Natural Resources >> Sector Roundtables >> March 4, 2002
PHILIP R. SKOLNICK is an Equity Research Analyst at Lehman Brothers.
Prior to joining Lehman Brothers he was associated with CIBC World
Markets as an Associate Research Analyst in Oil and Gas Exploration and
Production, as well as with AIM Management Group as a Budget Analyst. He
earned a BA in Economics from Bethany College and an MBA from Texas
Christian University. Mr. Skolnick is a member of the National
Association of Petroleum Investment Analysts. Sector ' energy Profile
MAY SHEN CHILTON is a Vice President of Oil and Gas Equity Research at
J.P. Morgan Chase in New York. Ms. Chilton focuses her research on the
senior Canadian exploration and production (E&P) companies and on junior
US exploration and production companies. Before concentrating on
upstream E&P companies, she analyzed and researched US integrated oil
and gas, and independent refining and marketing companies, at J.P.
Morgan. Prior to equity research, Ms. Chilton was a consultant at a
strategy consulting firm in Toronto, Canada. She graduated with a degree
in Business Administration from Wilfrid Laurier University in Waterloo,
Ontario, and holds a Chartered Financial Analyst (CFA) designation. Profile
MATT JANISCH is a Managing Director, Head of North American Energy
Research at BMO Nesbitt Burns, Inc. Previously, Mr. Janisch worked for
five years in the firm's corporate finance department, where he was
involved with numerous debt and equity financings as well as various
advisory assignments, including corporate acquisitions and divestitures,
the majority of which were oil and gas related. Mr. Janisch also spent
five years involved in petroleum engineering in the oil and gas
industry, mainly in reservoir and economic evaluations of Canadian oil
and gas properties and companies. Mr. Janisch holds a BSc in Petroleum
Engineering from the University of Alberta (1984) and an MBA from the
University of Western Ontario (1991). Profile
GORDON CURRIE is a 22-year veteran of the petroleum and securities
industries. Prior to joining the research department of Canaccord
Capital in 1996, he was associated with several other investment
dealers. He began his career as a landman at Esso Resources Canada
Limited and became an analyst in 1983. He is a Calgary native who
studied archaeology and history at the University of Calgary, and then
earned his MBA from the Ivey School of Business Administration at the
University of Western Ontario in 1980. He also holds a Chartered
Financial Analyst professional designation and is a past President of
the Calgary Society of Financial Analysts. He currently serves as
Treasurer of the Alpine Club of Canada. Profile
TWST: May, would you begin by telling us how the Canadian energy stockshave performed over the past year?
Ms. Chilton: They outperformed their US peers in 2001. The five large
cap Canadian