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CFA Level II
Questions #1-6 of 60
Questions 61 through 66 relate to Ethical and Professional Standards.
7
3
2
Blue Lotus LP Case Scenario 1
q
i
Mikale Natschavin, CFA, is the managing director of Blue Lotus LP, a boutique investment bank specializing in MA s
u
consulting in the professional services arena. Blue Lotus also manages a fund (Xeta fund) for several institutional clients. m
:
t
The fund was run by a team of four managers. During the recent downturn, commensurate with the decline in the size of a
the fund, Blue Lotus downsized the firm. h
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