Recorded on January 22, 2016

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Focus: The outlook for 2016 – what to expect from the Fed, trends in wages and employment, the long-term manufacturing picture, activity in the energy and MLP sectors, and the dynamics of the Chinese economy.

C. Troy Shaver, Jr. – Chief Executive Officer, Chief Investment Officer & Portfolio Manager
Michael W. Nix, CFA® – Managing Director, Institutional Asset Management & Portfolio Manager
Ying “Susie” Wang, CFA®, CIC® – Director of Equity Research & Portfolio Manager
Matthew R. Miller, CFA® – Director of Energy/MLP Research