Industry & Services >> Sector Roundtables >> May 15, 2000

Roundtable Forum: Paper & Forest Products

MATT BERLER is a Managing Director at Morgan Stanley Dean Witter. Previously, he was associated with Donaldson, Lufkin & Jenrette and the Institute for Defense Analyses. Mr. Berler holds a Bachelor's degree in History form Cornell University and an MBA from Harvard Business School. A Chartered Financial Analyst, he is a recent President of the New York Society of Paper & Forest Products Analysts. Profile
LISE M. SHONFIELD is a Vice President at ABN AMRO, Inc., responsible for equity research coverage of the US paper and forest products companies. Formerly, she was associated with SNC Warburg. Ms. Shonfield holds a Master's degree in Economics and History from Cambridge University, England. Profile
Linehan, John D.
John Linehan is the portfolio manager for the T. Rowe Price Equity Income Fund and is the chief investment officer of Equity. Mr. Linehan joined the firm in 1998 as an investment analyst. From 2003 to 2009, he was the portfolio manager of the Value Fund, and from 2009 to 2014, he was head of U.S. Equity. Prior to T. Rowe Price, Mr. Linehan was an executive in the oil trading and consulting industry and was an associate in mortgage-backed securities trading at Banker Trust NY. Mr. Linehan earned a B.A. in economics from Amherst College and an MBA from Stanford Graduate School of Business, where he was the Henry Ford II Scholar, an Arjay Miller Scholar, and the winner of the Alexander A. Robichek Award in finance. Profile
TWST: John, at our last paper and forest products Roundtable, you

questioned whether the rally that was then taking place reflected a

rotation out of technology, or whether it was what you called