Financial Services >> Sector Roundtables >> July 19, 2004
Moshe Orenbuch is a Managing Director of Credit Suisse Group, based in New York. He is responsible for research in the multinational banks and specialty finance sectors. Mr. Orenbuch joined Credit Suisse First Boston in October 2000 when the firm merged with Donaldson, Lufkin & Jenrette. He covered specialty finance at Donaldson, Lufkin & Jenrette from 1999 to 2000. Prior to that, Mr. Orenbuch was a Senior Research Analyst at Sanford C. Bernstein & Co., LLC, where he covered credit card issuers and regional banks. Prior to that, Mr. Orenbuch worked as an Auditor and Management Consultant at Deloitte Haskins & Sells. In each year beginning with 1993, Mr. Orenbuch has been a ranked Analyst on Institutional Investor's All-America Research Team. He graduated from Yeshiva University in 1984 with a B.S. in accounting, summa cum laude. Profile
HOWARD MASON is the specialty finance and bank analyst at Sanford C.
Bernstein & co. He joined the company in December 2000 after a 15-year
career as an investment banker involved in a variety of line roles
(including the structuring and risk management of credit and other
derivatives at Bankers Trust) and staff roles (including Chief Operating
Officer of the 600-person sales force for Deutsche Bank's Global Markets
business). Mr. Mason holds an MA in Mathematics from Cambridge
University and an MBA from Harvard Business School. Profile
AUDREY SNELL joined Brean Murray & Co. in 2001 and rolled out coverage
of the financial institutions in Puerto Rico and several specialty
finance niches, including accounts receivable purchasing companies,
student loan companies and title insurance companies. She was a buy side
portfolio manager for many years, with an excellent record in small and
mid-cap companies in a variety of industries. Profile
TWST: Howard, can you give us a quick overview of what you're coveringin the specialty finance space?
Mr. Mason: My coverage is Capital One (COF), MBNA (KRB), American
Express (AXP) and