Natural Resources >> Analyst Interviews >> November 8, 2001

Outlook For Specialty Chemicals & Life Sciences: Allan Cohen / Tracy Marshbanks – First Analysis Securities Corporation

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
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: You both are proponents of the chemistry-enabled investment

thesis. What is that thesis and how do you apply it to the assessment of

investment opportunities?

Dr. Cohen: