We're closing in on
TSC's Net Stocks '99 Summit
-- an event in which five money managers and analysts will join
for a two-hour discussion on that most infamous of sectors, the Internet. The summit convenes at 5 p.m. Feb. 19 in New York City. You can listen in real audio and read the transcripts. But first, here are some quick bios of our guest panelists.
Kinetics Asset Management
in 1997 as portfolio manager of the
Internet mutual fund. During his first year at the helm, the fund grew from less than $200,000 in assets to $22 million. It finished the year at the top of the mutual fund heap with a spectacular 196.1% return. Assets in the fund have since ballooned to $120 million.
Jacob's views on Internet stocks appear frequently in major financial news publications like
The Wall Street Journal
The Los Angeles Times
. The top-performing fund manager has also appeared on
Before joining Kinetics, Jacob spent three years at
Horizon Asset Management
, where he managed private accounts and directed research for the company's
IPO Value Monitor
. He began his investment career in 1992 as an assistant portfolio manager with
is one of five portfolio managers of the $750 million
Munder NetNet fund. The fund soared 98% last year, finishing 1998 among the top 10 mutual funds.
The 29-year-old manager is also a member of the team responsible for
Munder Capital Management's
equity security analysis, specializing in the technology sector. Michigan-based Munder has $50 billion in assets under management.
Before joining Munder in 1996, Salerno held equity analyst positions with
Ohio Public Employees Retirement System
Ohio School Employees Retirement System
is a partner at
and runs a technology and communications fund out of Palo Alto, Calif. Kessler ran a venture fund at
, a private investment fund. Before getting in the venture business, he spent a number of years on Wall Street, including a five-year stint at
as technology strategist and equity analyst.
is a research analyst specializing in technology stocks at
Jurika & Voyles
. Previously, he was a vice president at
, and he was the portfolio manager of the
fund. Before Orbitex, Moore worked for the
Franklin Templeton Group
, where he was the co-manager of the
Franklin California Growth
fund and assistant manager of the
Franklin Small Cap Growth
is a senior analyst and managing director at
, where he covers the Internet and e-commerce industries. Prior to joining the firm in 1996, Blodget worked in corporate finance at
from 1994 to 1996, where he arranged public and private equity financings and M&A transactions for emerging-growth technology companies. A former journalist, he worked as a freelancer for
CNN Business News
and other news organizations.
Photo of Ryan Jacob by Alison Moore; photo of Henry Blodget by Randy Masser.