Due Diligence: Sep 25-26 and Sep 26-27

Due Diligence: Sep 25-26 and Sep 26-27

Eventide Asset Management is pleased to invite you to one of two Eventide Funds Due Diligence Events in Boston during the week of September 25, 2018.

Our investment professionals will be sharing their insights into the current macro and investment environment, presenting in-depth views on Eventide Funds investment themes and theme portfolio examples, elucidating firm philosophies, and highlighting valuable advisory services.

This invitation is not preconditioned upon meeting any investment goal.

Invitation

You are cordially invited to the Eventide National Due Diligence Meeting in Boston, Mass. on September 25-26 and September 26-27, 2018.

Eventide Headquarters
One International Place, Suite 3510
Boston, MA 02110
The Boston Harbor Hotel
70 Rowes Wharf
Boston, MA 02110

Seating is limited to just 12-15 financial advisors. To reserve a seat, please respond by Monday, August 27, 2018. Upon reservation, a member of our client support group will contact you to arrange travel and accommodation. Note that this event invitation is specific to you and may not be transferred to a colleague or other advisor.

We look forward to welcoming you to our home office in Boston!

Please contact Rob Moll, director of business operations, at rmoll@eventidefunds.com or 877-771-EVEN (3836) x42

For the full event schedule, choose “Agenda” above

Day 1

5:00 – 5:15pm Welcome / Overview of Eventide
Robin John, CEO
5:15 – 5:50pm The True Purpose of Investing
Finny Kuruvilla, CIO, Portfolio Manager
5:50 – 6:20pm The High Calling of Business
Sherrie Johnson, Marketing Associate
Break
6:30 – 7:15pm Business 360
Jason Myhre, Director of Advisory Services
7:30pm Dinner at the Meritage Restaurant

Day 2

7:30am Breakfast catered at the office
7:45 – 8:30am CIO Update: Macro Outlook
Finny Kuruvilla, CIO, Portfolio Manager
8:30 – 9:15am Eventide Investment Process
Finny Kuruvilla, CIO, Portfolio Manager
9:15 – 9:50am Research in Action: Industrials
Andy Singer, Senior Analyst
Break
10:00 – 10:35am Research in Action: Renewables
Martin Wildy, Portfolio Manager
10:35 – 11:10am Research in Action: Advanced Driver Assistance Systems
Anant Goel, Analyst
11:10 – 11:45am Research in Action: Biotech
Agustin Mohedas, PhD, Research Analyst
11:45 – 12:15pm Lunch
12:15 – 1:00pm Solidifying Your Place in a Changing Industry
Harry Nelson, Director of Distribution
1:00 – 1:25pm How You Can Build Your Business on “Investing that Makes the World Rejoice”
Harry Nelson, Director of Distribution
1:30 – 2:00pm Bus to Harvard Square
2:00 – 3:30pm Walking History Tour of Harvard
Jason Myhre, Director of Marketing
3:30 – 4:00pm Bus to airport

Expense Guidelines

  • An expense reimbursement form will be provided at the event for your approved out-of-pocket business expenses. See below for details of approved, reimbursable business expenses.
  • Scanned copies of original, itemized receipts are required for all reimbursements.
  • Expenses for guests/spouses are not reimbursable.
  • Please note that our meetings and meal functions are intended for financial professionals. Your guests/spouses unfortunately cannot participate in these functions.

REIMBURSABLE/COVERED/CANCELLATION EXPENSES POLICIES

Please note that your broker-dealer or firm’s guidelines may not allow Eventide to reimburse or cover all expenses as outlined here. Please refer to your broker-dealer or firm’s travel expense guidelines policy.

AIRFARE

Eventide will pay for your roundtrip airfare to attend the event on the scheduled dates, and one piece of standard checked baggage. An Eventide client support representative will contact you to arrange your travel. Airfare will be paid for by Eventide directly to the airline; we will not reimburse airfare to you or your broker-dealer. Checked bag allowance will be reimbursable following the above reimbursement guidelines.
Extended stays are permitted only if airfare is at or below average prices to attend the event on the scheduled dates as quoted by the Eventide client support representative, and you pay for any related expenses in connection with the extended stay per your broker-dealer or firm’s Cash and Non-Cash Compensation and Reimbursement policies.

You will be responsible for additional costs related to any flight changes or cancellations after ticketing.

GROUND TRANSPORTATION

Eventide has arranged for ground transportation service for you in the host city, from the airport to the event and from the event back to the airport. Other use of ground transportation while in the host city will be at your discretion and will not be reimbursed.

Expenses for taxi, Uber or Lyft, or shuttle to departure airport are reimbursable following the above reimbursement guidelines.

If you elect to drive your personal vehicle to the departure airport, mileage is reimbursable at the then-current IRS standard business mileage rate, up a maximum of $50 each way.

Parking expenses at the departure airport are also reimbursable following the above expense reimbursement guidelines; however, parking expenses incurred due to extended stay will not be reimbursed.

If you elect to drive to the event, rather than fly, Eventide will reimburse you for mileage at the then-current IRS standard business mileage rate up to the average airfare amount as quoted by the Eventide client support representative. If you elect to drive, rather than fly, parking at the event hotel is also reimbursable following the above expense reimbursement guidelines.

LODGING

Your lodging expenses in the host hotel during the event will be paid for by Eventide. Room rate, tax, access to internet, fitness center, and room cleaning gratuities will be billed directly to Eventide. No room charges, minibar or in-room snack bar, spa, gift shop, or phone charges will be paid for or reimbursed. In the event of a no-show or cancellation, any fees incurred will be your responsibility.

MEALS

Breakfast, lunch, and dinner meals will be provided by Eventide during the event schedule. Reasonable travel meals incurred (excluding extended stays) will be reimbursable, according to the expense reimbursement guidelines above.

GRATUITIES

Reasonable gratuities for approved meals and ground transportation will be reimbursable following the above expense reimbursement guidelines. Other gratuities are at your discretion and will not be reimbursed.

Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Funds’ ethical values screening criteria could cause them to under-perform similar funds that do not have such screening criteria.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.