MBA Finance Case Studies & Embedded Model Sandboxes
Harvard Business School and Stanford GSB pedagogical standards paired with institutional quantitative simulation models. Designed for business school professors, MBA candidates, CFA charterholders, and corporate finance practitioners.
Apple 2013: $17B Debt Issuance vs. 35% Repatriation Tax
How CFO Peter Oppenheimer solved Apple's $100B trapped offshore cash dilemma by executing the largest corporate bond offering in history to fund Carl Icahn's buybacks without a $35B IRS tax penalty.
- Interest tax shield mathematics under IRC § 163(j)
- Negative after-tax carrying cost arbitrage (+0.31% spread)
- EPS accretion vs. multiple expansion tradeoffs
- Interactive Sandbox: Tax Arbitrage & Break-Even Rate Solver
The UK 2022 LDI Pension Crisis: Sovereign Gilt Spikes
How a 150 bps upward spike in UK Gilt yields broke the £1.5T Liability-Driven Investment (LDI) sector, turning solvent pensions into forced sellers and requiring a £65B Bank of England backstop.
- Leveraged duration matching and interest rate swaps
- Variation margin mechanics and collateral buffer exhaustion
- The Brunnermeier fire-sale liquidation doom loop
- Interactive Sandbox: Collateral Burn & Doom Loop Simulator
Archegos Capital: Synthetic TRS & The Prime Broker Cascade
How Bill Hwang used synthetic Total Return Swaps to amass a $120B covert book across six prime brokers without SEC filings, and how the prisoner's dilemma destroyed Credit Suisse and Nomura.
- Schedule 13D and Form 13F regulatory disclosure arbitrage
- Cross-dealer information asymmetry and margin blindness
- Prime broker prisoner's dilemma liquidation game theory
- Interactive Sandbox: Multi-Broker Liquidation Loss Waterfall
Faculty Curriculum Integration Guide
Each case study in the CMD Wire MBA Series includes complete classroom lecture plans, mathematical derivations, real-time computational models, and hidden teaching notes with solution rubrics for instructors.