Speaker Biography
Carl McDonald, CFA
Director
Citi Investment Research
 
Carl McDonald is a Director and senior analyst covering the Managed Care industry, having joined Citi Investment Research in June 2010. He has followed the managed care industry for more than a decade, and was previously employed at Oppenheimer & Co., CIBC World Markets, Morgan Stanley, Banc of America, and Credit Suisse First Boston.

He was named the runner-up analyst in the managed care sector in Alpha Magazine’s ranking of top analysts by hedge funds in 2007, and was honored as the Up and Coming Managed Care analyst in Institutional Investor's 2005 and 2006 All America Research survey. Mr. McDonald was selected as the #2 earnings estimator in the country by Forbes/Starmine in 2006, along with being selected as the #1 earnings estimator in the Health Care Providers & Services industry the same year.

Mr. McDonald holds a B.A. in Economics and a B.A. in American Studies from Brandeis University in Waltham, MA. Mr. McDonald is a Chartered Financial Analyst, and a member of the CFA Institute and the Boston Society of Security Analysts.