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A Fundamental, Bottom-up Large-cap Investing Strategy – Edward O’connor – Cooke & Bieler

Wireless & Wireline Infrastructure Semiconductor Plays – Sundeep Bajikar – Jefferies & Company, Inc.

Occupancy, Rates & Revpar Trend Upward – Rachael Rothman – Susquehanna Financial Group Lllp

Consolidation & Global Opportunities For Insurance Brokers – Yaron Kinar – Deutsche Bank Ag

Semiconductor Mobile & Cloud Computing Trends – Betsy Van Hees – Wedbush Securities

Key Investment Themes For Communications Semis – Aalok Shah – D.a. Davidson & Co.

A Bullish Outlook For The Semiconductor Industry – John Pitzer – Credit Suisse

Extended Tailwinds For Life Sciences & Diagnostic Tools – Amit Bhalla – Citi Investment Research & Analysis

A Pickup In Demand For Consulting And Bpo – Joseph D. Foresi – Janney Montgomery Scott Llc

Consolidation & Competition In Data Storage – Jim Yin – Standard & Poor’s

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