Due Diligence Filter Posts by Year All Tags 2025 PGIM – Joe Thomas by Dan Romero | Sep 30, 2026Topics of Discussion: private credit, direct indexing, short term bonds and large cap US Growth Attendees: Dan Romero & Greg Tobey Location: Kings Fish House Time: 1:15pm Estimated Cost: $30pp First Trust – Dom Giordano by Dan Romero | Sep 29, 2026Topics of Discussion: Small Cap / Mid Cap Stocks, Industrials, Cybersecurity and options. Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost: $30pp Janus Henderson – Chris Jackson by Dan Romero | Sep 23, 2026Topics of Discussion: equity markets, economy and some income ideas Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $30pp NY Life – Keith McDonald by Dan Romero | Sep 16, 2026Topics of Discussion: California Muni bonds and national muni bonds Attendees: Dan Romero & Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost: $30pp CNL – Steph Laflamme by Dan Romero | Sep 14, 2026Topics of Discussion: private equity investing Attendees: Dan Romero & Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost: $30pp Thornburg – Jon Beuerlein by Dan Romero | Aug 20, 2026Topics of Discussion: foreign large growth and income investing Attendees: Dan Romero & Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost: $30pp John Hancock – Mike Fleischman by Dan Romero | Aug 12, 2026Topics 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 American Eagle – Drew Mayo by Dan Romero | Aug 11, 2026Topics of Discussion: short duration bonds Attendees: Dan Romero, Greg Tobey, Jason Martinez Location: Dinner at Petco park Time: 6pm Estimated Cost: $150pp Allianz – Ryan Capalbo by Dan Romero | Aug 10, 2026Topics 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 Fidelity – Alisa Guetzkow by Dan Romero | Aug 5, 2026Topics of Discussion: the global economy and growth. Attendees: Dan Romero, Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $60 « Older Entries
PGIM – Joe Thomas by Dan Romero | Sep 30, 2026Topics of Discussion: private credit, direct indexing, short term bonds and large cap US Growth Attendees: Dan Romero & Greg Tobey Location: Kings Fish House Time: 1:15pm Estimated Cost: $30pp
First Trust – Dom Giordano by Dan Romero | Sep 29, 2026Topics of Discussion: Small Cap / Mid Cap Stocks, Industrials, Cybersecurity and options. Attendees: Dan Romero & Greg Tobey Location: Baran Mediterranean Time: 1:15pm Estimated Cost: $30pp
Janus Henderson – Chris Jackson by Dan Romero | Sep 23, 2026Topics of Discussion: equity markets, economy and some income ideas Attendees: Dan Romero & Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $30pp
NY Life – Keith McDonald by Dan Romero | Sep 16, 2026Topics of Discussion: California Muni bonds and national muni bonds Attendees: Dan Romero & Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost: $30pp
CNL – Steph Laflamme by Dan Romero | Sep 14, 2026Topics of Discussion: private equity investing Attendees: Dan Romero & Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost: $30pp
Thornburg – Jon Beuerlein by Dan Romero | Aug 20, 2026Topics of Discussion: foreign large growth and income investing Attendees: Dan Romero & Greg Tobey Location: King’s Fish House Time: 1:15pm Estimated Cost: $30pp
John Hancock – Mike Fleischman by Dan Romero | Aug 12, 2026Topics 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
American Eagle – Drew Mayo by Dan Romero | Aug 11, 2026Topics of Discussion: short duration bonds Attendees: Dan Romero, Greg Tobey, Jason Martinez Location: Dinner at Petco park Time: 6pm Estimated Cost: $150pp
Allianz – Ryan Capalbo by Dan Romero | Aug 10, 2026Topics 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
Fidelity – Alisa Guetzkow by Dan Romero | Aug 5, 2026Topics of Discussion: the global economy and growth. Attendees: Dan Romero, Greg Tobey Location: Reunion Kitchen Time: 1:15pm Estimated Cost: $60
