Conference Call Replay
“Everything is About to Change...”
 The Impact of Cyclical Forces on Investing in 2010

•  Hosted By François Trahan
   Chief Investment Strategist

  May 5, 2010

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A 45–minute presentation from François covering:

•  April Will Likely Mark The High Tide Of The Cycle For Leading Indicators
    Are U.S. stocks set to follow the disastrous path of Chinese equities since their peak in LEIs?
    How much longer will the lagged effects of monetary easing support U.S. leading indicators?
    How will recent rate hikes around the world affect U.S. economic prospects going forward?

•  How Will A “Regime Shift” Influence Asset Allocation And Stock Selection?
    Will the peak in LEIs mark the beginning of a bear market or just a change in risk/reward?
    Will sector leadership follow a classic “post-peak in LEI” transition from cyclicality to stability?
    How will this change in economic prospects influence the style cycle? Growth over Value?

•  Unleashing The Power Of The Business Cycle In Quantitative Analysis
    Macro to Micro: Measuring the impact of the business cycle on fundamental research.
    What fundamental factors should PMs emphasize in the different phases of the cycle?
    Optimizing the investment process by marrying macro insights and quantitative strategies.