Consumer >> Sector Roundtables >> July 30, 2001
ROMITHA S. MALLY is a Vice President at Goldman Sachs & Co., where she
covers packaged food companies. From 1995-1998 Ms. Mally was an
Associate in the Communications, Media, and Entertainment Group in
Investment Banking at the firm. Ms. Mally has an MBA from The University
of Chicago. Profile
G. LEONARD TEITELBAUM is a Managing Director at Merrill Lynch Global
Securities, which he joined in 1980, where he follows the food and
agribusiness industries. He is currently the Global Coordinator for Food
& Agribusiness Research for Merrill Lynch. Formally Mr. Teitelbaum was
associated with Bankers Trust Company and with Morgan Bank. Prior to his
banking experience, he was associated with Seidman and Seidman,
Certified Public Accountants in New York City. Mr. Teitelbaum received
his BBA and MBA from the University of Michigan. As an undergraduate, he
majored in Industrial Relations and Marketing and as a graduate student
specialized in Finance and Accounting. Mr. Teitelbaum is a member of the
New York Society for Security Analysts, past President of the Consumer
Analyst Group of New York and a Fellow in the Financial Analysts
Federation. Profile
DAVID J. ADELMAN is a Managing Director and follows the US
tobacco and packaged foods industries for Morgan Stanley. He
joined the firm in 1990. He was ranked number two in tobacco in
the 1999 and 2000 Institutional Investor All-America Research
Team surveys. He earned a BA in Economics with honors and an MBA
in Finance and Business Policy from the University of Chicago. He
has testified before the Senate Commerce Committee and the Senate
Judiciary Committee regarding national tobacco policy and the
Department of Justice tobacco lawsuit. He is a member of the
Consumer Analysts Group of New York and the New York Society of
Security Analysts. Profile
DAVID C. NELSON is a Managing Director in the equities division of
Credit Suisse First Boston with responsibility for food and agribusiness
companies. He is an Institutional Investor All-American for food stock
coverage. Immediately prior to joining the firm, Mr. Nelson was Deputy
Director, Research and Senior Food and Agribusiness Analyst at NatWest
Securities. He is the top-rated Analyst for agribusiness coverage in a
survey of institutional investors by Greenwich Associates. Mr. Nelson
holds a Bachelor of Science degree from Northern Illinois University and
an MBA from George Washington University. Profile
TWST: Historically, the food stocks have been looked at as a defensiveplay in a weakening economy. Has this view held true as the economy has
softened and the stock markets have pulled back?