Attended IMCA Conference in Seattle this week where I met with several clients and prospects. While there were some quality RIA's in attendance, the majority of the crowd were from FC's from independent B/D's and wirehouses. The frustrating thing about this is lack of transparency and reporting into these channels.

Some notable conversations while there include the following...

• Joel Javer of Sharky, Howes & Javer who are currently small clients.
• Dinner with Michael and Kathleen Newton, Chris Mills and Deann Elmore of Kovack Advisors.
• Brent Moore of Key Private Bank (in SLC)
• Chris Bidwell of Morgan Stanley in Centerville, OH.
• Glenn Parker of Wychick Investmetn Advisors who owns WHOSX and may be interested in other Wasatch funds.
• Thomas Turner of The 401k Source in Boise, ID who uses WAIGX.
• James Saling of Raymond James who will be adding WAIGX to platform (Ryan needs to call).
• Josh Bratt of Morgan Stanley who is friends with Jeff Cardon.
• Jim Phillips, a top producer of Morgan Stanley in SLC.
• Greg from Ron Blue & Co - one of Ryan's largest clients in GA.
• Bill Vasconcellos of UBS in Boise, ID - strong interest in Frontier and EM Select
• Mark Meier in WI - great discussion of Frontier - will pass on to Brandon.

Spent much of Thurs and Friday with lead follow up from IMCA conference and clients/prospect questions related to the WAFMX conference call with Laura held on Thursday.

Good news from a few prospects this week regarding deals I've been working on:

• Long-Term Solutions in San Francisco adding WAMVX to smaller client portfolios (was expecting $10+ million but now only allocating $2-3)
• Coldstream continuing to allocate to WAFMX and want to do visit to our office next month.
• FundX Investment Group in SF increasing allocation to WAIGX from $10 to $15 mil.
• Rocky Mountain Wealth Management allocated approimatley $6 mil to WAIOX and WAFMX this week.
• Schaefer Financial Management in Denver continues to add to FMLSX with another $1 mil this week.

Spent time in Soltis' office this afternoon to drop off some golf balls and to coordinate sponsorship of their clients conference this coming week.