Competition Submission Form

Form closes 2pm PST July 16th!

Background Information

This finance case study competition will provide a platform for participants to demonstrate their ability to analyze a financial case study and propose a viable and innovative solution for financial management moving forward for a business client.

Teams: Participants will compete in teams of 1-3 people

Case Study: A finance case study will be presented at the start of the competition. This will detail a client's financial situation or investment challenge.

Preparation Time: The case study will be released here at 11:59pm July 14th PST. Closes July 16th 2pm PST.

Presentation: Each team will have 10-15 minutes to present their solutions in a recorded video presentation. Cameras must be on for each team member throughout the presentation. It will be graded on content quality and presentation quality.

Case Study Information

You are a dynamic group of new hires, graduates from leading institutions, working at the burgeoning asset management company Stanford Financial Ventures (SFV). The company currently oversees a portfolio worth $150,000,000 diversified across various sectors, encapsulating an extensive range of industries and companies. As ambitious analysts, you aspire to ascend to portfolio management roles, making the final investment verdicts for SFV’s extensive portfolio.

Recently, your portfolio manager (and mentor) had an engaging meeting with a potential client, Alejandro Rojas Hernandez, who needs help in attaining certain specific investment goals.

Before we delve into those objectives, let’s learn more about Alejandro. Raised in Argentina and Spain, Alejandro ventured to the United States to study at Stanford University, where he co-founded Eco-Guardians. After graduation, he spent five years in Africa before returning to the U.S. He currently serves as the Chief Sustainability Officer at Eco-Guardians.

Eco-Guardians is a significant international environmental coalition, uniting brands, innovators, and individuals to address the global deforestation issue. Up till now, Eco-Guardians has worked with teams across 30 countries and over 300 companies, including major players like Tesla, Amazon, Unilever, Nestle, Microsoft, and L'Oréal. The company, on behalf of the coalition, is responsible for protecting over 5 million acres of forest annually, positively impacting the lives of more than 15,000 indigenous inhabitants and wildlife.

Alejandro is fervent about the environment, considering it our planet's lungs. He dedicates his time and energy to the Green Economy, both professionally and personally. When not working to protect forests and promote sustainable practices, he enjoys mountain climbing and hiking with his partner.

Holistic health and well-being play a central role in Alejandro's life. He values the power of mindfulness, bringing a presence of mind to every aspect of his life. This awareness has fueled his success, whether combating environmental issues, competing in tennis matches, or daily Tai Chi practice.

Alejandro is now intent on prudent wealth management and establishing clear financial priorities. Having heard positive feedback about the innovative and informed SFV analyst team, Alejandro is considering engaging SFV to manage his investment portfolio of $150,000. He wants to achieve two fundamental objectives.

To present the most convincing case, the team must combine their strengths to devise the most compelling proposal.

Objective 1: Socially Responsible Investing