Giddy's "Global Banking and Capital Markets"
Live Case Study: The Project
What is this project?
The project is to write a group paper analyzing
a major event or deal involving an international financial insitution.
An example: the underwriting of a significant bond or share offering, the
restructuring of a loan to a company or country, the negotiation of a merger
This project provides an opportunity to get some
hands-on experience applying the principles learned in this course to a
real financial institution. In the process, participants will get a chance
How is the project structured?
evaluate the business of the firm, and its strengths
conduct an in-depth study of a deal that the bank
or FI has been involved in.
examine the competitive context: who were competing
players, and how did your institution stack up against them?
evaluate how well the deal has survived, after the
What company should we pick?
This is a group project. Each group must have about
five individuals in it.
Each person in the group will pick one or more aspects
of firm and its deal to analyze: for example, corporate strategy, range
of businesses, geographical and product policies, and how the deal fits
in with these.
One person should study the financial institution
One person should perform a comparative industry
analysis, looking at other companies in the same financial services business.
One or more people should research the deal
At the end of the process, the group will write one
report. In this report, the results will be presented as a whole rather
than as five separate parts.
What is the deliverable?
The financial institution may be large or small,
domestic or international, a commercial or investment bank or money manager.
I'd choose one for which plenty of information is
Examples: Chase; Fidelity; BNP; Morgan Stanley Dean
Perhaps an interesting "story" can be your guide.
You'll find stories daily the Financial Times, Wall Street Journal, Institutional
Investor, among other places.
How will the project be graded?
A 5-10 page case study, plus appendices, plus references
The appendices should include relevant backup info
including relevant financials, industry tables if appropriate, a table
showing the sequence of events if appropriate, and any key articles.
The case should conclude with a pithy summary of
any major insights gained or lessons learned from the study.
Who polices the group?
Each group will receive one grade and every group
member will receive the same grade.
No attempt will be made to allow for intra-group
differences in effort.
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