Natural Resources >> Sector Roundtables >> April 24, 2000
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
NICHOLAS P. REDFIELD is a Senior Equity Analyst, The One Group of Mutual
Funds at Banc One Investment Advisors Corp. Prior to joining the firm,
he was an Equity Research Manager with First Chicago NBD Corporation. He
also worked as an Investment Analyst, US Area Interest Rate Risk
Manager, and Credit Analyst for The Dow Chemical Company, Treasury
Department. He holds a BS in Accounting and Economics from Albion
College and an MBA in Finance and Accounting from the University of
Michigan Graduate School of Business Administration. He is a CFA Level
III candidate. 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: Nick, historically, why have investors been attracted to thespecialty chemicals? Are the reasons valid today?
Mr. Redfield: Ten years ago, growth was considerably higher. There were
a