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Thu, Jun 06

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Pinstripes

Custom Indexing Luncheon - June 6

Custom Indexing Luncheon - June 6
Custom Indexing Luncheon - June 6

Time & Location

Jun 06, 2024, 11:30 AM – 2:00 PM

Pinstripes, 111 Park Ave suite 105, Beachwood, OH 44122, USA

About the event

Agenda:

  • Practice Management & Consulting: Head of PM&C, Brian Bunker, CIMA, CMFC, MBA
  • Custom Indexing: SIM Portfolio Manager, Travis Smythe, CFA®, CIPM & Head of Orion Custom Indexing, Andrew Rosenberger, CFA®
  • Stratos Update: Chief Operating Officer, Phil Nuttall

*Lunch will be served

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