University of Puget Sound Student Visit Agenda
Date/Time:
January 14th, 2014, 8:30 am to 1:00 pm
Location:
Greycourt Portland Offices
707 SW Washington Street, Suite 900
Portland, Oregon 97205
Phone 503.226.0470
Topics of Discussion:
•
Introduction – Greg Friedman, CEO
•
Greycourt Overview and Discussion of Financial Advisor Marketplace – Kristi Combs, Director
of Business Development and Marketing
•
Client Case Study/Greycourt Investment Process – Jared Zeigler, CFA, Senior Investment
Analyst, Brian LaBore, Director of Research and Greg Friedman, CEO





Defining Client Objectives
Designing an Asset Allocation
Constructing a Portfolio
Manager Selection
Ongoing Portfolio Management
•
Manager Research Call – Brian LaBore
•
Lunch Wrap-Up
Pittsburgh 412.361.0100
· Minneapolis 612.337.9022 · Portland 503.226.0470 · Houston 713.237.0099
www.greycourt.com