Industry & Services >> Sector Roundtables >> July 12, 2004
JON LANGENFELD, Vice President, is Robert W. Baird's senior analyst
covering the Transportation and Logistics sector. Prior to joining Baird
in 2000, he was a senior manager at PricewaterhouseCoopers providing
supply chain consulting services. Mr. Langenfeld was recently recognized
by Forbes as among the "Top Equity Analysts-Best Earnings Estimators"
for his coverage of Air Freight & Logistics in 2003. Mr. Langenfeld has
a BS in Mechanical Engineering and an MBA from the University of Notre
Dame. He is a Chartered Financial Analyst. Profile
JASON SEIDL is a Vice President at Avondale Partners, LLC's Equity
Research Department covering the freight transportation industry. While
he joined Avondale Partners in January of 2003, he can trace his career
in transportation equity research back to April of 1998, when he started
with Furman Selz. He continued following the railroad, trucking and
airfreight industries under the company's reincarnation as ING Barings
and then ABN AMRO. Mr. Seidl has a solid transportation background as
he worked for the New Jersey Bureau of State Use Industries in fleet
management for two and a half years while spending another year with
Roadway Package Systems (now FedEx Ground). Mr. Seidl graduated from
Rutgers University with an MBA in Finance and received his Bachelor of
Science degree from Syracuse University with a dual concentration in
Transportation Distribution Management and Marketing. He was recently
ranked third for EPS accuracy in the Road & Rail industry by
Forbes.com/StarMine's annual ranking for Wall Street analysts. Profile
GREGORY E. BURNS is a Vice President and Research Analyst at J.P. Morgan
Securities covering the airfreight and logistics sectors. Prior to
joining J.P. Morgan, Mr. Burns was a Director and Research Analyst at
Lazard Freres & Co. Before joining Lazard, Mr. Burns was an analyst at
GKM, Schroders, & Merrill Lynch. A Chartered Financial Analyst, Mr.
Burns is a member of the New York Society of Security Analysts (NYSSA),
the Association of Investment Management and Research (AIMR) and the
Council of Logistics Management (CLM). Profile
area from a business point of view so far in 2004?
Mr. Seidl: 2004 has been another strong year for the
