Due Diligence

Topics of Discussion: foreign large growth and income investing

Attendees: Dan Romero & Greg Tobey

Location: King’s Fish House

Time: 1:15pm

Estimated Cost: $30pp

Topics of Discussion: Mid Cap Stocks, Foreign growth, and California Municipal bonds.

Attendees: Dan Romero

Location: Yorba Linda Country Club

Time: 1:15pm

Estimated Cost: $30

Topics of Discussion: short duration bonds

Attendees: Dan Romero, Greg Tobey, Jason Martinez

Location: Dinner at Petco park

Time: 6pm

Estimated Cost: $150pp

Topics of Discussion: rila annuity contracts, rates, living benefits and long term care rider

Attendees: Dan Romero, Greg Tobey, Jason Martinez

Location: Lou and Mickey’s

Time: 6pm

Estimated Cost: $150pp

Topics of Discussion: the global economy and growth.

Attendees: Dan Romero, Greg Tobey

Location: Reunion Kitchen

Time: 1:15pm

Estimated Cost: $60

Topics of Discussion: Got an overview on how event-driven and publicly announced merger-arbitrage strategies work.

Attendees: Greg Tobey

Location: El Matatan

Time: 1:15pm

Estimated Cost: $30

Topics of Discussion: 401k plans, ACH loans, and PEP plans

Attendees: Dan Romero, Greg Tobey & Jason Martinez

Location: Medii Kitchen

Time: 1:15pm

Estimated Cost: $90

Topics of Discussion: 401k plans, PEP plans and DB plans

Location: Kings Fish House

Time: 1:15pm

Estimated Cost: $60

Topics of Discussion: marketing timing algos

Location: Reunion Kitchen

Time: 1:15pm

Estimated Cost: $60

Topics of Discussion: Large Cap Value and municipal bonds.

Location: Baran Mediterranean

Time: 1:15pm

Estimated Cost: $60