Financial Services >> Sector Roundtables >> September 6, 1999
STEVEN WHARTON is an Equity Research Analyst at Loomis, Sayles &
Company, L.P. in Boston. Previously, he was associated with the Public
Employees Retirement System of Ohio. He received his Bachelor's degree
from Ohio University and his MBA from Miami University. Mr. Wharton is
Director of the Bank and Financial Analyst Association and an Affiliate
Member of Boston Chartered Financial Analyst Association. Profile
STEVEN EISMAN is a Managing Director of CIBC Oppenheimer. Previously,
he was associated with Strook & Strook & Lavan, a law firm. Mr. Eisman
received his Bachelor's degree in economics from the University of
Pennsylvania and his Juris Doctorate from Harvard Law School. Profile
JENNIFER S. SCUTTI is an Executive Director and a Senior Financial
Services Analyst in the Equity Research department of CIBC World
Markets. Since joining CIBC World Markets in March 2001, she has
initiated coverage on a number of sectors within the specialty finance
niche, including the financial technology sector, the commercial finance
group, the credit card/diversified finance issuers and the mortgage
finance companies. She has been featured on CNNfn and is regularly
quoted in a variety of publications. In 2001, Ms. Scutti was recognized
for her earnings estimate accuracy by The Wall Street Journal's 'Best On
The Street' analyst survey, after being named the top financial services
stock picker on Wall Street by the same survey in 2000. She was also
named one of the 25 best stock pickers in Wall Street according to
Bloomberg News and named as an earnings estimate sharpshooter by The
American Banker in 1996. Prior to joining CIBC World Markets, Ms. Scutti
was employed by Prudential Securities from 1994 to 2001 and Lehman
Brothers from 1991 to 1994. She began her Wall Street career in 1989 at
Brown Brothers Harriman. She has a BA from the University of Delaware
and received her MBA in Finance from Rutgers University. She is a member
of the Association of Investment Management Research. Profile
JEFFREY K. EVANSON is a Senior Research Analyst at U.S. Bancorp Piper
Jaffray in Minneapolis. Previously, he was associated with the CPA firm
of McGladrey & Pullen, LLP and was also director of Internal Audit for a
major banking group. A Certified Public Accountant and Certified
Managerial Accountant, Mr. Evanson received his Bachelor's degree from
the University of Wisconsin. Profile
you include in your universe, and what is included among the specialty
financial stocks?
Ms. Scutti: Well, I think the
