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...
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:...
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...
