Industry & Services >> Sector Roundtables >> February 19, 2001
KEITH GAY is a Partner and Senior Education Analyst at Thomas Weisel
Partners, LLC where he covers the education industry. Previously, he was
associated with NationsBanc Montgomery Securities and Merrill Lynch. Mr.
Gay had a 10-year Air Force career including three years as an Assistant
Professor at the U.S. Air Force Academy. He also is a former Instructor
in Accounting and Economics at Regis University. Mr. Gay received both
his BA and MBA from UCLA and has been widely quoted in national
publications. Profile
JEFFREY SILBER is a Senior Vice President at Gerard Klauer Mattison. He
was previously associated with Deloitte & Touche PeerScape Services,
Deloitte Consulting and KPMG Peat Marwick. Mr. Silber is a Certified
Public Accountant for New York State and a member of the Board of
Directors-RPRY Day School, Edison, New Jersey. He received a BS in
Accounting from Yeshiva University and an MBA in Finance and Marketing
from The Wharton School. Mr. Silber is married and has three children.
In his leisure he enjoys spending time with his family. Profile
GREGORY CAPPELLI is a Managing Director/Senior Analyst for Credit Suisse
First Boston, covering US global services/education & e-learning. He was
previously associated with ABN AMRO. Mr. Cappelli is ranked first place
in the 2000 Greenwich Associates survey of CEOs and CFOs. He was
recently selected to testify before the Senate Committee for the Web-
based Education Commission Hearing in Washington, DC and is frequently
quoted in the press. Mr. Cappelli received a BA in Economics from
Indiana University and an MBA in Finance from Dominican University. Profile
GERALD R. ODENING, Managing Director of JP Morgan Securities,
joined the firm via Hambrecht & Quist in 1999 to manage the
education industry research effort. Prior to H&Q, he managed the
education service industry research effort for Salomon Smith
Barney from 1994 to 1999, and has spent over 20 years in the
securities industry. He was ranked number two in the education
services category on the 1998 Institutional Investor All-America
Research Team. He received a BA from Occidental College. His
comments on the industry have appeared in such publications as
The Chronicle of Higher Education, The Wall Street Journal,
Fortune, Forbes, Financial Times and Investor's Business Daily. Profile
TWST: Jerry, will you review the performance of the education industryin 2000 and this year to date?
Mr. Odening: The education industry performed handsomely in 2000, a
recovery after a