Investors Index
Portfolio Manager Profiles
9/25 Bill Griggs, Dupree & Co. (Total return, Kentucky)
9/18 Patrick M. Morrissey, Banc One. (Housing bonds)
9/11 Alpha L. Benson, Nationwide. (Texas, diversification)
9/5 John C. Kohl, NationsBank. (IDRs, pollution control)
8/28 Philip G. Condon, Scudder, Stevens & Clark. (Massachusetts, story
8/21 Thomas G. Moles, J&W Seligman. (Tax reform, state funds)
8/14 William J. Barton and Lorene K. Okimoto, Hawaiian Trust Co. (Huge
8/7 Keith Mooney, Premier Investment Advisors. (Louisiana, low risk)
7/31 Patrick Coyne, Delaware Group. (Yield, revenue bonds)
7/24 Patricia M. Dolan, Prudential. (Noncallables, zero-coupon bonds)
7/17 John Erickson, Prairie Funds. (Trust background, quality credits)
7/10 Paul Disdier, Dreyfus. (Liquidity, long term)
7/3 Michael Brilley, SIT. (Yield, housing)
Bank Portfolio Manager Profiles
9/15 Dwain C. Carslon, FirsTier Financial. (Bonds over loans, Nebraska)
8/18 Charles Funk, Brenton Banks. (Total return, liquidity)
8/11 Bob Bigelow, Dick Earnest, Union Bank. (Liquidity, long duration)
7/28 David A. Damour, Whitney National Bank. (Short supply, Louisiana,
7/14 Randy Grydyk, Mechanics Bank of Richmond. (Loan experience,
7/7 Chris Hansen, Zions Bancorp. (Obscure names)
Insurance Company Portfolio Manager Profiles
9/29/95 Pete Bogart, New Jersey Manufacturers Insurance Co. (Increasing
9/1 Constance A. Hartwig, Century Investment Management. (Escrows)
8/25 Brian Hughes, Preferred Risk Mutual Insurance.(Disclosure,
8/4 USAA, Bill Shirley. (Sell-off, short supply)
7/21 Brad Smith, ERC. (Staying ahead of the market, secondary market)
Institutional Sales Manager Profiles
9/28/95 Bud Johnson, NatCity Investments. (Alternatives to traditional
9/12 Jim McCoy, First Union Capital Markets.(Secondary market,
8/30 Ron Pyle, Ken Bennett, Stephens Inc. (Trading and sales as a team)
8/23 William S. Ream, Hopper Soliday & Co. (Municipals can survive the
8/16 Joseph DuCote, Sutter Securities. (Tide turns against minority
8/9 Mark Bloom, J.C. Bradford & Co. (Investors taking risks, credit
8/2 Jack Logan, Rauscher Pierce Refsnes. (Personal contact in sales)
7/18 Robert E. Blood. Fidelity Capital Markets. (Federal downsizing,
7/11 Michael P. McDaniel, Ziegler Securities. (Retirement home bonds)
Retail Sales Manager Profiles
9/26 Kevin Fein, First Interstate Bank of Arizona.(Individual
9/19 Neil Hattem, M.L. Stern & Co. (Load versus no-load funds; Orange
9/13 Robert Wood, Oppenheimer & Co. (Digital frontier, New York City)
9/6 William G. Daniels and Leo Y. Au, Mellon Financial Markets.
8/29 Peter Lahti, Kirkpatrick Pettis. (Market share, Nebraska)
8/22 Jay Mandelbaum, Smith Barney. (On-line services)
8/15 Pepper Allen and Ben Landers, Morgan Keegan & Co. (Retail
8/8 H. Michael Spence, AAL Capital Management. (Distrust of
8/1 Alexandra Lebenthal, Lebenthal & Co. (The Internet, women, younger
7/25 William J. Baird, Alex. Brown & Sons. (Expansion plans, secondary
Fund Performance
9/20 Norman U. Lind, Fidelity Investments, New York; Jeremy Ragus,
8/30 John Mooney, SunAmerica, insured; Sam Weinstock, Dreyfus,
8/23 Sheila Amoroso, Franklin Advisers, high yield; Larry McDermott,
8/16 Stephen Ward, Charles Schwab, short; Robert Dennis, Massachussetts
8/9 John Mooney, SunAmerica, insured; Joseph Piraro, Van Kampen
8/2 Lance Brofman, Fundamental Portfolio Advisors, California; Stephen
7/26 Jane McCart, Stein Roe & Farnham, high yield.
7/19 Richard Huber, Flagship Financial, limited; Jay Evans, Amcore,
Investment Forum
9/28 Housing bonds. Chris Hansen, Zions First National Bank; Robert
9/21 High-yield liquidity. Kurt Larson, American Express; Frank
9/14 Prisons. Peter Allegrini, Prudential; Thomas G. Moles, J&W
9/7 Stadiums. David Cohen, John Nuveen; Timothy Offtermatt, A.G.
9/1 Insurance company buying. Bruce MacLean, ITT Hartford Insurance;
8/17 Washington State. Phelps McIlvaine, Saturn Capital; Steve Bauer,
8/10 COPs. Value Line; Bob Dennis of Massachusetts Financial Services;
8/3 California funds. Steven Permut, Benham; Bill Fitzgerald, John
7/27 Water and sewer debt. Robert S. Drye, Evergreen Asset Management;
7/20 Orange County. Bernie Schroer, Franklin Advisers; Bentley Myer,
7/13 Electric utilities. Rafael Costos, Franklin Advisers; Cliff A.
7/6 Market outlook. Joe Deane, Smith Barney; Jan E. Terbreuggen,
Investment Strategy
9/29/95 Below par bonds. Bernie Schroer, Franklin Advisers; Nate
9/22 Interest rate outlook: Joe Deane, Smith Barney; Joseph Piraro, Van
9/8 Long maturities, uncertainty, waiting to take profits. B. Clark
8/25 Cautious outlook. Joe Deane, Smith Barney; Jan E. Terbrueggen,
8/18 Tax reform overreaction, narrow spreads. Daniel J. Garrett,
8/11 Lack of cash, interest rate doubts. S. Robert Cembor, Compass
8/4 Steep yield curve, buy and hold. Peter Merzian, Mississippi Valley
7/28 End of rally, flight to quality. Ronald Schwartz, SunBank Capital;
7/21 Narrow credit-quality spreads. Thomas G. Moles, J&W Seligman;
7/14 Bonds with bad reputations. Mary Jo Ochson, Federated Advisors;
7/7 Tax reform. Dan Johnedis, Mackenzie Investment Management; Chris
Miscellaneous
9/20 Lehman Brothers Public Power Conference.
9/8 Bank trusts. David Liebrock, Fidelity Investments; Jay Spencer,
7/26 Using the Internet to reach retail investors. Jay Mandelbaum,
7/19 6% yield barrier. George Friedlander, Smith Barney; George Fisher,
9/12 Investors and risk. Patricia Brady of Morningstar Inc.; Paul
7/5 Orange County holdings. Bernie Schroer, Franklin California Tax-
Money Market Funds
9/25 Quarter-end drives up yields. Steven Shachat, Evergreen; Karen
9/18 Corporate Income Tax. Scott Orr, Fidelity; Walter Beveridge,
9/11 Longer maturities in anticipation of Fed easing. Ron Eaker,
9/5 Research. Reno Martini, Calvert; Pam Bledsoe, USAA; Jim Hannan,
8/14 Funds lop off long maturities. Michael Carbuto, Oppenheimer
8/7 Yields fall on stronger economy. Melinda A. Crosby, Nationsbank;
7/31 Profile: Robyn Fiel of William R. Hough. (Small blocks, Florida).
7/17 Buying long in June. Dan Gillespie, GIT; Janet Fiorenza, Weiss,
7/10 Strong cash-flows. Debbie Vermann and Gregory Serbe, Paine Webber.
7/3 No tax reform worries. Steven C. Schachat, Evergreen; Scott Orr,
Research Focus
9/28/95 Utilities. Timothy S. Travers, AMBAC.
9/21 Bond insurers. Anne G. Ross of Roosevelt & Cross.
9/14 Changing inflation measure. Hyman Grossman, S&P, Richard
9/7 Municipals post best returns when adjusted for risk and tax.
8/31 School debt needs. Julie Katz, Jody Weisman, Moody's Investor's
8/17 Mortgage prepayments. Kurt van Kuller, Merrill Lynch.
8/10 Crossover bonds. Douglas W. Runte, Smith Barney.
8/3 Future role of mutual funds. George D. Friedlander and Bart Mosely,
7/27 Calls on escrow bonds. Pat South and Michael Gilhuley of Moody's
7/20 Tax reform. Robert J. Froelich and Mary Jane Minier, Van Kampen
7/13 Bond Calls. Edward L. Dunn Jr, John Nuveen.
7/6 Massachusetts hospitals. Patrick J. Verdi, Tucker Anthony