Friday, September 13, 2013

Call with Jim Olmore of Fidelity and Roger Hill of WB to plan Phoenix event on 10/17.

Call with Megan Coyle of HDVest to discuss FMLSX

Sales call with Tyler Finlinson of Soltis to discuss FMLSX and how it compares to Mainstay Marketfield.

Soltis Conference on Thursday and Friday.

Calling to schedule meeting for Seattle in two weeks with Shinnick:

  • Rainier Group - Can't meet
  • Triad - Can't meet - not interested in L/S right now.
  • Freestone - Confirmed