Alpine Woods Dynamic Funds: Stephen A. Lieber, Alpine Woods Capital Investors, LLC

Long-Term Value Investing: Michael C. Heaberg, Axiom Asset Management, LLC

Portfolio Investing in Financial Services: E. Stewart Johnson, Philo Smith & Co.

Multi-Cap Global Value Investing: William P. Wells, Pope Asset Management, LLC

The AIC Advantage Funds: Robert Almeida, AIC Limited

Topics covered: Corporate lifecycle development - Corporate structures - Innovative business opportunities - Transformation - Undervalued and selectively dynamic companies - Vigorous growth opportunities - Probability - Risk/reward - Enterprise value of businesses - Product and economic cycles - Insurance - Perception - Subprime mortgage losses - Top-down philosophy - Sustainable competitive advantage - Competent management - Currencies - Interest rates - Future trends in global markets

Companies covered: Temple-Inland (TIN), PNC (PNC), J.C. Penney (JCP), FLIR Systems (FLIR), Healthcare Services Group (HCSG), CME Group (CME), Middleby (MIDD), Diamond Offshore (DO), Fannie Mae (FNM), Graham (GHM), Innovative Solutions & Support (ISSC), Pioneer Drilling (PDC), Pfizer (PFE), ING Clarion Global Real Estate Fund (IGLAX), Genworth Financial (GNW), StanCorp Financial (SFG), Nationwide Financial Services (NFS), Reinsurance Group of America (RGA), Brown & Brown (BRO), Philadelphia Consolidated (PHLY), PetroChina (PTR), DnB, and Fushi International (FSIN).