Topics of Discussion: multi sector bonds, private credit and US equities Attendees: Daniel Romero and Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost:...
We discussed dynamic allocation, balanced and interest rates. Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen & Drink Time: 1:15pm Estimated Cost:...
Jackson National – Tony DiBacco Topics covered : Jackson Rila market link pro 3. Up to #2 top seller at lpl. I’ll tell you why Jackson advisory Rila. # 1 advisory selling at lpl. What makes this work! Jackson Income Assurance – new income fia now available...
Dan Romero breaks down the market reaction to U.S.–Israel military action involving Iran, rising energy prices, gold movement, and what it could mean for your portfolio in this quick Market Minute. Categories Blog Client Letter Due Diligence Global Portfolio Strategy...
CIMA, AQR Capital Management – Philip Hux Discussion: AQR handles a broad range of quantitative, factor‑driven investment strategies across both traditional and alternative asset classes. We discussed their management style which includes equities, long‑short...
