Financial Services >> Sector Roundtables >> July 22, 2002
SAMUEL A. LIEBER is CEO/Portfolio Manager at Alpine Management &
Research, LLC. Previously, he was associated with The Evergreen
Funds as a Real Estate Portfolio Manager. Before that he was with
Whitbred-Nolan, Inc., and with The Project for Public Spaces as a
Noyes Fellow. Mr. Lieber's academic background includes Wesleyan
University, New York University Graduate School of Business, and
NYU Real Estate Institute. He is a member of NYSSA, NAREIT, the
International Council of Shopping Centers and the Urban Land
Institute. Profile
ROSS L. SMOTRICH, a Managing Director and Senior Equity Analyst at Bear,
Stearns, heads a five-member team that provides research coverage for
REITs and other real estate securities. He joined Bear, Stearns in 1998.
He was previously with Merrill Lynch and Chemical Bank. He also worked
as an Economist in Israel's Department of International Affairs-Ministry
of Finance, and in the Knesset. He received his BA from the University
of Pennsylvania and his MBA from Columbia University. He is a member of
the Urban Land Institute (Multi-family Council) and NAREIT. Profile
LOUIS TAYLOR, Managing Director of Deutsche Bank Securities Inc., joined
the firm in November 2000 to cover the REITs sector. Prior to Deutsche
Bank he was associated with Prudential Securities and was a real estate
acquisition officer at several firms including AEW Capital, Security
Capital and Prudential Real Estate Investors. He is a CPA and holds an
MBA from the Tuck School at Dartmouth and a BS from Boston College. Profile
LEE SCHALOP is a Managing Director and Head of real estate research in
the Equity Research Department at Banc of America Securities LLC. Prior
to joining Banc of America Securities LLC, he served as the Senior
Analyst for real estate stocks at Credit Suisse First Boston Corp. and
J.P. Morgan Securities, where he covered a similar universe of stocks.
Prior to that, Mr. Schalop spent two years as a Financial Analyst in the
real estate department at Morgan Stanley & Co. Inc. Mr. Schalop is a
graduate of the University of Pennsylvania, where he received a BS in
Economics from the Wharton School and a BA in International Relations. Profile
Alpine Management & Research?
Mr. Lieber: Alpine is a bit atypical in that we not only follow the
range of REITs in
