October 28, 2015 - Annual Investment Manager Review Meeting Agenda

8:30 – 11:30 15 Broad Street, Suite 610 (Name on Door: CK Strategies & Chameleon DG)

8:30 Meet at Office

8:45-9:30 Boston Trust

Mark Cushing, CFA, Managing Director
Ken Scott, Director, Small Cap Investing

9:30-10:15 Boston Advisors

Doug Riley, CFA, Portfolio Manager
Andrea Mackey, Institutional Client Services

10:15 -11:00 Invesco – High Yield and International Growth Fund

Keri Hepburn, Managing Director
Scott Roberts, Portfolio Manager (High Yield)
Greg Allison, Client Portfolio Manager (International Growth Fund via conference call

12:00 – 2:00 Wellington – Onsite Visit 280 Congress Street 31st Floor

12:00 Welcome & Firm Update, Lunch – Tom Egan, Account Manager
12:10 Portfolio Review – U.S. Research Equity

Bradley Huggins, VP/Investment Director Equity Product Mgmt

Alan Hsu, Global Industry Analyst

12:40 Portfolio Review – Opportunistic Investment Allocation Fund

Jake Brown, Investment Director

1:10 Portfolio Review – Core Bond Fund

Chris Buell, Portfolio Specialist
Meredith Joly, Portfolio Specialist

1:40 Fixed Income Trading Floor Tour

Lia Kirakossian, Portfolio Analyst
Chris Buell, Portfolio Specialist

2:00 Adjourn

2:30 – 3:30 Westfield Capital One Financial Center 23rd Floor

Large Cap Growth Equity

2:30 Welcome & Firm Update – Justin Moscardelli, Partner
2:30 Market Overview – Will Muggia, President, CEO and CIO
3:00 Analyst Discussion

• Matthew Renna, Senior Security Analyst – Healthcare/BioTech
• Richard Lee, CFA, Managing Partner – Information Technology
• Ham Thompson, Managing Partner - Energy

3:30 Office Tour and Depart