INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the15th day of October, 2016, by and among LSV Asset Management, a Delaware partnership located at 155 North Wacker Drive, Suite 4600, Chicago, IL 60606 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”).
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of March 5, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of March 5, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of March 5, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Olive Street Investment Advisers, LLC and Loomis, Sayles & Company, L.P. hereby enter into this Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of June 12, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") effective May 18, 2016, for the purpose of amending the Agreement as follows.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of March 5, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
William Blair & Company LLC ("William Blair & Company"), Olive Street Investment Advisers, LLC ("Olive Street"), and William Blair Investment Management, LLC ("William Blair Investment Management"), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois hereby agree that effective January 1, 2016, William Blair & Company will transfer its interests and obligations under the Investment Sub-advisory Agreement dated February 19th, 2015 between William Blair & Company and Olive Street (the "Agreement") to William Blair Investment Management. Accordingly, effective January 1, 2016, all references in the Agreement to William Blair & Company will be replaced with references to William Blair Investment Management. Such transfer does not constitute a change of control or assignment, as those terms are defined in the Investment Company Act of 1940, as amended.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of June 30, 2015, by and between the Sub-Adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of June 12, 2015, by and between the Sub-Adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of August 14, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of May 22, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
October 1, 2016 Mr. William H. Broderick, III Chair of the Board Bridge Builder Trust 12555 Manchester Road St. Louis, MO 63131Bridge Builder Trust • October 27th, 2016
This letter is to confirm the continuation of the agreement of Olive Street Investment Advisers, LLC ("Olive Street") with the Bridge Builder Trust (the "trust") to waive the management fees it is entitled to receive as the investment adviser of each series of the Trust listed on Schedule A (each a "Fund" and collectively, the "Funds") to the extent management fees to be paid to Olive Street exceed the management fees that Olive Street is required to pay each sub-adviser to the Funds. This waiver became effective as of the launch date of each Fund and shall continue until at least October 28, 2017 and will continue thereafter for subsequent one year periods unless terminated in accordance with the terms herein. For the avoidance of doubt, management fees waived pursuant to this agreement are not subject to reimbursement by the Funds. Our agreement to waive management fees may not be terminated by us without the consent of the Board of Trustees of the Trust, which consent will not be un
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of August 1, 2013, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 2 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 2 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-Adviser and the Adviser, and amended by Amendment No. 2 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of January 1, 2016 (the "Agreement"), hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of June 12, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of March 6, 2015, by and between the Sub-Adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016. Words and expressions defined in the Agreement shall bear the same meaning herein, unless the context requires otherwise.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust
Amendment No. 1 to the INVESTMENT SUB-ADVISORY AGREEMENT dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the "Agreement") hereby amends the Agreement as follows, effective May 18, 2016.
