Financial Services >> Sector Roundtables >> February 28, 2000
ROBERT A. LEE is a First Vice President in the financial services group
of PaineWebber Equity Research. An analyst since 1992, he specializes in
life insurance and asset management companies. Prior to joining
PaineWebber, Mr. Lee worked for Citicorp as an Assistant Vice President
and at Dean Witter as a Eurobond trader. He holds a Bachelor's degree in
Business Administration from Rutgers University and an MBA in Finance
from New York University. Profile
MICHELLE GIORDANO is a Vice President and Senior Life Insurance Analyst
with J.P. Morgan Securities, Inc. She joined the firm in 1988 and worked
on a variety of projects in Global Markets, Corporate Finance,
Investment Management and Private Banking. Ms. Giordano earned both a
Bachelor's degree in Finance and Accounting and an MBA from New York
University's Stern School of Business. She serves as the Secretary of
the Association of Insurance and Financial Analysts. Profile
DAVID LEWIS joined Robinson-Humphrey in 1984, becoming a
Financial Analyst in 1990. He received a BBA from the University
of Georgia. Mr. Lewis follows the Life and Specialty Insurance
industry, concentrating on Asset Accumulators and Life and Health
Insurance, Specialty Insurance and Insurance Brokers. Profile
COLIN W. DEVINE is a Managing Director at Salomon Smith Barney Inc.,
where he is responsible for providing equity research coverage on a
diverse group of North American life insurance companies. He was
formerly a Director in Standard & Poor's Insurance Ratings group where
he covered a variety of life and property casualty insurers and had been
associated with a major Canadian life insurer where he was involved in
investment and risk management, as well as a number of corporate
development initiatives. Mr. Devine was ranked number one in the Life
Insurance Equity Research team and was also named to Institutional
Investor's 2000 All America Research team in the stock picking category.
A Chartered Financial Analyst and Certified Management Accountant, he
holds an MBA in Finance from York University and a BS in Biology from
the University of Guelph. Profile
TWST: We hope this discussion will focus investor attention on theopportunities and real values among the life insurance stocks that all
of your research analysis has identified. David, will you