General Investing >> Money Manager Interviews >> June 11, 2001

John Brown / Annette Hellmer / Daniel Julie – Members Capital Advisors

JOHN H. BROWN has been President and Chief Executive Officer of Integrated Biosystems, Inc., since April 2002. Prior to arriving at Integrated Biosystems, he served as President and CEO of Covance Biotechnology Services Incorporated in Research Triangle Park, North Carolina (1998 to 2000) where he more than quadrupled sales. He built such a successful and attractive business that Akzo Nobel purchased and integrated CBSI into Diosynth in 2001. Prior to Mr. Brown's employment with Covance, he served as co-Chief Executive Officer of MED3000 Incorporated, a managed healthcare company of Tampa, Florida. Mr. Brown also held various positions in Senior Management at CIBA-GEIGY Corporation. He has a Master's of Business Administration from Harvard University and a Bachelor of Science degree in Engineering with high honors from Princeton University. Profile
DANIEL (DAN) E. JULIE is Senior Investment Officer and a member of the common stock portfolio management team at MEMBERS Capital Advisors. He is responsible for managing the Ultra Series Funds, MEMBERS Mutual Funds, and employee benefit plans in accordance with MEMBERS Capital Advisors' investment philosophy that is focused on achieving high risk- adjusted returns. Mr. Julie began his career with MEMBERS Capital Advisors in 1993 as an Investment Analyst in MEMBERS Capital Advisors' Insurance Investment Group, gaining nearly three years of fixed income private placement experience. Prior to that, Mr. Julie served almost five years in public accounting. Mr. Julie's educational background includes a Bachelor of Business Administration degree in Finance and Accounting and a Master of Science degree in Finance from the University of Wisconsin at Madison. He earned the Chartered Financial Analyst designation from the Association of Investment Management and Research in 1996. Mr. Julie is also a CPA and a member of the Madison Investment Management Society, American Institute of Certified Public Accountants, and Wisconsin Institute of Certified Public Accountants. Profile
ANNETTE HELLMER is Senior Investment Officer and a member of the common stock portfolio management team at MEMBERS Capital Advisors. She is responsible for implementing an investment management philosophy for the Ultra Series Funds, MEMBERS Mutual Funds and employee benefit plans which are focused on achieving high risk-adjusted returns. In addition, Ms. Hellmer is an Officer and Director of the Madison Investment Management Society. Prior to joining the firm in 1996, Ms. Hellmer was a Vice President and Senior Portfolio Manager with Fleet Investment Advisors where she directed the firm's Mid-Cap Value product. While at Fleet since 1988, she held positions in investment research and portfolio management. Ms. Hellmer was awarded a BS from Trinity College in Hartford, Connecticut, where she double majored in Computer Science and Economics. She earned the Chartered Financial Analyst designation from the Association of Investment Management and Research in 1991. Profile
TWST: John, will you please describe the philosophy behind the MEMBERS

Capital Appreciation Fund.

Mr. Brown: The Members Capital Appreciation Fund seeks to achieve higher

returns than the