Topics Covered: Investing in Regional Banks, Increase In Investor Risk Tolerance, Regulatory Obstacles and Fee Income Replacement, Fiscal Cliff Effects on Banking, Interest Rates and Loan-Growth Strategies, Regulatory Outlook Gains Clarity

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Companies Covered: Berkshire Hathaway Inc. (BRK-A), Allied World Assurance Company (AWH), JPMorgan Chase & Co. (JPM), Wells Fargo & Company (WFC), US Bancorp (USB), PNC Financial Services Group I (PNC), Capital One Financial Corp. (COF), American Express Company (AXP), Discover Financial Services (DFS), Visa, Inc. (V), Mastercard Incorporated (MA), Citigroup, Inc. (C), Bank of America Corporation (BAC), Morgan Stanley (MS), Goldman Sachs Group Inc. (GS), Regions Financial Corp. (RF), Toronto-Dominion Bank (TD), KeyCorp (KEY), Oriental Financial Group Inc. (OFG), Banco Latinoamericano de Expor (BLX)

Topics Covered: Consistent BDC Dividend Yield, Private Middle Market Funding, Decreased Bank Loan Competition, Exchanges Trading Volumes and Cash Flow, Increase In Investor Risk Tolerance, Asset Growth, Capital Flow Into Equities, Fixed Income Bonds

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Companies Covered: BlackRock, Inc. (BLK), Waddell & Reed Financial Inc. (WDR), Janus Capital Group Inc. (JNS), Epoch Holding Corporation (EPHC), Franklin Resources Inc. (BEN), Legg Mason Inc. (LM), T. Rowe Price Group, Inc. (TROW), Goldman Sachs Group Inc. (GS), Morgan Stanley (MS), Charles Schwab Corp. (SCHW), TD AMERITRADE Holding Corporat (AMTD), IntercontinentalExchange, Inc. (ICE), CME Group Inc. (CME), State Street Corp. (STT), The Bank of New York Mellon Co (BK), Northern Trust Corporation (NTRS), BlackRock, Inc. (BLK), Invesco Ltd. (IVZ), Eaton Vance Corp. (EV), Federated Investors, Inc. (FII), The Blackstone Group (BX), Wells Fargo & Company (WFC), Bank of America Corporation (BAC), UBS AG (UBS), Greenhill & Co Inc. (GHL), Triangle Capital Corporation (TCAP), GFI Group Inc. (GFIG), GAMCO Investors, Inc. (GBL)

Topics Covered: Heightened M&A Activity, Regulatory Obstacles and Fee Income Replacement , Interest Rates and Loan-Growth Strategies, Pockets of Growth in Western Banking, Regulatory Outlook Gains Clarity

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Companies Covered: East West Bancorp Inc. (EWBC), City National Corp. (CYN), CapitalSource Inc. (CSE), SVB Financial Group (SIVB), Bank of Hawaii Corporation (BOH), Texas Capital BancShares Inc. (TCBI), Viewpoint Financial Group (VPFG), Flagstar Bancorp Inc. (FBC), Western Alliance Bancorporatio (WAL), Sterling Financial Corp. (STSA), Hilltop Holdings Inc. (HTH), Cullen/Frost Bankers, Inc. (CFR), Comerica Incorporated (CMA), Pacific Continental Corp. (PCBK), Heritage Financial Corp. (HFWA), First Financial Bankshares Inc (FFIN), Southside Bancshares Inc. (SBSI)

Topics Covered: Heightened M&A Activity, Consolidation in Regional Banking, Growth in U.S. Midwest, Regulatory Obstacles and Fee Income Replacement, Rise of Commercial and Industrial Lending

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Companies Covered: MBIA Inc. (MBI), Assured Guaranty Ltd. (AGO), CIT Group, Inc. (CIT), Comerica Incorporated (CMA), SunTrust Banks, Inc. (STI), KeyCorp (KEY), Zions Bancorp. (ZION), Conseco Inc. (CNO), Genworth Financial Inc. (GNW), H&R Block, Inc. (HRB), iStar Financial Inc. (SFI), Moody's Corp. (MCO), FactSet Research Systems Inc. (FDS), Bank of Montreal (BMO), First Niagara Financial Group (FNFG), MB Financial Inc. (MBFI), Pinnacle Financial Partners In (PNFP), Eagle Bancorp, Inc. (EGBN), BB & T Corp. (BBT), Regions Financial Corp. (RF), Fifth Third Bancorp (FITB), Bank of America Corporation (BAC), Wells Fargo & Company (WFC), First Midwest Bancorp Inc. (FMBI), FirstMerit Corp. (FMER), Huntington Bancshares Inc. (HBAN), Citizens Republic Bancorp, Inc (CRBC), US Bancorp (USB), Capital One Financial Corp. (COF), Citigroup, Inc. (C), JPMorgan Chase & Co. (JPM), PNC Financial Services Group I (PNC), M&T Bank Corp. (MTB), First Horizon National Corp. (FHN), The Bank of New York Mellon Co (BK), Northern Trust Corporation (NTRS), State Street Corp. (STT), CFS Bancorp Inc. (CITZ), Laporte Bancorp, Inc. (LPSB), Taylor Capital Group Inc. (TAYC)

Topics Covered: Pockets of Growth in Northeastern Banking, Heightened M&A Activity, Demutualization and MHC Conversion Opportunities, Fiscal Cliff Effects on Banking

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Companies Covered: United Bankshares Inc. (UBSI), American National Bankshares I (AMNB), First Community Bancshares, In (FCBC), StellarOne Corporation (STEL), Virginia Commerce Bancorp Inc. (VCBI), M&T Bank Corp. (MTB), F.N.B. Corporation (FNB), Regions Financial Corp. (RF), Hudson City Bancorp, Inc. (HCBK), First Niagara Financial Group (FNFG), Bryn Mawr Bank Corp. (BMTC), Center Bancorp Inc. (CNBC), Berkshire Hills Bancorp Inc. (BHLB), Eagle Bancorp, Inc. (EGBN), Provident New York Bancorp (PBNY), Investors Bancorp Inc. (ISBC), Susquehanna Bancshares, Inc. (SUSQ), Signature Bank (SBNY), Fulton Financial Corp. (FULT), Fox Chase Bancorp, Inc. (FXCB), TFS Financial Corp (TFSL), Oritani Financial Corp. (ORIT), National Penn Bancshares Inc. (NPBC), Webster Financial Corp. (WBS), Cardinal Financial Corp. (CFNL), Valley National Bancorp (VLY), Provident Financial Services, (PFS), Sandy Spring Bancorp Inc. (SASR)

Topics Covered: Decreased Bank Loan Competition, Low Corporate Credit Default Rate, Consistent BDC Dividend Yield, Stronger Middle Market Loan Origination, BDC Risk/Reward Profile, Private Middle Market Funding

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Companies Covered: Fifth Street Finance Corp. (FSC), Triangle Capital Corporation (TCAP), American Capital, Ltd. (ACAS)