Ward Capital Management is focused on a long-term growth strategy and investment outlook. The firm will typically hold investment positions for 5 - 10 years on average, sometimes as many as 20+ years. The firm prefers to invest in mega-trends driven by broad societal and demographic trends. Trends where demand is expected to remain steady for years, or even decades. The firm seeks to invest in companies that have strong management teams, investing in people not assets. We seek companies that have strong growth opportunities, are appropriately financed, have competitive advantages, and are a leader in their field. WCM places a unique focus on the strength of the management teams of the companies we invest in, looking for credible, dependable, trustworthy leadership. This has been the guiding principle since inception and remains of paramount importance governing all investment decisions for the firm.Freedom Investment Fund - Returns since inception:2018: +10% (building bulk positions)2019: +72%2020: +229%2021: +44%2022: -57% (worst decline for American stock indices since 2008)2023: +80%2024: +57% YTD

Rinse & Run Laundry Company provides a clean, modern, and comfortable space equipped with energy-efficient Dexter washing machines and dryers. Because credit cards have become the standard for spending money, many consumers prefer not to carry bills or coins to purchase the goods or services they need. A trip to the laundromat inconveniences customers if cash or coins are the only accepted form of payment. Therefore, our facility features the latest in technology with “tap to pay” right on our Dexter machines for convenience by accepting credit/debit, loyalty cards, and mobile payments such as Apple and Google Pay. We strive to create a welcoming atmosphere with customer-focused amenities including complimentary soap and WIFI, while also promoting environmentally friendly practices.Rinse & Run Laundry Company is a full-service coin-op laundry facility including washing, drying, and optional folding service dedicated to consistently providing high customer satisfaction by rendering reliable machines and furnishing a clean, enjoyable atmosphere at a competitive price/value relationship!

Dedicated to elevating the Ten-X brand in the marketplace with owners and brokers while providing solutions to meet their specific asset and/or portfolio objectives. Ten-X is the Nation’s leading online CRE exchange. We are empowering the commercial real estate industry to close deals faster, better, and with more certainty. We bring together the most expansive pool of buyers, asset intelligence, advanced technology platform, and end-to-end operation to create an online exchange where brokers, sellers, and buyers can buy and sell properties in the most efficient manner with the convenience of transacting properties wherever they want. Exponentially Better!Ten-X is part of the CoStar Group, the industry leader in commercial real estate data analytics, information and news. We are digitizing the world’s real estate, allowing everyone to discover properties, insights, and connections that improve their businesses and lives.

Provide companies with strategic solutions needed to engage with customers in a better, more personalized way. Oracle Customer Experience Cloud gives organizations the ability to deliver great customer experience throughout the customer journey and across all interaction channels. Socially enable your enterprise, empower mobile access anywhere, and apply learned insights from actionable data, all with the speed and agility of the Cloud. The Oracle Customer Experience Cloud helps businesses transform customer relationships into loyal brand advocates.Oracle offers a best-in-class set of cloud applications, including Sales (CRM), Marketing, Service, Commerce, CPQ, Customer Data, Social and Loyalty.Areas of demonstrated / proven value:• Business Intelligence Analytics - Shaping strategy through financial & operational planning• Master Data Management – Data quality profiling, standardization & matching from multiple systems• Customer Experience & Marketing Automationo E-Commerce – web commerce & guided search to attract, convert, increase & retain customerso Social – See & Listen to your brand• Customer Relationship Management – Forecast, opportunity & account managementHighlights:2019 ASM of year award recipient for overall production

Marketo is an Engagement Platform that listens, learns and engages your audience and allows the marketer to automate, adapt and analyze across marketing channels, so you can increase conversions, build relationships, drive sales and marketing alignment and optimize, translating to brand maximization, revenue growth and proven impact. Marketo is the leader in digital marketing software and solutions. Digital, social and mobile technologies have forever altered the way organizations and marketers need to interact with people. Organizations need to engage with people in order to build meaningful and personalized relationships over time, instead of talking at them. We call it engagement marketing. We are 100% committed to making marketers successful today and tomorrow, and have proven ourselves as the technology innovators in this rapidly evolving digital world.

Primary job duty is to provide organizations with insightful solutions to help maximize productivity & profitability while minimizing operational risk. Accomplished through the sale of business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreements. Identify and develop strategic alignment with key third party influencers.Areas of demonstrated / proven value:• Enterprise Resource Planning – Core Financials, operational & industry specific solutions • Enterprise Performance management – Strategic planning, close & disclosure management• Business Intelligence Analytics - Shaping strategy through financial & operational planning• Master Data Management – Data quality profiling, standardization & matching from multiple systems• Governance, Risk & Compliance – Simplify GRC & reduce costs• Human Capital Management – HR, Comp/performance management, talent acquisition• Product Life Cycle Management – Product collaboration, quality & cost management• Value Chain Planning – Demand, rapid & advanced global planning• Value Chain Execution – Transportation, trade & warehouse management!• Customer Experience & Marketing Automationo E-Commerce – web commerce & guided search to attract, convert, increase & retain customerso Social – See & Listen to your brand• Customer Relationship Management – Forecast, opportunity & account management

Sales Manager focused on providing leadership direction and assistance to Sales Representatives that are responsible for a top-down sales approach targeting CEOs and decision makers of small-medium size businesses. Focus on value-added strategic sales in technology, outsourcing, business products, services & Human Resource Solutions resulting in a more efficient business model for the end user104% of Sales Plan finish over 3 years of LeadershipAttained $11,978,000 in Leadership Revenue2010 President's Club Award recipient held in the Baltics115% of Sales Plan Fiscal 20102009 President's Club Award recipient held in Dublin, Ireland221% of Sales Plan as individual contributor 20091000% increase in territory sales over my predecessor Developed strategic partnerships resulting in 70% channel split for overall volume 2009

Successfully established 56 new client relationships in San Diego County via cold-call prospecting. Responsible for reviewing credit applications and determining a borrower's credit worthiness to fund, package and sell mortgage backed securities to Wall Street. Consistently made 10-15 outside sales calls a day to educate business owners on products and to ensure continual business volume through effective relationship management.Ranked #14 /416 in the company for 2007 volume YTDAveraged between $5,000,000 - 6,000,000 a month in loan volume

Established broker relationships in Orange County / San Diego that will submit and fund, quality sub-prime and Alt-A loans to Millennium Funding Group• Funded $1-$2 million a month in loan volume• Successfully established 30+ broker relationships to date• #1 in sales volume for the Southern California Region – February 2006

Manage sales, operations and customer service activities within the branch. Deliver financial services products to current and potential consumer and business customers, while meeting established plans and ensuring regulatory compliance. Oversee and participate in development, expansion and management of consumer and business account relationships within the branch, concentrating efforts in meeting customer wealth management needs for financial service products. Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships. Provide management direction to foster effective selection, development and reward of subordinates.• Managed 2,443 loan accounts totaling $52 million in receivables• Won top office in the San Diego district 1st quarter 2004 by exceeding sales plan by 234%.• Finished 2004 161% over sales plan totaling $16.1 million in new revenue booked.