Topics covered: Valuation metrics, Tying fees to performance, The investment climate, The high Alpha strategy, The "VQE" Process, Risk control through Diversification, Maximizing tax efficiency, Investing in broken sectors, Interest in alternative investments, Influencing equity returns, Growing telecom demand and the Technology influence, Fulcrum fees., Focusing on consumption and infrastructure, Energy infrastructure
Topics covered: Unexpected changes in the trade sector, The shift to individual investors, The dry bulk shipping industry, The catalyst for tanker demand, Supply visibility, Port Congestion, High activity in the M&A Sector, Expansion in the Chinese market, Crude oil shipping, Conversion of oil tankers
Topics covered: Third tier and rural markets, The spending gap, The local advertising environment, The intellectual property front, The 2.5Ghz Spectrum, The "All-Digital" Move, Radio consolidation, On-Demand advertisement, Implementing the Syndication model, Growth in non-traditional revenue, Driving margin expansion
Topics covered: The top-down, Diversification and risk control
Topics covered: The FDA Clamp-Down, The changing Pharmaceutical Business Model, Targeted Therapies in Oncology, Supplying unmet medical needs, Stem cell preservation, Phase III Trials, Pharmaceutical and Biotech partnerships, Oncology and Acute care, New uses for stalled drugs, Intracellular Signaling Pathways, Growing new blood vessels, Antisense Technology
