Industry & Services >> Sector Roundtables >> January 28, 2002
RANDALL A. MEHL is a Director and Senior Analyst in the Equity Research
department at Robert W. Baird & Company. Mr. Mehl also is on the
investment board of Baird Venture Partners, the company's venture fund.
He has been a featured speaker at numerous HR-related industry events
and has addressed executive teams at various companies in the sector.
Prior to joining Baird, Mr. Mehl was a Senior Consultant at Andersen
Consulting. He is a Chartered Financial Analyst and a member of the AIMR
and the Milwaukee Analysts Society. Mr. Mehl holds an MBA, with honors,
from the University of Chicago and a BS from Bowling Green State
University. He enjoys various water sports, running, and spending time
with his three daughters. Profile
Mark W. Allen is a Managing Director in the Equity Research Department
at SunTrust Robinson Humphrey Capital Markets in Atlanta, Georgia. His
area of research coverage is business and technology services, primarily
human capital management. He has been in the investment business for 15
years and prior to that worked as a software development project manager
for the Georgia Tech Research Institute. He graduated from Georgia Tech
with a Bachelor's degree in Electrical Engineering in 1983 and a
Master's degree in Management and Finance in 1987. He holds the
Chartered Financial Analyst designation and is a member of the Atlanta
Society of Financial Analysts. Profile
BRANDT SAKAKEENY, Director, is a member of Deutsche Bank Securities'
Equity Research Department, covering the business services industry. His
area of focus includes labor and human resources, consulting and
professional services, and transactional and payroll processing. He was
named to the Third Team of Institutional Investor magazine's 2001 All
American Research Team. He also received the number two ranking in his
category by Reuters. Prior to joining Deutsche Bank in May 2000, he was
the Senior Business Services Analyst at Salomon Smith Barney and was
ranked number one in his category in Greenwich's 2000 survey of research
franchises. Prior to assuming coverage of business services in June
1999, he was a leading member of Salomon's Educational Services Team
that achieved a number two ranking in the Institutional Investor poll in
1998. He joined Salomon Smith Barney in 1995 following a position as
Research Associate at Schroeder Wertheim, where he supported the number
one ranked lodging analyst. He received an MBA from Columbia Business
School and a BA in Economics and Management from DePauw University. Profile
ADAM WALDO is a Senior Vice President covering North American Business &
Profes-sional Services companies for Lehman Brothers. Prior to joining
Lehman Brothers, he was the North American Business & Professional Ser-
vices Analyst at Credit Suisse First Boston and Morgan Stanley and had
been a consultant in the consumer marketing and customer retention
practice groups at Bain & Company. Mr. Waldo received his MBA in Finance
and Marketing from Northwestern University's J.L. Kellogg Graduate
School of Management and his BA in Political Science from the University
of Michigan. Profile
TWST: I would like to begin today by asking each of you to look backover the past 12 months at the performance of the human capital
management sector and tell us what stands out as you review the