Healthcare >> Sector Roundtables >> July 26, 1999

Roundtable Forum: Health Care / Acute Care Hospitals

SUE REINHOLD is a Healthcare Analyst at Dresdner RCM Global Investors where she covers the health services sector. Previously, she was associated with Jurika & Voyles. She received her Bachelor's degree from Stanford University. Ms. Reinhold was awarded a Marshall Scholarship and a National Science Foundation Graduate Fellowship and completed her Ph.D. in Social Anthropology at the University of Sussex, England.sector - Long-Term care facilities Profile
PETER H. COSTA is a Health- care Analyst/ Managing Director at ABN AMRO, Inc. Previously, he was associated with Mabon Securities, Jefferies & Co., Morgan Stanley, Arthur Anderson and Hewlett Packard's Medical Products Group. Mr. Costa received his Bachelor's degree in Engineering from Rensselaer Polytechnic Institute and his MBA from Dartmouth's Amos Tuck School. Profile
LESLIE R. HENSHAW is a Managing Director and Portfolio Manager at ING Asset Management. She currently serves as the co-Manager of Anvers Healthcare Investors LP, an alternative investment product within the ING Asset Management family. Ms. Henshaw was a Managing Director at ING Barings covering the hospital and long-term care sectors. She previously was associated with Furman Selz as the High Yield Healthcare Analyst with supervisory responsibility for the firm's published research product and also spent seven years working in the health care investment banking group. Prior to this she spent two years in the national health care consulting practice of Price Waterhouse. Ms. Henshaw graduated with Honors from Wesleyan University and went on to earn her MBA from the University of Chicago. Profile
John W. Ransom is Director of Healthcare Research and Managing Director, Equity Research, at Raymond James & Associates. In addition to serving as Director of the healthcare group, Mr. Ransom covers a number of sectors, including alternate site healthcare providers, retail drugstores, hospital management companies and drug distributors. He joined Raymond James in 1996 after 11 years with First Union, where he co-founded and was a Vice President in the healthcare group. He has been quoted in The Wall Street Journal, Investor's Business Daily, and Dow Jones publications. In addition, he has been the featured speaker at the National Investors Conference, as well as at a number of other healthcare conferences. Finally, Mr. Ransom has earned several professional accolades for his work, including being named to The Wall Street Journal Best on the Street Analyst team and placing in the Reuters Top 10 Analyst survey. Mr. Ransom earned an MBA from the University of Georgia. Profile
JOHN HINDELONG is a Managing Director of Credit Suisse First Boston. Prior to joining the company, he had been employed by DLJ from March 1989. Mr. Hindelong received a Bachelor of Science degree in Accounting from St. Peter's College and an MBA from Fairleigh Dickinson University. Profile
TWST: How have the stocks of the investor-owned acute care hospitals,

and we include the rehabilitation companies in here too, performed in

the first half of 1999, and how does the performance