You can’t build an effective investment strategy without first knowing your client.
From the Wharton School to LA28, the Games of the XXXIV Olympiad: Meet Hilary Ash, W’13!
CASE STUDY: You are an analyst team of recent college graduates working 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. The members of your analyst team hope to one day become portfolio managers who make the final investment decisions for WGAM’s portfolio.
WGAM’s portfolio manager (your team’s teacher/advisor) recently met with a potential client, Hilary Ash, who needs professional help achieving some specific investment goals (which we’ll get to in a minute). You hope to be the WGAM team that Hilary ultimately chooses to build her wealth from an initial $100,000 investment.
Introducing Hilary Ash
But first, let’s get to know your potential client.
Raised in Los Angeles, CA (U.S.), Hilary, now 32, began her college journey on the pre-med track and the volleyball court at the University of Pennsylvania (Penn) in Philadelphia, PA (U.S.). After taking a few business classes, she discovered her true passion and transferred into Penn’s Wharton School, a world leader in business education, her sophomore year. She gravitated toward entrepreneurship and innovation because she was inspired and challenged by the prospect of solving problems with an entrepreneurial mindset.
“I love thinking about business problems and coming up with new solutions, products and ideas.”
Sports have always been an important part of Hilary’s identity and her family’s livelihood (both her father and brother work in the sports industry). She excelled as a student-athlete in college and now co-chairs Penn’s women’s volleyball board. While attending Wharton, she explored the broad business of sports through internships with the cable sports channel ESPN and the X Games, an international action sports competition. She has also had the opportunity in her career to help create professional talent pipelines in underserved communities and rethink the typical standards, training and requirements required to get jobs in the sports industry.
After graduation, Hilary worked as a consultant for BCG, putting her business problem-solving skills to practice. Through her connections, she found her way to LA28, the Games of the XXXIV Olympiad, where she became the Vice President of Games Delivery and Venue Infrastructure. She and her team manage the venue masterplan strategy for the LA 2028 Olympic and Paralympic games, helping to identify, retrofit, design and build the structures needed to successfully deliver the various Olympic and Paralympic competitions when the global games come to Los Angeles in 2028.
Hilary’s Financial Goals
When she’s not strategizing about sports infrastructure, Hilary pursues her passions, including travel, real estate and her Labradoodle, Riggins. She and her husband Scott, who married only a year ago, enjoy immersing themselves in unique cultures and travel experiences.
Hilary believes that real estate investment is a way to create generational wealth for her (future) family. She owns two investment properties, one in the U.S. and, more recently, South America. She is eager to use the design skills she is developing in her professional role to renovate the modest South American property after the close of the Olympic and Paralympic Games in August 2028. She would like to allocate (and Ideally grow) 25% of her $100,000 investment to kickstart her South American home renovation. She expects WGAM to generate at least a $15,000 return on the initial $25,000 short-term investment by the end of 2028 to cover anticipated costs.
Hilary would like to combine her deep interests in entrepreneurship, inclusivity and global sports for her longer-term financial goal. She hopes to play a direct role in bringing more money into women’s sports and elevating women’s positions and influence in an increasingly international industry. Her longer-term financial goal is to open a women-owned sports consulting firm with a dual mission of helping women athletes and industry executives become more successful, while also providing greater sports access (players and fans) to underrepresented communities. She hopes that WGAM’s investing expertise can help make that business dream possible in the next 15 years.
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