Industry & Services >> Sector Roundtables >> March 9, 2009
TODD FOWLER, a Vice President, Equity Research Analyst with KeyBanc Capital
Markets Inc., has been with the company since June 2006. His research coverage
is focused on transportation and logistics companies. He previously worked for
FTN Midwest Securities, where he was an Associate Analyst responsible for
coverage of companies primarily in the transportation and aerospace and defense
industries. Prior to that, he worked as a public accountant in the audit
practices for Arthur Andersen and Ernst & Young, where he was responsible for
clients in the automotive, manufacturing and retail sectors. He earned a
Bachelor of Science degree in Accounting from the University of Dayton in Ohio.
He is a Certified Public Accountant and a member of the American Institute of
Certified Public Accountants. Profile
Kevin Kirkeby is an Industry Analyst within Standard & Poor's U.S. Equity
Research department, covering a broad array of industrial companies. His
coverage includes railroads and trucking companies, as well as industrial
equipment and aircraft lessors. He also authors the twice-yearly Commercial
Transportation survey. Prior to joining S&P, he was a financial communications
consultant with HF Global Consulting Group and Golin/Harris International.
During that time he advised corporate managements across a wide range of
industries, from manufacturing to food producers, on their investor relations
strategies. He was also involved in supporting M&A transactions, IPOs, and
corporate bankruptcies. He began his Wall Street career at Dillon, Read & Co. in
1992, subsequently joining Robert Fleming Securities to be a part of their
global equities research team. He received a BA degree in Economics from
Concordia College. He is a member of the New York Society of Security Analysts
and is a CFA charterholder. Profile
Jon A. Langenfeld is Robert W. Baird & Company's senior analyst covering
transportation/logistics as well as the Associate Director of Research. Prior to
joining Baird in 2000, he was a senior manager at PricewaterhouseCoopers,
providing supply chain consulting services. In 2008 and 2007, StarMine ranked
him Top 3 Industry Estimator in the air freight an logistics industry and in the
road and rail industry. In 2006, StarMine ranked him first for his accuracy in
estimating earnings in air freight and logistics and third in road and rail; he
received a similar recognition for his coverage of air freight and logistics in
2003. He earned a BS degree in Mechanical Engineering and an MBA degree from the
University of Notre Dame. Profile
effect so far on the transport space?
Mr. Fowler: First going back to where 2008 ended and into 2009, the
