy List [mailto:BPS-NET@AOMLISTS.PACE.EDU] On Behalf Of Alessandri, Todd
    Sent: Thursday, April 28, 2011 8:54 PM
    To: BPS-NET@AOMLISTS.PACE.EDU
    Subject: Suggestions for cases related to financial services, specifically fund management or related areas.

     

    I am looking for a case or two related to strategic issues in a financial services firm, preferably related to a portfolio management or mutual fund company (rather than an investment bank or brokerage firm). The target audience is for mid/high level managers in a fund management firm. Any suggestions would be greatly appreciated.

    Thank you,

    Todd

     

    Todd M. Alessandri, Ph.D.

    Associate Professor

    International Business and Strategy Group

    319K Hayden Hall

    Northeastern University

    360 Huntington Ave.

    Boston, MA 02115

    Email: t.alessandri@neu.edu

    Phone: 617-373-4024