Met with: Orlando Figus & Mondrell Moore Discussed value, tax efficient investing, trading fees, ultrashort fixed income, Emerging Markets and US Equity Markets. Attendees: Greg Tobey and Dan Romero Location: Sushi @ Sushi Time: 1:15pm Estimated Cost:...
Met with: Jacob Raphaeli Discussed international stocks, Short term fixed income, balanced opportunities and technology Attendees: Greg Tobey and Dan Romero Location: Reunion Time: 1:15pm Estimated Cost:...
Met with: Dominick Giordano Discussed industrial, cyber security, buffers, and direct indexing strategies. Attendees: Greg Tobey and Dan Romero Location: Habachiana Time: 1:15pm Estimated Cost:...
Met with: David Martinez We discussed fixed income, international stocks, value and growth. Attendees: Greg Tobey and Dan Romero Location: El Matatan Time: 1:15pm Estimated Cost:...
Met with: Mike Furlong Discussed international. global, fixed income and balanced opportunities. Attendees: Greg Tobey and Dan Romero Location: Reunion Time: 1:15pm Estimated Cost:...
