Financial Services >> Analyst Interviews >> December 8, 2003

Specialty Insurance & Reinsurance Companies: M.dwelle / J.keefe – Ferris, Baker Watts Inc

MARK A. DWELLE is a Vice President and Equity Analyst with Ferris, Baker Watts. Before joining the firm in January 2001, he was a Manager of Corporate Development for the Pittston Company and an Audit Manager at PriceWaterhouse. Mr. Dwelle earned a BS degree in Accounting from the University of Richmond and an MBA degree from the London Business School. He has held the CFA designation since 2000. Profile
JOHN B. KEEFE, Vice President and Equity Analyst, joined Ferris, Baker Watts in 1994. The insurance research group currently follows 24 property/casualty insurance companies, title insurers, brokers and reinsurers, ranging from $50 million to $6 billion in market cap. Regular publications include quarterly reports with estimates on companies under coverage, a semi-annual insurance review, weekly Monday insurance comments, and agent surveys. The Wall Street Journal's Best on the Street survey for 2000 and 2001 recognized Mr. Keefe as one of the top five analysts. Mr. Keefe received his BA at Washington & Lee University and has held the CFA designation since 1994. Profile
TWST: What does your combined coverage area include?

Mr. Dwelle: Overall we cover about 25 names. Most of those are property-

casualty insurers, some of those specialty lines, some of those