Industry & Services >> Sector Roundtables >> January 8, 2001
SCOTT D. FLOWER is a Managing Director at Salomon Smith Barney
covering the air-freight and logistics sectors as well as ground
transportation: railroad and trucking sectors. He was previously
associated with PaineWebber, Kidder Peabody, Investment Banking
and IBM Corporation. Mr. Flower is ranked second among major US
brokerage Analysts following the rail and trucking industries in
the most recent Greenwich Associates Survey. He received a BS
with highest distinction from the University of Virginia and an
MBA with distinction from the Wharton School of the University of
Pennsylvania. Mr. Flower also completed additional graduate
management coursework at the Kellogg School of Northwestern
University. Profile
KENNETH F. BROAD, CFA, is a Portfolio Manager at Transamerica Investment
Management, LLC. He was previously associated with Franklin Templeton
Group for six years as an Analyst/Portfolio Manager specializing in non
asset-based service businesses including Logistics. Prior to that he
worked for KPMG Peat Marwick-Consultant M&A. Mr. Broad is a Chartered
Financial Analyst. He received a BA in Economics from Colgate University
and an MBA in Finance from Anderson Graduate School of Management at
UCLA. Mr. Broad is married and has one child. Profile
Edward Wolfe is a member of both the basic industry and
technology equity research teams at Bear, Stearns & Co. and
focuses on supply chain software (SCS), freight forwarder,
freight integrator, and airfreight/truck lessor-related stocks.
He also provides strategy and coverage along with Tom Wadewitz on
the railroads. He is assisted by Peter Nesvold, Phillip Ailling,
Rob Pickels, Justin Yagerman, Matthew Brooklier, and Chris
Tessin. Mr. Wolfe was previously an airfreight and logistics
analyst with Deutsche Banc Alex. Brown. He received a BA from
Georgetown University and a Juris Doctorate from Fordham
University School of Law, where he also received the Joseph
Crowley award for Academics and Community Service. Mr. Wolfe was
named one of StarMine's top 10 analysts of 2000 and was a first
team All-American on the Institutional Investor 2000 and 2001
All-American Research Team. Profile
ALEXANDER V. BRAND is a Senior Vice President Equity Research
with BB&T Capital Markets. He joined the firm in 1997 and covers
the airfreight/logistics/specialty airlines sector. Prior to
joining BB&T, Mr. Brand was the top-ranked stock picker in the
2000 Wall Street Journal Best on the Street Analyst Survey and
also was recognized for his estimate accuracy. He is a graduate
of the E. Claiborne Robins School of Business at the University
of Richmond and earned an MBA degree from Georgia State
University. He is a Chartered Financial Analyst. Profile
airfreight and logistics sector over the past several years?
Mr. Wolfe: Well, there are certainly several larger macro
