PIMCO – Antonio Lokossou by Dan Romero | May 27, 2026Topics of Discussion: The economy, situation in Iran, interest rates, private credit and fixed income Growth stocks and fixed income Attendees: Daniel Romero and Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost: $60
Federated Hermes – Mark Strubel by Dan Romero | May 20, 2026Topics of Discussion: Growth stocks and fixed income Attendees: Daniel Romero and Greg Tobey Location: Kings Fish House Time: 1:15pm Estimated Cost: $60
Janus Henderson – Chris Jackson by Dan Romero | May 19, 2026Topics of Discussion: Short term bonds, CLOs, and duration Attendees: Dan Romero & Greg Tobey Location: Medii Kitchen Time: 1:15pm Estimated Cost: $60.
Sammons Financial – Melissa Teel by Dan Romero | May 13, 2026Topics of Discussion: RILA products and annuities Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen Time: 1:!5pm Estimated Cost: $60.
Equitable – Dennis Meade by Dan Romero | May 11, 2026Topics of Discussion: RILA and Variable annuities Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Cost: $60 Time: 1:15pm
DWS – Jacob Raphaeli by Dan Romero | May 7, 2026Topics of Discussion: discussed growth and tech positions Attendees: Greg Tobey Location: El Matatan Time: 1:15pm
Ocean Park – Tiana Brenneise by Dan Romero | Apr 22, 2026Topics of Discussion: market timing, equities and fixed income Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen & Drink Time: 1:15pm Estimated Cost: $60
Eaton Vance – Sam Reinhart by Dan Romero | Apr 16, 2026Topics of Discussion: Fixed income and direct indexing Attendees: Daniel Romero and Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost: $60
First Trust – Dominick Giordano by Dan Romero | Apr 8, 2026Topics of Discussion: Industrial stocks, buffered ETFs, Small Cap Growth and International ETFs Attendees: Daniel Romero and Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost: $60
Invesco – Kate Owens & Christopher Collie by Dan Romero | Apr 1, 2026Topics of Discussion: Taxable and municipal bonds. We also discussed some marketing ideas. Attendees: Daniel Romero and Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $60
