You can’t build an effective investment strategy without first knowing your client… Meet Jack Abraham!
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CASE STUDY: You 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. KWAM currently has a $100,000,000 portfolio that is invested across eleven sectors, representing various industries and companies. You are an analyst, but you hope to one day become a portfolio manager who makes the investment decisions for KWAM’s portfolio.
KWAM’s portfolio manager (i.e. the teacher) recently met with a potential client, Jack Abraham, who is a successful entrepreneur. Jack founded Milo.com, which was bought by eBay for a reported $75 million.
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