Capstone – Project

Analyze opportunities and best strategy to expand internationally, specifically Spain

A Collaboration Between

Project 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)?

Project Topics

Growth Strategy

Mergers & Acquisitions

Sales & Business Development

Company Information

CompanyWinnipeg Capital
HQUnited States
RevenueUnlisted
Employees10-25
StageSmall Business
Hiring PotentialN/A
Websitehttp://winnipegcapital.com

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.

Experiential Learning Program 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.
CourseInternational MBA Consulting Spring 2020
LevelGraduate
Students Enrolled12
Meeting Day & Time6:15-8:50 PM ET
Student Time Commitment4-7 Hours Per Week
Company Time Commitment2 Hours
DurationN/A

Program Timeline

Touchpoints & Assignments Due Date Type
Final Presentations Final Presentations
Students will present final insights to company's senior leadership. Please upload final deliverables.
April 30th, 2020 Submission Required submission-required
Official Project Kickoff

Official Project Kickoff

We'll web conference company senior leadership into class to introduce the company, meet the students, and discuss the project goals
March 30th, 2021 Event na

Key Project Milestones

  • 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?

Project Resources

There are no resources currently available

Industry Mentors

Company Admin

Jose G

[email protected]

Academic Mentors

Instructor

 

[email protected]

Assigned Students

There are currently no students assigned.