I would go ahead and give this Pepperdine Conference a yellow sticky without a second thought. It's about 90 minutes but definitely worth listening to the whole conference if you are serious investor. I am sure my good buddy of 8 years Navy Commander would agree. If you are a meat and bones kinda person then 1:14 to 1:25 is your main meal. Delicious and scrump spotus scrotum how do you spell scrumptous ? lick your tongue around your lips. Warrants discussion is good at 1:25. Bottom line listen to the whole 90 minutes and do not be lazy. Some of the audio does fade in and out. Guy second from the left of the moderator ( his view) is Landon author of Moelis Blueprint. Well well well. Discussion at 51:00 is priceless.