Investing in Large Cap Growth Stocks: John D. Lemery, Emerson Investment Management, Inc.

Investing in Small Cap Value Stocks: Bruce H. Geller, Dalton, Greiner, Maher & Co., LLC

Separate Account Portfolio Management: John D. Kattar, Eastern Investment Advisors

Unique Strategies in Equity & Fixed Income Investing: Jason B. Beckman, The Oxford Private Client Group

Value Investing in High Quality Companies: Paul C. Hogan, Fenimore Asset Management, Inc.

Topics covered: Exposure to emerging markets - Active with passive management - Value-oriented approach with a smaller cap bias - Higher quality outperforms over the long run - Companies that are market leaders - Stable to improving fundamentals - Above average profitability - Asset utilization characteristics - Free cash flow - Enhancing shareholder value - Strong balance sheets - Proven management teams - Team-oriented investment process - Equity and fixed income investing

Companies covered: Superior Energy Services (SPN), Colgate-Palmolive (CL), Coca-Cola (KO), BHP Billiton (BHP), McDonald’s (MCD), American Capital Strategies (ACAS), Becton Dickinson (BDX), TJX Companies (TJX), Bed Bath & Beyond (BBBY), Brinker International (EAT), 3M (MMM), Quanex (NX), AptarGroup (ATR), Intel (INTC), SanDisk (SNDK), Bank of America (BAC), Freeport-McMoRan Copper & Gold (FCX), General Electric (GE), Weatherford International (WFT), Oceaneering International (OII), Suncor (SU), CBL & Associates Properties (CBL), Ross Stores (ROST), Johnson & Johnson (JNJ), McGrath RentCorp (MGRC).