Due Diligence

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