Topics covered: Unknown Risks Of Financial Reform, Increased Demand From Emerging Markets' Middle Class, Improving Nonperforming Asset Flow, Improving Credit Quality Metrics, Impact Of Greece and Europe Credit Crisis, Future M&A Activity Among Asset Managers
Companies covered: Beacon Roofing Supply, Inc. (NASDAQ:BECN), Tech Data Corporation (NASDAQ:TECD), PC Connection, Inc. (NASDAQ:PCCC), MSC Industrial Direct Company, Inc. (NYSE:MSM), Ingram Micro Inc. (NYSE:IM), W.W. Grainger, Inc. (NYSE:GWW), Fastenal Company (NASDAQ:FAST), Altisource Portfolio Solutions S.A. (NASDAQ:ASPS), Radian Group Inc. (NYSE:RDN), Ocwen Financial Corporation (NYSE:OCN), MGIC Investment Corporation (NYSE:MTG), Moneygram International, Inc. (NASDAQ:MGI), Genworth Financial Inc (NYSE:GNW), Barclays PLC (NYSE:BCS), TD Ameritrade Holding Corporation (NYSE:AMTD), Alliance Data Systems Corporation (NYSE:ADS), Waddell & Reed Financial, Inc. (NYSE:WDR), Legg Mason, Inc. (NYSE:LM), Invesco Ltd. (NYSE:IVZ), Federated Investors, Inc. (NYSE:FII), Eaton Vance Corporation (NYSE:EV), BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), New York Community Bancorp Inc, KKR Financial Holdings LLC, Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), Community Bank System, Inc. (NYSE:CBU), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Nara Bancorp Inc., Center Financial Corporation, SWS Group Inc., Siebert Financial Corp. (NASDAQ:SIEB)
