Topics of Discussion: Growth stocks and fixed income Attendees: Daniel Romero and Greg Tobey Location: Kings Fish House Time: 1:15pm Estimated Cost:...
Topics of Discussion: Short term bonds, CLOs, and duration Attendees: Dan Romero & Greg Tobey Location: Medii Kitchen Time: 1:15pm Estimated Cost:...
Topics of Discussion: RILA products and annuities Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen Time: 1:!5pm Estimated Cost:...
Topics of Discussion: RILA and Variable annuities Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Cost: $60 Time:...
Topics of Discussion: discussed growth and tech positions Attendees: Greg Tobey Location: El Matatan Time:...
