14. Heidi Katz is a CFA candidate and an analyst at a pension consulting firm. Her father is a major shareholder and managing director at Saturn Partners, a large hedge fund. When assisting in an
alternative manager search for a pension client, Katz plans to recommend Saturn's market-neutral
strategy because she believes it meets all of the pension plan's criteria. Given this situation, the best
course of action for Katz is to:
A. not present this strategy to the client and recommend another strategy.
B. disclose the potential conflict to her employer and follow their guidance regarding disclosure of
her relationship to the client.
C. disclose the potential conflict to the pension client when discussing this recommendation.
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