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Carl Icahn

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  • American Electric Power Co., Inc., 2012 Guidance/Update Call, Feb 10, 2012

    American Electric Power Company Inc (AEP)

    February 10, 2012 8:00 am ET

    Executives

    Nicholas K. Akins - Chief Executive Officer, President and Director

    Brian X. Tierney - Chief Financial Officer and Executive Vice President

    Unknown Executive -

    Lisa Barton - Executive Vice President of AEP Transmission

    Robert P. Powers - Chief Operating Officer and Executive Vice President

    Joseph Hamrock - President of Columbus Southern Power Company, President of Ohio Power Company, Chief Operating Officer of Columbus Southern Power Company and Chief Operating Officer of Ohio Power Company

    Mark C. McCullough - Executive Vice President of Generation

    Analysts

    Unknown Analyst

    Presentation

    Nicholas K. Akins

    Good morning, everyone. Thank you, all, for taking the time to visit with us today at AEP. We're very much focused on a few things, I think, you're going to find enlightening in the presentation today. Brian and I will certainly be talking about in detail the


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  • LyondellBasell Industries' CEO Discusses Q4 2011 Results - Earnings Call Transcript

    LyondellBasell Industries NV (LYB)

    Q4 2011 Earnings Conference Call

    February 10, 2012 11:00 ET

    Executives

    Doug Pike – Vice President, Investor Relations

    Jim Gallogly – Chief Executive Officer

    Karyn Ovelmen – Chief Financial Officer

    Sergey Vasnetsov - Senior Vice President, Strategic Planning and Transactions

    Analysts

    David Begeleiter – Deutsche Bank

    Bob Koort – Goldman Sachs

    P.J. Juvekar – Citi

    Duffy Fischer – Barclays Capital

    Jeff Zekauskas – JPMC

    Don Carson – Susquehanna Financial

    Vincent Andrews – Morgan Stanley

    Laurence Alexander – Jefferies

    Hassan Ahmed – Alembic Global

    Kevin McCarthy – Bank of America Merrill Lynch

    Gregg Goodnight – UBS

    Ed Mally – Imperial Capital

    Presentation

    Operator

    Hello, and welcome to the LyondellBasell Teleconference. At the request of LyondellBasell, this conference is being recorded for instant replay purposes. Following today's presentation, we will conduct a question-and-answer session. (Operator Instructions).

    I'd now like to turn the conference over to Mr. Doug Pike,


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  • Calpine's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Calpine Corporation (CPN)

    Q4 2011 Earnings Call

    February 10, 2012 11:00 a.m. ET

    Executives

    Bryan Kimzey – VP, IR

    Jack Fusco - President, CEO

    Thad Hill - EVP, COO

    Zamir Rauf - EVP, CFO

    Thad Miller - Chief Legal Officer

    Analysts

    Paul Fremont - Jefferies & Co., Inc.

    Stephen Byrd - Morgan Stanley

    Angie Storozynski - Macquarie Research

    Dave Katz - JPMorgan

    Julien Dumoulin-Smith - UBS Investment Research

    Ameet Thakkar - Bank of America – Merrill Lynch

    Brandon Blossman - Tudor Pickering Holt & Co.

    Gregg Orrill - Barclays Capital

    Ted Durbin - Goldman Sachs

    Ali Agha - SunTrust Robinson Humphrey

    James Dobson - Wunderlich Securities

    Keith Stanley - Deutsche Bank

    Presentation

    Operator

    Welcome to the Calpine Corporation Fourth Quarter and Full Year 2011 Investor Update Conference Call. My name is Mitchell and I will be your operator for today’s call. (Operator Instructions) Please note that this conference is being


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  • Southern Copper's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Southern Copper Corporation (SCCO)

    Q4 2011 Earnings Conference Call

    February 10, 2012 11:00 AM ET

    Executives

    Raul Jacob - CFO of Peruvian Operations and Investor Relations

    Oscar González Rocha – Chief Executive Officer

    Daniel Muniz – Grupo Mexico's Chief Financial Officer

    Analysts

    Santiago Perez Javier – TBM

    Andre Pinheiro – Itau BBA

    Rene Kleyweg – UBS

    Jamie Nicholson – Credit Suisse

    Steve Myers - Citizens Trust

    John Tumazos - John Tumazos Very Independent Research

    Christopher Buck – Barclays Capital

    Dan Richmond – Private Investor

    Presentation

    Operator

    Good morning and welcome to the Southern Copper Corporation’s Fourth Quarter 2011 Results Conference Call. With us this morning, we have Southern Copper Corporation's Mr. Raul Jacob, CFO of the Peruvian Operations and Investor Relations, of Southern Copper will discuss the results of the company for the fourth quarter and the year 2011 as well as answer any questions that you might have.

    The


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  • Genworth Financial Inc. - Special Call

    Genworth Financial, Inc. (GNW)

    February 10, 2012 10:00 am ET

    Executives

    Georgette Nicholas -

    Kevin D. Schneider - President of U S Mortgage Insurance

    Martin P. Klein - Chief Financial Officer and Senior Vice President

    Dean Mitchell -

    Analysts

    Donna Halverstadt - Goldman Sachs Group Inc., Research Division

    Geoffrey Dunn - Dowling & Partners Securities, LLC

    Jeffrey R. Schuman - Keefe, Bruyette, & Woods, Inc., Research Division

    Edward A. Spehar - BofA Merrill Lynch, Research Division

    Scott Frost - BofA Merrill Lynch, Research Division

    Presentation

    Operator

    Good morning, ladies and gentlemen, and welcome to Genworth Financial's U.S. Mortgage Insurance Perspective Conference Call. My name is Giovanne and I will be your coordinator today. [Operator Instructions] As a reminder, the conference is being recorded for replay purposes. [Operator Instructions] I would now like to turn the presentation over to Georgette Nicholas, Senior Vice President of Investor Relations.

    Georgette Nicholas

    Good morning,


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  • Aaron's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Aaron’s, Inc. (AAN)

    Q4 2011 Earnings Conference Call

    February 10, 2012 10:00 AM ET

    Executives

    Gil Danielson – Executive Vice President, Chief Financial Officer

    Lee Wilder – Investor Relations

    Ron Allen – Interim President and Chief Executive Officer

    Ken Butler – Chief Operating Officer

    Charlie Loudermilk – Chairman of the Board

    Analysts

    John Rowan – Sidoti & Company

    Brad Thomas – KeyBanc Capital Markets

    David Magee – SunTrust Robinson Humphrey

    Matt McCall – BB&T Capital Markets

    TJ McConville – Raymond James

    Rohan Juneja – Seawolf Capital

    Laura Champine – Cowen & Co.

    John Baugh – Stifel Nicolaus

    Arvind Bhatia – Stern Agee & Leach, Inc.

    Presentation

    Operator

    Good morning, and welcome to the Aaron’s Inc. fourth quarter earnings conference call. All lines will be muted during the presentation process of the call with the opportunity for questions and answers at the end. At this time, I would like to introduce


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  • Flowers Foods' CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Flowers Foods, Inc. (FLO)

    Q4 2011 Earnings Call

    February 10, 2012 8:00 AM ET

    Executives

    Marta Jones Turner – Executive Vice President, Corporate Relations

    George Deese – Chairman and CEO

    Allen Shiver – President

    Steve Kinsey – Executive Vice President and CFO

    Analysts

    Farha Aslam – Stephens Incorporated

    Mitch Pinheiro – Janney Montgomery Scott

    Eric Katzman – Deutsche Bank

    Heather Jones – BB&T Capital Markets

    Tim Ramey – D.A. Davidson

    Akshay Jagdale – KeyBanc Capital Markets

    Amit Sharma – BMO Capital Markets

    David Leibowitz – Horizon Kinetics

    Presentation

    Operator

    Greetings. And welcome to the Flowers Foods’ Fourth Quarter and Fiscal 2011 Earnings Conference Call and Webcast. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. (Operator Instructions)

    As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Marta Jones Turner, Executive Vice President,


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  • Piedmont Office Realty Trust's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Piedmont Office Realty Trust, Inc. (PDM)

    Q4 2011 Earnings Conference Call

    February 10, 2012 10:00 ET

    Executives

    Don Miller – Chief Executive Officer

    Robert Bowers – Chief Financial Officer

    Ray Owens – Executive Vice President

    Laura Moon – Chief Accounting Officer

    Bo Reddic – EVP of Real Estate Operations

    Eddie Guilbert – VP of Finance and Strategic Planning

    Analysts

    Michael Knott – Green Street Advisors

    Dave Rodgers – RBC Capital Markets

    Anthony Paolone – JPMorgan

    Brendan Maiorana – Wells Fargo

    Chris Caton - Morgan Stanley

    Paul Adornato – BMO Capital Market

    John Guinee – Stifel Nicolaus

    Michael Harmon – Midwest

    Presentation

    Operator

    Greetings, and welcome to the Piedmont Office Realty Trust Fourth Quarter 2011 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question-and-answer session will follow the formal presentation. (Operator Instruction) As a reminder, this conference is being recorded.

    It is now my


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  • FLIR Systems' CEO Discusses Q4 2011 Results - Earnings Call Transcript

    FLIR Systems (FLIR)

    Q4 2011 Earnings Call

    February 10, 2012 11:00 am ET

    Executives

    William W. Davis - Senior Vice President, Secretary and General Counsel

    Earl R. Lewis - Chairman, Chief Executive Officer and President

    Andrew C. Teich - President of Commercial Systems

    William A. Sundermeier - President of Government Systems Division

    Anthony L. Trunzo - Chief Financial Officer and Senior Vice President of Finance

    Tom Surran -

    Analysts

    Jeremy W. Devaney - BB&T Capital Markets, Research Division

    Peter J. Arment - Sterne Agee & Leach Inc., Research Division

    Timothy J. Quillin - Stephens Inc., Research Division

    Jonathan Ho - William Blair & Company L.L.C., Research Division

    Michael F. Ciarmoli - KeyBanc Capital Markets Inc., Research Division

    Michael S. Lewis - Lazard Capital Markets LLC, Research Division

    Brian W. Ruttenbur - Morgan Keegan & Company, Inc., Research Division

    James Ricchiuti - Needham & Company, LLC, Research Division

    Omear Khalid -


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  • Gardner Q4 2011 & Year End 2011 - Earnings Call Transcript

    Gardner Denver, Inc. (GDI)

    Q4 2011 & Year End 2011

    February 10, 2011 8:30 am ET

    Executives

    Barry L. Pennypacker – President, Chief Executive Officer & Director

    Michael M. Larsen – Chief Financial Officer & Vice President

    Analysts

    Kevin Maczke – Barry L. Pennypacker &T Capital Markets

    James C. Lucas – Janney Montgomery Scott

    Jamie Sullivan – RBC Capital Markets

    Michael P. Halloran – Robert W. Baird & Co.

    Julian Mitchell – Credit Suisse Securities (USA) LLC.

    Cliff Ransom – Ransom Research

    Joseph Mondillo – Sidoti & Company, LLC

    Jeffrey Hammond – Keybanc Capital Markets

    Joshua Pokrzywinski – MKM Partners, LLC.

    Presentation

    Operator

    Welcome to the Gardner Denver fourth quarter 2011 earnings call. At this time all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. (Operator Instructions) As a reminder, this call is being recorded. It is now my pleasure


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  • Endurance Specialty Holdings' CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Endurance Specialty Holdings Ltd. (ENH)

    Q4 2011 Earnings Conference Call

    February 10, 2012, 08:30 a.m. ET

    Executi ve s

    Greg Schroeder - SVP, IR and Corporate Development

    David Cash - CEO

    Mike McGuire - CFO

    Bill Jewett - President

    Mike Angelina - CRO

    Mark Silverstein - CIO

    Analyst s

    Amit Kumar - Macquarie

    Matthew Heimermann - JPMorgan

    Meyer Shields - Stifel Nicolaus

    Jay Cohen - Bank of America/Merrill Lynch

    Ian Gutterman - Adage Capital

    Presentation

    Operator

    Good morning everyone and welcome to the Endurance Specialty Holdings Fourth Quarter Earnings Results Conference Call. This call is being recorded. Your lines will be in listen-only mode during the presentation. You will have an opportunity to ask questions after the presentation. Instructions will be given at that time.

    I’d now like to introduce your call to Mr. Greg Schroeder, Senior Vice President of Investor Relations and Corporate Development. Please go ahead sir.

    Greg Schroeder

    Thank you,


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  • AllianceBernstein's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    AllianceBernstein Holding L.P. (AB)

    Q4 2011 Earnings Conference Call

    February 10, 2012 8:00 AM ET

    Executives

    Andrea Prochniak – Director, IR

    Peter Kraus – Chairman and CEO

    Ed Farrell – Controller and Interim CFO

    Jim Gingrich – COO

    Analysts

    Michael Kim – Sandler O’Neill

    Bill Katz – Citigroup

    Matthew Kelly – Morgan Stanley

    Cynthia Mayer – Bank of America Merrill Lynch

    Alex Blostein – Goldman Sachs

    Chris Spahr – CLSA

    Robert Lee – KBW

    Presentation

    Operator

    Thank you for standing by, and welcome to the AllianceBernstein fourth quarter 2011 earnings review.

    At this time, all participants are in a listen-only mode. After the remarks, there will be a question-and-answer session, and I will give you instructions on how to ask questions at that time. As a reminder, this conference is being recorded and will be replayed for one week.

    I would now like to turn the conference over to the


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  • Protective Life's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Protective Life Corporation (PL)

    Q4 2011 Earnings Call

    February 10, 2012 10:00 am ET

    Executives

    John D. Johns – Chairman, President and Chief Executive Officer

    Richard J. Bielen – Vice Chairman and Chief Financial Officer

    Edward M. Berko – Executive Vice President Chief Risk Officer

    Eva Robertson – Vice President, Investor Relations

    Carolyn Johnson – Executive Vice President and Chief Operating Officer

    Carl Thigpen – Executive Vice President and Chief Investment Officer

    Steven Walker – Senior Vice President, Controller and Chief Accounting Officer

    Analysts

    Edward A. Spehar – Bank of America/Merrill Lynch

    Mark Finklestein – Evercore Partners

    Jimmy S. Bhullar – J.P. Morgan

    Steven Schwartz – Raymond James

    John Nadel – Sterne, Agee & Leach, Inc.

    Christopher Giovanni – Goldman Sachs

    [Alec] – Citadel

    Presentation

    Operator

    Good day, ladies and gentlemen and welcome to the Fourth Quarter 2011 Protective Life Corporation Earnings Conference Call. My name is Lisa and I’ll


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  • Alliant Energy's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    Alliant Energy Corporation (LNT)

    Q4 2011 Earnings Conference Call

    February 10, 2011 10:00 AM ET

    Executives

    Susan Gille – Manager, Investor Relations

    William Harvey - Chairman and Chief Executive Officer

    Patricia Kampling - President and Chief Operating Officer

    Robert Durian - Controller and Chief Accounting Officer

    John Kratchmer - Vice President and Treasurer

    Analysts

    Brian Russo – Ladenburg Thalmann

    Jay Dobson – Wunderlich Securities

    Ashar Khan - Visium Asset Management

    James Krapfel – Morningstar

    Presentation

    Operator

    Thank you for holding, ladies and gentlemen, and welcome to Alliant Energy’s Year-end 2011 Earnings Conference Call. At this time, all lines are in a listen-only mode. Today’s conference is being recorded. I would now like to turn the call over to your host, Susan Gille, Manager of Investor Relations at Alliant Energy.

    Susan Gille

    Good morning. I would like to thank all of you on the call and on the webcast for joining


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  • PPL's CEO Discusses Q4 2011 Results - Earnings Call Transcript

    PPL (PPL)

    Q4 2011 Earnings Call

    February 10, 2012 9:00 am ET

    Executives

    Joe Bergstein -

    James H. Miller - Chairman and Chairman of Executive Committee

    William H. Spence - Chief Executive Officer, President and Director

    Paul Farr - Chief Financial Officer and Executive Vice President

    Analysts

    Marc de Croisset - FBR Capital Markets & Co., Research Division

    Ameet I. Thakkar - BofA Merrill Lynch, Research Division

    Paul B. Fremont - Jefferies & Company, Inc., Research Division

    Michael J. Lapides - Goldman Sachs Group Inc., Research Division

    Julien Dumoulin-Smith - UBS Investment Bank, Research Division

    Andrew Bischof - Morningstar Inc., Research Division

    Kevin Cole - Crédit Suisse AG, Research Division

    Geoffrey K. Dancey - Cutler Capital Management LLC

    Presentation

    Operator

    Good morning. My name is Amanda, and I will be your conference operator today. At this time, I would like to welcome everyone to the PPL Corporation Fourth Quarter Conference


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