You can’t build an effective investment strategy without first knowing your client… Meet Sachin Rekhi!
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CASE STUDY: You just graduated college and now work at an up-and-coming asset management company, Knowledge@Wharton Asset Management (“KWAM”). KWAM specializes in managing investments for young adults. The firm currently manages a $100,000,000 portfolio that is invested across nine 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 KWAM’s portfolio.
KWAM’s current portfolio manager (your teacher/advisor) recently met with a potential client Sachin Rekhi, a successful entrepreneur who sold his startup Connected to LinkedIn. He’s now founder & CEO of Notejoy, his third startup, and lives in Menlo Park, California with his wife, Ada Chen Rekhi, and their puppy, Dexter. Sachin prefers spending his time building new ventures as opposed to investing, so is looking for an investment partner to help him manage his wealth. He has been skeptical of asset management firms in the past, but is now open to the idea of hiring a team with the most compelling investment strategy to build and manage his wealth.
Although Sachin is primarily focused on long-term investing, he would also like to make some short-term investments to generate profits that he and Ada plan to donate annually to the ASPCA, an organization whose mission is close to their hearts. So, while your focus should be on building a portfolio with a clear goal of long-term wealth creation, it is recommended that a small portion of your portfolio should be allocated to short-term liquidity to support that annual contribution. Sachin told the portfolio manager that KWAM has 10 weeks to put together a detailed portfolio analysis proposal.
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