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Scheduled air date: Dec. 20, 2002
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Robert Drbul Gail Bardin
Cynthia Egan


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Robert S. Drbul
Senior analyst
Lehman Brothers

Drbul covers departments store and the clothing industry. The latest Institutional Investor survey ranked Drbul as the top analyst for textile, footwear and apparel.

He spent two years as a junior analyst at Lehman covering department stores, mass merchandisers, discounters, luxury goods companies and specialty retailers.

He was hired by Lehman in 1997 from Salomon Brothers and, prior to that, worked in the investment research department at Federated Investors. Drbul has a bachelor's degree in economics from Yale University and an MBA in Finance from Cornell University’s Johnson Graduate School of Management.

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Gail Bardin
Portfolio manager
Hotchkis and Wiley Capital Management
Gail Bardin

It's hard to argue with Bardin's success lately. She is co-manager of the Hotchkis and Wiley Large Cap Value Fund, one of the top five performers in terms of total return for its fund category over the past three years, according to Morningstar.

After trailing major indices and large cap value funds on average throughout the mid- and late-1990s, Bardin's fund posted returns of 9 percent and 8.2 percent in 2000 and 2001. Although the fund has lost ground this year, its decline of 8 percent is much less than the S&P 500's loss.

"Unlike most of its rivals, this fund still takes dividends seriously," Morningstar says in its evaluation. "It only invests in cheap stocks with hefty earnings and dividend yields. The fund has had some days in the sun when value stocks do well, but it has lagged more often than it has soared."

Bardin started her investment career with Hotchkis and Wiley in 1984 as an equity research consultant. She has been with the company full time since 1988. Before going into financial services, Bardin was chief operations officer for Sunrise Enterprises in Oregon.

She is a chartered financial analyst. Bardin received a bachelor's degree from the University of California, Riverside and a master's degree from Northern Arizona University. She is a member of the Los Angeles Society of Investment Women and the Los Angeles Society of Financial Analysts.

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Cynthia L. Egan
President
Fidelity Charitable Gift Fund
Cynthia L. Egan

Fidelity Investments is one of the two largest mutual fund companies in the United States, so it's little surprise that its charitable arm is the nation's second-biggest public charity and largest donor-advised fund, meaning givers can recommend specific targets for their money. Since 1992, the Fidelity Charitable Gift Fund has made $3 billion in grants -- including more than $1 billion from January 2001 through April 2002 -- while taking in more than $5 billion in contributions from more than 30,000 donors over the past 10 years.

Egan joined Fidelity Investments in 1989. She spent seven years with Fidelity Institutional Retirement Services Co., where she became senior vice president of sales, operations and client management and led the development of the products and organization that launched FIRSCo. into the large defined contribution market. From 1996 to 1998, Ms. Egan was executive vice president of Fidelity Management Trust, where she was responsible for Fidelity’s defined benefit investment management and defined contribution trusts.

Before Fidelity, Egan worked for Bankers Trust in New York City from 1988 to 1989 as vice president of thrift plan services. From 1984 to 1988, she was a manager for KPMG Peat Marwick, and from 1980 to 1984, a senior operations analyst for the Board of Governors for the Federal Reserve System in Washington, D.C.

Egan received a bachelor of science degree in English literature from Boston College in 1978. She is a member of Boston College’s President’s Circle Executive Committee, and the Task Force on Women and Boston College.

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