The Enterprise Portfolio: 4Q Outlook Jonathan S. Raclin, Barrington Asset Management, Inc.

Investing in Small Cap Stocks: Samuel Dedio, Julius Baer Investment Management LLC

Relative Value Investing: Brian M. Barish, Cambiar Investors LLC

Investing in Small Cap Growth Stocks: Richard R. Jandrain III, Fort Washington Advisors, Inc

Global Energy Investing: John E. Olson, Pool Capital Partners LLC

Topics covered: Diversification - Professional management - Current income - Quality control oriented technology field - Energy services in oil and gas - Health care - Closed-end funds - Unique product or service positioning - Relative value investment strategy - Strong franchises - Past valuation trends - Future industry conditions - Strong business models - Offshore arenas - Geopolitical events

Companies covered: Cognex (COGX), Pioneer Drilling (PDC), Continucare (CNU). Funds include: Nicholas-Applegate Convertible and Income Fund (NCV), The Blue Chip Fund (BLU), General American Investors (GAM), Royce Micro-Cap Trust (RMT), H&Q Healthcare Investors (HQH), BlackRock Global Energy & Resources (BGR), Ciena (CIEN), Chipotle Mexican Grill (CMG), Cheesecake Factory (CAKE), ArthroCare (ARTC), lululemon athletica (LULU), Ericsson (ERIC), Infineon (IFX), Microsoft (MSFT), Intel (INTC), Halliburton (HAL), Baker Hughes (BHI), Nabors Industries (NBR), Bank of America (BAC), Target (TGT), Limited Brands (LTD), Wyndham Worldwide (WYN), Boyd Gaming (BYD), Las Vegas Sands (LVS), ARRIS (ARRS), Ultra Clean (UCTT), Euronet Worldwide (EEFT), Diamond Offshore (DO), Noble Energy (NBL), Transocean (RIG), Energen (EGN), Questar (STR), Williams Companies (WMB), McDermott International (MDR), Helix Energy (HLX), Cameron International (CAM), Schlumberger (SLB), Weatherford International (WFT), Cameco (CCJ), Entergy (ETR) and Exelon (EXC).