Healthcare >> Sector Roundtables >> July 26, 1999
SUE REINHOLD is a Healthcare Analyst at Dresdner RCM Global Investors
where she covers the health services sector. Previously, she was
associated with Jurika & Voyles. She received her Bachelor's degree
from Stanford University. Ms. Reinhold was awarded a Marshall
Scholarship and a National Science Foundation Graduate Fellowship and
completed her Ph.D. in Social Anthropology at the University of Sussex,
England.sector - Long-Term care facilities Profile
PETER H. COSTA is a Health- care Analyst/ Managing Director at ABN AMRO,
Inc. Previously, he was associated with Mabon Securities, Jefferies &
Co., Morgan Stanley, Arthur Anderson and Hewlett Packard's Medical
Products Group. Mr. Costa received his Bachelor's degree in Engineering
from Rensselaer Polytechnic Institute and his MBA from Dartmouth's Amos
Tuck School. Profile
LESLIE R. HENSHAW is a Managing Director and Portfolio Manager at ING
Asset Management. She currently serves as the co-Manager of Anvers
Healthcare Investors LP, an alternative investment product within the
ING Asset Management family. Ms. Henshaw was a Managing Director at ING
Barings covering the hospital and long-term care sectors. She previously
was associated with Furman Selz as the High Yield Healthcare Analyst
with supervisory responsibility for the firm's published research
product and also spent seven years working in the health care investment
banking group. Prior to this she spent two years in the national health
care consulting practice of Price Waterhouse. Ms. Henshaw graduated with
Honors from Wesleyan University and went on to earn her MBA from the
University of Chicago. Profile
John W. Ransom is Director of Healthcare Research and Managing Director,
Equity Research, at Raymond James & Associates. In addition to serving
as Director of the healthcare group, Mr. Ransom covers a number of
sectors, including alternate site healthcare providers, retail
drugstores, hospital management companies and drug distributors. He
joined Raymond James in 1996 after 11 years with First Union, where he
co-founded and was a Vice President in the healthcare group. He has
been quoted in The Wall Street Journal, Investor's Business Daily, and
Dow Jones publications. In addition, he has been the featured speaker
at the National Investors Conference, as well as at a number of other
healthcare conferences. Finally, Mr. Ransom has earned several
professional accolades for his work, including being named to The Wall
Street Journal Best on the Street Analyst team and placing in the
Reuters Top 10 Analyst survey. Mr. Ransom earned an MBA from the
University of Georgia. Profile
JOHN HINDELONG is a Managing Director of Credit Suisse First
Boston. Prior to joining the company, he had been employed by DLJ
from March 1989. Mr. Hindelong received a Bachelor of Science
degree in Accounting from St. Peter's College and an MBA from
Fairleigh Dickinson University. Profile
TWST: How have the stocks of the investor-owned acute care hospitals,and we include the rehabilitation companies in here too, performed in
the first half of 1999, and how does the performance