I. Traveling Appointments Procedure

A. Check Time Zone

Identify Destination Time Zone

• Determine the time zone of the destination for the appointment.
• Make sure that the relative time shows up at the right time in your calendar.

II. Outgoing Written Communications Procedure

A. Use Pre-Approved Template

Access Template Library

• Select Appropriate Template
• Customization
• Quality Assurance

B. Talk to Nick

Consultation

• Discuss the content of the communication with Nick for input or advice.
• Review any specific guidelines or considerations provided by Nick.
• Approval Process
• Document any feedback or changes suggested by Nick.

III. Outgoing Oral Communications Procedure (Phone Calls, etc.)

A. Use Pre-Approved Script

Access Pre-Approved Scripts

• Navigate to the repository of pre-approved scripts suitable for various oral communication scenarios.
• Familiarize yourself with the main messages and information outlined in each script.
• Select the Appropriate Script
• Customization

B. Ask Nick

Initial Consultation

• Discuss the planned communication with Nick to gather insights or specific directives.
• Consider Nick’s experience and knowledge in refining the communication strategy.
• Review of Script
• Incorporate any feedback or modifications suggested by Nick to enhance the effectiveness of the communication.

IV. Google Meet Transcript and Live Translation Instruction

Instructions for English Speaker (to see Russian translated into English)

Goal: To understand what the Russian speaker says, displayed as English captions.

1. Join the Google Meet meeting.
2. Turn on Captions:
   • Click the "CC" icon at the bottom of the screen. It should turn blue/green.
3. Open Caption Settings:
   • Click the three vertical dots (More options).
   • Select "Settings" > "Captions" from the menu.
4. Configure Languages:
   • "Spoken language": Select "Russian (Русский)".
   • "Translated captions": Toggle ON (blue/green).
   • "Translate to": Select "English".
5. Close the Settings. Captions should now appear in English.

Инструкция для русскоязычного участника (перевод английского в русский)

Цель: Понять, что говорит англоговорящий собеседник, отображаемое в виде русских субтитров.

1. Присоединитесь к встрече Google Meet.
2. Включите субтитры:
   • Нажмите значок "CC" внизу экрана. Он должен стать синим/зелёным.
3. Откройте настройки субтитров:
   • Нажмите на три вертикальные точки (меню "Дополнительные параметры").
   • Выберите "Настройки" > "Субтитры".
4. Настройте языки:
   • "Язык встречи": Выберите "Английский (English)".
   • "Переведённые субтитры": Включите опцию (синий/зелёный переключатель).
   • "Перевести на": Выберите "Русский (Russian)".
5. Закройте настройки. Субтитры должны появляться на русском языке.

V. Quarterly Report Update Procedure

Frequency: Every quarter
Placement on Website: Between “Schedule a Meeting” and “Our Crypto Strategy” sections on Levenstein.net

A. Upload New Quarterly Text and Video

• Prepare updated text and video content.
• Insert between the "Schedule a Meeting" and "Our Crypto Strategy" sections.

B. Update Performance Graph

• Locate the section titled “Combined Performance of CMFDH I and CMFDH II”.
• This is the file path of how you specifically identify the upload file; it will be in the right monthly folder:
  C:\Users\erikm\Nickolasteam Dropbox\Erik Diskin\Nicholas Levenstein & Co, Georgia\accounting\monthly
• If the updated graph is not available, contact Nick to generate or provide one.

C. Review and Edit Returns Paragraph

Update the following paragraph to reflect current performance data:

“Total Returns for both Funds
Our investors would have made 17 times their money in 6 years with us, or 65% per annum. Our worst quarter was -8%. Please contact us for more information. We would love to hear from you.”

• Adjust numbers or wording based on the most recent results.
• Ensure accuracy and clarity before publishing.

D. Other Areas to Review and Update

• “What We Do” section (very bottom of Levenstein.net):
  • Ensure the section reflects current performance and recent developments.
  • Current version:
    

    “What We Do
    Nicholas Levenstein & Co. has been managing funds for over five years. Its founder, Nicholas Levenstein, has been trading crypto derivatives for over 7 years.
    
    Impressive track record of 65% IRR in the first 5 ½ years since the inception of the CMFDH fund.
    NLC has successfully mitigated risks while outperforming markets.
    Strategy employed by NLC leads to consistent profits for its investors.”

• Proven Track Record Section: Make sure that both the performance graphs and descriptions are updated to reflect the current quarter.
• Event Tabs: Past events should be marked or archived accordingly.
• Fund Description at: https://www.levenstein.net/results – Update text and data to match the current fund status and performance.
• One-Page Summary on Canva: Ensure the document is refreshed and accurate for client distribution.