Industry & Services >> Sector Roundtables >> October 11, 2004
JOHN BALIOTTI covers the industrial/conglomerates sector at Fulcrum
Global Partners. Before joining Fulcrum Global Partners, he was a senior
research analyst at UBS covering the electrical equipment sector from
1999 to 2003. Prior to UBS, Mr. Baliotti was a research associate at
Donaldson, Lufkin & Jenrette, covering the electrical equipment sector.
He was employed at Sikorsky Aircraft (a division of United Technologies)
as a design engineer from 1991 to 1997. He holds an MBA in Finance and
Marketing from the University of Connecticut and a BS in Mechanical
Engineering from Lehigh University. Profile
HARRIET BALDWIN, Director of Research, covers the entire industrial
sector at Palladian Research, an independent research provider using a
theme-based, sector-wide approach to research. She has followed
Industrials since 1995 at Lehman Brothers and Deutsche Bank. Ms.
Baldwin was named in The Wall Street Journal's Best on the Street for
both stock picking and earnings forecast accuracy for diversified
industrials. She was also a member of an Institutional Investor Global
All-Star team for industrials. She started on Wall Street as an
assistant in regional banks and then moved to strategy. Ms. Baldwin is a
summa cum laude graduate of Mount Holyoke College in Mathematics with
high honors in English, and was a doctoral candidate in Mathematics at
Columbia University. Although she grew up in Seattle, she does not drink
coffee. Profile
BRIAN LANGENBERG has over 15 years of experience in equity research and
buyside management. Prior to founding Langenberg & Co., he was a senior
analyst with Wachovia Securities and Credit Suisse First Boston,
covering industrials and electrical equipment. He also held positions as
a buyside analyst at Continental Bank, an equity analyst at Howe Barnes
Investments, and a portfolio analyst at Feldman Investment Group. In
addition, Mr. Langenberg was a former Navy intelligence officer. He was
ranked number two in The Wall Street Journal's 2001 'Best-on-the-Street'
survey for stock picking. He was recognized by Institutional Investor as
a runner-up on its 2000 'All-American Research Team' and was the 'Best
Up-and-Comer' in 1999. Mr. Langenberg was also ranked number two in the
1999 Greenwich Associates' equity research poll. He has a BA from Saint
Norbert College, an MBA from Kellogg Graduate School of Management and
is a Chartered Financial Analyst. Profile
Ms. Baldwin: Palladian Research is an independent research shop that is
not only independent of banking, but also takes a
