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Rating:Ziegler Boosts Number of Consultant Callers Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, July 18, 2008

Ziegler Boosts Number of Consultant Callers

Reported by Armie Margaret Lee

Ziegler Capital Management, which sponsors the North Track mutual funds, has grown the size of its team that calls on institutional investment consultants. Ziegler recently added two people to the group, said Raheela Anwar, managing director and head of institutional business development and client service, in an interview with The MFWire.

Peter Warren, who joined the team January 1, covers the East Coast, and Matt O'Neil, who joined last month, covers the Central region. Both are senior vice presidents. They were both previously in other roles at Ziegler.

With their addition, Nicholas Bauer, who heads the group, now oversees a team of three, said Anwar.

Anwar noted the importance of consultants in clients' decision-making process.

"We've seen significant success in our early calling efforts," she added.

Asked if further additions to the institutional investment consultant calling group are planned, Anwar said: "For now, we're pretty well-staffed." Next year, however, the company will "definitely consider expanding the team," she said.


Company Press Release

CHICAGO, Jul 17, 2008 (BUSINESS WIRE) -- Ziegler Capital Management, LLC announces the expansion of its institutional investment consultant calling team with the dedication of additional resources and experienced staff.

The changes emerge in response to an increased demand for focus on this distribution channel. "The importance of consultants in our clients' investment decision making process, combined with Ziegler's consistent portfolio management of clients' assets, makes consultants a vital part of future growth," says Brian Andrew, president of Ziegler Capital Management.

The Ziegler institutional consultant calling team works in tandem with our portfolio managers and is one of the channels for introducing the new Ziegler Small-Cap Core Equity strategy mentions Andrew. Launched in October 2007 and brought to market in June 2008, the Small-Cap Core Equity strategy brings the same Ziegler hallmark Quantitative Research Strategy used in the large-cap equity space to the small-cap market.

Nicholas Bauer leads the expanded consultant calling team practice, which complements Ziegler's other distribution channels: the financial intermediary team directed by Linda Matza, the institutional client service team headed by Craig Vanucci and the institutional direct sales team. About Ziegler Capital Management, LLC: Ziegler Capital Management, LLC sponsors the North Track family of mutual funds and provides separate account management for individuals, corporations, foundations and endowments. Total assets under management are approximately $3.3 billion (as of 3/31/08).

Prospective purchasers of the North Track Funds should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other important information about the Funds. A prospectus may be obtained from your financial advisor, or by calling Ziegler at 1-888-832-3862. The prospectus should be read carefully before investing.

About Ziegler:

The Ziegler Companies, Inc. (symbol: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, mortgage banking, institutional sales and trading) wealth management, including asset management and investment services, and alternative investments. Nationally, Ziegler Capital Markets is ranked as one of the leading investment banking firms for not-for-profit healthcare and senior living organizations, as well as religious institutions and schools.

Ziegler Wealth Management (retail brokerage) encompasses investment and consulting services for individuals, families, business owners and institutions. It operates a network of financial advisors throughout the nation.

Ziegler's alternative investing activities include raising and deploying capital through private investment funds with investment objectives related to the real estate, services and technology sectors of the healthcare and senior living industries.

Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.

SOURCE: The Ziegler Companies, Inc. 

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