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The Value of Focused, Independent Research • No proprietary funds or banking activities

The Value of Focused, Independent Research • No proprietary funds or banking activities • We act solely in the best interest of our clients

The Value of Focused, Independent Research • No proprietary funds or banking activities • We act solely in the best interest of our clients • A mission we share with LPL Financial Research

LPL Financial Research: • In-house expertise • Institutional-quality portfolio manager due diligence • Passion to perform

Research Expertise: • Nearly 30 strategists, research analysts and analytics specialists

Research Expertise: • Nearly 30 strategists, research analysts and analytics specialists • Timely commentaries on the global economy and capital markets

Research Expertise: • Nearly 30 strategists, research analysts and analytics specialists • Timely commentaries on the global economy and capital markets • Customized analysis for large DB plan clients

Portfolio Manager Due Diligence: • Thousands of funds

Portfolio Manager Due Diligence: • Thousands of funds • Optimal solutions • Seek better-than-benchmark returns

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Presentation Transcript

Name Last name

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Test Moderator: Name Test Partner: Name Designers: Name, Name

Common Name Scientific Name your name

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Your Name Class Name

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Name: _________________________ Name: _ Date: _______

YOUR NAME MENTOR’S NAME TEACHER’S NAME

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Name #1, Name # 2, Name #3, Name #3 School Name & Address

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First Name Last Name, Title; First Name Last Name, Title; First Name Last Name, Title

Presenters Name Name Date

Name

Name

Presentation Transcript

Name Last name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Class Name, Instructor Name

Test Moderator: Name Test Partner: Name Designers: Name, Name

Common Name Scientific Name your name

Class Name, Instructor Name

Your Name Class Name

Advisor Name | Firm Name

Name 1 Name 2

First name Last name

Name lookup (name control)

Name: _________________________________ Name: _______________ Date: _____________

YOUR NAME MENTOR’S NAME TEACHER’S NAME

Player Name: Parent Name:

Name #1, Name # 2, Name #3, Name #3 School Name &amp; Address

First Name Last Name

First Name Last Name, Title; First Name Last Name, Title; First Name Last Name, Title

Presenters Name Name Date

Name: _________________________ Name: _ Date: _______

Name #1, Name # 2, Name #3, Name #3 School Name & Address