Consumer >> Sector Roundtables >> March 2, 1998
THOMAS W. EAGAN is a Senior Analyst at PaineWebber. Previously, he was
associated with HBO (Home Box Office) as a Finance Manager. Mr. Eagan
earned his Bachelor's degree from Holy Cross College and his M.B.A. from
Stern Business School. Profile
PHILIP J. SIRLIN is a Vice President of Equity Research at Schroder &
Co., Inc. Previously, he was associated with Strategic System Group,
Inc. as a Vice President and with Sanford Bernstein & Company as a
Telecommunications Analyst. He received his Bachelor's degree from
Princeton University, an M.A. in economics from Yale University and an
MBA from Harvard University. Mr. Sirlin is married, has one child, and
is involved with New Castle Community Television, a public access
television station, as President. Profile
DENNIS H. LEIBOWITZ is the General Partner of Act II Partners, LLC, a
hedge fund that specializes in shares of media and communications
companies. Prior to the formation of Act II Management, LP, in 2002, Mr.
Leibowitz was a Managing Director Senior Advisor at Credit Suisse First
Boston, which acquired Donaldson Lufkin & Jenrette in November 2000. Mr.
Leibowitz was an equity analyst and Senior Vice President at DLJ for 23
years. He began his career on Wall Street in 1963 as a trainee at
Merrill Lynch & Co. and E.F. Hutton before joining DLJ in 1977. Mr.
Leibowitz has been among the most highly recognized analysts on Wall
Street. He was first recognized by Institutional Investor's 'All
American Research Team' in its debut 1972 issue. Mr. Leibowitz has
earned more citations than any analyst in the history of the survey. He
has been cited in the Institutional Investor poll for research in
broadcasting, cable, cellular, satellites and lodging, including 18
years as number one in at least one sector, and a 16-year consecutive
reign on top of the broadcast/cable sector. He has appeared on C-SPAN
and Wall Street Week with Louis Rukeyser, Bloomberg Television and
Kudlow & Cramer, and has been a guest speaker at many industry
organization events. In addition to being the managing member of the
General Partner, Mr. Leibowitz is on the Advisory Boards of New Mountain
Capital and Centre Palisades Ventures, LP, both private equity funds in
which he is an investor. Mr. Leibowitz is a graduate of the University
of Pennsylvania, having received a Bachelor of Science in Economics in
1963. He lives in Rowayton, Connecticut with his wife, Susan Antilla.
They have four children: Matthew, Adam, Catherine and Julia. Profile
toward the cable stocks in 1997 and we should establish what you include
under the broad umbrella of cable?
Mr.
