Industry & Services >> Sector Roundtables >> March 11, 2002
SCOTT H. CAMPBELL is a Vice President-Homebuilding and REIT Equity
Research at Raymond James and Associates. Prior to joining the firm in
September 1999 he was associated with Roney & Co. Previously, Mr.
Campbell was Director of Investor Relations at Pulte Homes, the nation's
largest residential homebuilder. Prior to joining Pulte, he spent six
years at the accounting firm Ernst & Young LLP, where he rose to the
position of Audit Manager. Mr. Campbell earned his degree in business
from Alma College in Michigan. He is a member of the American Institute
of Certified Public Accountants and the National Association of Real
Estate Investment Trusts. Profile
SAMUEL A. LIEBER is CEO/Portfolio Manager at Alpine Management &
Research, LLC. Previously, he was associated with The Evergreen
Funds as a Real Estate Portfolio Manager. Before that he was with
Whitbred-Nolan, Inc., and with The Project for Public Spaces as a
Noyes Fellow. Mr. Lieber's academic background includes Wesleyan
University, New York University Graduate School of Business, and
NYU Real Estate Institute. He is a member of NYSSA, NAREIT, the
International Council of Shopping Centers and the Urban Land
Institute. Profile
JOSEPH SROKA is a Vice President and Senior Analyst at Merrill
Lynch covering the building products and homebuilding industries.
He has previously worked in equity research at ABN AMRO, in the
private client group at Merrill Lynch and served as an infantry
officer in the US Army. Mr. Sroka is a Chartered Financial
Analyst, received a BS from the US Military Academy at West Point
and an MBA from the University of Chicago Graduate School of
Business. He enjoys spending his free time with his family, which
includes his wife, their daughter and their dog. Profile
JAMES F. WILSON, CFA, is a Managing Director at JMP Securities.
He was previously associated with Jefferies & Company and
Montgomery Securities. From 1986 to 1989, Mr. Wilson followed
stocks in the financial services, business services and real
estate industries as a Research Analyst at Sutro & Company. He
received a BA in Economics from Whitman College. Profile
DAVID L. JARRETT joined the U.S. Equity Research Depart-ment of
Credit Lyonnais Securities in June 2000 as a Vice President,
Senior Analyst covering the consumer sector, inclusive of
building and building products. Prior to joining Credit Lyonnais,
Mr. Jarrett covered the business service companies at Josephthal
& Co. From 1993 to 1996, while at Gerard Klauer Mattison & Co.,
Mr. Jarrett was the Special Situations Analyst where he
successfully completed two investment banking deals ' an IPO and
a secondary offering. In the 1980s he successively worked at
A.G. Becker, Paribas, Tucker Anthony & R.L. Day, and Dean Witter
as a Special Situations Analyst. He began his sell-side career
in the early 1970s at Goldman Sachs where he did research on
investment banking clients for 11 years. Mr. Jarrett holds a
Bachelor of Science degree in Business from the University of
Colorado. Profile
TWST: Despite the weakness in the economy, new and existing home salesbroke records in 2001 with mortgages that originated last year
apparently reaching an historic high of $2 trillion. What