Natural Resources >> Sector Roundtables >> February 7, 2005
MICHAEL D. BODINO has served as a Senior Vice President and Senior E&P
Equity Research Analyst for Sterne, Agee & Leach, Inc., in New Orleans,
LA. Prior to this position, Mr. Bodino was Director of Energy Corporate
Finance for New Orleans-based Hibernia Southcoast Capital from 1999 to
2003. From 1993 through 1999 Mr. Bodino had served as an E&P Research
Analyst for San Jacinto Securities, Inc., in Dallas, TX. Mr. Bodino
began his career as an Associate Research Analyst covering E&P companies
at Dallas-based Rauscher Pierce Refsnes in 1992. Mr. Bodino holds an MBA
with a concentration in Finance from Texas Christian University and a
Bachelor of Science in Economics from Louisiana State University at
Shreveport. Mr. Bodino is a member of the National Association of
Petroleum Investment Analysts (NAPIA) and a Member of the Independent
Producers Association of America (IPAA). Mr. Bodino is a director of
two micro-cap E&P companies: Heartland Oil & Gas Corporation (HOGC.OB)
and Eden Energy Corporation (EDNE.OB). Profile
JOHN P. HERRLIN JR., a First Vice President at Merrill Lynch, is a top
rated Institutional Investor All American analyst for the eighth year in
a row, six of which he was number one. Additionally, he is a top ranked
Greenwich Associates analyst covering exploration and production
companies. He currently follows 23 US oil and gas exploration and
production companies, and six Canadian oil and gas exploration and
production companies. Previously, Mr. Herrlin was an Analyst at Lehman
Brothers, Smith Barney and 13D Research, Inc. His industry experience
includes three years with the U.S. Geological Survey in the Oil and Gas
branch and a year in the branch of exploration research. He studied
Geology at the University of Montana and the Colorado School of Mines,
and has an MBA in Energy Finance. Mr. Herrlin is a member of NAPIA and
AIMR. Profile
DAVID TAMERON is a Senior Equity Research Analyst at First Albany
Capital, Inc., providing research coverage in the exploration and
production (E&P) sector. Prior to his employment with First Albany, Mr.
Tameron was a Senior Analyst with Stifel, Nicolaus and Co., where he
covered E&P and master limited partnership stocks. Previously, Mr.
Tameron served as a Senior Analyst covering the E&P sector at ABN AMRO
and as a member of an II-ranked team in the natural gas and pipeline
sector with Prudential Securities. Outside of Wall Street, Mr.
Tameron's background includes four years of industry experience with
ExxonMobil and two years at a private M&A firm. He holds a BS in
Finance from Arizona State University and an MBA from Duke's Fuqua
School of Business. Profile
TWST: David, what do you see as the key theme for 2005?Mr. Tameron: Near term we continue to be cautious about commodity
prices, particularly on the natural gas front given the warm start