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 & Jenrette. Profile
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