Patrick O'Shaughnessy — OSAM / Canvas (direct indexing)
IPS §6 — Manager Selection Criteria
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Rationale
Initiated outreach to Patrick O'Shaughnessy at OSAM regarding Canvas direct-indexing platform. Rationale: tax-efficient factor exposure for the public equity sleeve; aligns with IPS §6 requirement for systematic, low-cost allocation where possible.
Outcome / Status
Initial outreach sent. Relationship building in progress.
John Mihaljevic — MOI Global (co-investment access)
IPS §6 — Manager Selection Criteria
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Rationale
Initiated outreach to John Mihaljevic at MOI Global for co-investment access. Rationale: concentrated long-only deep value manager with 10-year audited track record, founder-operated business alignment, compatible with Ardenvale IPS return objective. Fits private equity sleeve mandate.