| Location: | Home  20090420 Executive Session.pdf 20090420 Executive Session.pdf Properties |
| Location: | Home 20090420 Executive Session.pdf 20090420 Executive Session.pdf Properties |
 |
| 20090420 Executive Session.pdf | |
| Handle: | Version-97988 |
| Owner: | Newcomb, Kellee (User-147, 02075:EVERETT)DS |
| Tuesday, December 10, 2019 08:21:03 AM PST | |
| Sunday, February 16, 2020 07:27:56 AM PST | |
| Modified By: | |
| - Everett School Employee Benefit Trust Executive Session April 20, 2009 Investment Consultant Report • Investment Manager Betsy 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 - continued Fee offers are asset based fees on the entirety of the accounts or the entirety of 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 ... | |
| 1 | |
| Appears In: | 20090420 Executive Session.pdf |
