- Conversation with Lantz Stringham of Chinook Capital Management. They're adding to their EM position and are looking closely at WAFMX.
- Mark Gleason of WesCap Management Group gave word that they are adding Frontier to their EM mix. This was a long process with calls (Roger) and DD questions. They will be allocating $3-4 million over the next few weeks and could grow significantly from there.
- Call with Laurel Grove Capital in Los Angeles. I was able to get them on the call with Laura and they were so impressed they did a follow up call with me to gather additional info and are now adding WAFMX to their allocation. They manage a little over $200 mil (but do a lot of their own stock picking) and will likely allocate $2 mil initially to the fund and add over time. Great long-term investors.
Spent Wednesday through Friday at the NAPFA National Conference in Vegas. I had meaningful conversations (and a few meals) with numbers prospects and clients including:
- Carl Camp - Eclectic Associates
- Kent Wilson, Thomas Fritz, Ken Poulsen - Wilson Financial Advisors
- Mike Kaberec - Kaberec Asset Management
- Kris Johnson - Timothy Financial Counsel
- Greg Gilbert - Ron Blue & Company
- John Bird, Sarah Bird, Elizabeth Bernhard - Albion Financial Group
- Harry Kasanow - Kasanow and Associates
- Ken Gross - Strategic Financial
- Brian Pon - Financial Directions
- Carl Lind, Lynn Diveley - Diveley Lind & Assoc.
- Chris Jones - Sparrow Wealth Management
- John McDonald - Austin Asset Management
- Davis Bourland - Diesslin & Associates