Due Diligence Filter Posts by Year All Tags 2025 Empower – Andrew Hermann by Dan Romero | Jul 8, 2026Topics of Discussion: 401k plans, PEP plans and DB plans Attendees: Dan Romero, Jason Martinez Location: Kings Fish House Time: 1:15pm Estimated Cost: $60 Potomac – Robert Petrosyan by Dan Romero | Jun 24, 2026Topics of Discussion: marketing timing algos Attendees: Dan Romero, Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $60 American Century – Rob Houston by Dan Romero | Jun 23, 2026Topics of Discussion: Large Cap Value and municipal bonds. Attendees: Dan Romero, Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost: $60 Nomura – Bobby Anzures by Dan Romero | Jun 17, 2026Topics of Discussion: Value investing, Emerging Markets and private credit. Attendees: Dan Romero, Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost: $60 Nationwide – Greg Darm by Dan Romero | Jun 10, 2026Topics of Discussion: Variable, Fixed and Index annuity. Also discussed legacy strategies including stretching gifts on a Single Premium Index Annuity. Attendees: Dan Romero, Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost: $60 Franklin Templeton – Justin Garrett by Dan Romero | Jun 4, 2026Topics of Discussion: The market, momentum investing and value investing Attendees: Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $60 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. « Older Entries
Empower – Andrew Hermann by Dan Romero | Jul 8, 2026Topics of Discussion: 401k plans, PEP plans and DB plans Attendees: Dan Romero, Jason Martinez Location: Kings Fish House Time: 1:15pm Estimated Cost: $60
Potomac – Robert Petrosyan by Dan Romero | Jun 24, 2026Topics of Discussion: marketing timing algos Attendees: Dan Romero, Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $60
American Century – Rob Houston by Dan Romero | Jun 23, 2026Topics of Discussion: Large Cap Value and municipal bonds. Attendees: Dan Romero, Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost: $60
Nomura – Bobby Anzures by Dan Romero | Jun 17, 2026Topics of Discussion: Value investing, Emerging Markets and private credit. Attendees: Dan Romero, Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost: $60
Nationwide – Greg Darm by Dan Romero | Jun 10, 2026Topics of Discussion: Variable, Fixed and Index annuity. Also discussed legacy strategies including stretching gifts on a Single Premium Index Annuity. Attendees: Dan Romero, Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost: $60
Franklin Templeton – Justin Garrett by Dan Romero | Jun 4, 2026Topics of Discussion: The market, momentum investing and value investing Attendees: Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $60
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.
