I worked with Dan for his last five years at LPL and Fortigent. He is a consummate professional in every aspect of his work and is one of the leading investment "thinkers" in the business. My experience with Dan centered around manager due diligence and ongoing portfolio construction and monitoring issues. Throughout the initial stages of the due diligence process Dan impressed me with his thoughtful and forward thinking questions as well as his progressive attitude toward finding "undiscovered" portfolio managers in a very crowded and potentially overwhelming field. After the due diligence process I had the good fortune of working closely with Dan on issues of portfolio manager monitoring, asset allocation and "top down" view assessment. Although Dan possesses many important skills I believe his critical thinking and decision making abilities are what set him apart from many other talented individuals in the field.

I have worked with Dan for the past five years during his time at LPL and Fortigent. He is a consummate professional in every aspect of his work and is one of the leading investment "thinkers" in the business. My experience with Dan has centered around manager due diligence and ongoing portfolio construction and monitoring issues. Throughout the initial stages of the due diligence process Dan impressed me with his thoughtful and forward thinking questions as well as his progressive attitude toward finding "undiscovered" portfolio managers in a very crowded and potentially overwhelming field. After the due diligence process I had the good fortune of working closely with Dan on issues of portfolio manager monitoring, asset allocation and "top down" view assessment. Although Dan possesses many important skills I believe his critical thinking and decision making abilities are what set him apart from many other talented individuals in the field.

I worked with Dan for his last five years at LPL and Fortigent. He is a consummate professional in every aspect of his work and is one of the leading investment "thinkers" in the business. My experience with Dan centered around manager due diligence and ongoing portfolio construction and monitoring issues. Throughout the initial stages of the due diligence process Dan impressed me with his thoughtful and forward thinking questions as well as his progressive attitude toward finding "undiscovered" portfolio managers in a very crowded and potentially overwhelming field. After the due diligence process I had the good fortune of working closely with Dan on issues of portfolio manager monitoring, asset allocation and "top down" view assessment. Although Dan possesses many important skills I believe his critical thinking and decision making abilities are what set him apart from many other talented individuals in the field.

I have worked with Dan for the past five years during his time at LPL and Fortigent. He is a consummate professional in every aspect of his work and is one of the leading investment "thinkers" in the business. My experience with Dan has centered around manager due diligence and ongoing portfolio construction and monitoring issues. Throughout the initial stages of the due diligence process Dan impressed me with his thoughtful and forward thinking questions as well as his progressive attitude toward finding "undiscovered" portfolio managers in a very crowded and potentially overwhelming field. After the due diligence process I had the good fortune of working closely with Dan on issues of portfolio manager monitoring, asset allocation and "top down" view assessment. Although Dan possesses many important skills I believe his critical thinking and decision making abilities are what set him apart from many other talented individuals in the field.

I worked with Dan for his last five years at LPL and Fortigent. He is a consummate professional in every aspect of his work and is one of the leading investment "thinkers" in the business. My experience with Dan centered around manager due diligence and ongoing portfolio construction and monitoring issues. Throughout the initial stages of the due diligence process Dan impressed me with his thoughtful and forward thinking questions as well as his progressive attitude toward finding "undiscovered" portfolio managers in a very crowded and potentially overwhelming field. After the due diligence process I had the good fortune of working closely with Dan on issues of portfolio manager monitoring, asset allocation and "top down" view assessment. Although Dan possesses many important skills I believe his critical thinking and decision making abilities are what set him apart from many other talented individuals in the field.

I have worked with Dan for the past five years during his time at LPL and Fortigent. He is a consummate professional in every aspect of his work and is one of the leading investment "thinkers" in the business. My experience with Dan has centered around manager due diligence and ongoing portfolio construction and monitoring issues. Throughout the initial stages of the due diligence process Dan impressed me with his thoughtful and forward thinking questions as well as his progressive attitude toward finding "undiscovered" portfolio managers in a very crowded and potentially overwhelming field. After the due diligence process I had the good fortune of working closely with Dan on issues of portfolio manager monitoring, asset allocation and "top down" view assessment. Although Dan possesses many important skills I believe his critical thinking and decision making abilities are what set him apart from many other talented individuals in the field.