Please click on each manager for more details: Bedlam Asset Management 4 new institutional clients Multi-billion $ new business pipeline Developed US institutional presence Launched institutional website AH Lisanti Capital Growth $130+ million incremental assets 15 new institutional clients Clients from 6 emerging manager programs Approved at 5+ consulting firms Neumeier Poma Create institutional marketing materials & website Update and populate institutional databases Initiate GIPS verification Target large institutional relationships Washington Capital Management Populated institutional databases $800+ million incremental assets 25+ new institutional clients Product closed to new investors Schneider Capital Management Three large institutional clients Sub-advisory mandate $500+ million incremental assets Products closed to new investors Matrix Asset Advisors First two sub-advisory accounts $425+ million incremental assets Windham Capital Management Top 10 managed account platform 150+ financial planners 800+ accounts $150+ million incremental assets