2020-2021年案例研究

You can’t build an effective investment strategy without first knowing your client… Meet Florian Hagenbuch!

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CASE STUDY: You just graduated college and now work at an up-and-coming asset management company, Wharton Global Asset Management (WGAM). The firm currently manages a $100,000,000 portfolio that is invested across several different sectors, representing a broad range of industries and companies. You are an analyst, but you hope to one day become a portfolio manager who makes the final investment decisions for WGAM’s portfolio.

WGAM’s current portfolio manager (your team’s teacher/advisor) recently met with a potential client Florian Hagenbuch. Born in Germany, raised in Brazil and educated in the United States at the Wharton School of the University of Pennsylvania, Florian realized his passion for startups and entrepreneurship after spending two years working in the financial market in London. Florian says, “I love to invest my energy and money on startups and disruptive business.”

Florian is the founder and co-CEO of Loft, a startup that is reinventing the process of buying and selling real estate in Latin America by leveraging technology and data to simplify bureaucratic processes. Loft is backed by leading global financial technology and property technology investors, such as Andreessen Horowitz, QED, Thrive, Fifth Wall, and Monashees, and has raised more than $300 million in equity and debt capital.

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