1.  00:00  Introduction »

2.  00:08  Summary Comments »

3.  01:36  Performance »

4.  01:50  Characteristics »

5.  02:15  Characteristics »

6.  02:31  Sector Attribution »

7.  03:25  Economic Outlook »

8.  05:19  Investment Outlook & Positioning »

9.  06:45  Classic Large Cap Value »

10.  07:30  We Remember 2011 »

11.  07:36  We Forgot the Great Recession of 2012 »

12.  08:02  For Further Information »