Industry & Services >> Sector Roundtables >> August 17, 1998
MARK WEINTRAUB is a vice president at Goldman, Sachs & Co. where he is
the Senior Analyst for Paper and Forest Products and the Coordinator of
Goldman's Global Paper and Forest Products Research Team which covers
companies in Europe, Asia, Canada, South America and the U.S. He was
formerly associated with First Manhattan Co. and with Miller Freeman. A
Chartered Financial Analyst, he graduated from Princeton University with
a Bachelor's degree in Economics. In his free time, Mr. Weintraub enjoys
traveling, reading and playing squash. He welcomes the time spent with
his wife and his daughter. Profile
MARK W. CONNELLY is Vice President and Senior Equity Research Analyst at
J.P. Morgan Securities where he follows the paper and forest products
sector. In addition, Mr. Connelly has written several extensive analyses
of industry structure and competition. Prior to joining J.P. Morgan, he
was a consultant with Peterson Consulting. He is currently President of
the New York Paper and Forest Products Analysts Group and is a frequent
speaker at company and industry conferences. He recently spoke at the
CPPA Containerboard Outlook Panel. Mr. Connelly earned his M.B.A. from
New York University. He is married and resides in New York City where he
is President of the Board of Trustees of the Jean Cocteau Repertory
Theatre. Profile
KATHRYN FELTON MCAUL-EY is a manager in the Equity Research Department
of Brown Brothers Harriman & Co. where she is responsible for the
financial research of paper and forest products companies. Previously,
she was associated with First Manhattan Company and St. Regis and
Champion International. Ms. McAuley also worked as a U.S. Industry
representative to the Food and Agriculture Organization of the U.N. She
earned her Master's degree in Economics from Fordham University. Ms.
McAuley is a member of the American Economic Association and a past
president of the New York Paper and Forest Products Security Analysts
Association. Profile
TWST: Kathryn, let's begin by reviewing the performance of the paper andforest products industry over the last six to nine months. To what
extent have these companies been affected by the