Spoke Fund

Cale Smith

We had 22 people on last week’s conference call. Below is a transcript. Please let me know if you have any questions.

Transcript of Spoke Fund® Conference Call, February 2014.

Cale Smith

Been too long. It’s time to reconnect. And never mind this social networking stuff. Let’s just do it the old fashioned way.

I will be hosting a conference call for old, new, and prospective Spoke Fund® managers at 1:00pm EST next Friday, February 7th. Dial-in info is below. And please consider this a forum, not a formal presentation. So come, learn, kvetch or otherwise fire away with questions.

Here’s the agenda:

Introduction around the (virtual) table

Recent developments and plans for 2014

What is working and what is not when it comes to…

Marketing and business development
Newsletter
Blog
Advertisements – online and traditional
Meet ups
Conferences
Research sites (Seeking Alpha, etc)

Operations

Tools and best practices

Compliance and Legal

Tools, firms and best processes

Research Idea Generation

Sources and tools

Communications

With clients
With prospects

Things to improve and help spread the word, like…

Website changes
Standardized literature to be used by everyone
Research sharing
Best idea presos
Roundtable calls
Need for additional tools

Future conference call schedule

Please let me know if you’d like to discuss anything else, too.

And here is the call info:

Dial-in number: 1 (605) 475-6006
Access code: 548-1357

Thank you and hope to talk more soon.