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20090420 Executive Session.pdf
Handle: Document-110164
Owner: Newcomb, Kellee (User-147, 02075:EVERETT)DS
Tuesday, December 10, 2019 08:21:03 AM PST
Tuesday, December 10, 2019 08:21:03 AM PST
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  • Everett School Employee Benefit Trust
Executive SessionApril 20, 2009Investment Consultant Report • Investment ManagerBetsy called the executive session to order at 5:12 p.m.
  • Jayson wanted to follow up on Curt’s comment regarding an institutional
account and discretionary authority.
  • Although Curt isn’t proposing, there is a new offer on the
table for his firm that relates to discretion.
  • Executive Session
April 20, 2009 - continuedFee offers are asset based fees on the entirety of the accounts or the entiretyof the assets under management.
  • Jayson said that moving money in and out will be
very similar to the current practice.
  • Jayson thinks the Trust would ...
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Appears In: 2008-09 Meeting Minutes
Preferred Version: 20090420 Executive Session.pdf