Technology >> Analyst Interviews >> January 7, 2003
John Wilson is the Chief Investment Officer at Cumberland Private Wealth Management. He is also Cumberland's lead technology and telecom analyst, and has extensive experience in investment management and research. Prior to Cumberland, he founded DDX Capital Partners, an investment counselor that produced impressive results through the use of extensive risk management systems. Prior to that, he was Managing Director and top rated analyst of the technology group at RBC Capital Markets. Previously he was Director of Technology, Media and Telecom Research at UBS Canada. Mr. Wilson began his career at Northern Telecom in systems design and over 10 years he held several management positions in the areas of design, manufacturing, marketing, business planning and development. He is an MBA graduate of Wharton, The University of Pennsylvania. Mr. Wilson is a director and shareholder of Cumberland Partners Limited, the firm's parent company.Peter Mann has been an Investment Analyst at Cumberland Private Wealth Management since 2004, with responsibility for research and analysis of U.S. equities. He is a member of Cumberland's investment committee. Prior to Cumberland, Mr. Mann managed a U.S. private investment partnership. He has over 15 years of investment experience in portfolio management and institutional sales and trading. Mr. Mann is a shareholder of Cumberland Partners Limited, the firm's parent company.Peter Jackson has been a Portfolio Manager at Cumberland Private Wealth Management since 1999, with overall responsibility for Canadian equities. He also manages the Cumberland Total Energy Fund and the Cumberland Special Opportunities Fund. Mr. Jackson is a member of Cumberland's investment committee. Prior to Cumberland, Mr. Jackson managed a private investment partnership that acted as a sub-advisor for Elliott and Page Investment Counsel. Previously, he was a Portfolio Manager and Investment Analyst at Barclays McConnell and Sun Life, respectively, with a focus on Canadian equities stock selection and research. Mr. Jackson has over 24 years experience in the investment management business. He is a director and shareholder of Cumberland Partners Limited, the firm's parent company. Profile
TWST: John, would you begin with an overview of your coverage atRBC?
Mr. Wilson: We follow telecom equipment, which broadly covers
companies selling telecommunications equipment into both