BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2024 • Brinker Capital Destinations Trust • Delaware
INVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 30th day of June 2023, between Orion Portfolio Solutions, LLC, a limited liability company organized and existing under the laws of the State of Nebraska, d.b.a. Brinker Capital Investments (the “Adviser”), and SSGA Funds Management, Inc. (the “Sub-Adviser”), a corporation and existing under the laws of the State of Massachusetts.
AMENDMENT #1 TO THE INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2024 • Brinker Capital Destinations Trust
This Amendment (the “Amendment”), entered into as of February 28, 2024, amends the Investment Sub-Advisory Agreement (the “Agreement”), dated June 9, 2021, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”) and Neuberger Berman Investment Advisers LLC (the “Sub-Adviser”). Capitalized terms used herein without definition shall have the meanings set forth in the Agreement.
First Amendment to Investment Sub-Advisory AgreementBrinker Capital Destinations Trust • June 28th, 2024
The Investment Sub-Advisory Agreement by and between Orion Portfolio Solutions, LLC d.b.a. Brinker Capital Investments (f/k/a Brinker Capital Investments, LLC) (the “Adviser”) and Northern Trust Investments, Inc. (the “Sub-Adviser”), dated September 24, 2020 (the “Agreement”), is hereby amended in the following particulars:
FIRST AMENDMENT TO BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTBrinker Capital Destinations Trust • June 28th, 2024
This First Amendment (the “First Amendment”) to the Investment Sub-Advisory Agreement effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of Nebraska (the “Adviser”), and Federated Equity Management Company of Pennsylvania (the “Sub-Adviser”), a Delaware statutory trust organized under the laws of the State of Delaware, is effective as of the 1st day of November, 2023 with reference to the following facts:
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2024 • Brinker Capital Destinations Trust
This first amendment (the “Amendment”) to the Investment Sub-Advisory Agreement by and between Orion Portfolio Solutions, LLC, d/b/a Brinker Capital Investments (the “Adviser”) and Columbia Management Investment Advisers, LLC (the “Sub-Adviser”), is entered into this 1st day of July 2023.
AMENDMENT TO EXPENSE LIMITATION AGREEMENTExpense Limitation Agreement • June 28th, 2024 • Brinker Capital Destinations Trust
This first amendment (the “Amendment”) to the Expense Limitation Agreement (the “Agreement”) dated as of September 24, 2020, by and between Orion Portfolio Solutions LLC d.b.a. Brinker Capital Investments (“Orion”) and Brinker Capital Destinations Trust (the “Trust”), on behalf of the series of the Trust set forth in Schedule A of the Agreement (each, a “Fund” and together, the “Funds”) is entered into as of April 1, 2024.
INVESTMENT SUBADVISORY AGREEMENT BetweenInvestment Subadvisory Agreement • June 28th, 2024 • Brinker Capital Destinations Trust • Maryland
This INVESTMENT SUBADVISORY AGREEMENT is dated as of July 1, 2024, by and between T. Rowe Price Associates, Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Maryland, United States of America, and T. Rowe Price International Ltd (the “Subadviser”), a corporation organized and existing under the laws of the United Kingdom.
