Consumer >> Sector Roundtables >> April 5, 2004


Patrick McKeever joined MKM Partners LLC in October 2007 and covers discount and off-price retailers. He was previously with Avondale Partners and prior to that, he spent more than six years with SunTrust Robinson Humphrey. Mr. McKeever's professional experience also includes research positions with Credit Suisse, First Boston and ABN Amro. He has been recognized in the Institutional Investor poll and was named the top stock picker in multiline retail for 2002 by Starmine. He has made numerous appearances on CNBC, Fox Business TV, Bloomberg TV and Bloomberg Radio. Mr. McKeever received his undergraduate degree from Boston College and an M.A. with honors from the University College, Dublin, Ireland. Profile
JEFFREY STINSON, CFA, has been with FTN Midwest Securities Corp. since the firm's inception in February 1996. He is a research analyst covering discount, department store and specialty apparel retailers. Prior to the formation of FTN Midwest, Mr. Stinson was an analyst with Roulston & Co. Joining Roulston in 1995, he followed retail and consumer related companies. In 2001, he was named in The Wall Street Journal's 'Best on the Street' and in 2002 was named in 'Best of the Boutiques' for broadline retailers. Mr. Stinson earned his MBA from the Weatherhead School of Management, Case Western Reserve in 1998, and his BBA from the College of William and Mary in 1995. Profile
BILL DREHER covers the Broadline Retailing sector for the North American Equity Research Group of Deutsche Bank Securities. He helped Deutsche Bank earn the top 'First Team' position for the retailing sector in Institutional Investor's 2003 Global Research Team ranking. Previously, Mr. Dreher was Managing Director and a Senior Retail Analyst at WR Hambrecht + Co., specializing in the broadline retailing sector. Prior to that, he was a Senior Research Analyst at Robertson Stephens for two years, also focusing on discount stores, department stores and warehouse clubs. Previously, Mr. Dreher worked for five years in equity research at Donaldson, Lufkin & Jenrette Securities Corporation, covering the retail sector with DLJ's number one-ranked Institutional Investor All- America Research team. He holds a BA in Political Science from George Washington Univer-sity and an MBA in Finance from New York University, Stern School of Business. Profile
TWST: Bill, could you give us an overview of what you're covering in the

retail area?

Mr. Dreher: I cover the broadline retailing sector, which includes

discount stores, department stores and