Our primary investment objective is wealth preservation, but income generation does play a major role in determining our allocation.

FORBES: Investors Give Equities More Respect

Discussion and questions also centered on Board nomination processes, splitting the CEO and Chairman role, compensation, allocation of political contributions, and amount of legal fees.

FORBES: Goldman Sachs Faces-Off with Shareholders

This is where dynamic allocation of reserves across deals can play a big role in enhancing the capital-adjusted returns of a fund.

FORBES: Gravity, Biotech Returns, and Why The Median Matters

"The ICI's statements regarding its role as, essentially, the spokesman for fund managements raises issues that involve the allocation of ICI dues between fund management and their funds, " Meyer Eisenberg , acting director of the SEC's division of investment management, told Forbes.

FORBES: Insult And Injury