Financial Services >> Sector Roundtables >> September 6, 1999

Roundtable Forum: Specialty Finance

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
TWST: Will you structure the industry for us, Jennifer? What groups do

you include in your universe, and what is included among the specialty

financial stocks?

Ms. Scutti: Well, I think the