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Janus Henderson – Chris Jackson

Topics of Discussion: Short term bonds, CLOs, and duration Attendees: Dan Romero & Greg Tobey Location: Medii Kitchen Time: 1:15pm Estimated Cost:...

Sammons Financial – Melissa Teel

Topics of Discussion: RILA products and annuities Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen Time: 1:!5pm Estimated Cost:...

Equitable – Dennis Meade

Topics of Discussion: RILA and Variable annuities Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Cost: $60 Time:...

DWS – Jacob Raphaeli

Topics of Discussion: discussed growth and tech positions Attendees: Greg Tobey Location: El Matatan Time:...

Ocean Park – Tiana Brenneise

Topics of Discussion: market timing, equities and fixed income Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen & Drink Time: 1:15pm Estimated Cost:...