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The All-America Hall of Fame Welcomes Two New Faces

These analysts join a very exclusive club, one with just 54 members out of more than 15,000 contenders.

全美研究团队名人堂,荣誉在各自部门或部门至少十次完成的分析师欢迎两个新成员:ISI集团和J.P. Morgan的Michael Weinstein的Mark Schoenebaum。虽然它们为不同的公司提供了不同的部门,但具有大大不同的教育背景,他们确实有一个共同点:既不计划投资研究职业生涯。

遵循生物技术股票和制药的Schoenebaum仍然是巴尔的摩约翰霍普金斯大学医学院的学生,当时他开始质疑他的职业选择。他决定在他的下一步举动之前完成学业,2000年毕业后,在纽约的CIBC世界市场毕业时接受了一个生物技术分析师。Schoenebaum因缺乏财政经验而被剥夺,因为工作只是意味着崭露头角。然而,他很快就赢得了令人沮丧的力量 - 以及一个非常需要的力量。在2010年加入ISI之前,他覆盖了美国Bancorp Piper Jaffray的Biotech;熊,石匠&CO。;和德意志银行证券。

The New York–based analyst debuted on theAll-America Research Team in 2005,首先在生物技术,并从那时起就举办了这个地方。2011年6月,他扩大了他的覆盖范围,并追加了第三年的药物/专业。Schoenebaum今年跳到该名单的顶端,为11个团队出现的职业至今,首先是其中十分之一。

Schoenebaum, 40, “is by far the most dedicated, detail-oriented analyst,” says David Simon, CEO and CIO of Twin Capital Management in New York. “He has one of the most unique approaches, as far as letting everyone know what the Street is thinking, by doing surveys with his clients.”

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That method also impresses Ray Lam of Palisade Capital Management in Fort Lee, New Jersey. “He frequently solicits buy-side opinions through e-mail surveys, to gauge investor expectations,” Lam says. “He is the hardest-working sell-side analyst I have ever seen in my 15-year career as a buy-side analyst.”

Although he came to investment research by default rather than design, Schoenebaum loves it. “I am constantly learning and being challenged by talking to people who have twice my IQ,” he contends.

他补充说,这是一个令人兴奋的时间覆盖这些名字。“药品部门的许多公司已经从投资股息 - 屈服于股票上,这是一家正在努力或与新毒品一起努力的令人兴奋的公司,”他说,生物技术服装的发展治疗可以证明“转型性”。虽然任何部门都可能保持其当前的热量增长率,但“他们的期货仍然看起来很明亮。”许多客户对Schoenebaum的同意相同。

Weinstein的股权研究之旅同样是非正统的。他于1992年赢得了华盛顿乔治城大学的国际经济学位,但此时此点并不完全确定他想要与他的生活做些什么。他在J.P.摩根接受了一个员工员工的职务,认为这将是在纽约花几年来花几年的好方法,同时弄清楚他的下一步举动。当他准备离开的时候,1995年,他已经为他的同事和公司的顶级黄铜印象深刻。Clayton Rose当时是全球股票负责人,如果他留下来,就会推动Weinstein到高级研究或销售位置。

“经过公平的勤奋后,我回来了说我想涵盖医疗用品和器件部门,”Weinstein回忆说。他被行业的长期增长潜力所吸引,有机会了解新技术以及与领先的临床医生互动的机会。J.P. Morgan当时没有专门的这些名字的覆盖范围,所以Weinstein正在制定新的领土。“事实证明,我非常擅长它,”他说。

That’s an understatement. Weinstein debuted on the All-America Research Team in 1998 and has appeared every year since. He is currently enjoying his seventh straight — and tenth total — visit to the winner’s circle in Medical Supplies & Devices.

自从他开始覆盖它以来,该行业发生了很大变化。“这是过去的成长公司的公司,今天正在努力成长,并且必须找到新的方式来创造股东价值,”43岁的解释说。“由于美国和欧洲的需求较弱,”终端市场已经放缓,这是一直是卫生保健支出的更多金融负担,从雇主迁移到消费者。“他补充说,发达市场的放缓促使许多设备制造商在中国,印度和其他新兴经济体中寻找增长。

“Mike is deeply knowledgeable and a very good stock picker,” says Nancy Crouse, a Santa Barbara, California–based portfolio manager with Nuveen Asset Management. “He is backed by a solid team and is always very helpful.”

Noelle Grainger, head of Americas equity research at J.P. Morgan in New York (and a former member of the All-America Research Team, from her days as an Apparel, Footwear & Textiles analyst), has known Weinstein for some 15 years. “He is a very well-rounded and talented analyst and a natural leader in our research team,” she says.

将Schoenebaum和Weinstein纳入总数为54.除了最新的竞争方面,今年1号名人堂分析师出现在第1号:乔治斯皮斯(纸包装),美国银行Merrill Lynch;Meredith Adler(零售/食品和药物链)和Andrew Lazar(食品),都是巴克莱;是。(TONI)SACCONAGHI(IT硬件),桑福德C.BERNSTEIN&CO。伊世群组(ISI Group)和David Raso(Machinery)和David Raso(机械);安德鲁斯坦曼(商业,教育与专业服务),J.P. Morgan;David Adelman(烟草)和Ehud Gelblum(数据网络和有线设备,电信设备/无线),两者都代表摩根士丹利;和常春藤Zelman(HomeBuilders&Building Products),Zelman&Associates。

Three other Hall of Fame analysts rank this year, but not in first place: BofA Merrill’s Jessica Reif Cohen (Media), Deutsche Bank Securities’ Curt Launer (Master Limited Partnerships) and Steven Fleishman (Electric Utilities) of Wolfe Research.

Full results of the 2013 All-America Research Team will be announced tomorrow.

得到更多研究和排名.

The All-America Research Team Hall of Fame Listed below are the members of the All-America Research Team Hall of Fame, ranked by the total number of times they finished in first place in their sector(s), and the firms where they worked at the time of their most recent top appearances.
Edward Hyman Jr.,
ISI Group
34 Emanuel Goldman,
潘恩韦伯
15 Steven Milunovich,
Merrill Lynch
12 Cai von Rumohr,
Cowen and Co.
11
Dennis Leibowitz,
Donaldson, Lufkin & Jenrette
证券公司
25 Jessica Reif Cohen,
Merrill Lynch
14 是。(Toni) Sacconaghi,
Sanford C.
伯恩斯坦&Co.
12 杰弗里·斯普圭,
花旗
11
Stephen Girsky,
摩根士丹利
23 ehud gelblum.,
摩根士丹利
14 John Tumazos,
Prudential Securities
12 安德鲁斯坦曼,
J.P. Morgan
11
杰罗姆Gitt,
Merrill Lynch
22 托马斯·汉利,
UBS Securities
14 Gary Yablon,
Credit Suisse
First Boston
12 理查德伯尔尼斯坦,
Merrill Lynch
10
Michael Armellino,
Goldman, Sachs & Co.
21 杰里格罗罗茨,
Merrill Lynch
14 Ivy Zelman,
Zelman&Associates.
12 欧内斯特刘,
Goldman, Sachs & Co.
10
Joel Price,
Donaldson, Lufkin & Jenrette
证券公司
20 Lee Seidler,
Bear, Stearns & Co.
14 David Adelman,
摩根士丹利
11 John Mackin,
摩根士丹利
10
杰克萨尔茨曼,
Goldman, Sachs & Co.
20 George Staphos,
美国银行
Merrill Lynch
14 Joseph Bellace,
Merrill Lynch
11 J. Kendrick
Noble Jr.,

潘恩韦伯
Mitchell Hutchins.
10
Joseph Ellis,
Goldman, Sachs & Co.
19 巴里好,
摩根士丹利
13 Steven Fleishman,
美国银行Merrill Lynch
11 Katharine Plourde,
Donaldson, Lufkin & Jenrette
证券公司
10
Richard Sherlund,
Goldman, Sachs & Co.
17 杰弗里克莱恩,
Kidder, Peabody & Co.
13 Elaine Garzarelli,
雷曼兄弟兄弟
11 Mark Schoenebaum.,
ISI Group
10
威廉杨,
Donaldson, Lufkin & Jenrette
证券公司
17 大卫罗索,
ISI Group
13 Jonathan Goldfarb,
Merrill Lynch, Pierce, Fenner & Smith
11 William Siedenburg,
史密斯巴尼,哈里斯奥普姆&Co。
10
罗伯特法尔,
Merrill Lynch, Pierce, Fenner & Smith
16 Meredith Adler,
巴克莱
12 B. Alexander Henderson,
花旗集团/萨洛蒙史密斯巴尼
11 哈罗德Vogel,
Merrill Lynch
10
Patricia McConnell,
Bear, Stearns & Co.
16 Harvey Heinbach,
Merrill Lynch
12 安德鲁拉扎尔,
巴克莱
11 Michael Weinstein,
J.P. Morgan
10
Kenneth Abramowitz,
Sanford C.
伯恩斯坦&Co.
15 约翰·赫琳贡,
Credit Suisse
First Boston
12 杰伊·梅特策,
Goldman, Sachs & Co.
11
Robert Cornell,
雷曼兄弟兄弟
15 科特拉尼尔,
Credit Suisse
First Boston
12 约翰罗斯,
Schroder Wertheim&Co.
11