Natural Resources >> Sector Roundtables >> January 7, 2002

Roundtable Forum: Specialty Chemicals

TRACY MARSHBANKS is a Vice President at First Analysis Securities Corporation. Previously, he was associated with Amoco Corp. He received his Bachelor's degree in Chemical Engineering from Colorado State University, his MBA from the University of Chicago and his PhD in Chemical Engineering from Purdue University. Profile
TIMOTHY GERDEMAN is a Senior Vice President with Lehman Brothers. A member of the Chemical Analysts of New York, he holds a Bachelor's degree from the University of Toledo and an MBA in Finance from the University of Baltimore. Prior to joining Lehman Brothers, Mr. Gerdeman was associated with Salomon Smith Barney, Kemper Securities, Kline & Company, and Vaspar. Profile
KAREN GILSENAN is a Director with Merrill Lynch. She holds a Bachelor's degree in Economics from Wheaton College and an MBA in Finance from New York University. Ms. Gilsenan is a member of the Chemical Specialists Group and the New York Society of Security Analysts. Profile
ALLAN H. COHEN is a Managing Director at First Analysis Securities Corporation. Prior to joining First Analysis, he was associated with Kemper Securities, Valspar Corporation, Sherwin-Williams and Champion International. He earned his BA degree from SUNY at Buffalo, his MBA from the University of Chicago and his PhD from Northwestern University. Dr. Cohen is a member of the American Chemical Society, the Commercial Development Association and the Chemical Management Research Association. He is married with three children. Dr. Cohen's personal interests include bicycling, sailing, scuba diving, and his family. Profile
TWST: Karen, let's begin by looking at the specialty chemicals stocks in

2001. How have they performed? Is this year better or worse than 2000?

Ms. Gilsenan: My universe of specialty chemicals