Industry & Services >> Sector Roundtables >> November 18, 2002
ROBERT HINCHLIFFE is an Associate Director in the consumer group
of UBS Warburg Equity Research. He specializes in domestic auto
parts companies. Prior to joining UBS Warburg, he assisted in
coverage of the automotive industry at PaineWebber Incorporated.
He holds an MBA in finance from New York University and a BA in
economics from Rutgers College. He is also a Chartered Financial
Analyst. Profile
DAVID LEIKER leads research efforts in covering the automotive sector at
Robert W. Baird & Co. Mr. Leiker rejoined Baird in 1997 after nine years
at Cleary Gull Reiland & McDevitt, Inc., and two earlier years at Baird.
He was named runner-up in the Reuters Institutional Investor survey in
the autos and auto parts industry among boutique investment firms; in
2002, he was selected for The Wall Street Journal's Best on the Street
Analyst Survey for autos and auto Parts; and he was named among the
top-10 analysts in The Reuters Survey for US larger companies in the
automobiles and components industry. He received a BSBA degree in
Finance from Creighton University and an MBA in Finance from the
University of Wisconsin-Madison, where he participated in the Applied
Security Analysis Program. Mr. Leiker is a Chartered Financial Analyst. Profile
CHARLES J. BRADY is the Director of Research and a Senior Analyst
at Credit Lyonnais Securities for the autos and auto parts
sectors. He began his automotive-related career at Ford Motor
Company, where he served in various positions in both finance and
product planning. He began his Wall Street career in 1985 in the
Research Department of Sanford C. Bernstein & Co., Inc., as a
sellside Automotive Analyst. In 1992, he switched to the buy
side, joining J.P. Morgan Asset Management. In all, he has been
directly involved in automotive-related research for 16 years,
including a stint on the Institutional Investor rankings while at
Oppenheimer & Co. He also held positions in the research
departments of Mabon Securities and Lord, Abbett and Company (a
portfolio management firm) before accepting his position with
Credit Lyonnais Securities in February 1999. He holds an MBA from
the University of Chicago and a Bachelor of Science degree in
Engineering from the U.S. Military Academy at West Point, New
York. Profile
TWST: Charles, could you give us an idea of what has gone on inthe auto parts area over the past year or so?
Mr. Brady: As you're no doubt aware, the last year has been a
very good year from