Consumer >> Sector Roundtables >> April 9, 2001
TODD D. JORDAN is a Director at Dresdner Kleinwort Wasserstein and was
formerly a Gaming and Restaurant Analyst at Raymond James & Associates.
A CPA, he was also a Senior Accountant at Price Waterhouse. Mr. Jordan
earned a BS in Accounting from the University of Connecticut and an MBA
in Analytical Finance from the University of Chicago and has been a
three-time Wall Street Journal All Star Analyst. Among his personal
interests, he includes cooking, basketball and reading. Profile
ROBIN M. FARLEY is an Executive Director in the equity research division
of UBS Warburg covering the cruise line, gaming and leisure industries.
Prior to joining Paine Webber (acquired by UBS Warburg), Ms. Farley was
with Deutsche Banc. Alex. Brown and its predecessor firms (BT Alex.
Brown and BT Securities, subsidiaries of Bankers Trust). She has
appeared on CNN and CNBC, and frequently in other media discussing the
leisure industry. Ranked by Institutional Investor magazine for her
research, she has also been named a Wall Street Journal All Star/Best on
The Street, including being ranked number one for stock-picking and an
All-Star for estimate accuracy in 1999. She holds a BA from Princeton
University and an MBA with honors from Columbia Business School. Ms.
Farley is a member of the NYSSA. Profile
MICHAEL A. HAPPEL is a Principal of Morgan Stanley Dean Witter & Co.
Previously, he was Director of Acquisitions for the Morgan Stanley Real
Estate Funds and was involved in real estate investment banking
activities at Morgan Stanley. Mr. Happel is a graduate of Harvard Law
School and Duke University. Profile
J. COGAN is a Principal and Senior Research Analyst covering the gaming,
travel and leisure sector at Banc of America Securities LLC. He joined
Banc of America Securities in 1995 as a Research Assistant and was
promoted to Associate in 1996 and then to Analyst and Vice President in
1997. Before joining the firm, Mr. Cogan worked as a Legislative Aide
for Congressman Peter Stark of the US House of Representatives. Priot to
that, he was a freelance photographer and Founder of Cheap Shots. Mr.
Cogan earned his BA in Communications from the University of
Pennsylvania. Profile
TWST: Michael, what in your opinion has been most notable about theperformance of the gaming stocks in the second half of 2000 and in 2001
year to date? How well have these stocks held up as the