This case is reserved for use by Columbia Business School Faculty only.
How should a junior analyst at an investment firm pitch his proposals to the firm's more experienced portfolio managers?
How should a junior analyst at an investment firm pitch his proposals to the firm's more experienced portfolio managers?
This case describes the insights and actions of first-year research analyst Fred Lupak as he attempts to convince his firm's portfolio managers to adopt his investment recommendation. In this case students will have an opportunity to analyze Lupak's political missteps and how they might have been avoided.