Financial Services >> Sector Roundtables >> February 28, 2000

Roundtable Forum: Life Insurance

ROBERT A. LEE is a First Vice President in the financial services group of PaineWebber Equity Research. An analyst since 1992, he specializes in life insurance and asset management companies. Prior to joining PaineWebber, Mr. Lee worked for Citicorp as an Assistant Vice President and at Dean Witter as a Eurobond trader. He holds a Bachelor's degree in Business Administration from Rutgers University and an MBA in Finance from New York University. Profile
MICHELLE GIORDANO is a Vice President and Senior Life Insurance Analyst with J.P. Morgan Securities, Inc. She joined the firm in 1988 and worked on a variety of projects in Global Markets, Corporate Finance, Investment Management and Private Banking. Ms. Giordano earned both a Bachelor's degree in Finance and Accounting and an MBA from New York University's Stern School of Business. She serves as the Secretary of the Association of Insurance and Financial Analysts. Profile
DAVID LEWIS joined Robinson-Humphrey in 1984, becoming a Financial Analyst in 1990. He received a BBA from the University of Georgia. Mr. Lewis follows the Life and Specialty Insurance industry, concentrating on Asset Accumulators and Life and Health Insurance, Specialty Insurance and Insurance Brokers. Profile
COLIN W. DEVINE is a Managing Director at Salomon Smith Barney Inc., where he is responsible for providing equity research coverage on a diverse group of North American life insurance companies. He was formerly a Director in Standard & Poor's Insurance Ratings group where he covered a variety of life and property casualty insurers and had been associated with a major Canadian life insurer where he was involved in investment and risk management, as well as a number of corporate development initiatives. Mr. Devine was ranked number one in the Life Insurance Equity Research team and was also named to Institutional Investor's 2000 All America Research team in the stock picking category. A Chartered Financial Analyst and Certified Management Accountant, he holds an MBA in Finance from York University and a BS in Biology from the University of Guelph. Profile
TWST: We hope this discussion will focus investor attention on the

opportunities and real values among the life insurance stocks that all

of your research analysis has identified. David, will you