Industry & Services >> Sector Roundtables >> August 17, 1998

Roundtable Forum: Paper & Forest Products

MARK WEINTRAUB is a vice president at Goldman, Sachs & Co. where he is the Senior Analyst for Paper and Forest Products and the Coordinator of Goldman's Global Paper and Forest Products Research Team which covers companies in Europe, Asia, Canada, South America and the U.S. He was formerly associated with First Manhattan Co. and with Miller Freeman. A Chartered Financial Analyst, he graduated from Princeton University with a Bachelor's degree in Economics. In his free time, Mr. Weintraub enjoys traveling, reading and playing squash. He welcomes the time spent with his wife and his daughter. Profile
MARK W. CONNELLY is Vice President and Senior Equity Research Analyst at J.P. Morgan Securities where he follows the paper and forest products sector. In addition, Mr. Connelly has written several extensive analyses of industry structure and competition. Prior to joining J.P. Morgan, he was a consultant with Peterson Consulting. He is currently President of the New York Paper and Forest Products Analysts Group and is a frequent speaker at company and industry conferences. He recently spoke at the CPPA Containerboard Outlook Panel. Mr. Connelly earned his M.B.A. from New York University. He is married and resides in New York City where he is President of the Board of Trustees of the Jean Cocteau Repertory Theatre. Profile
KATHRYN FELTON MCAUL-EY is a manager in the Equity Research Department of Brown Brothers Harriman & Co. where she is responsible for the financial research of paper and forest products companies. Previously, she was associated with First Manhattan Company and St. Regis and Champion International. Ms. McAuley also worked as a U.S. Industry representative to the Food and Agriculture Organization of the U.N. She earned her Master's degree in Economics from Fordham University. Ms. McAuley is a member of the American Economic Association and a past president of the New York Paper and Forest Products Security Analysts Association. Profile
TWST: Kathryn, let's begin by reviewing the performance of the paper and

forest products industry over the last six to nine months. To what

extent have these companies been affected by the