Meeting Request

New 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:

Are you LCG's primary contact for your firm? Yes No

FIRM INFORMATION

CRD and SEC Number:
CRD Number:
SEC Number:

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

* ATTENDEES FROM YOUR FIRM

Name	Title	Role*	Product Responsibility**
Name	Title	Role	Product Responsibility
Name	Title	Role	Product Responsibility
Name	Title	Role	Product Responsibility

* 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

Example: 10/19/2026 Anytime

* MEETING LOCATION

LCG Atlanta LCG Dallas The Dallas office has recently moved floors. The new address is: 12700 Park Central Drive Suite 520 Dallas, Texas 75251 (972) 387-9821 LCG Seattle Conference Call Video Conference
City State Country

* INVESTMENT PRODUCTS TO BE DISCUSSED

Ticker	Product Name	Style	Assets	Fund of Funds	Please Select One:
				Yes No	Closed-end Fund Open-end Fund
				Yes No	Closed-end Fund Open-end Fund

* Enter eVestment Product ID and ticker if applicable

* 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.