Topics covered: Valuing companies, Valuation focused growth investing, Slowing economy, Safe and cheap investing, Risk-budgeting, Multi-cap core investing, Long-term investing approach, Large cap stocks, Growth areas, Exchange-traded funds, Ethical stocks, Controversial stocks, Client risk tolerance
Topics covered: Underwriting margins, State regulations, Risk Management, Recurring price cycles, Pricing expectations, Predicting loss cost trends, Personal lines, Hurricane losses, Government-backed support, Diversification, Company risk sharing, Commercial lines, Coastal area catastrophes, Claims environment, Casualty pricing
Topics covered: US-VISIT, Tighter spending environment, Thermal imaging and infrared camera systems, Technology initiatives, Tactical unmanned aerial vehicle systems, Secure Border Initiative, Federal spending, FAA regulations, Ever-changing threats, Department of Homeland Security budget, Defense IT service providers, Border security and surveillance, Air Force Space Command
Topics covered: Value Investing, Theme-based investing, Small cap growth strategy, Risk Management, Private investment funds, Opportunistic investment approach, Inefficiency in the market, Industry specialization, Impact of volatility, High quality securities, Health Care, Financials, Customized client portfolios, Bottom-up value investing, Actively managing diversified portfolios
Topics covered: The PC segment, Streamlined infrastructure, Seminconductor capital spending, Semiconductor manufacturers, Production utilization rates, Microprocessors, Macroeconomic fundamentals, Industrial capacity utilization, Incremental chip demand, Incremental capacity, Growing chip inventory levels, Future NAND chip pricing, Flash Memory, Cycle times and lead times, Capital equipment industry
