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Hey Hunter,

Good couple of days.

Just wanted to let you know I am listening and more importantly hearing you.

I am taking it all in and acting where I see tactical wins. I know this is taking longer than desired, but I think we are making progress and tackling some good topics of the firm past/present/future.

We are close to a Long concept I think that checks all the boxes we all want with a few front porch deals - opportunistic yet aligned concepts here and there.

The team is there, just need a catalyst or two to accelerate and get some magnetism. (IPS perhaps).

I will have thoughts more baked when you are back next week.

See you Tuesday.

Safe travels and most importantly take it all in and enjoy the experience and your family, life is a one way ticket, so cherish as much as you can.

And of course close Pedro for Pete's sake!

Best,

Neil

Sent from my Verizon Wireless BlackBerry