Met with:
Steph M. Laflamme (Regional VP)
We discussed the private equity market and how it contrasts with public equity. The premise is PE can provide lower volatility with a low correlation to the broader economy.
Attendees: Dan Romero & Greg Tobey
Location: El Matatan
Time: 1:15pm
Estimated Cost: $60
Met with:
Ken Krell, DCIO
We discussed their 401(k) platform. They offer an affordable start up platform that can be utilized for Start up plans. Also have access to a calculator where we can determine the tax credits on start up plans.
Attendees: Dan Romero, Jason Martinez & Greg Tobey
Location: El Matatan
Time: 1:15pm
Estimated Cost: $90
Attendees:
Jeff Baker (First Trust)
Garrett Olson, Smith Capital. Gibson Smith is the founder, CIO
Seve Sakayan of WCM.
We reviewed a few of their products and they gave us an overview of the fixed income and international markets.
Attendees: Dan Romero & Greg Tobey
Location: Pelican Hill
Time: 10:00am (1 Hour)
Estimated Cost: $200
Met with:
Christopher Collie, CAIA, CIMA®
We reviewed a few of their products and they gave us an overview of the fixed income and momentum trading.
Attendees: Dan Romero & Greg Tobey
Location: El Matatan
Time: 1:15pm
Estimated Cost: $80
Met with
Sam Reinhart, AAMS, CSRIC
We discussed Eaton Vance Equity market perspective, impact of Yields and why they matter, direct indexing and the Eaton Vance Exchange Fund program.
Attendees: Dan Romero & Greg Tobey
Location: Medii Kitchen
Time: 1:15pm
Estimated Cost: $50
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