sales-pipeline
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Elena Smith
Elena Smith
10:42 AM
Heads up — Hartley Trust just replied to the IPS draft. Want me to forward?
Adrian Engman
Adrian Engman
10:44 AM
Looping in @Syra to pull the latest rebalance numbers before Thursday's call.
Syra
APP
10:44 AM
On it. Pulled YTD allocation drift (+2.4% equities, -1.8% fixed income) and drafted a one-page summary. Shared in #sales-pipeline canvas.
Claire Bennett
Claire Bennett
10:46 AM
Perfect. Let's review on the 2pm sync. I'll add it to the agenda.
Daniel Brooks
Daniel Brooks
10:51 AM
Quick note — Marlow Capital wants the alts sleeve memo by Friday EOD.
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