Industry & Services >> Sector Roundtables >> January 17, 2000
Roundtable Forum: Environmental Services
WILLIAM GENCO is a First Vice President with Merrill Lynch Global
Securities. He is a past President of the Environmental Control Analysts
of New York. Mr. Genco is a graduate of Fordham University and he
received an MBA from New York University's Stern School of Business.
JAIMI GOODFRIEND specializes in research and investment in
environmental/ infrastructure systems and services for First Analysis
Corporation. Prior to joining First Analysis in 1999, she was an
Investment Banking Analyst specializing in consumer mergers and
acquisitions at Montgomery Securities LLC in San Francisco. Ms.
Goodfriend earned Bachelor's degrees with honors in Economics and
Political Science from the University of Michigan. She is a candidate
for an MBA at Northwestern University. Profile
STACY GRAY is a Director and Senior Environmental and Industrial
Services Analyst with Deutsche Banc Alex. Brown. Prior to joining the
firm, she served as a Vice President with First Analysis Securities
Corporation. A Certified Public Accountant, she has also been a staff
accountant in the audit group of Ernst & Young. Ms. Gray received a
Bachelor of Science degree in Accounting and Finance from Drake
University and an M.B.A. from Northwestern University's Kellogg Graduate
School of Business. Profile
ROBERT GIUNTA is an Equities Analyst and Sector Manager with TIAA-CREF.
He graduated from Drexel University with a Bachelor's degree in Physics
and received a Master's degree in Electrical Engineering from Stanford.
Mr. Giunta spent the first half of his career in engineering and
science, developing hardware for IBM and the U.S. Navy. More recently,
he served as an IT manager with TIAA-CREF and Donaldson, Lufkin &
MICHAEL HOFFMAN is a Director with Credit Suisse First Boston.
Previously, he was associated with Salomon Brothers and Robertson
Stephens & Company. Prior to working on Wall Street, Mr. Hoffman was
employed in manufacturing at General Electric Company. He holds a
Bachelor's degree in Engineering from Widener University and an M.B.A.
from Cornell University. Profile
JAIMI GOODFRIEND is a Research Analyst at First Analysis Securities
Corporation, focusing on environmental and infrastructure services. She
was previously associated with Montgomery Securities LLC where she
worked in mergers and acquisitions. Ms. Goodfriend received a BA with
honors in Economics and Political Science, both from the Honors College
at the University of Michigan. She is currently an MBA candidate at
Kellogg Graduate School of Management and is a level II candidate for
the CFA designation. Ms. Goodfriend is single and in her leisure enjoys
running, traveling, wine and tennis. Profile
TWST: Michael, will you structure the industry for us? What is the
universe of companies that we will be talking about today?
Mr. Hoffman: Well, it's greatly shrunk from where it was in