Author Profile
Matos, Pedro
Town Center at King of Prussia
Matos, Pedro Tomio, Davide Overstreet, George Jr.
F-2011 | Published August 08, 2024 | 15 pages Case
Collection: Darden School of Business
Basha Augustyn, a financial analyst at Retail Development Co. (RDC), has been tasked with evaluating a potential partnership with Lifetime Insurance for developing the King of Prussia Town Center. RDC... Read More
Tesla's Convertible
Matos, Pedro Tomio, Davide Ge, Terrance
F-2069 | Published August 08, 2024 | 17 pages Case
Collection: Darden School of Business
On May 2, 2019, Dan Cohen, a financial analyst at Tesla, Inc., was tasked by the CFO team with proposing a thesis for issuing a convertible bond. Tesla needed to raise $2 billion for capital expenditu... Read More
JUST Capital
Matos, Pedro Frank, Mary Margaret Fernstrom, Aaron
F-1844 | Published February 04, 2019 | 31 pages Case
Collection: Darden School of Business
The case examines the development and launch of an exchange-traded fund (ETF) based on JUST Capital's socially responsible corporate ranking methodologies. The case provides a market overview of Envir... Read More
Testing "The Locust Hypothesis": The Impact of Global Investors on Long-Term Investment and Innovation (Research Briefing)
Matos, Pedro Bena, Jan Ferreira, Miguel A. Pires, Pedro
R-0005 | Published January 23, 2019 | 12 pages Research
Collection: Darden School of Business
Using a comprehensive sample of publicly listed firms in 30 countries over the period 2001-2010, the authors found that greater foreign institutional ownership fosters long-term investment in tangible... Read More
EDP Renewables North America: Tax Equity Financing and Asset Rotation
Matos, Pedro Humphreys, Griffin
F-1757 | Published August 09, 2016 | 28 pages Case
Collection: Darden School of Business
This case examines an innovative project finance solution in the renewables industry. In 2015, the CEO of EDP Renováveis, S.A. (EDPR), the world’s third-largest wind energy producer, was being briefed... Read More
The Fine Art of Financing: The JPMorgan Private Bank and Lending Against Art
Evans, Richard B. Kräussl, Roman Matos, Pedro Spaenjers, Christophe
F-1760 | Published May 26, 2016 | 14 pages Case
Collection: Darden School of Business
Due to an increase in the number of wealthy individuals the demand for artwork had increased, and artwork was considered an investment asset. Artwork was listed as a “treasure asset” or an “investment... Read More
Dominion Gas Holdings, LLC—Anticipatory Interest Rate Hedging
Matos, Pedro Maiden, Stephen E.
F-1754 | Published May 03, 2016 | 12 pages Case
Collection: Darden School of Business
The case examines interest rate risk management at a U.S. utility company, Dominion Gas Holdings. In November 2012, as part of its new financing plan, it wanted to hedge the interest rate risk involve... Read More
Principal-Protected Equity-Linked Note
F-1752 | Published March 10, 2016 | 5 pages Case
Collection: Darden School of Business
The case puts students in the shoes of a private banker who wants to price a structured note for European high net worth clients with low levels of risk tolerance. The principal-protected equity-linke... Read More
Credit Default Swaps on AMR Corporation: Cash or Credit?
F-1745 | Published March 09, 2016 | 7 pages Case
Collection: Darden School of Business
This case puts the students in the shoes of Jeff Thomas, a high-yield credit research analyst for a hedge fund. Thomas' portfolio manager has asked him to come up with a potential trade idea for AMR C... Read More
ProShares: The Alternative ETF Company
F-1729 | Published November 24, 2015 | 25 pages Case
Collection: Darden School of Business
In 2014, ProShares CEO Michael Sapir was meeting with Steve Cohen, managing director and head of the ProShares Strategy Group, whose agenda centered on the progress the firm was making in moving from ... Read More
ProShares Hedge Replication ETF
F-1714 | Published February 19, 2015 | 31 pages Case
Collection: Darden School of Business
At the start of 2014, Joanne Hill was preparing to present at a conference focused on alternative investments for financial advisers. Exhibit 1 provides selected slides from the presentation. Hill wan... Read More
Focus Media Holding Ltd. (2014)
Matos, Pedro Hrnjic, Emir Tu, Lianting
F-1722 | Published December 19, 2014 | 31 pages Case
Collection: Darden School of Business
In November 2011, Muddy Waters, a U.S. short-seller fund, accused Focus Media of overstating the size of its business. Focus Media's stock price fell sharply at first but then rebounded as the company... Read More
The Sanofi-Aventis Acquisition of Genzyme: Contingent Value Rights
Matos, Pedro Aleyev, Dmitriy Xu, Chong
F-1715 | Published October 22, 2014 | 16 pages Case
Collection: Darden School of Business
This case is designed for MBA students in M&A or derivatives courses. In January 2011, Sanofi-Aventis was finalizing its offer terms for acquiring Genzyme. The M&A valuation disputes were about the ma... Read More
Sanofi-Aventis's Tender Offer for Genzyme
Eades, Kenneth M. Matos, Pedro Aleyev, Dmitriy Xu, Chong
F-1716 | Published October 22, 2014 | 24 pages Case
Collection: Darden School of Business
In October 2010, Henri Termeer, the chairman and CEO of Genzyme, received a letter from the CEO of Sanofi-Aventis announcing its intention to commence a tender offer for Genzyme. Termeer thought the o... Read More
Hedge Fund Due Diligence at Leman Alternative Asset Management Company
F-1698 | Published June 21, 2013 | 15 pages Case
Collection: Darden School of Business
In early January 2008, a senior VP with LAAMCO, a fund of hedge funds known for alternative investments, was conducting due diligence on an equity market-neutral hedge fund. The hedge fund used an opt... Read More
2012 Fuel Hedging at JetBlue Airways
F-1697 | Published June 21, 2013 | 23 pages Case
Collection: Darden School of Business
In early 2012, an equity analyst, was examining the jet fuel hedging strategy of JetBlue Airways for the coming year. Because airlines cross-hedged their jet fuel price risk using derivatives contract... Read More
Betting on Gold Using a Futures-Based Gold ETF
F-1690 | Published April 22, 2013 | 20 pages Case
Collection: Darden School of Business
In an environment of high macroeconomic uncertainty in the fall of 2012, Tom Michelson was looking at his next trading opportunity. Michelson wanted to build a position in gold with a trading horizon ... Read More
The Market for Gold: SPDR Gold Shares and Beyond
Allayannis, George (Yiorgos) Matos, Pedro
F-1685 | Published December 20, 2012 | 22 pages Case
Collection: Darden School of Business
This case is used in Darden's second-year elective, Financial Institutions and Capital Markets, and would work well in courses covering exchange-traded commodities funds. A teaching note for this case... Read More
Gold as a Portfolio Diversifier: The World Gold Council and Investing in Gold
Matos, Pedro Evans, Richard B.
F-1675 | Published August 29, 2012 | 14 pages Case
Collection: Darden School of Business
This case is taught in Darden's Investments elective but could be used in introductory Finance classes to explore the concept of diversification of investments or in a portfolio management course as a... Read More
Genzyme and Relational Investors: Science and Business Collide?
Eades, Kenneth M. Matos, Pedro Green, Rick
F-1660 | Published February 12, 2011 | 25 pages Case
Collection: Darden School of Business
The chairman and CEO of the Genzyme Corporation, one of the country's top five biotechnology firms, has received a phone call requesting a meeting with the cofounder and principal of a large activist ... Read More