Natural Resources >> Sector Roundtables >> January 7, 2002
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
TIMOTHY GERDEMAN is a Senior Vice President with Lehman Brothers. A
member of the Chemical Analysts of New York, he holds a Bachelor's
degree from the University of Toledo and an MBA in Finance from the
University of Baltimore. Prior to joining Lehman Brothers, Mr. Gerdeman
was associated with Salomon Smith Barney, Kemper Securities, Kline &
Company, and Vaspar. Profile
KAREN GILSENAN is a Director with Merrill Lynch. She holds a Bachelor's
degree in Economics from Wheaton College and an MBA in Finance from New
York University. Ms. Gilsenan is a member of the Chemical Specialists
Group and the New York Society of Security Analysts. 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: Karen, let's begin by looking at the specialty chemicals stocks in2001. How have they performed? Is this year better or worse than 2000?
Ms. Gilsenan: My universe of specialty chemicals