General Investing >> Money Manager Interviews >> May 18, 2009

Defensive Equity Investment Strategies – Dale W. Smith & Clinton Brewer – Meeder Financial

Dale W. Smith has been associated with Meeder Financial as Chief Financial Officer/ Chief Investment Officer since March 2005. He brings 23 years of financial services experience to Meeder, with previous positions as Senior Vice President, Financial Services at BISYS Fund Services from 1999 to 2004 and Senior Vice President, Fund Accounting at BISYS Fund Services from 1996 to 1999. Profile
Clinton Brewer has been a Portfolio Manager with Meeder Financial since June 2008. Prior to joining Meeder, he spent several years from 2004 to 2008 in various equity research positions for FTN Financial and KeyBanc Capital Markets. He holds the Charted Financial Analyst designation and earned his BS degree in Finance from Miami University. Profile
TWST: Would you start with an overview of Meeder Financial and your investment

philosophy?

Mr. Smith: Meeder Financial was founded in 1974 right in the middle of a very

nasty bear market