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Meeting Request Form


* MEETING PURPOSE
  • We are investment managers and wish to discuss:
    • Specific products
    • Capital Markets/Industry Trends
    • Firm/Organizational Updates
    • Another topic
  • We are not an investment manager and wish to discuss:
    • Trust/Custodial Services
    • DC plan administration
    • Legal Services
    • Audit Services
    • Actuarial Services
  • Other

Proposed Topic 


* CONTACT INFORMATION
Person Requesting Meeting:
E-Mail Address:
Phone Number:


FIRM INFORMATION
* Name of Firm:
Address 1:
Address 2:
City | State | Zip:   
Company Phone Number:
Parent/Affiliate Company:
Firm Assets Under Management:   ($ Millions)


*  ATTENDEES FROM YOUR FIRM
Name Title Role* Product Responsibility** Attending Via:
* If the person has more than one role, list their primary area of responsibility.

** For Product Responsibility, indicate which products or strategies (if any) the contact works with.


* PROPOSED MEETING DATES
Date Time
 Pick a date
 Pick a date
 Pick a date
Example: 1/23/2010 Anytime


* MEETING LOCATION
LCG Atlanta
LCG Dallas
LCG Seattle
Conference Call
Video Conference
City       State     Country 


* CLIENT INFO
Is this meeting related to an existing client?  Yes   No
If yes, which client? 




ADDITIONAL COMMENTS
You have 180 characters remaining.  (Max 180)

*Please make note of any audio visual needs in additional comments.