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Custom Indexing Breakfast - June 7 - Canton

Fri, Jun 07

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Gervasi Vineyard

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Custom Indexing Breakfast - June 7 - Canton
Custom Indexing Breakfast - June 7 - Canton

Time & Location

Jun 07, 2024, 7:30 AM – 9:30 AM

Gervasi Vineyard, 1700 55th St NE, Canton, OH 44721, 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

*Breakfast will be served

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