PARTNERS
ROULSTON RESEARCH PARTNERHIP WITH TATUM LLC TO PRODUCE MONTHLY BUSINESS OUTLOOK REPORT
Roulston Research, a network and research firm for buyside institutions, has partnered with Tatum LLC to produce abstracts of the business outlook from data collected by Tatum. Tatum is a nationwide firm specializing in the providing financial and information technology services and executive fulfillment to companies across the country. This joint effort with Tatum is a unique partnership that will provide a differentiated view of business trends - The Tatum/ Roulston Report.
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LEHMANN'S CORNER
Aaron Lehmann has partnered with Roulston Research to review our consultant Roundtables and to add a 40 plus year investor perspective on the experts’ industry comments. The opinions and points below are from his experience. Roulston delivers his thoughts to give our clients a summary of the event and a market insight of possible investment actions that might parallel the conclusions that the experts delivered.
Aaron Lehmann has since 1968 been engaged in the investment industry as a securities analyst, director of investment research, portfolio manager, and investment banker. His previous employers include Bank of America, Goldman Sachs, Hartford Insurance, Westinghouse Pension Investment Corp., Chase Investors, Steinhardt Partners and several investment boutiques. He was voted to the II list in aerospace while at Goldman Sachs. His primary areas of coverage have been aerospace, high tech and diversified companies, electrical equipment, telecommunications, and he has been a special situations analyst for the past 20 years. Prior to 1968, Mr. Lehmann was employed as a physicist/engineer for 6 years working primarily on defense electronics systems, the space program, materials research, and information retrieval systems. He authored 35 classified papers in the above areas. Mr. Lehmann has a BA in physics and math from Rutgers University, an MA in Physics from Yeshiva University where he was a National Science Foundation fellow, an MS in Operations research from New York University and MBA in finance from the University of Connecticut. He also did graduate work at Brandeis University and M.I.T. Mr. Lehmann has performed consulting services for corporations and investment firms. Although retired, he is actively involved in the investment markets and may periodically perform consulting services.
Summary and Investment Implications from Roulston Research July 21 Boston Healthcare Roundtable
INDUSTRY EXPERTS LEND THEIR EXPERTISE AS COMMUNITY CHAIRMEN
Working closely with clients, Roulston Research has developed an interactive, focused community based research program.
Those communities are led by a group of experienced industry professionals. These experts or 'Community Chairmen' facilitate discussions with other knowledgeable buysiders to uncover new insights and trends in the investment world.
Featured Community Chairman:
Consumer Community Chairman
Craig Johnson, President, Customer Growth Partners
Energy Community Chairman
Steve Maloney, Senior Manager in Finance and Performance Management at Accenture specializing in Energy Risk
Financial Community Chairman
Chris Hynes, former Executive Vice President of Private Asset Management, State Street Capital
Healthcare Community Chairman
Christopher Goff, CEO & General Counsel, Employers Health Coalition of Ohio
REITs Community Chairman
Jim Bieri, Owner, Bieri & Company - National Real Estate Consultants
Transportation Community Chairman
Russell Chew, Former Chief Operating Officer and President of JetBlue
Channel Checking on Demand:
Roulston Research is offering in partnership with Virtua Research a bespoke channel checking and investigative research service. This is a customize service tailored to our clients specific research requests. The channel checks willfocus on products and services where there is some channel of distribution. Product acceptance, promotional activity, sell thru, inventories, and customer perception are evaluated. Unlike many expert services offered to investors, the companies are stand alone and don't fit neatly under analyst's coverage lists. Projects are initiated within days of requests and run about a week. Users of this service are also provided with access to a large and growing archive of past project work








