Industry & Services >> Sector Roundtables >> April 8, 2002

Roundtable Forum: Industrial Manufacturing

WENDY D. CAPLAN is a Managing Director at ABN AMRO. Prior to joining the firm, she was associated with ING Barings, and Furman Selz, which are predecessor companies to ABN and Schroder Wertheim. Ms. Caplan earned a BS from the University of Pennsylvania and an MBA from Pace University. Profile
JOHN G. INCH has been with Bear, Stearns & Co. for over three years. Prior to joining the firm, Mr. Inch was an Analyst at Morgan Stanley Dean Witter covering the automotive parts industry. In 2001, he was ranked number two in Machinery and runner-up in Multi-Industrials in the All Star Analyst poll conducted annually by Institutional Investor magazine. Mr. Inch earned his undergraduate degree in Business Administration from the Ivy Business School at the University of Western Ontario, and his MBA degree from the Kellogg School of Management at Northwestern University. Profile
GREGORY M. MACOSKO is a Senior Equity Analyst at Lord, Abbett & Co., where he also has portfolio management responsibilities for selected accounts in the small cap area. Previously, he was an Equity Analyst for Royce Associates and a Principal at Easton Consultants. Mr. Macosko earned an MBA from Columbia University in Finance and Marketing, was a Fulbright Scholar at the University of Cologne, and graduated Phi Beta Kappa in Math and Economics from Albion College, Michigan. Profile
TWST: Wendy, what approach are you taking to the industrial

manufacturing sector and what do you include in your coverage?

Ms. Caplan: Regardless of where we are in the economic cycle, we