Natural Resources >> Sector Roundtables >> September 15, 2003
TRACY MARSHBANKS is a Vice President at First Analysis Securities
Corporation. Previously, he was associated with Amoco Corp. He received
his Bachelor's degree in Chemical Engineering from Colorado State
University, his MBA from the University of Chicago and his PhD in
Chemical Engineering from Purdue University. Profile
JOHN ROBERTS is a Senior Vice President at The Buckingham Research
Group, Inc., responsible for the chemical and materials markets. Mr.
Roberts held a similar position at Merrill Lynch for 11 years, and at
Kidder, Peabody for two years before that. Relevant earlier experience
includes five years at Booz, Allen as a strategy consultant to chemical
companies, and five years as a chemical process design engineer. Mr.
Roberts holds Master's degrees in Management from the MIT Sloan School,
and in Chemical Engineering from Tufts University. He is married with
two school-age boys who keep him active in skiing, golf and tennis, and
he also serves on the editorial board of Chemical Management Review
magazine and the board of directors for the US Section of the Societe
de Chemie Industrielle. Profile
ALLAN H. COHEN is a Managing Director at First Analysis Securities
Corporation. Prior to joining First Analysis, he was associated with
Kemper Securities, Valspar Corporation, Sherwin-Williams and Champion
International. He earned his BA degree from SUNY at Buffalo, his MBA
from the University of Chicago and his PhD from Northwestern University.
Dr. Cohen is a member of the American Chemical Society, the Commercial
Development Association and the Chemical Management Research
Association. He is married with three children. Dr. Cohen's personal
interests include bicycling, sailing, scuba diving, and his family. Profile
TWST: Allan, what has gone on in the specialty chemical markets from abusiness point of view so far this year?
Mr. Cohen: There are probably two long-term business issues that have
been of