• Updated client list and emailed Q1 commentary to all clients in territory.
• Emailed WAFMX conference call invite to master email list (11,286 contacts).
• Due dilligence follow up call with Mark Gleason of the WesCap Group ($500 mil AUM) in Burbank, CA. Jared Whatcott joined the call to discuss some granular detail of earnings growth modeling in WAFMX. Still more follow up info to get for Mark. He wants to see historic rev growth and cashflow growth on the names in the fund.
• Sales call with Neil Chakkera and Brandon Intrater of Long-Term Solutions ($150 mil AUM) in San Francisco to discuss details of WAMVX. I asked Brian Bythrow to join me as well to dive deeper into his process. Call went well and will follow up with historic correlation data for Neil.
• Updated Holbrook Global on EM and Frontier. Had questions re Vietnam exposure.
• Update call with John Winslow of Gill Capital to discuss FMLSX and sponsorship of their annual client golf/dinner event.
• Meeting with Jon Hatch of Wasatch Capital Resources in our SLC office to discuss firm overview and Int'l funds.
• Meeting with Javaid Ansari of Compak Asset Management ($500 mil AUM) in our SLC office. He's taking on more of the research role at the firm from is father and uncle.
• After much back and forth with Schwab, Wetherby was able to make the conversion over to L/S institutional share class for clients.
• Started seeing purchases into WAIGX from StanCorp Advisors through Schwab after having made their approved list (a three month RFP/sales process with Ben Werner).