Friday, May 23, 2014

Spent two days in Dallas at a Fidelity RIA event. Mike Shinnick was on an alt panel and did a great job which led to some new prospect conversations during the breakouts.

Met with Capital Advisory Group in Dallas for an update on their position in WAEMX.

Meeting with Marty Katrein of Retirement Consulting Services for discussion of WAEMX and Frontier (current client).