1. Case Title | Presentation Line
By: Andy Yu, Dmitry Shorikov and Zach Zhang

2. Our Mandate

3. Goal Alignment

4. Today’s Agenda

5. A S F I
Analysis
Strategy
Financial
Implementation

6. A
Analysis

7. Overview of Complete Transport Inc. vs similar industry
Industry Overview
Overview of Complete Transport Inc. vs similar industry

8. Company Analysis Company Facts Suggestions/Proposal
List of facts given
Mr. Beauchemin’s opinion about the company and where it is heading
Analysis
Agree/Disagree with Mr. Beauchemin
Suggestions

9. SWOT Analysis
Strength 1 2 3
Weakness3
Opportunity
Threat

10. Stakeholder Analysis

11. S
Strategy

12. The Pension Plan (Alternative #1)
BREAK DOWN
ANALYSIS
PROS
CONS
Options Analysis

13. Key Takeaways

14. The Investment Policy (Alternative #2)
Return Objective
Define/Justify
Apply
Risk Tolerance Level
Investment Horizon
Liquidity Needs
Particular Constraints

15. Key Takeaways

16. Recommendations
MAIN STATEMENT:
Rationale #1
Rationale #2
Rationale #3

17. Recommendations (Cont’d)
BENEFITS
COSTS

18. Risk Management
RISKS
IMPACTS
List
List

19. Mitigation/Hedging Strategies1 2 3

20. F
Financial

21. Managing Risk Securities
Brief overview of situation and analysis

22. Excel Financial Models
Financial Valuations
Excel Data Table
Excel Charts
Excel Financial Models
Etc…

23. Financial Valuations (Cont’d)
Excel Data Table
Excel Charts
Excel Financial Models
Etc…

24. Portfolio Analysis and Valuation
Portfolio Combination
Asset A
Asset B
Asset C
Asset D 1 % 2 3 4
*Calculation reference in Appendix #1

25. Performance Measurement Matrix
Portfolio Combination
Factor #1: Return On Investment
Factor #2: Risk Tolerance Level
Factors #3: Degree of Diversification
Factor #4: Sustainable Profitability
Factor #5: Lottery Effect 1 + - 2 3 4
Analysis of the comparison

26. Financial Recommendation
MAIN STATEMENT: …

27. I
Implementation

28. Implementation Plan Immediate Action Take Actions Leading Actors??
Leading Actors
Financial Costs
Added Value

29. Implementation Plan Short-Term Plan Take Actions Leading Actors??
Leading Actors
Financial Costs
Added Value

30. Implementation Plan Future Strategy Take Actions Leading Actors??
Leading Actors
Financial Costs
Added Value

31. Key Takeaways

32. Conclusion

33. Thank you