October 23, 2017 - Annual Investment Reviews Agenda

8:30 – 11:45     RhumbLine’s offices

265 Franklin Street, 21^st Floor

8:30 - 9:30        RhumbLine

                        Office Tour & Investment Review

9:30 - 10:15     Boston Advisors – Large Cap Core Equity

10:15 - 11:00    Boston Partners - Large Cap Value Equity

11:00 - 11:45    Boston Trust – Small Cap Core Equity

12:00 – 2:30    Wellington – Onsite Visit

                        280 Congress Street 31^st Floor (Lunch Provided)

• 12:00         Welcome & Firm Update, Lunch – Leigh Crosby
• 12:10         Portfolio Review – U.S. Research Equity
• 12:40         Portfolio Review – Opportunistic Investment Allocation Fund
• 1:10           Portfolio Review – Core Bond Fund
• 1:40           Tour of Equity Trading Floor
• 2:00           Adjourn

2:30 – 3:45       Westfield Capital

                        One Financial Center 23^rd Floor

• Large Cap Growth Equity
  
  • 2:30           Welcome & Firm Update – Justin Moscardelli, Partner
  • 2:45           Market Overview & Investment Review
  • 3:15           Analyst Discussion

4:20                 Train departure from South Station