Business School Case Study DevelopmentThe editor of the MarketHealth® 401k Advisor has been a frequent guest speaker at Suffolk University's graduate level Capstone class in risk management.
As an outgrowth of those class discussions,
Michael Kraten (PhD, CPA, Suffolk University,
Enterprise Management Corporation) has led the creation of a formal business school "case study" regarding the MarketHealth® risk management principles and business concept.
Michael enlisted the support of
Megan Han and
Katia Bernard - graduate students at Suffolk University.
Michael also collaborated with
Maureen Kraten (CMC, Sacred Heart University,
Enterprise Management Corporation) who has invited the editor to discuss portfolio management strategies with her Spring 2010 advanced course on Financial Markets & Institutions at the John Welch College of Business at Sacred Heart University.
MarketHealth LLC Case StudyThe following links contain the MarketHealth® case study to be discussed at Suffolk and Sacred Heart Universities as well as the Maryland Association of CPAs during the fall of 2009.
MarketHealth LLC Case Risk Mgt Overview Slides
MarketHealth LLC Case Cover page
MarketHealth LLC Case Synopsis
MarketHealth LLC Case Customer Risk Mgt
MarketHealth LLC Case Corp Risk Mgt
MarketHealth LLC Case Instructor's Notes
Appendix A - Financial Crisis Overview & MarketHealth LLC (PowerPoint)
Related Article "Nurturing the Nest Egg: A Business Approach to Personal Financial Planning" by Michael Kraten MarketHealth Facebook
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