INSTITUTIONAL INTELLIGENCE Last week I attended the 38th Annual Institutional Investors Conference hosted by Raymond James in Orlando, Florida. This confab consisted of almost 300 presentations over three days by the executive management teams of companies followed or recommended by the Raymond James Research Department, and attended by approximately 1000 portfolio managers from all over the world. Each session consisted of a 15 to 20-minute presentation by the CEO or CFO, followed by questions and answers. I believe there is no better format to become familiar with a company and to assess the talent of management. I monitor the quarterly conference calls of as many companies as I can to
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