Friday, August 02, 2013

Sales call with new prospect - Richard Cohn of Crestmont Advisors. He called with interest in FMLSX.

Office visits in Denver and Colorado Springs with:
  • BSW Wealth Advisors - Matthew Samek - Discussion of WAESX. Getting close to possibly allocating.
  • Mount Yale Capital Management - Marc Friedman, Jason Van Thiel, Chris Snider - Met with new analysts to introduce them to Wasatch. Showed interest in WAFMX.
  • Syntrinsic Advisors - Mike Duffy - Updated him on WAEMX.
  • Financially Speaking - Peter Johnson - Discussed L/S and Frontier.
  • Schaeffer Financial Advisors - Jeff Schaeffer - Updated him on FMLSX, WAAEX and discussed WAESX and WAFMX.
  • Petra Financial - Dave and Jonathan (son) Forbes - Revisitied his interest in WAGOX. Learned a lot about his evolving strategy of analizing risk.
  • GHP Investment Advisors - Brad Engle - Joined GHP from Marsico about a year ago. Introduced him to Wasatch and discussed WAESX, WAFMX and L/S.
  • Gill Capital Advisors - John Winslow - Updated him on Wasatch.