Whitepapers and Topics of Interest Bill Priest has dedicated his entire 40 year career to the capital markets and has a long history of providing timely perspectives on investment issues. He's a very prolific writer and we invite you to peruse not only his recent pieces, but those of other members of our investment staff. We've selected those that are among the most strategic in nature - ones which are likely to have relevance for some time to come. We welcome your comments. Whitepapers and Topics of Interest Title Date File Type The Perfect U.S. Economic Storm: Asset Deflation, Commodity Inflation and the Expiration of the "Greenspan Put" (New) Jul-21-2008 PDF Address to Southern Conference on Teacher Retirement (New) Apr-21-2008 PDF Dual Economies: The Developing Storm (New) Feb-29-2008 PDF Bleak House, Bleak Times? (New) Jan-08-2008 PDF Incredible Shrinking Equity (New) Dec-03-2007 PDF China: a Long March to Imperial Renaissance (New) Nov-15-2007 PDF Hedge Fund Math: Why Fees Matter (New) Nov-09-2007 PDF Epoch Assets under Management Grow to $6.4 Billion (New) Oct-03-2007 PDF Epoch Appoints New Managing Director - Industry Veteran Emily Baker Joins Global Investment Team (New) Sep-19-2007 PDF A Roller Coaster Called Credit (New) Sep-04-2007 PDF Punctuated Equilibrium and Its Relevance to Investment Markets - Institute for Private Investors Keynote Address May-23-2007 PDF The Canary in the Coal Mine: Subprime Mortgages, Mortgage-Backed Securities, and the Housing Bust Apr-23-2007 PDF John Hancock Launches Global Shareholder Yield Fund - Epoch Investment Partners to Sub-Advise New Offering Apr-10-2007 PDF Equity Returns: Sources and Drivers for the First Decade of the 21st Century Mar-21-2007 PDF 2007 Investment Outlook: Not So Calm Beneath the Surface "Goldilocks is Dead" Jan-05-2007 PDF Epoch CI American Value Named Best U.S. Equity Pooled Fund in 2006 for a Second Consecutive Year Jan-01-2007 PDF Financial Services Stocks: The Storm Clouds Gather Nov-21-2006 PDF 11-10-2006 Equity Market Insights Conference Call Slides Listen to Audio > Nov-10-2006 PDF Wishes and Beliefs—How They Influence Economic and Financial Forecasts Sep-06-2006 PDF Punctuated Equilibrium and the Risk Reduction Trade Aug-03-2006 PDF What the Market Has Not Discounted Jul-31-2006 PDF A Slowdown in the Making? Jul-12-2006 PDF The Risk Reduction Trade Jun-15-2006 PDF Dividends—Here They Come Mar-31-2006 PDF Pension Claims and Corporate Assets May/June-1978 PDF The Ongoing Importance of Free Cash Flow and Globalization Jan-09-2006 PDF Epoch Investment Partners names two Equity Analysts and Consultant and Client Relations Professionals Mar-24-2006 PDF 2006 – More of the Same (But with a lot less confidence) Jan-05-2006 PDF The Case for Shareholder Yield Dec-28-2005 PDF Equity Research at Epoch Investment Partners Oct-24-2005 PDF It’s a MAD, MAD, World (and It’s Working!) Sep-08-2005 PDF Financial Services Stocks: The Wheels are Coming Off – By John Reddan Aug-15-2005 PDF Mixing Financial Principles with Accounting Standards – A Slippery Slope Aug-08-2005 PDF The Future of Housing Prices – The Dark Side of Falling Interest Rates Jul-20-2005 PDF An Alternative Strategy for Seekers of Absolute Return Jul-12-2005 PDF An Analysis of Transaction Costs in Equity Trading Nov-03-1978 PDF The Silver Lining and a Big Dark Cloud Jul-20-2005 PDF Alternative Strategies for Absolute Returns Jul-12-2005 PDF Back to the Future Apr-07-2005 PDF Silver Linings Dec-30-2004 PDF 3-11 – A Rate, Not a Date Jul-26-2004 PDF Value vs. Growth – An Update May-25-2004 PDF Why the World Works in the Long Run Apr-01-2003 PDF Financial Market Perspectives and Drivers Oct-25-2002 PDF The Case for Research-Based Small-Cap Jun-17-2002 PDF

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