INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2017 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 15th day of October, 2016, by and among Pzena Investment Management LLC, a Delaware limited liability company located at 320 Park Avenue, 8th Floor, New York, NY 10022 (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. 2 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2017 • Bridge Builder Trust • Delaware
This Amendment to the Investment Sub-Advisory Agreement, dated as of August 14, 2015, by and between Olive Street Investment Advisers, LLC (the “Adviser”) and Wells Capital Management Incorporated (the “Sub-Adviser”) is entered into as of the 9th day of June, 2017 by and among the Adviser, the Sub-Adviser and the Bridge Builder Trust, a Delaware statutory trust located at 615 East Michigan Street, Milwaukee, WI 53202, on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”). All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement (as defined below).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2017 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 27th day of March, 2017, by and among Pacific Investment Management Company LLC, a Delaware limited liability company located at 650 Newport Center Drive, Newport Beach, CA 92660 (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 TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 27th, 2017 • Bridge Builder Trust • Delaware
This Amendment to the Investment Advisory Agreement, dated as of July 10, 2013, as amended, by and between Olive Street Investment Advisers, LLC (the “Adviser”) and Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to the Investment Advisory Agreement, is entered into as of the 9th day of June, 2017 by and between the Adviser and the Trust, on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”). All capitalized terms used, but not defined, herein shall have the meanings given to them in the Advisory Agreement (as defined below).
AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2017 • Bridge Builder Trust
This Amendment No. 3 (to the Investment Sub-Advisory Agreement dated as of February 19, 2015, by and between the Sub-adviser and the Adviser (the “Agreement”), is entered into as of the 23rd day of August, 2017 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of each Fund indicated on Schedule A to this Amendment. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Agreement and Amendment No. 2 to the Agreement, dated June 9, 2017.
ADDENDUM TO THE MASTER SERVICES AGREEMENTMaster Services Agreement • October 27th, 2017 • Bridge Builder Trust
THIS ADDENDUM, effective as of November 10, 2016, to the Master Services Agreement dated May 22, 2013, (the “Agreement”) is entered into by and among BRIDGE BUILDER TRUST, a Delaware business trust (the “Trust”) and U.S. BANCORP FUND SERVICES, LLC, a Wisconsin limited liability company (“USBFS”).
