Healthcare >> Sector Roundtables >> April 2, 2001
WILLIAM S. MCKEEVER is a Managing Director in the healthcare services
group at UBS Warburg Equity Research. He is a member of the
Institutional Investor All-American Team for Healthcare Services. He
specializes in covering health maintenance organizations (HMOs). Prior
to joining PaineWebber in 1998, Mr. McKeever was an Analyst with
Schroeder & Company. Prior to joining Schroeder in 1994, he was with
Kidder, Peabody. Mr. McKeever holds an MBA from the Wharton School at
the University of Pennsylvania and a BA from Denison University. Profile
JOSEPH D. FRANCE, CFA, is an Analyst in the Credit Suisse First Boston
Equity Research Group, responsible for covering the health insurance and
managed care sector. He has followed the health care industry for 20
years, covering 15 of the largest publicly traded managed care
companies. Mr. France has a BS, Pharmacy and an MBA from the University
of Kansas, and is a Chartered Financial Analyst. He is a member of the
American Mathematical Society, the Association for Investment Management
and Research (AIMR) and the New York Society of Securities Analysts. Profile
JAMES LANE is a Director, US Equity Research Division at Salomon Smith
Barney. He was previously associated with Warburg Dillon Read and The
Prudential Insurance Company of America. Mr. Lane is a Runner-Up in the
Institutional Investor 2000 All American Poll, cited among the top
Analysts in the Accessibility and Responsiveness category. He received a
BA from Princeton. Profile
TWST: How have the managed care stocks performed over the past six to 12months, and what, in your view, has separated the better performers from
the weaker players over the past year?