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