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Quarterly Update Presentation Template

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Wholesale Quarterly Update

Transcript: $497 November - end of December NYNOW 5 new leads since 2007 December March - June Wholesale is naturally cultivated Channel created by demand Huge potential Importance of wholesaling Competitive Advantages December 1st Achievements Develop wholesale collection trend appeal diversify to cast a larger net Growth Projections Trade show prep and follow up. Marketing press kit look book cultivate existing assets Growth Projections $490 Reorder Rate Buyer Language Processes and systems Community Partners Strategic Partnerships Shea Butter Fulfillment Special Bulk Re-evaluate current clients Assess systems and processes ByHand Consulting Interrogate the products Research buying patterns "Nitty Gritty" Existing business growth strategies Increasing new client strategies Sanyu Bangle Leena Bracelet Sanyu Necklace Musana Bangle Etana Necklace End of December Wholesale ...every retailer who bought in in 2013 & 2014 with 4/5 placing an average size reorder 30 current wholesale partners Existing Business Growth Strategies why? what? how? Research Trade Shows Increasing New Client Strategies Vist local stores and buyers. ex: Pharmaca, Compassion International November 24th & 25th 5 cold wholesale partners If I called every retailer who has not bought since 2012 and 4/5 placed an average size reorder, that's an additional Image by Tom Mooring Develop wholesale outreach calendar. Assess current internal processes and order placing system. Most retailers plan their budget and buying schedule around the trade show calendar $11,000 Contingent on immediate schedule. Planning in process. of trade show atendees have buying power. 4/5 people are potential customers Order Stats 40 Develop wholesale collection exclusivity co branding broaden/deepen assortment Top Selling Products Begin calling schedule. Send intro email to all retail partners. January & February $60,000 Data mine for correct trends and clean up sales force records. 81% Form benchmark metrics Average Opening Order Action Items Next Steps Wholesale Quarterly Update November 20th, 2014 January 31st-February 5th Average Reorder Mid December Wholesale Growth ByHand Recommendations: Marketplace ByHand Recommendations: 75%+ calls a week November Learning & Observations Marketing trade shows marketing calendar cultivate existing assets Action Item Timeline Weekly meetings with different teams 3dot consulting time Opportunity! Sanyu Bangle Musana Bangle Musana Necklace Sanyu Necklace Leena Earrings Nontraditional channels 46% Intro calls to clients who ordered in 2013/2014. of a buyer's seasonal budget is spent at a trade show Contact existing partners regularly

Quarterly Market Update

Transcript: Global Scenario Inoculation Program Growth Prospects Monetary Policies US Admin Brexit Geopolitics The Year So Far... Global Scenario Inoculation Program The Year So Far... 1Q2021 Quarantine Market Update Sailing through the rough waters Investment Research (2021)

ECFC Quarterly Update

Transcript: New appointments: Paul Goodes - Eagle One Nick Murray - St Luke's Jemma Hodgkins - Exeter City Futures Ross Morshead - Exeter College Lord Mayor's Charity 2019/20 HMP EXETER 10 target inmates from both prisons 8 week programme Diet and Nutrition Functional skills Sports Leaders UK Employability skills and job interviews Positive male role models Resettlement workshops Sport and physical activity Mentoring programme - Through-the-gate +5,750 (4.3% of total LDP population) SPORT ENGLAND LDP QUARTERLY UPDATE Phase one - c£5 million Uplift in Wellbeing Exeter Active travel plans - infrastructure £300K test and learn projects Cranbrook physical activity role Active workplaces - ECC, DCC, Uni, RD&E and Exeter College FEMALE FOOTBALL PATHWAY COVENANT FUND FA PEOPLES CUP Physically Active Lives Residents at highest risk of inactivity becoming active Futsal BTEC DofE Junior Grecians NCFE Health NCS PL Primary Stars Football FdA Junior Leaders Move and Learn Teignmouth FD Holiday Camps Ability Counts King's College FD Enrichment Courses Power Chair Club PL Kicks Primary School Clubs Opportunity Club Cranbrook SD Junior Kickers Every Player Counts Exwick Sports Hub Match Experience Wildcats Taunton PDC Tiny Tots Girls PDC Exeter College Girls Satellite Clubs Traineeships ECFC Ladies Masters Football PL Girls Exeter Sports Fund Table Tennis Half Marathon Santa Run Granite Way Marathon 10K Run Walking Football Get Active Exeter Sporting Memories Pathfinder Innovation Fund Children's Challenge CAN DS Football Man v Fat OGOC Coach Core OPPORTUNITIES SPORT ENGLAND LDP UPDATE Active Travel More residents choosing active travel to work within Exeter 18K investment Social and physical activity opportunities Target - 100 service veterans in 2019 All Call Sign - brew or whets drop in cafe Group led and links to Sporting Memories OVERVIEW EXETER LIVING AWARDS Physically Active More physically active residents in Exeter & Cranbrook NEWS FROM THE BOARD Fundraising events and workshops Charity of the year for local businesses Powderham Castle Bear Trail Exeter Property Circle Developing relationships across the city Corporate box Financial income (unrestricted funds) Building the profile and raising awareness EFL DAY OF ACTION TUESDAY 19 MARCH 2019 Improving life-skills Improving health & wellbeing Improving education and employment opportunities Reducing re-offending National Exposure on Football Focus EFL Day of Action News from the Board Programme Update Opportunities QUESTIONS BUSINESS DEVELOPMENT WARREN VIEW - EXMOUTH SPORT ENGLAND LDP Building healthier more active communities £100million investment across 12 areas Breakdown barriers to participation: Poor transport Safety Cost Confidence RUNNING EVENTS Football Foundation - £1million investment opportunity 20K project development funding 40% match funding 25 year lease Planning permission Evidence of need PROGRAMME UPDATE +4,250 (3.2% of total LDP population) BOARD OF TRUSTEES Sponsors: Tozers Exeter Live Better Ola Player Development Centre - 77 Exeter College Football Academy - 20 Exeter City Ladies - 30 PL Girls - 144 FA Wildcats - 28 OUTCOMES THROUGH THE GATE 10-40K fundraising opportunity Raise profile in the City +10,000 (7.5% of total LDP population) Half Marathon - 850 Granite Way - 300 Sub Committees Governance & Safeguarding - Graham Cridland Marketing and Impact - Chris Gill HR & Remuneration - Catherine Hill Finance - David Coard PROGRAMMES AND EVENTS Ability Counts U16 Deaf Team

Manager Quarterly Update

Transcript: --------------- --------- ------------ --------------- --------------- --------------------------- ------ -------- --------- --------- --------------- Managers Q1 Update Welcome to the Quarterly Manager Update Where We've Been & Where We're Going Let's take a Big Picture view 2017 Hotel Goals AES: 3.61 Group Medallia: 9.3 Transient Medallia: 9.0 EBITDA: 100% of Budget or $27,964,813 STR: Up 3% YOY or 138.6 Medallia Update Medallia Update: 1st Quarter 1st Quarter F&B Food & Beverage Medallia Suprise & Delights Upcoming Events & Promotions Overall Food & Beverage: 8.65 Overall Food & Beverage: STLY 8.71 Overall Cast Iron: 8.63 Overall Cast Iron: STLY 8.75 Overall Whiskey & Rye: 8.87 Overall Whiskey & Rye: STLY 9.06 Overall Starbucks: 9.10 Overall Starbucks: STLY 9.14 Overall In Room Dining: 8.81 Overall In Room Dining: STLY 8.98 Implemented Second Effort Form for F&B Outlets Cast Iron Palate Cleanser served at Breakfast Sweet Treat served at Lunch Amuse Bouche served at Dinner FOH Manager designates guest and provides complimentary dinner Chef makes a guest appearance Guest of the Night In Room Dining Palate Cleanser or Mini Muffin served at Breakfast with Personalized note from server Amuse Bouche served at Dinner with personalized note from server Worms in Dirt Coffee Kiosk set-up for quick service when expecting heavy traffic Buns & Brews Promo Starts Cinco De Mayo Fort Worth Zoo Beastro Cowton Unplugged Kentucky Derby Mothers Day Brunch Dean & Dulca Colonial Upcoming Events Action Plan to increase Medallia IRD Starbucks Cast Iron Action Plan to increase Medallia IRD Starbucks Cast Iron Finance Finance 2017 Quarter 1 Update • Total Occupancy is 81.2% up 4.9% to budget and up 5.4% to last year • Overall revenue down by ($154K) to budget • EBITDA is down ($66K) to budget • Contract labor down ($45K) YOY • Reduced OT hours by 1357 1st Quarter SCCRM SCCRM Group Medallia As of 3/30/2017 OE 9.37 STLY 9.32 Team sends emails before and after arrival asking for client to share any reason we would not receive a 10 on Medallia Goal 9.30 131.6 Index 0.2 RevPAR change STR Goal: Up 3% YOY or 138.6 Team continues to send emails before and after arrival asking for client to share any reason we would not receive a 10 on Medallia Enhancements to Pre-con’s Brainstorming meeting with Banquet Team and CSM Team STR Command Demand for Memorial and Labor Day – Cowtown Unplugged AES 2017 KRA’s include recognizing associates for going above and beyond with OSC cards Acknowledge WOW service during site visits 2nd Quarter Group Medallia Rooms Rooms 1st Quarter Update Rooms 1st Quarter Update With Coach MTD Overall Experiance 8.82 Overall Service MTD 9.02 8.86 9.03 YTD YTD Overall Experiance Overall Service Overall Experiance Goal: 9.0 Introducing: Erron Ferrand, New Manager for Laz Valet Parking Garage Improvements The VIP Experiance Lobby Greeter Select Guest Enrollment Increased 33% for the Quarter Select Guest Enrollment ASC Associate Service Center 1st Quarter Update Events for Associates Since January 1, 2017 Associate Service Center Mardi Gras Masquerade Ball (Annual party) All Manager Meeting, Omni Olympics, Reception Valentine’s for every associate Popsicles for Employee Appreciation Day Popcorn for National Popcorn Day Candy basket on Easter Couches (sold to associates at a discounted rate, raised $675 for Omni Circle) Food Truck Rally OSC Swarms Flowers for Administrative Professionals Lunch and gifts for Administrative Professionals Quarterly Manager Update/Manager Outing HATC Tailgate and Rangers game Manager AES Paper Survey Received 28 surveys back Overall score: 3.76 Lowest 4 questions: I receive the support I need from other departments to provide quality service. 3.32 I have the materials and equipment I need to do my work correctly. 3.50 My coworkers are committed to doing quality work. 3.64 There is someone at work that encourages my continued development. 3.64 *Of the 28 surveys, very few additional comments about the lowest scoring questions.* Recruiting Recruiting • Turnover – 4.15% (down .27 from last year) • Management Turnover – 6.64% (down 2.16% from last year) • Q1 Hires 62 Success Coach TCC Grant Summer Internships 5 Interns 2 Front Office 3 WHPB Engineering Enginnering 1st Quarter Update Fountain Project Completed Replace Perimiter lighting Christmas Lights in trees along the front drive New Direct TV system in Whiskey & Rye Sound System up and running throughout the proeprty New Tilt Skillet in Banquet and Downstairs Kitchens Starbucks Renovations New couches in all suites 6 New Coffee Tables Updates: Improved landscaping on the Front Drive Refinishing Pool Furniture New Towel Rack Purchasing of Sand Chairs for the Pool Sand in the pavers of the Front Drive 4 New Moniters for the Meeting Space New leather on the Front Desk Pods Whats next: Fort Worth Transportation Update Fort Worth Transportation Update Fort Worth Transportation Update $499Mil Grant Quiet Car Travels Through stockyards Travels from North

Quarterly Business Update

Transcript: PE-led Support: Strategic Partnerships for Growth Quarterly Business Update Univar Solutions: $76M Transformation Opportunity Milacron: Cost Take Out Support Delivered comprehensive automated packs and AccountIQ analysis for Univar Solutions, facilitating support in their $76M Financial and HRO transformation initiative. This strategic collaboration addressed operational barriers and provided actionable insights. Reports for Ryerson and Others Provided tailored support including automated packs and analysis for Milacron's $1M cost take-out opportunity. This effort focused on optimizing operations and reported actionable insights to achieve cost efficiencies. Life Time Group Holdings: Financial Insights Generated detailed reports and strategic insights for Ryerson, Halo Branded Solutions, Cision US, and Career Builder. These documents highlighted market trends and potential growth avenues, aiding informed decision-making. Delivered automated packs focused on financial performance and analysis for Life Time Group Holdings. These insights were crucial in redefining strategies and driving growth in their operational frameworks. Showcasing Support to Sales Team for Strategic Opportunities RFP/RFI/Deal Support: Driving Strategic Opportunities Exact Sciences: Comprehensive Support Provided an automated pack and summary, facilitating a robust RFP response for a $94 million opportunity at the Define stage. This support spanned across Finance, HR, IT, and Commercial Operations, ensuring a well-rounded approach to client needs. Harley Davidson: Enabling RFP Participation Produced Account IQ and Connects mapping to facilitate participation in a $400,000 on-bid stage opportunity for Blackline Implementation. This preparation positions Harley Davidson competitively in their bidding process. Renaissance Learning: Mapping Success Delivered an automated pack and Connects mapping to aid in a $50 million discovery opportunity focused on Application Modernization and Maintenance. This strategic alignment enhances our client's project positioning and bid strength. Brown Forman: Streamlined Support Provided an automated pack, Account IQ, and Connects mapping for a ~$64,000 Kinaxis Implementation deal at the confirmed stage. This comprehensive support streamlines engagement and improves proposal quality. Copeland: Financial Insights for Growth Account Shortlist & Prioritization Support Allied Benefit Systems: Partnership Facilitation Conducted in-depth financial analysis and identified strategic priorities along with Connects mapping for a $2 million discovery opportunity in Master Data Management. This data-driven approach supports Copeland's strategic business initiatives. AccountIQ: ~5 Accounts for Prioritization Delivered an automated pack and a summary with Connects mapping to support RFP participation for CX BPO contact center partnerships. This tailored approach enhances our strategic partnership potential in the market. Associated Bank: Account Intelligence Automated Packs: 10+ Accounts’ Financial Details Connects Mapping: 20+ Accounts for Shortlisting AccountIQ insights have been leveraged for approximately five accounts, including Thrivent and US Bank, facilitating informed decision-making during prioritization. These insights support tailored strategies to maximize engagement and conversion potential with targeted accounts. Automated packs have been developed for over ten accounts, including Motorola Solutions and Molson Coors, providing critical financial details and insights on tech stacks. This information empowers sales teams to tailor pitches effectively and respond to RFPs with precision. Comprehensive connects mapping has been executed for over 20 accounts such as Yum Brands, Green Thumb Industries, and Northern Trust. This strategic approach aids in identifying and shortlisting potential opportunities for focused sales efforts. Developed an account intelligence profile, supplemented with GenAI-based bespoke research on regional banking trends, to support RFP preparation for a $950,000 opportunity in Compliance Monitoring. This targeted research elevates response quality. GIU NextGen Resources: Tools and Playbooks Signal Dashboard: Setup for 109 Shortlisted Accounts A Signal dashboard has been established for managing insights on 109 shortlisted accounts. This tool enhances real-time tracking and alerts, ensuring proactive engagement and timely responses to evolving client needs. NextGen GIU playbooks and DIY tools provide essential resources to enhance sales enablement. Key documents include a comprehensive playbook for navigating accounts and a prompt repository for efficient account research. New Logo & CXO Meeting Support Advanced Drainage System: Impact Stories Novant Health: Executive Profiles Pella: Mapping & Org Chart Shared impactful case studies and success stories that highlighted measurable outcomes for similar projects with Advanced Drainage System. This narrative positioned our solutions as

BIPB Quarterly Update

Transcript: C-Level Sales Ben Deanna Bank of America Kim Internal Kyle, Raz Research Front Office FICC Jeff Operations Taylor Viktor Date: July 31, 2015 Morgan Stanley Internal NetSeg Sales Kevin Overview BIPB Quarterly Update Prime Brokerage RBS Equity Lev, Devon

Quarterly Update Meeting

Transcript: Human Resources Thank You Training Application Online Candidate Datasheet (Agents/Candidates) New Website Transfer of Mail Hosting domain Purchase Orders Management System Gate Pass Management System Conference Room Booking System Technology Operations Reimbursement Application - Global rollout Asset Management System with Approval QUM2 Objectives Information Technology Custom Development & Information Technology Accounts Innovation Portal Encourage Blogs Knowledge Sharing Sessions Online Forums

Assetmax Quarterly Update

Transcript: Quarterly Update New Features New Features Investment Proposal Pixcel Perfect Reports Multi Lingual White Labelled Investment Proposal Bloomberg Upload Eeasy Portfolio Upload No manual interaction Bloomberg Upload Trading % of Position % of Portfolio Hedging Trading Cash Flow Analytics Coupons Dividends Redemptions Cash Flow Projection Performance Attribution Performance Attribution Crypto Assets Link to Bitcoin Suisse Pricing Feed Trading coming up Crypto Assets New Employees New Employees Marc Wandfluh, Relationship Manger Denise Comba, Project Manager André von Mentlen, Onboarding Specialist Elia Noris, Software Engineer Silvan Fornaro, Head of Sales Open Wealth Association OpenWealth Creating standards for: Portfolio Data Trading Onboarding Media Media Finews Massimo Ferrari: «Superreiche wollen Schnittstellen zu uns» Citywire From CHF 11bn AUM fund manager to 'it looked like a garage': The rise of Assetmax > TOPIC for further details & references, get in touch Silvan Fornaro Head of Sales +41 79 316 32 96 silvan.fornaro@assetmax.ch

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