RE: Southern Financial QIS index [I (Stewart Oldfield, 08 Aug 2018)

Subject: RE: Southern Financial QIS index [I] From: Stewart Oldfield Date: Wed, 08 Aug 2018 14:45:57 -0400 To: Devin Anderson < Martin Zeman Cc: Danny Byun Daniel McNeill < Bcc: Agreed on the items below, except Paul would run this outside of his trading for Southern Financial. SF may be an investor, but they would not be a PM or distributor. That would be Paul through his RIA/BD presumably. Devin - back on the discussion about the required number of stocks to make a bona fide index,