BNET Industries

40/86 Advisors Inc.

is in the Financial Services Industry

Last Fiscal Year Sales:$17.5M
  • Private
  • US
Dow Jones Description

40|86 Advisors, Inc., a wholly-owned subsidiary of Conseco, is a fixed income investment advisor with its roots in the Midwest. We manage over $26 billion in public corporate debt securities, taxable municipal bonds, emerging market securities, high yield bonds, government bonds, mortgage related securities, privately placed debt securities, commercial mortgages, and bank loans. At 40|86, we exist to make real people's lives better through investing to protect them from financial adversity. Our people are #1 we treat them well, we expect a lot, and we believe the rest will follow. We believe in basic honesty and integrity. We believe in collaboration and hard work we eat, breathe and sleep the world of investments. We are committed to continued self-improvement through individual development and attracting and retaining the right people.

Number of Employees 90
Contact Information

535 N College Dr

Carmel, Indiana 46032

www.4086.com

(317) 817-4086

NAICS Code Miscellaneous Intermediation: 523910

News & Analysis

40/86 advisors inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
Eric R. Johnson President
Audrey L Kurzawa Chief Financial Officer
Jeffrey M. Stautz General Counsel and Chief Compliance Officer
Nora Bammann CIO & Senior Vice President, HR
Richard W. Burke Senior Vice President, Chief Information Officer
Wayne R Nelis Senior Vice President
Gevan W Arnett Assistant Vice President, Information Systems
John A Tison Vice President, Investment Operations
Linda L Stines Second Vice President, Investment Reporting
Mohammed S Alhaffar Vice President, Information Systems
Timothy L. Powell Vice President, Director of Private Placements
Edwin J. Ferrell Senior Vice President, Director of Research
Jess E Horsfall Senior Vice President, Director, Portfolio Management and Portfolio Solutions Groups
Michael J Dunlop Senior Vice President, Director of Structured Securities, Trading, and Portfolio Solutions Groups
Cherie D Starnes Manager, Investment Reconciliation, Investment Operations
Amy L Gibson
David Polson
John C Saf
John D Huybers
Mark W Tabor
Michael G Konrad

Eric Johnson is president of 40|86 Advisors, Inc. and heads its senior management team. Johnson also serves on the firm's risk policy committee. He has more than 20 years of financial services and investment experience, beginning his career at Manufacturers Hanover Trust Company in its credit training program. He later joined National Westminster Bank, managing proprietary investment portfolios.

Organization Position Status
40/86 Advisors, Inc. President Current
Conseco Inc. Executive Vice President Current
Conseco Inc. President-40/86 Advisors, Inc Former
National Westminster Bank PLC Senior Vice President Former
Manufacturers Hanover Trust Company assistant vice president Former
Conseco Inc. Officer Former
Harvard University B.A. In American History Former
Conseco Inc. Member, Management Restructuring Committee Former

Organization Position Status
40/86 Advisors, Inc. Chief Financial Officer Current
40/86 Advisors, Inc. Senior Vice President, Controller Current
American Institute of Certified Public Accountants Board of Directors Current
Indiana CPA Society Board of Directors Current
Indiana CPA Society Member Current
American Institute of Certified Public Accountants Member Current
KPMG International senior auditor Former
Indiana University B.S. In Accounting Former

Jeffrey M. Stautz is general counsel and chief compliance officer for 40|86 Advisors, Inc. His responsibilities encompass all aspects of legal and compliance within the investment process for 40|86 Advisors. Additionally, he is a member of the senior management team. Prior to joining 40|86 Advisors, Stautz was a partner at Baker & Daniels in Indianapolis, practicing in the areas of corporate finance, transactions and insurance and financial services. During his 20-plus years at Baker & Daniels he built substantial experience in securities law in which he represented companies and underwriters in the public offering and private placement of securities. Specifically, he has counseled various companies regarding disclosure and reporting obligations as well as investment advisors and broker/dealers concerning their federal and state registration requirements. Stautz has also participated in the demutualization of insurance companies as well as mergers and acquisitions relating to businesses ranging from sole proprietorships to large public companies.

Organization Position Status
40/86 Advisors, Inc. General Counsel and Chief Compliance Officer Current
40/86 Advisors, Inc. Vice President Current
Sycamore School Board of Directors Current
Baker & Daniels Llp partner Former
40/86 Advisors, Inc. General Counsel Former
The University of Michigan Law School J.D. Former
University of Michigan Jd Former
Stanford University B.A. In Economics Former

Organization Position Status
40/86 Advisors, Inc. CIO & Senior Vice President, HR Current
40/86 Advisors, Inc. Manager, Operations Former

Organization Position Status
40/86 Advisors, Inc. Senior Vice President, Chief Information Officer Current
40/86 Advisors, Inc. Data Processing Executive Current
Indiana University B.S. In Business Former

Wayne Nelis is directly responsible for all functions pertaining to the origination and administration of the firm's $1.6 billion real estate portfolio. Nelis managed his own consulting business for 5 years prior to joining 40|86 Mortgage Capital, assisting institutions and individuals with the managing, marketing, and divesting of their real estate investments. During his 8 -year tenure at Providian, he was responsible for all functions relating to the accounting and administration (including problem loan workouts) of Providian's $6 billion real estate portfolio. Prior to joining Providian, Nelis was vice president and treasurer of Banc One Mortgage. Over the 15 years Nelis spent at Banc One, he progressed through a number of responsible positions and developed expertise within the real estate industry, especially loan administration. Nelis holds a B.S. in accounting from Marian College and an M.B.A. from the University of Indianapolis, and is a licensed real estate broker in Indiana. He has served as a speaker for the Mortgage Bankers Association of America (MBA) at many national mortgage-servicing conferences. He has also served as chairman and vice chairman of MBA's Commercial Mortgage Asset Administration Committee, and chairman of the Commercial Real Estate Finance Technology Initiatives Committee. He was instrumental in the development of the MBA's Commercial Real Estate Asset Management Database, serving as the chairman of the originating ad hoc group.

Organization Position Status
40/86 Advisors, Inc. Senior Vice President Current
40/86 Mortgage Capital, Inc. Senior Vice President Current
4086 Mortgage, Inc. Current
Banc One internal auditor Former
University of Indianapolis M.B.A. Former
Marian College B.S. In Accounting Former

Organization Position Status
40/86 Advisors, Inc. Assistant Vice President, Information Systems Current
Emergent Group, Inc. manager of technical services Former
Indiana University associate's degree in computer science Former
Indiana University Degree In Computer Science Former

Organization Position Status
40/86 Advisors, Inc. Vice President, Investment Operations Current
Indiana State University B.S. Degree In Accounting Former

Organization Position Status
Investment Reporting Former
Anderson University B.A. In Accounting Former

Organization Position Status
40/86 Advisors, Inc. Vice President, Information Systems Current
Purdue University B.S. degree Former

Organization Position Status
Conseco Inc. Director, Private Placements Former
Indiana University MBA Former

Organization Position Status
40/86 Advisors, Inc. Senior Vice President, Director of Research Current
40/86 Advisors, Inc. Director Current
American General vice president Former
American General Analyst Former
American Graduate School of International Management M.B.A. Degree Former
Georgetown University B.S.F.S. Degree In International Economics Former

Organization Position Status
40/86 Advisors, Inc. Senior Vice President, Director, Portfolio Management and Portfolio Solutions Groups Current
University of Wisconsin B.S. In Finance Former

Organization Position Status
40/86 Advisors, Inc. Senior Vice President, Director of Structured Securities, Trading, and Portfolio Solutions Groups Current
Lehman Brothers Holdings Inc. Former

Organization Position Status
40/86 Advisors, Inc. Manager, Investment Reconciliation, Investment Operations Current
Indiana University B.S. Degree In Finance Former

Organization Position Status
40/86 Advisors, Inc. Current
Lincoln Financial Group vice president Former
Lincoln Financial Group high yield portfolio manager Former
Indiana University M.B.A. Former

Organization Position Status
40/86 Advisors, Inc. Current
Fitch Ratings Director Former
New York University M.B.A. Former
State University of New York at Binghamton bachelor's degree in history Former

John C. Saf, CFA, CPA is Senior Vice President, Insurance Portfolio Manager for Oppenheimer Investment Management LLC. He is primarily responsible for Insurance portfolio management. Prior to joining Oppenheimer Investment Management, Mr. Saf was a Vice President and Portfolio Manager at 40|86 Advisors, Inc., performing and overseeing Asset Liability Management (ALM). He holds a B.S.B.A. from Drake University. He is a Chartered Financial Analyst, a Certified Public Accountant and a Fellow in the Life Management Institute. Mr. Saf has 21 years of financial services and investment experience.

Organization Position Status
Oppenheimer Investment Management LLC. Senior Vice President, Insurance Portfolio Manager Current
40/86 Advisors, Inc. Current
Ernst & Young consultant Former
Drake University B.S.B.A. Former

Organization Position Status
40/86 Advisors, Inc. Current
United States Army Former
Indiana University B.S. in finance Former

Organization Position Status
40/86 Advisors, Inc. Current
Conseco Inc. Former
Drake University M.B.A. Former
Iowa State University B.B.A. in finance Former

Organization Position Status
40/86 Advisors, Inc. Current
Indiana University B.S. degree in accounting Former
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