FBB Capital Partners

FBB - Bethesda, MD | McLean, VA | Easton, MD

Second Quarter 2010 Conference Call

Any reproduction or transcription of statements made during the call, without our prior approval, is prohibited. Please note that all forward-looking statements made during the call are subject to risk and uncertainty and that could cause actual results to differ materially from the expectations and assumptions discussed.

In the News

The Wall Street Journal June 15, 2010 VOICES: Susan Fulton, On Unit Investment Trusts Susan Fulton featured: Susan discusses the dangers of commissions with Dow Jones reporter Max Alexander. Susan's transition into the financial industry, her reasons for starting a fee-based firm, and her concerns over UIT's are also highlighted.

CNBC Squawk on the Street June 11, 2010 Susan Fulton featured: Susan provides insight on why investors should be putting money in equities right now and the cause for low interest rates.

The Wall Street Journal June 8, 2010 Bond-Fund Managers See Signs of Bubble Susan Fulton featured: Sam Mamudi of the Wall Street Journal discusses with Susan that investors are turning toward bonds and away from stocks to avoid further loses. She discusses the ideal portfolio to deliver returns proportionate to risks.

The Wall Street Journal MarketWatch June 4, 2010 Pop goes the bond-fund balloon Susan Fulton featured: Susan discusses the importance of being invested in stocks to beat long-term inflation risk. She provides insight about finding a sweet spot in your portfolio by equally balancing stocks and bonds.

AARP Bulletin Today June 4, 2010 Jobs Picture Disappointing in May Mitch Schlesinger featured: Carole Fleck of AARP Bulletin Today talks with Mitch about the increasing unemployment rate for people aged 55 and older. Mitch provides insight on the cause for the drop in today's jobless rate and what job seekers can expect in the future.

CNN Money May 19, 2010 Stocks: Best moves to make now Susan Fulton featured: Susan discusses the pros and cons of investing in preferred stocks.

Business Week May 18, 2010 Stocks: Finding Havens Amid Rising Volatility Mitch Schlesinger featured: Ben Steverman talks with Mitch about investors turning to defensive stocks.

US News and World Report May 18, 2010 How to Build a Strong Do-It-Yourself Retirement Portfolio Susan Fulton featured: Susan discusses the ways retirees should invest their money and how to create a successful retirement portfolio.

AOL Daily Finance May 7, 2010 Is the Economy Headed for a Double Dip Recession? Susan Fulton featured: Susan discusses the effects of the European Union on the U.S. recovery. She advises a double dip recession is possibly due to the little change that has been made in the U.S., yet remains optimistic about American markets.

CNBC.com April 27, 2010 Wall Street Turning a Deaf Ear to Congress's Call for Reform Susan Fulton featured: Susan discusses investor reactions to the confusion and uncertainty surrounding financial reform.

Fox 5 News April 19, 2010 Finding Your Financial Fit Susan Fulton featured: Susan provides insight on the important traits individuals need to consider while looking for a financial advisor and the advantages to a fee-only structure.

March 30, 2010 Stocks waver after upbeat economic data By STEPHEN BERNARD, AP Business Writer Mitch Schlesinger featured: Mitch's insight about the reasons investors are collecting profits at the end of the quarter was featured in the below media outlets: Associated Press USA Today New York Times Yahoo! News Washington Post Forbes InvestmentNews Boston Herald San Diego Union Tribune

9NEWS.com March 30, 2010 Women in Finance: Is there still a glass ceiling? Susan Fulton featured: http://www.9news.com/news/local/article.aspx?storyid=135546&catid=346

CNBC Power Lunch March 29, 2010 “Afternoon Market Check” Susan Fulton featured: A midday check on the markets with Susan Fulton, of FBB Capital Partners, and Todd Colvin, of MF Global.

CNBC Power Lunch February 1, 2010 “Market Insiders Weigh In” Susan Fulton featured: CNBC’s Sue Herrera and Dennis Kneale spoke with Susan Fulton about why she remains cautious yet optimistic in the current market environment and the impact President Obama’s proposed budget could have on the economy.

USA Today January 25, 2010 “Stocks sink again as Dow drops more than 4% for the week” Mitch Schlesinger featured: http://www.usatoday.com/money/markets/us/2010-01-22-markets-friday_N.htm

FOX Business January 8, 2010 Susan Fulton featured: Susan Fulton provided insight on recent employment numbers, where investors should look for future opportunities and the impact of taxes on investments.

Associated Press December 24, 2009 Stock futures higher following housing data Mitch Schlesinger featured: Stephen Bernard of the Associated Press discusses how the landmark health care reform legislation that cleared the Senate will impact the sector. Mitch Schlesinger says investors will still be closely watching the heath care sector as many big health insurers are still trading near their highs for the year.

Business Week December 21, 2009 Dividends: A Slow Recovery in 2010 – This year saw records cuts in payouts, but companies may be more generous to shareholders in 2010 Mitch Schlesinger featured: Ben Steverman of BusinessWeek discusses why 2009 proved to be a very difficult year for dividend-focused investors with Mitch Schlesinger.

CNBC Power Lunch December 21, 2009 Afternoon Market Check Susan Fulton featured: CNBC’s Dennis Kneale sits down with Susan Fulton to discuss how investors should position themselves for a successful 2010.

Investor’s Business Daily December 11, 2009 AOL’s Decline May Curtail Any Bidding War in Search Mitch Schlesinger featured: Pete Barlas at Investors Business Daily discusses the likelihood of Google renewing their online search-ad pact with AOL, which has been suffering falling revenue, with Mitch Schlesinger. Mitch believes if Google renews their contract the revenue-sharing terms will not be as lucrative for AOL as it may have been years ago now that Google is such a strong player and will likely be less generous in the ad-sharing agreement.

Investors Business Daily December 7, 2009 AOL Spinoff Getting A Tepid Response From Some Investors Mitch Schlesinger featured: Pete Barlas at Investors Business Daily discusses AOL as an investment with Mitch Schlesinger. Mitch says AOL is not a safe immediate investment option because its prospects for a fast turnaround are bleak.

The Wall Street Journal November 16, 2009 UPDATE: US Stocks Rally To 13-Month Closing Highs Mitch Schlesinger featured: The Wall Street Journal’s Geoffrey Rogow talks with Mitch Schlesinger about recent market movement and the position of the U.S. dollar.

CNBC Power Lunch November 9, 2009 The dollar and the markets Susan Fulton featured: CNBC’s Sue Herrera and Bill Griffith speak with Susan Fulton about the dollar’s impact on the markets over the next three to five months and why employment will be the catalyst to move U.S. stocks.

Yahoo Finance October 29, 2009 Investors rush back into stocks as economy grows Mitch Schlesinger featured: The Associated Press talks with Mitch Schlesinger, managing partner of FBB Capital Partners, about what investors can expect in the fourth quarter. Mitch says the economy is likely to grow in the fourth quarter but not at as fast a pace as the third quarter.

Washington DC Business Journal October 23, 2009 Wall Street firms came to 'an ethical dead end' Susan Fulton featured: Susan Fulton gives a Q&A with the Washington DC Business Journal about investing in a difficult economy.

CNBC Squawk on the Street October 19, 2009 Susan Fulton featured: CNBC’s Mark Haines and Erin Burnett speak with Susan Fulton, president and co-founder of FBB Capital Partners, about current investment opportunities in the market and why technology is an area with growth potential.