Financial Services >> Sector Roundtables >> May 20, 2002
TIM WILLI is a Senior Analyst in financial technology and
processing at A.G. Edwards & Sons. Prior to joining A.G. Edwards,
he was associated with Commerce Bancshares. He earned his BS in
Finance at Bradley University. Mr. Willi is married and includes
among his personal interests spending time with his newborn son,
pondering philosophies of the Buffetts (Warren and Jimmy),
running, soccer, scuba and golf. Profile
CRAIG PECKHAM is a Managing Director and Business Services analyst with
Jefferies & Company. Prior to joining Jefferies in May 2000, he was a
Vice President and Equity Analyst at Bear Stearns, specializing in the
financial services and technology sectors. Mr. Peckham regularly
publishes company-specific and industry research reports, including
Digital Dollars, a quarterly overview of developments in the computer
services and financial technology sectors, and Funds Flow, a weekly
industry update. Mr. Peckham has authored or co-authored several
industry reports and surveys, including: What a Difference a Month
Makes: Deciphering Debit (May 2003); Sign on the Dotted Line: Are PIN-
Debit Expectations Too High? (June 2002); Payroll and HR Services:
Waiting for the Upturn (November 2001); Plastic Payments: Charged for
Growth (June 2001); and Point, Click, Pay: The eCash Report (September
2000). Mr. Peckham is a visible analyst in the sector and his research
and opinions have appeared in various publications including American
Banker, Barron's, Bloomberg, Dow Jones, The New York Times and The Wall
Street Journal. He has also appeared on CNBC and CNNfn. Mr. Peckham is a
CFA charterholder and member of the Association of Investment Management
and Research and the New York Society of Security Analysts. He earned a
BA in Economics and Russian from Vanderbilt University and is a graduate
of Phillips Exeter Academy. Profile
BRADLEY J. MOORE is an Equity Research Analyst at Putnam Lovell
Securities, Inc., covering the e-finance industry specializing in
e-processors and financial technology companies. He has covered
the space for nearly two years. Prior to his employment at Putnam
Lovell, Mr. Moore served in the investment group for a registered
investment advisor wholly owned by State Street Research &
Management Company. Additionally, Mr. Moore served with
E&Y/Kenneth Leventhal & Company, an international consulting and
accounting firm, where he managed engagements in investment
valuation, applied research and business strategy. Mr. Moore
received a Master of Business Administration degree in Finance
from the University of San Francisco and a Bachelor of Science
degree from the University of California, Davis. Mr. Moore is a
Chartered Financial Analyst and a member of the Association for
Investment Management and Research (AIMR). He is Series 7 and
Series 63 registered. Profile
Mr. Peckham: I think the easiest way to break down our group is
to define it based on the customers of the particular
