Capital Group
San Antonio Facts
Peers
SLATE Curriculum
100

When Capital Group was founded

1931

100

Popular waterfront

Riverwalk

100
Economics Major

Ben & Jadyn

100

This should be kept to about 20 minutes

Coffee Chat

200
The founder of Capital Group

Jonathan Bell Lovelace

200

Most popular food in San Antonio

Tex Mex

200

Competed in golf in high school

Delaney and Ben

200

You should do this after you connect with someone virtually or in person

Send a thank you
300

Our Target Date Series has this many vintages (i.e. American Funds 2010)

12

300

Most popular Mission to visit

Alamo

300

Picture with a famous band turned into a meme

Delaney

300

The 1st Site Sales speaker you met this summer

Sally Holte - SALH

400

American Funds has 9 of these

ETF's

400

The two week event the city of San Antonio throws to celebrate it's rich and diverse culture

Fiesta

400

Is a Pittsburgh Steelers fan 

Monique 

400

The 2nd Sr. Leadership chat we had - Hint: they're retiring this year

Bill Brady - BWPB

500
Core Values

Integrity, Client Focus, Diverse Perspectives, Long Term, The +1

500

The Mayor

Ron Nirenberg

500

Had a children's book published

Jadyn

500
Meeting where we discussed ETF success, portfolio construction trends and equity and fixed income investment themes

Wealth Management Summer Sales Meeting

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