Title: CONSECO%20CAPITAL%20MANAGEMENT,%20INC.%20Clients%20first,%20performance%20always
1CONSECO CAPITAL MANAGEMENT, INC.Clients first,
performance always
Indiana University Professional Opportunities
Orientation ProgramSeptember 28, 2000
2Are you curious by nature?
3- Inquisitive -
4Do you have the discipline to evaluate all
aspects of an opportunity?
5- Analytical -
6Can you communicate your ideas or findings in
concrete, direct terms?
7- Communicative -
8Can you draw logical conclusions and identify
value?
9- Decisive -
10Have you ever been an active participant on a
winning team?
11- Collaborative -
12Do you have a passion for money and the markets?
13- Investor -
14If you answered YES to the majority of these
questions, you should consider a career in
INVESTMENT MANAGEMENT.
15Conseco, Inc.
- A leading provider of wealth management solutions
through insurance, investment and lending
products, Conseco, Inc. has more than 12.5
million customers and 102 billion in managed
assets. - Conseco, Inc. became a publicly owned company in
1985 and is traded on the New York Stock Exchange
(symbol CNC).
16Conseco Capital Management, Inc.
- Formed in 1981, Conseco Capital Management, Inc.
(CCM) is a wholly owned subsidiary of, and the
investment adviser for, Conseco, Inc. - CCM is the investment advisor for more than 200
non-affiliated clients - 195 people work at CCM in
- research analysis securities
trading portfolio management - operations marketing information systems
- human resources compliance administration
- As of September 1, 2000, CCM managed more than
31.6 billion in taxable and tax-exempt assets
under management. - Heres how to get to know us on the Internet
- www.conseco.com www.ccminvest.com
www.consecofunds.com
17CCM provides three broad investment product
categories Assets
(billions) 25.77 Fixed Income
Core Core-Plus High Yield Convertible
Bond Distressed Insurance
3.27 Structured High-Yield CBO Investment-Gr
ade CBO CLO (bank loans) Principal-Protec
ted Vehicles 2.60 Equity Mid-Cap Concent
rated Large-Cap Balanced Science
Technology Hedge Fund Total 31.64
18Distribution
- Target Markets
- Institutional High-net-worth individuals
- Consultants
- Taft-Hartley pension plans
- Government
- Hospitals
- Corporate pension plans
- Endowments
- Foundations
- Retail Major Wirehouses
- Regional broker-dealers
19Research titles, responsibilities and experience
20Trading titles, responsibilities and experience
21Portfolio Management titles, responsibilities
and experience
22Other entry level positions
- Trading Assistant / Reporting Analyst
- Marketing Associate
- Programmer / Analyst
- Technical Support Coordinator
23CCMs culture
- Dynamic training development programs
- Pay-for-Performance (P4P)
- Mentor program
- A learning atmosphere
- Individual always gains if team wins
24Education
- Chartered Financial Analyst (CFA) certification
- NASD Registered Representative S6, S7, and S63
- Training and education
- Tuition reimbursement
- Industry conferences and seminars
- Computer based training (CBT)
25Our focus quality, productivity and growth
- Profitability scale
- Grow non-affiliated assets under management by
- 2.0 billion in 2001 (22)
- 3.5 billion in 2002 (32)
- Maintain top-quartile performance driven by "Pay
for Performance" - Implement scalability of investment process
through technology - Implement internal/external institutional
marketing structure - Achieve industry best-in-class client service
- Introduce minimum of five new products during 2001
26Contact Us
- www.conseco.com
- www.ccminvest.com
- www.consecofunds.com
- E-mail us at ccmjobline_at_conseco.com
27CONSECO CAPITAL MANAGEMENT, INC.Clients first,
performance always