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Specific tactics would have been helpful.
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OK. The first 30 minutes could have been covered in 10 minutes or less to leave more time for the more interesting discussion about risk control and solutions for current markets.
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scattered...random...lacking in cohesion
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not sure i got Lee's points--maybe it was friday afternoon, maybe i needed more detail; maybe i'll scan his book on amazon for more details
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It seemed basic, but I did appreciate the three factors relating to the discussion on why the investment landscape is changing.