• Attended AICPA conference in Vegas Monday and Tuesday where we met with several RIA clients and prospects.
• Due diligence call with Terrence Demorest of Westmount Asset Management. They currently own WAEMX and are looking at both WAFMX and WAESX. Could be around $5 mil in either one with more over time.
• Resolved issues that Weatherstone Capital Management was having on WAFMX. He was not able to access the fund through TD Ameritrades UMAX platform. I had to track down the appropriate contacts in NYC and have the fund added. It was in fact added on Thursday and Michael Ball was very appreciative and is now buying the fund in his models.
• Update call on WAEMX with Alfred McIntosh of McIntosh Capital.
• Made calls/emails to firm up appointments for CA trip next week. I have meetings confirmed for Thurs and Friday following the FPA NorCal conference on Tuesday and Wednesday:
• Steinmetz Financial
• Evanson Asset Management
• Holbrook Global Strategies
• Westmount Asset Management
• Quantum Strategies
• Cleaned email list for WAEMX "Addeded Restrictions" email. 
• Follow up calls to discuss WAEMX closure with key clients.