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CONSECO CAPITAL MANAGEMENT, INC.

Step up. SM. CONSECO CAPITAL MANAGEMENT, INC. Clients first, performance always. Indiana University Professional Opportunities Orientation Program September 27, 2001. Are you curious by nature?. - Inquisitive -. Do you naturally dissect information to find an answer?. - Analytical -.

mireille-clarke
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CONSECO CAPITAL MANAGEMENT, INC.

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  1. Step up. SM CONSECO CAPITAL MANAGEMENT, INC. Clients first, performance always Indiana University Professional Opportunities Orientation ProgramSeptember 27, 2001

  2. Are you curious by nature? - Inquisitive - Do you naturally dissect information to find an answer? - Analytical - Can you exchange information in concrete, direct terms? - Communicative -

  3. Can you make judgments and identify solutions? - Decisive - Do you want to be a participant on a winning team? - Collaborative - Do you have a passion for the markets? - Investor -

  4. If you answered “YES” to these questions, you should consider a career in INVESTMENT MANAGEMENT.

  5. Conseco, Inc. • With a superior array of insurance, investment and lending products, Conseco today has approximately $93.5 billion of managed assets and a strong middle-America franchise, reaching out to more than 50 million potential customers. • Conseco was incorporated in 1979, began operations in 1982 and became a public company in 1985. Conseco is traded on the New York Stock Exchange (symbol: CNC). • Conseco has a three-prong mission: • to be more efficient than other insurance companies, • to actively manage our investments to generate greater returns with no additional risk, • to develop products that meet real market needs and find more effective channels for distributing them.

  6. Conseco Capital Management, Inc. • Formed in 1987, Conseco Capital Management, Inc. (CCM) is a wholly-owned subsidiary of Conseco, Inc., and is a SEC registered investment advisor. • CCM is also the investment advisor for approximately100 non-affiliated clients • 200 + associates work at CCM in: research & analysis securities trading portfolio management trading operations marketing information systems human resources compliance administration • As of June 30, 2001, CCM managed more than $31 billion in assets under management. • You can find more information about Conseco and CCM at: www.conseco.com www.ccminvest.com www.consecofunds.com

  7. Job Opportunities

  8. Research: titles, responsibilities and experience

  9. Trading: titles, responsibilities and experience

  10. Portfolio Management: titles, responsibilities and experience

  11. Other entry level positions: Portfolio Management • Trading Assistant / Reporting Analyst • Investment Assistant Marketing Communications • Marketing Associate Information Systems • Programmer / Analyst • Technical Support Coordinator

  12. CCM’s Culture • Respect All of us, across the organization, will be evaluated in the same way, based on what we do and how we do it, not on who we know or how long we’ve worked here. • Integrity We will tell each other what we need to do to become stronger performers. We will take a “warts and all” view of our performance, surfacing problems before they get out of control. • Accountability We will hold ourselves accountable for our own development.We will hold leaders accountable for providing developmental feedback and for helping associates identify assignments and experiences that support their development. • Change We will ask ourselves to move outside of our “conform zones” – to learn new skills or push ourselves within new areas of responsibility - to become more than we thought we could be. • Quality We will focus on performance and development, on building a team that is more broadly skilled and adaptive. • Urgency We will ask ourselves, every day, to demonstrate our value to the organization. No one will “rest” on his/her “laurels”.

  13. November Conseco goals established CCM business unit goals established October Third quarter feedback December Business unit goals given to president Senior staff goals established Goals for direct reports are established September Budget for next year LIFE CYCLE OF GOALS AND REVIEWS Early January Annual review meetings Mid January Goals for all other associates established August Budget for next year July Second quarter feedback February Salary review. June Operating review March Salary reviews and bonuses given to associates Reviews and status changes sent to HR April First quarter feedback Merit increases: Exempt and Non-Exempt P4P – payment for prior year performance is paid in April of each year May Break before operating review

  14. Education • NASD Registered Representative: Series 6, 63 and 7 • Chartered Financial Analyst (CFA) certification • Certified Public Accountant (CPA) certification • MBA program • Training and Education Benefits • Tuition reimbursement • Industry conferences and seminars • Computer based training (CBT)

  15. How to Get a Start • Internship / COOP Programs • CCM actively recruits at Indiana University for Internship and COOP positions within the following departments: • Information Systems • Investment Operations • Reporting & Reconciliation • CCM recruits all year long for full time positions. Visit our website for more information on current job openings.

  16. Contact Us • www.conseco.com • www.ccminvest.com • www.consecofunds.com • E-mail us at: ccmjobline@conseco.com

  17. Step up. SM CONSECO CAPITAL MANAGEMENT, INC. Clients first, performance always

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