October 23, 2017 - Annual Investment Reviews Agenda
Post date:
October 12, 2017
8:30 – 11:45 RhumbLine’s offices
265 Franklin Street, 21st 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 31st 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 23rd 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