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In June 2005, Eddie Bauer, the specialty apparel retailer, emerged from bankruptcy. Under the plan of reorganization former creditors converted their debt into common shares, taking 100% ownership in the reconstituted company. Large banks -- including Bank of America and J.P. Morgan Chase -- were among the former creditors. In October 2005, Eddie Bauer stock was selling for $24 per share. Analysts were projecting target prices ranging from $22 to $35 per share. Account managers at Bank of America and J.P. Morgan Chase needed to assess whether to hold or sell their shares in Eddie Bauer.

In February 2007, shareholders of Eddie Bauer, the specialty apparel retailer, were scheduled to vote on management's proposed sale of the company to two private equity firms. More than 50% of outstanding shares in Eddie Bauer needed to be voted in favor of the deal for it to be finalized. Shareholders needed to decide whether to vote for or against the proposed sale, which was fully endorsed by the board of Eddie Bauer.

The Eddie Bauer (B) case describes the events leading up to February 2007, when shareholders of Eddie Bauer, the specialty apparel retailer, were scheduled to vote on management's proposed sale of the company to two private equity firms. The Eddie Bauer (C) case describes what happened and the outlook for the retailer.

The owner of a small financial services firm is evaluating the performance of four funds to determine whether to offer them to his clients. The funds span a variety of objectives and include a recently initiated fund. The case explores issues related to the evaluation of mutual fund performance, including the selection of benchmarks and the effect of fees. The case provides a natural and compelling context in which to discuss market efficiency.

This case examines the importance of liquidity to financial markets, using the dramatic volatility of mutual fund flows in 2008 as an example. While the case is targeted to MBA students in an investments or portfolio management course, it is also appropriate for an advanced undergraduate course. It is written from the perspective of a fund manager who has experienced significant redemptions in 2008 and is considering whether or not to use ReFlow Management LLC's "liquidity provision" service. The case requires students to examine the nature and magnitude of mutual fund trading costs, how fund flows may induce additional trading and how ReFlow's innovative service attempts to resolve these issues. Through this analysis, students will better understand what is meant by the term "liquidity" and how liquidity, or a lack thereof, can negatively impact portfolio performance.

How can executive education providers and purchasers best facilitate the transfer of program learning back to a participant's workplace setting? All too often, busy schedules, dealing with one crisis after another, and superseding priorities hinder such a transfer. This case is best used in a course where issues of education program design and/or adult learning are topics of interest. Similarly, it can also be a valuable addition to a course focusing on creating a learning organization and/or talent development.

Spreadsheet Supplement for UV2561 AND UV4737.

This first case in a two-part series offers a look at diversity recruitment in a Fortune 500 company. With a white male champion at the helm, the A case shows how competent leaders do something interesting with diversity in a hiring system that has a strong pipeline of diverse talent for future consideration. Other Fortune 500 firms ask it to share recruiting best practices. But the head of recruiting wonders if his work efforts will change JPMC when he sees mostly male faces of on the cover of a recent (2008) Fortune magazine.

How do we get a manager to recruit the best talent-and reward them for being a better manager for doing it-when we really want them to be a great banker? That was the question one of the top ranking female executives at JPMorgan Chase asked. This two part case offers an interesting and unique approach to diversity recruitment at a Fortune 500 company. With a white male champion-Jamie Dimon-at the helm, the material unfolds a view of how competent leaders do something interesting with diversity. In the A case, Diversity Recruiting Executive Mark Settles is hired, sets up a system, and nearly a year and a half later, the company has a strong pipeline of diverse talent for future consideration. Indeed, other Fortune 500 firms ask Settles to share recruiting best practices. But as he looks at the September 2008 issue of Fortune magazine, Settles can't help but wonder how his work has impacted JPMC. The mostly male faces of the cover caused Settles to step back for a second and consider whether his efforts were going to change the company. The B case describes several efforts that Settles sought to further integrate diversity into the talent life cycle, from recruiting to development, to creating an environment in which employees felt welcome as individuals and free to maximize their talents anywhere in the organization.

Suitable for undergraduate, graduate, and executive education programs, this version of the K2 story provides the full version of the story based on sequential dates. Written as a replacement for the much-used Greenland Case (UVA-OB-0581) this undisguised case can be taught in a similar manner. Chris Warner led a team of experienced mountain climbers on an expedition to reach the summit of K2-the second highest in the world. After failing to succeed on their first two attempts, Warner and his team brought together other teams representing eight different countries hoping to work together for success. Their story is an account full of examples where a leadership point of view was taken or not taken. The successes and failures of the expedition's approach is bursting with real world examples and offers an exciting framework to house theoretical concepts about team building and leadership.

Suitable for graduate level and executive education programs, this undisguised case describes the life of Dennis Paustenbach, president and CEO of ChemRisk, and what, to his mind, is the typical life of a senior executive: many demands on one's time, multiple projects, and serious consequences for inattention, both personally and professionally. This case can be used to teach students about individual behavior, Type A behavior, time and priority management, balancing work and family life, managing performance, managing energy in professional life styles, organizational behavior, and leadership.

This is the first of a three-part case that describes the reaction and attitudes demonstrated by B. Joseph White upon hearing that he was not chosen to be president of the University of Michigan in May of 2002. Joe White responded to this news resiliently by helping the University make a smooth transition to a new president. The case elaborates on Joe White's beliefs about resilience and why he believes resilience is a desirable quality among individuals. Part A sets the stage with the case background.

Supplement to case W88C52. This is the final addition to a three-part case that describes the reaction and attitudes demonstrated by B. Joseph White upon hearing that he was not chosen to be president of the University of Michigan in May of 2002. Joe White responded to this news resiliently by helping the University make a smooth transition to a new president. The case elaborates on Joe White's beliefs about resilience and why he believes resilience is a desirable quality among individuals. Part 3 gives students an overview of White's experience after the decision was made.