Activity Timeline

Portfolio tech exposure breached 40% limit, now at 57%. Rebalancing required.

Completed comprehensive earnings impact analysis for tech sector holdings.

Submitted $5M Series B investment recommendation for Investment Committee review.

January 2026 Tactical Asset Allocation review completed.

Sent follow-up email to Bryant Restaurant Group regarding investment inquiry.

Advanced TechVision Series A to due diligence phase.

15 agents completed advanced financial modeling curriculum.

Published weekly economic outlook covering Fed policy, inflation, and labor markets.