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It is not official yet, but I have been hired as a portfolio manager at Mooseriver Asset Management! My friend at Mooseriver told me about

image text in transcribedimage text in transcribedimage text in transcribedimage text in transcribed It is not official yet, but I have been hired as a portfolio manager at Mooseriver Asset Management! My friend at Mooseriver told me about the opportunity. During my interview, I showed them a few of the research reports I had written and the investment model I created, and they were really impressed! They said they want to give me a chance to advance my career by getting into the asset management/client servicing part of the business. I think this will be a huge step for me, and I wanted you to be the first to know! I want to thank you for all that you have done for me during my time at RIS. Without your advice and mentoring, I would not have been able to take advantage of this opportunity. I owe you a dinner before I leave. And please do not tell anyone yet! Especially George! So excited! Thanks! I appreciate your support. I am NOT telling George I am leaving until I am ready to go. He would probably fire me if he found out I was going to our biggest competitor. I am nervous about getting off on the right foot with Mooseriver. I may take you up on your offer of assistance. I'm not used to the "client interface" part of the business. Would you mind if I copied some of the client reporting material that you use, especially anything that shows how to report investment performance history? I would love to take this with me to give me a head start. If there is any other advice you can give, I would really be grateful. Thanks in advance. And remember to keep this a secret until I tell George. Wonderful news! Congratulations! I know you are going to be a great portfolio manager, but I am sorry you will be working for our biggest competitor. RIS will really miss you. You are the firm's best analyst, and there is no one at RIS who can step up into your shoes. But we will muddle through as best we can. Have you told George yet? I bet he was not happy. Let me know if I can do anything to help you transition to your new position. And I am looking forward to the dinner. Best of luck, 5 Now that you have applied the Ethical Decision-Making Framework to this Case, it is time to determine the appropriate next steps. In response to Kate's request to keep her news confidential, Daniel should: Ignore the request and inform George of Kate's interview and plans to leave the firm Keep the information about Kate's interview and plans to leave the firm confidential, as requested by Kate Keep the information confidential but actively seek a replacement for Kate

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