Capstone – Project Charter

Analyze opportunities and best strategy to expand internationally, specifically Spain

A Collaboration Between

Engagement Synopsis

Winnipeg Capital is a newly formed Peruvian Investment Bank. The differentiating factor versus other independent players in the financial markets is that we offer in a smaller scale the four main services of larger players, family office, corporate finance, asset management and capital markets. After two years we have reached break even and before the Covid-19 crisis erupted on our way to our firsts significant profit. This prompted the Managing Partners to think about international expansion to increase the breadth of our services and diversify and integrate with other financial markets, specifically Spain. Commercial and capital flows with Spain have been significant since the economic reforms in the 1990s. The partners have also an interesting network of contacts with Spanish counterparts. Open questions are when and how to expand? What products should we offer abroad? When do we open and office and how do we staff it? Should we consider other countries (Mexico, Colombia, Brasil, US)?

Company Information

CompanyWinnipeg Capital
StageSmall Business
Hiring Potential

Company Overview

Winnipeg Capital is an institution with business units in the areas of Corporate Finance, Asset Management, Capital Markets and Multi-Family Office. Its partners with distinguished careers in various industries and professions, share the vision of a future with honesty, optimism and sustainable practices. In charge of the company's management Milko Ibáñez brings over 30 years of experience in investment banking, capital markets, private banking, and asset management. We hope to contribute to the development of private projects that benefit our clients and investors as well as the end users.

Company Supervising Team

Managing Director


[email protected]

Course Info & Engagement Details

SchoolUniversity of Richmond
Engagement FormatCapstone - Small Team Consulting Project - Students work in small groups of 2-6 directly with faculty and host company project champions on developing real solutions to real-world challenges.
ProgramProfessional MBA
CourseInternational MBA Consulting
Students Enrolled12
Meeting Day & Time6:15-8:50 PM ET
Student Time Commitment4-7 Hours Per Week
Company Time Commitment2 Hours
Duration5 weeks (1585540800 - 1587960000)
Departments InvolvedGrowth Strategy
Mergers & Acquisitions
Sales & Business Development
File Attachments

School Supervisors



[email protected]


There are currently no students assigned.

Collaboration Timeline

  • March 29, 2020

    Finalize Project Partners & Scopes

  • March 30, 2020

    Project Kickoff with Students (via Web Conferencing): Discuss the Scope, Craft Project Plan, Get Excited, Get Started!

  • April 6, 2020

    Check-in 1: Company to Connect virtually with MBA Consulting Team

  • April 13, 2020

    Check-in 2: Company to Connect virtually with MBA Consulting Team

  • April 20, 2020

    Check-in 3: Company to Connect virtually with MBA Consulting Team

  • May 8, 2020

    Final Presentations: MBA Consulting Team Will Virtually Deliver Final Presentation

Key Milestones & Project Process

  • March 30, 2020 - Kickoff Meeting

    Kickoff Meeting: Jose will Web Conference into Class @ 8:00 PM ET

  • April 3, 2020 - Financial Investment Pulse Check

    • Discover financial relationship between Peru and Spain
    • What key investors are interested in both markets?
    • What regulatory limitations exist?
    • How has this shifted due to the COVID-19 Pandemic?
    • Who publishes information about financial connections?