Topics covered: Top-down Approach, Proprietary and Non-Proprietary Investment Management, Macro and Political Developments, Low Risk Fixed Income Investments, Intermediate Duration Bond Products, High-Quality, Government Guaranteed Securities, Deep Value Equity, Asian Fixed Income Portfolios
Companies covered: Westar Energy, Inc. (NYSE:WR), Wisconsin Energy Corporation (NYSE:WEC), Unisource Energy Corp., Integrys Energy Group (NYSE:TEG), RRI Energy, Inc., PPL Corporation (NYSE:PPL), Portland General Electric Company (NYSE:POR), PEPCO Holdings, Inc. (NYSE:POM), PNM Resources, Inc. (Holding Co.) (NYSE:PNM), Public Service Enterprise Group Incorporated (NYSE:PEG), Pacific Gas & Electric Co. (NYSE:PCG), OGE Energy Corporation (NYSE:OGE), NV Energy, Inc., Northeast Utilities (NYSE:NU), NSTAR, NRG Energy, Inc. (NYSE:NRG), Mirant Corporation, Alliant Energy Corporation (NYSE:LNT), Great Plains Energy Inc (NYSE:GXP), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), Edison International (NYSE:EIX), El Paso Electric Company (NYSE:EE), Empire District Electric Company (The) (NYSE:EDE), Dynegy Inc. (NYSE:DYN), DTE Energy Company (NYSE:DTE), Dominion Energy, Inc. (NYSE:D), Allegheny Energy Inc., Allete, Inc. (NYSE:ALE), American Electric Power Company, Inc. (NYSE:AEP), Ameren Corporation (NYSE:AEE), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Johnson Controls, Inc. (NYSE:JCI), International Business Machines Corporation (NYSE:IBM), Apple Inc. (NASDAQ:AAPL), Whiting Petroleum Corporation (NYSE:WLL), Range Resources Corporation (NYSE:RRC), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), L-3 Communications Holdings, Inc. (NYSE:LLL), Goldman Sachs Group, Inc. (The) (NYSE:GS), Freddie Mac, Fannie Mae, New Oriental Education & Technology Group, Inc. (NYSE:EDU), Berry Petroleum Corporation (NASDAQ:BRY), Ball Corporation (NYSE:BALL), Boeing Company (The) (NYSE:BA), America Movil, S.A.B. de C.V. (NYSE:AMX)
