ACKNOWLEDGMENTS

We would like to thank the many individuals who played important roles in producing this book.

Robert R. Johnson, CFA, Senior Managing Director of CFA Institute, originally saw the need for specialized curriculum materials and initiated their development. We appreciate his support. Robert E. Lamy, CFA, Head of CFA Program Content, initiated the project and oversaw its final development. The Education Advisory Committee, through the global practice analysis, provides valuable input in the development and review of the CFA Program curriculum.

We would especially like to thank James Bronson, CFA; Yves Courtois, CFA; Benoit Descourtieux, CFA; Doug Manz, CFA; George Troughton, CFA; and Philip Young, CFA, for their advice on the curriculum relevancy of each chapter.

Manuscript reviewers and authors of practice problems were as follows: William Akmentins, CFA; Christopher Anderson, CFA; Evan Ashcraft, CFA; Mark Bhasin, CFA; Michael J. Carr; David Cox, CFA; Lee Dunham, CFA; Philip Fanara Jr., CFA; Jane Farris, CFA; Thomas Franckowiak, CFA; Martha Freitag, CFA; Jacques Gagne, CFA; Bryan Gardiner, CFA; Gregory Gocek, CFA; Usman Hayat, CFA; Bradley Herndon, CFA; Glen Holden, CFA; C. Thomas Howard, PhD; Stephen Huffman, CFA; Muhammad Jawaid Iqbal, CFA; Frank Laatsch, CFA; David Landis, CFA; Dan Larocco, CFA; Sanford Leeds, CFA; Barbara MacLeod, CFA; Frank Magiera, CFA; John Maginn, CFA; Ronald Moy, CFA; Gregory Noronha, CFA; Edgar Norton, CFA; Michael Pompian, CFA; Murli Rajan, CFA; Raymond Rath, CFA; Victoria Rati, CFA; Joel Ray, CFA; Knut Reinertz, CFA; Karen O’Connor Rubsam, CFA; Sanjiv Sabherwal; Frank Smudde, CFA; Lavone Whitmer, CFA; and Pamela Yang, CFA.

Samuel Lum, CFA, Director of Private Wealth and Capital Markets in the Hong Kong office of CFA Institute, helpfully shared his expertise. Wanda Lauziere, Project Manager in Curriculum Development, expertly guided the reading manuscripts from planning through production. Tabitha Gore, Administrative Assistant in Curriculum Development, provided valuable assistance at various stages.

Thanks are due to the Editorial Services group at CFA Institute for their extraordinary support of the book’s copyediting needs.