Investing in High Quality Mid-Cap Stocks: Robert A. Schwarzkopf, Jon K. Christensen, Sandi L. Gleason & Craig Stone, Kayne Anderson Rudnick Investment Management, LLC

Investing in Large Cap Value Stocks: Walter A. “Bucky” Hellwig, Morgan Asset Management, Inc.

Multi-Strategy Core Investment: Sarat Sethi, Douglas C. Lane & Associates, Inc.

Investing in Deep Value & Relative Value Stocks: Richard H. Parry, Tom Johnson Investment Management, Inc.

Global Thematic Equity Investing: Robert T. Lutts, Cabot Money Management, Inc.

Topics covered: High quality businesses - High returns on capital - Under-leveraged balance sheets - Industry leading profitability - Combination of strong growth and better value - Continued global growth - The weak dollar - Developing economies - Supply pressures in energy and materials - Energy stocks - Agricultural companies - Long-term economic, industrial and financial trends - Secular growth themes - Strong pricing power

Companies covered: Rockwell Collins (COL); DENTSPLY International (XRAY); Copart (CPRT); Monsanto (MON); John Deere (DE); Hess (HES); Chevron (CVX); Transocean (RIG); Medco (MHS); Thermo Fisher Scientific (TMO); Intel (INTC); Coca-Cola (KO); Freeport McMoRan Copper & Gold (FCX); Millipore (MIL); Microchip Technology (MCHP); Qualcomm (QCOM); DENTSPLY International (XRAY).