Capstone – Project

Ringing the NYSE Bell: ETF Issuer

A Collaboration Between

Engagement Synopsis

Marketing/PR & Communications: Analysis for external distribution:

*Concrete deliverable, team can accomplish in their alloted time
Linkedin/Twitter distribution
*Shorter than a white paper, blog post/Linkedin length
*Alternative medium (i.e. video) also an option

Precious metals ETF market landscape
* Deep dive into all ETFs in this product category
* We have data sources and can share

Sales & Business Development:

Highly variable depending on where in the deal process we are
There may be the opportunity to participate in interactions with service providers

Competitive analysis: Growth strategies employed by new ETF issuers

Part 1: Competitive analysis of other firms at our stage (i.e. GlobalX) and what growth and distribution strategies they employed to build their first few billion in assets

Part 2: Competitive analysis of asset growth in ETF product launches
Distribution strategies affect ETF asset growth rates

Company Information

CompanyWilshire Phoenix
HQNew York
StageMedium Business
Hiring PotentialFollow-on Projects, Formal Internship, Entry Level Full-Time, Upper Level Full-Time

Company Overview

Wilshire Phoenix is a new kind of financial firm - leading through innovation - offering access to unique, differentiated investment strategies. We develop exchange-traded funds (ETFs) and other publicly-traded products that seek to respond to the various challenges that investors face in today’s increasingly complex global markets. We monitor for, and adapt to, shifting financial landscapes, the growth of industries, and the emergence of alternative assets. We place a strong emphasis on simplicity and elegance over complexity and structure products that not only seek to provide for strong risk-adjusted returns but also protect investors. Wilshire is a proud supporter of foundations and charitable organizations – where we work and live – and places more distant. We commit ourselves to take philanthropic action by using a strategic approach over the long term to support our not-for-profit partners around the globe.

Industry Mentors

Company Admin

Alexander Chang

[email protected]

Course Info & Engagement Details

SchoolMasters in Business Administration (MBA)
Engagement Format -
CourseMBA APPLY Interterm (FALL 2020)
Students Enrolled120 Enrolled, 4-5 per group per project
Meeting Day & Time10/5 - 10/8/2020
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration0.43 Weeks

Project Topics

Academic Mentors

There are currently no supervisors assigned.

Assigned Students

There are currently no students assigned.

Program Timeline

Touchpoints & Assignments Due Date Submission
Official Project Kickoff

Official Project Kickoff

We'll web conference company senior leadership into class to introduce the company, meet the students, and discuss the project goals.
September 22 Event na
Final Presentations Final Presentations
Students will present final insights to the company's senior leadership. Please upload the final deliverables.
December 21 Submission Required submission-required

Key Milestones & Project Process

Project Resources

There are no resources currently available