第一队
Gabriela Baez,Maneesh Deshpande,Evren Ergin&Team
雷曼
第二队
Maria Grant&Team,高盛
第三队
爱德华汤姆和团队,瑞士信贷
赛跑者
莱昂毛群,花旗;Heiko Ebens&Team,Merrill Lynch.
从去年第二次进入顶级点数是由Gabriela Baez,Evgren Ergin和Maneesh Deshpande的八个成员雷曼兄弟团队,他根据一家买家们发布“招标和交易所提供的最具意思,”那citing the team’s February analysis of a private equity bid for Biomet, a Warsaw, Indiana–based medical-devices manufacturer. The Lehman team concluded that a review of Biomet’s backdated stock options would not adversely affect the acquisition, and they were right: In August shareholders approved the $11.4 billion deal. Baez, 29, who joined Lehman in 2000 after graduating from Yale University with a master’s degree in economics, heads index and portfolio analysis. Ergin, 36, who leads risk arbitrage research, got on board in 1999, armed with a Ph.D. in economics from Stanford University. Derivatives strategist Deshpande, 39, who earned a Ph.D. in theoretical physics from the University of Pennsylvania in 1995, arrived from Goldman Sachs’ trading desk in February to replace Ryan Renicker. The 16-member Goldman Sachs team, led by Maria Grant, slips to second. “They guide us like B-school professors, which is very helpful,” says one investor. Also helpful was the team’s January recommendation to buy puts on Countrywide Financial Corp., based on a prescient negative view of the subprime mortgage sector. Five months later the Calabasas, California–based lender became the poster child for the credit crunch; shares tumbled from $42.07 at the time of the team’s recommendation to $19.42 by mid-September. In third is the two-member Credit Suisse team headed by Edward Tom, whose “sometimes unorthodox views helped us make money in an unusual market environment,” says one client. In May the duo predicted June’s steep jump in mortgage delinquencies and the subsequent market volatility. Accordingly, the team recommended buying puts on Standard & Poor’s 500 index options.