CONSECO%20CAPITAL%20MANAGEMENT,%20INC.%20Clients%20first,%20performance%20always - PowerPoint PPT Presentation

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CONSECO%20CAPITAL%20MANAGEMENT,%20INC.%20Clients%20first,%20performance%20always

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Title: No Slide Title Author: Julie Adams Last modified by: Jennifer Hubert Created Date: 5/13/1999 2:46:37 PM Document presentation format: Custom – PowerPoint PPT presentation

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Title: CONSECO%20CAPITAL%20MANAGEMENT,%20INC.%20Clients%20first,%20performance%20always


1
CONSECO CAPITAL MANAGEMENT, INC.Clients first,
performance always
Indiana University Professional Opportunities
Orientation ProgramSeptember 28, 2000
2
Are you curious by nature?

3
- Inquisitive -

4
Do you have the discipline to evaluate all
aspects of an opportunity?

5
- Analytical -

6
Can you communicate your ideas or findings in
concrete, direct terms?

7
- Communicative -

8
Can you draw logical conclusions and identify
value?

9
- Decisive -

10
Have you ever been an active participant on a
winning team?

11
- Collaborative -

12
Do you have a passion for money and the markets?

13
- Investor -

14
If you answered YES to the majority of these
questions, you should consider a career in
INVESTMENT MANAGEMENT.

15
Conseco, 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).

16
Conseco 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

17
CCM 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
18
Distribution
  • 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

19
Research titles, responsibilities and experience
20
Trading titles, responsibilities and experience
21
Portfolio Management titles, responsibilities
and experience
22
Other entry level positions
  • Trading Assistant / Reporting Analyst
  • Marketing Associate
  • Programmer / Analyst
  • Technical Support Coordinator

23
CCMs culture
  • Dynamic training development programs
  • Pay-for-Performance (P4P)
  • Mentor program
  • A learning atmosphere
  • Individual always gains if team wins

24
Education
  • 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)

25
Our 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

26
Contact Us
  • www.conseco.com
  • www.ccminvest.com
  • www.consecofunds.com
  • E-mail us at ccmjobline_at_conseco.com

27
CONSECO CAPITAL MANAGEMENT, INC.Clients first,
performance always
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