Natural Resources >> Sector Roundtables >> May 9, 2005
ROGER READ joined Natexis Bleichroeder Inc. in 2003 and covers the oil
services sector. Prior to that, he was at Simmons & Company
International: from September 2002 to September 2003, based in Houston,
he was Vice President - Equity Research following contract drillers and
offshore construction within the Oil Services sector; and from June 1999
to September 2002, primarily based in Aberdeen, Scotland, he was Vice
President - European Research, covering the European oil services
sector. From June 1996 to June 1999, he was a Research Associate at
Simmons, following large and mid-cap oil services companies, initiating
Simmons & Company International's coverage of the Canadian oil services
sector in 1997. From 1990 to 1994, he worked in the corporate internal
audit department at Halliburton in Dallas, Texas. From 1989 to 1990, he
was employed by Ernst & Young LLM in Houston as a Staff Auditor. He has
a Master's degree in Finance from Rice University's Jones School of
Administration, and a Bachelor's degree in Accounting from Southern
Methodist University. Profile
R. Thaddeus Vayda joined the Stifel, Nicolaus & Co., Inc., research team in June 2006 to cover the oilfield services and equipment sector. Prior to Stifel, he worked at First Albany Capital Inc. and RBC Capital Markets covering land and offshore drillers, oilfield equipment and service companies, and power technology interests. Mr. Vayda's experience spans several industries and disciplines. He served as Director of corporate planning and financial analysis at Transocean Ltd., the world's largest offshore driller. During his tenure at Transocean, he managed a variety of projects in the U.S. and abroad, and in addition to his corporate responsibilities, he spent approximately one year working on drilling operations offshore in the Gulf of Mexico. Prior to Transocean, Mr. Vayda was a Senior Analyst in Northwest Airlines' fleet planning, where he played a key role in the formulation and execution of the company's worldwide aircraft rationalization strategy. Mr. Vayda also spent seven years with Booz Allen Hamilton. His areas of expertise were manufacturing, industrial technology, production enhancement and defense conversion. Mr. Vayda has an MBA from Duke University's Fuqua School of Business and a B.S. in mechanical/biomedical engineering. Profile
POE FRATT joined A.G. Edwards & Sons, Inc., in 1999 to cover the oil
field service industry. Before joining A.G. Edwards, he had more than 14
years of experience as an equity and fixed-income investment analyst for
Lehman Brothers, Loews Corporation, Smith Barney and BT Alex. Brown. He
began covering the oil field service industry in 1994. It has been his
primary coverage since 1996. He graduated from Stanford University and
earned his Master of Business Administration degree from Cornell
University's Johnson Graduate School of Management. StarMine research
honored him for his stock-picking skills in 2001. Past performance is no
guarantee of future results. StarMine is not affiliated with A.G.
Edwards, nor do they endorse any product or service A.G. Edwards offers.
Mr. Fratt is frequently quoted in The Wall Street Journal and other
major news publications as well as various industry publications,
including Oil & Gas Investor and Oil & Gas Journal. Profile
MICHAEL URBAN, Vice President at Deutsche Bank Securities, Inc., has had
senior coverage responsibility for the oilfield services and equipment
sector since September 2002. He joined Deutsche Bank in October 2000
from Donaldson, Lufkin & Jenrette where he was a member of DLJ's
Institutional Investor ranked oilfield service and equipment research
team. Prior to DLJ, he served as an investment banker in and was a co-
founder of the Global Oil & Gas Group of Fieldstone Private Capital
Group. In addition, he worked as an investment banker in the energy
investment banking group of Prudential Securities. He holds a BA in
Economics and Public Policy Studies from Duke University. Profile
of oil services so far this year from a business perspective?
Mr. Fratt: From a business perspective, capital spending
