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2007-05-21

22.* “Multiple Asset Locations,” Ch. 5, Integrated Wealth Management, Jean L.P. Brunel
(Euromoney Institutional Investors Plc, 2002)

23.* “Low-basis stock,” Ch. 10, Integrated Wealth Management The New Direction for
Portfolio Managers, Jean L.P. Brunel (Euromoney Institutional Investors Plc, 2002)

26.* “Capital Market Expectations,” Ch. 4, Managing Investment Portfolios: A Dynamic
Process, 3rd edition, John P. Calverley, Alan M. Meder, Brian D. Singer, and Renato
Staub (CFA Institute, forthcoming)

27.* “Why Worry about Inflation” Ch. 1, The Handbook of Inflation Hedging Investments,
Robert J. Greer (McGraw Hill, 2006)

42.* “Equity Portfolio Management,” Ch. 7, Managing Investment Portfolios: A Dynamic
Process, 3rd edition, Gary Gastineau, Andrew R. Olma, and Robert G. Zielinski (CFA
Institute, forthcoming)

45.* “Alternative Investments Portfolio Management,” Ch. 8, Managing Investment
Portfolios: A Dynamic Process, 3rd edition, Jot K. Yau, Thomas Schneeweis, Thomas R.
Robinson, and Lisa R. Weiss (CFA Institute, forthcoming)

55.* “Execution of Portfolio Decisions,” Ch. 10, Managing Investment Portfolios:
A Dynamic Process, 3rd edition, Ananth Madhaven, Jack L. Treynor, Wayne H. Wagner (CFA
Institute, forthcoming)

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