Lisa Conley

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Profile

Ms. Lisa Conley is a Director at BMO Capital Markets (United States).
Prior to joining BMO Capital Markets in October 2010, Ms. Conley was at Ziegler from 2009.
She was at Citi Markets & Banking for 11 years, where she served as a Director, managing nearly $9 billion in tax-exempt bond issuance.
In addition, she spent four years in Healthcare Finance at Paine Webber.
She began her career in finance at Bankers Trust as an Industry and Portfolio Analyst.

Former positions of Lisa Conley

Companies	Position	End
Ziegler Capital Management LLC (Old) Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate.	Portfolio Manager-Equities	29/04/2010
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Bankers Trust New York Corp. Bankers Trust New York Corp. Major BanksFinance National commercial bank	Corporate Officer/Principal	-
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Analyst-Equity	-
Citi Markets & Banking Citi Markets & Banking Investment Banks/BrokersFinance Securities dealer	Corporate Officer/Principal	-

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Private companies	5
Ziegler Capital Management LLC (Old) Ziegler Capital Management LLC (Old) Investment ManagersFinance Ziegler Capital Management is a large-cap US growth investor. Their funds seek a total return from dividends and capital gains that, before deducting the operating expenses, exceed the total return of the benchmark indices. They invest in common stocks that approximately parallel the composition of the indexes but do not intend to replicate the indexes at all times. Ziegler may overweight particular sectors that they believe offer attractive growth potential. The firm relies heavily on Wall Street research. They will sell a stock when there is deterioration in fundamentals. Their research employs both quantitative and behavioral finance methods. Ziegler tends to invest in the stocks of mid-cap and large-cap companies in the electronic technology, technology services and health technology sectors. The firm maintains a low turnover rate.	Finance
Bankers Trust New York Corp. Bankers Trust New York Corp. Major BanksFinance National commercial bank	Finance
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Finance
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Citi Markets & Banking Citi Markets & Banking Investment Banks/BrokersFinance Securities dealer	Finance

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