Consumer >> Sector Roundtables >> April 5, 2004
Patrick McKeever joined MKM Partners LLC in October 2007 and covers discount and off-price retailers. He was previously with Avondale Partners and prior to that, he spent more than six years with SunTrust Robinson Humphrey. Mr. McKeever's professional experience also includes research positions with Credit Suisse, First Boston and ABN Amro. He has been recognized in the Institutional Investor poll and was named the top stock picker in multiline retail for 2002 by Starmine. He has made numerous appearances on CNBC, Fox Business TV, Bloomberg TV and Bloomberg Radio. Mr. McKeever received his undergraduate degree from Boston College and an M.A. with honors from the University College, Dublin, Ireland. Profile
JEFFREY STINSON, CFA, has been with FTN Midwest Securities Corp. since
the firm's inception in February 1996. He is a research analyst covering
discount, department store and specialty apparel retailers. Prior to the
formation of FTN Midwest, Mr. Stinson was an analyst with Roulston & Co.
Joining Roulston in 1995, he followed retail and consumer related
companies. In 2001, he was named in The Wall Street Journal's 'Best on
the Street' and in 2002 was named in 'Best of the Boutiques' for
broadline retailers. Mr. Stinson earned his MBA from the Weatherhead
School of Management, Case Western Reserve in 1998, and his BBA from the
College of William and Mary in 1995. Profile
BILL DREHER covers the Broadline Retailing sector for the North American
Equity Research Group of Deutsche Bank Securities. He helped Deutsche
Bank earn the top 'First Team' position for the retailing sector in
Institutional Investor's 2003 Global Research Team ranking. Previously,
Mr. Dreher was Managing Director and a Senior Retail Analyst at WR
Hambrecht + Co., specializing in the broadline retailing sector. Prior
to that, he was a Senior Research Analyst at Robertson Stephens for two
years, also focusing on discount stores, department stores and warehouse
clubs. Previously, Mr. Dreher worked for five years in equity research
at Donaldson, Lufkin & Jenrette Securities Corporation, covering the
retail sector with DLJ's number one-ranked Institutional Investor All-
America Research team. He holds a BA in Political Science from George
Washington Univer-sity and an MBA in Finance from New York University,
Stern School of Business. Profile
TWST: Bill, could you give us an overview of what you're covering in theretail area?
Mr. Dreher: I cover the broadline retailing sector, which includes
discount stores, department stores and