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CASE STUDIES

Smyth Barry and Company


First National Bank

4BSA1
GROUP 3
Marasigan, Jaelyn
Recto, Dulce Corazon
Regalado, Marlene
Sison, Jyrus
Case Study: Smyth Barry and Company

Immediate issue or problem


Problem: The problem is how to explain the nature of the US financial
markets to Michelle Varga from Mexico, who is known as a highly ranked
tennis player and expected to invest substantial amount of money
through Smyth Barry and Company in a manner that she will fully
understand and will entice her to invest in the company.
Decision: Give full attention to the main ideas of US financial markets as a
whole and to make it ideal yet realistic.
Time Frame: 6 to 12 months
Basic issue or associated issue
Major issue: The difference between US and Mexico financial markets that
Michelle Varga is interested to know and she might use it to weigh
whether to invest on the company or not.
Minor issue: I, being a recent graduate, might have difficulty in explaining
to her the main points in US financial markets since I havent much
experience regarding it and I will use only the set of questions developed
by my boss as a way of gathering facts and ideas.
Issue analysis and information summary
Smyth Barry and Company would like to explain to Michelle Varga from
Mexico, who is a high ranked tennis player and an expected investor to
the company, the nature of financial markets in US. Michelle being new in
US would like to know what will happen to the money that she is planning
to invest.
Alternative solutions or options
1. Seek the advice of a business consultant who has more experience and
knowledge.
Pro: It will show a much better explanation and a wider range of ways
to give the full details of the US financial markets.
Cons: Incur higher cost.
2. Gather right amount of information in addition to the answers on the
set of questions given by the boss.
Pro: Better analysis will lead to better presentation.

Cons: Time consuming.

3. Improve the presentation and make it easier to understand and will


patch up with Michelle Vargas wants.
Pro: Michelle will be much interested since it coincides with what might
she really wanted.
Cons: Michelle might think that the whole presentation is just a
companys propaganda.
Recommendation and Implementation
Improvement of the presentation about the financial markets that will
patch up with Michelles wants which is, most probably, to have a good
investment. To implement this, first they need to gather right amount of
information needed, then they should finalize all the plans and
presentation to make the business ready for the expected investor. The
time frame for this plan is 2 years.
Monitor and Control
There will be regular budget monitoring to make sure that the budget is
still sufficient for the fund needed for the plan. Regular meetings, about
the presentation of financial market, will be conducted. Data gathering
will be strictly monitored specially regarding the financial markets.
Reviews about the improvement and plans accomplished will be firmly
observed.

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