ilar purposes. In our pro- fession, the CFA Institute Code of Ethics and Standards of Professional Conduct define proper and improper behav- ior for CFA Institute members and impose penalties for misconduct, ranging from private censure to revocation of the CFA charter. Most people would agree that laws, reg

ect: Mar 13th tidbits & quotes Date: Thu, 13 Mar 2014 18:26:34 +0000 Attachments: 4823_001.pdf Some good passages in the attached article from the CFA Institute magazine. EFTA00373023

purchase, holding and disposal of investments or Payments in respect of the Investments of the Fund or Account. GIPS, b • registered trademark of CFA Institute. CM Jane has not been Invoked in the preparation or review of lids report/advertisement. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENT

Email: Office: 415.764.2740 Fax: 415.762.7534 Education: • UC Berkeley. BS (Business Administration, Global Trade Management) Affiliations: • CFA Institute •American Society of Appraisers (ASA) •Association for Corporate Growth (ACG) • Financial Women's Association Petra Loer is a member of the Valua

Email: Office: 415.764.2740 Fax: 415.762.7534 Education: • UC Berkeley. BS (Business Administration, Global Trade Management) Affiliations: • CFA Institute •American Society of Appraisers (ASA) •Association for Corporate Growth (ACG) • Financial Women's Association Petra Loer is a member of the Valua

Email: Office: 415.764.2740 Fax: 415.762.7534 Education: • UC Berkeley. BS (Business Administration, Global Trade Management) Affiliations: • CFA Institute •American Society of Appraisers (ASA) •Association for Corporate Growth (ACG) • Financial Women's Association Petra Loer is a member of the Valua