MGA Wealth Management LLC
Standing Meeting
October 16, 2024

Attendees:

• Alec Klungle
• Cody Yancey
• Jason Cline
• Teddy Anderson

Agenda

Color Key: Completed | In Progress/Did Finish | Moved to Next Standing Meeting

• Bullshit
• Housekeeping
• MGA Forum – The Bar
• MGA Tour Savings Fund (TSF)
• Market Discussion
• MGA TOUR Dates & Next Steps
• Fund Moves

Next Steps:

• All

Notes

• Utilize annual dividends to pay for some portion of TOUR

Housekeeping

• No housekeeping that I can think of

MGA Forum – The Bar

• Take a seat at the bar, where you’ll hear everything interesting you can think of and everything you never would want to.

MGA TOUR Savings (TSF)

• If you lose money
• A lot of discussion around CD or a bond
  • Guaranteed Return
• Maybe rebrand from TOUR Savings Fund
  • TOUR Coin flip Fund
  • TOUR Gamble Fund
• Cody mentioned insurance
  • Buying a CD
• Logistics
  • Still in Schwab
  • Separate MASA fund outlined in the sheets
  • Tax implications
• Is this a subsidiary that is a TOUR entity?
  • The subsidiary you are expensed by ownership.
• TOUR Gamble Fund
• This is kicked down the road.
• Ideal timeline: Figured out by TOUR 2025

Market Discussion

• DPST
  • Agreement among funds for selling this put option
• Nuclear
  • The energy has to come from somewhere
• Companies are pulling risk out of china
• Companies are putting money into Thailand instead
  • Can we find a company that is operating and growing in Southeast Asia?
  • How do we invest in Thailand?