This slide presentation is an overview of Conner Management Group, LLC (CMG), an investment management firm. CMG is an SEC registered investment advisor.

1. Conner Management Group, LLC
Investment Management
Proprietary Algorithms At Work
Value Investing At Its Best

2. Conner Management Group
Business Overview
 We Are an Investment Manager using Managed Account
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Solutions Approach.
We Manage Your Account.
You Always Remain In Control.
You Simply Grant CMG Discretionary Investing Authority.
Through the custodian for your account (Interactive Brokers,
Fidelity, TD Ameritrade, etc.) you have access to your
account positions and balances 24/7.

3. Conner Management Group
Backround - G. Mathis Conner
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Career Experience (Engineering, Banking, Business Development)
Broad and thorough experience in the alternative investment space. As a banker and equity
investor, worked on debt and equity investment for over $15 Billion of projects :
power, pipeline, mining, oil & gas, sporting arenas.
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CMG was founded in February 2013 by G. Mathis Conner
Bachelor of Science - Rensselaer Polytechnic Institute
Master of Engineering - Cornell University
MBA – University of Chicago
Recent Noteworthy Accomplishment
Solely authored proprietary algorithm that reviews and ranks over 3,500 stocks weekly identifying both undervalued and overvalued equities poised to revert to true value.
Algorithm only looks at mainstream stocks traded on the major exchanges with at least a 5
year trading history – no IPO’s, no Penny or thinly traded stocks.
Algorithm developed over several years and reflects experience as an analyst, institutional
investor, and engineer.

4. Mission
 Our goal is to provide our clients with the best quality of investment management
service possible. Our objectives are to do this both in terms of (1) Performance and (2)
Service Experience.
 We sincerely believe that today’s typical investment management experience is quite
poor. There is often no or little explanation about a portfolio’s quarterly performance.
In the rare instances when reports are often given, they are presented (1) within the
context of very high level generalities that can apply to the description of almost any
investment portfolio, or (2) using scholarly jargon that has little or no meaning to the
average non-industry person.
 There have been many advances in communication and information technologies over
the past decade that can substantially increase the service performance. After all, it is
your hard earned money – why shouldn’t you know how well it is being invested. Many
people feel as though they are simply depositing money into a little more than a savings
account, that might go up in price. They are almost numb to believing that there are
alternative choices that can make a real difference.
 At CMG, we are raising the performance and engagement bars for our clients
substantially by making ourselves accessible, letting you see how we think, and sharing
with you our assessments of what has gone right and wrong within our investment
strategy portfolios.
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5. Who We Serve
Conner Management Group is an investment management firm
serving the interests of:
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Independent Investors
High Net Worth Individuals & Families
Businesses
Fund Managers
Financial Professionals
Institutions
All of our strategies are driven by our proprietary algorithms,
which can be readily modified to suit specific preferences or
needs.
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6. Business Framework
“Performance, Transparency & Be Top of Mind”
 Performance
As a result of assessing investment opportunities with our algorithm weekly, while we cannot
make any guarantees, we are confident we can achieve above average performance for
each of our strategies.
 Transparency
Communicate to clients, via distributed video slide presentations, information about the
events behind their performance for the past quarter for each given strategy. (CMG
already provides video slide presentations weekly as part of newsletter.)
The use of a separately managed accounts model allows you as a client to remain informed
24/7.
Continue to post the real-time performance of stock picks published in newsletters.
 Top Of Mind
Provide valued content through our free electronic newsletter and social media presence - a
manner of building our brand, keeping the lines of communication open with clients, and
keeping us in the mind of others when it comes to searching for an investing solution
provider.
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7. What Sets Us Apart
 Multi-Purpose Proprietary Algorithms
 Quantitative Value Investors
 Think Warren Buffet with an engineering degree raised in the
computer age – benefiting from the discovered success of value
investing and amplifying it with technology, leveraging data and
measures not previously available
 Risk Management
 Managed Account Solution Approach
 Service Experience
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8. What Sets Us Apart
Multi-Purpose Proprietary Algorithms
 CMG was founded on its multi-year development of algorithms it believes will
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give its clients substantially better than average performance.
Among other factors, our algorithm considers an individual stocks history, its
outlook, maret sentiment, and overall market conditions.
CMG algorithms processes analyzes, processes, and ranks nearly 4,000
individual stocks weekly to discover the best available opportunities for a given
strategy.
Our algorithms covers over 90% of the value of all stocks traded every week.
Due to the comprehensive analysis of individual stocks, we get to see overall
market trends, on a bottom up basis – real time.
We do not monitor nor invest in speculative, thinly traded penny stocks
(generally stocks that are priced less than $5 per share).
We do not monitor nor invest in speculative, IPO’s (initial public offerings)
which have no public history.
We invest only in publicly traded companies with at least a 5 year history and
trades on one of the major stock exchanges.

9. What Sets Us Apart
Quantitative Value Investors
 CMG’s rigorous assessment of an individual stock begins first with an
assessment of value. There are many great companies with great management,
but it is a complete inefficient use of capital to purchase the stock of the
company if it is fairly valued or over valued.
 Warren Buffet is the world’s most famous value investor and we believe that his
exceptional record speaks for itself.
 The theory of value investing is what is behind CMG’s proprietary algorithms.
(1)We developed our approach from the review of countless research and white
papers over the last 40 years, (2) combined broad conclusions, (3) combined
statistics with some of trial and error, and (4) applied experience as both a
lender and equity investor in large infrastructure projects, then (5) developed
an algorithm to scale the approach.
 For all of our investments, we determine what we believe are reasonable above
average probability target prices and dates before we take a position – giving us
a benchmark to measure against over time.
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10. What Sets Us Apart
Risk Management
 CMG’s founder is a former corporate finance banker that provided risk
management for billions of dollars worth of loan portfolios for mostly
complex infrastructure projects (power, mining, pipeline, oil and gas,
arenas).
 Consequently, the CMG organization has the experience to recognize
major and minor events that can effect a company’s value and its stock
price.
 CMG’s quantitative value investing approach, as previously mentioned,
provides and ongoing benchmark for monitoring portfolio holdings.
Using our structured algorithm we will update our benchmarks at least
monthly or more frequently if needed to assess changing business
conditions.
 Furthermore CMG uses the latest technologies to immediately make us
aware of significant price changes, as well as new and significant relevant
news.
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11. What Sets Us Apart
Managed Account Solution Approach
 The managed account solution structure is the result of continued
advances in information technology.
 The most obvious differences compared to traditional investment
management services are (1) the account that is managed is yours,
always directly accessible, and you merely grant discretionary
investing authority to CMG, (2) CMG cannot withdraw funds
from your account.
 The more clients that use the same third-party custodian, the
more transaction costs decline because they are shared across
clients in the same strategy.
 Today’s technology allows the automatic preparation of all
necessary tax related documents in a single place, something
especially helpful if you have more than one account and/or using
more than one strategy.
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12. What Sets Us Apart
Service Experience
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At CMG, we are baffled at the low quality and low touch that is pervasive in the investment
management industry.
Historically, essentially millionaires could afford hiring a dedicated investment manager they could
speak to directly and were the people to specifically answer to investment performance. For those
that use the services of a traditional financial advisor, they are still not communicating with the
person who directly invests their assets. This financial advisor likely doesn’t have any better access to
the reasons for a particular investment manager’s performance than what is available through public
documents.
CMG firmly believes that even the slightest increase in client touch with an investment manager is a
major improvement over the current status quo.
CMG is already receiving positive feedback for the short weekly videos on stocks to watch with
appreciation potential. CMG feels that it is a modest amount of additional work to prepare and
distribute quarterly performance videos for each of its strategies, highlighting the major portfolio
holding related performance, news, and events – not high level generalities that could apply to any
portfolio.
CMG also provides a free electronic newsletter that is educational and informative and always
provides a free quality stock pick. Additionally, CMG has a presence on all of the major social
media platforms: Facebook, Twitter, Google+, and YouTube.
It is worth noting that despite CMG’s young age, the firm is the ONLY company endorsed by the
historic stock research firm, ValueLine, on its Facebook Business Page. If ValueLine endorses us,
then CMG is convinced it must be providing a unique service that is respected.

13. Our Strategies
CMG presently offers 4 different strategies, all driven by our
proprietary algorithm.
 Equity Income:
 Value
 Value & Momentum
 Option Portfolio
Additionally, we offer a fixed income strategy where we will
select a fixed income manager based on client needs and
market environment.
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14. Client Strategies
Equity Income | Value
Equity Income Strategy
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Invests in dividend paying stocks with appreciation potential.
A long only (buy and hold) strategy, with minimal turnover.
There is no use of derivates.
There is no shorting of stocks
Invests in 10 to 20 positions at one time.
Value Strategy
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Invests in undervalued stocks with high price appreciation potential.
A long only (buy and hold) strategy.
There is no use of derivatives.
There is no shorting of stocks.
Invests in 10 to 20 positions at one time.

15. Client Strategies
Value & Momentum | Option Portfolio
Value & Momentum Strategy
 Invests in undervalued or overvalued AND are exhibiting recent favorable price movement
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and sentiment.
Takes both long and short positions as opportunities arise.
Pursues maximum profit with expected holding periods of 3 to 6 months.
Actively looks for better investment opportunities every 3 to 6 months.
Invests in 10 to 20 positions at one time.
Option Portfolio Strategy
 A high-risk high-return potential strategy that invests in a portfolio of call and put
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options.
Positions based on undervalued or overvalued AND are exhibiting favorable movement
and sentiment.
Purchases in-the-money call or put options with expiration to maturity of 3 to 6 months.
There is no shorting of stocks.
Portfolio consists of 5 to 10 positions.

16. Performance
Value & Momentum Strategy – Paper Trades
Average Return to Date is 5.01%, greatly exceeding market, with plenty of time to appreciate
toward declared upside return.
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17. Performance
Option Portfolio Strategy – Actual Trades, 2 Yrs
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18. Performance
Option Strategy Optimization – 2 Year Analysis
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19. Positioned For Growth
 CMG has already positioned itself to take advantage of the latest
communication trends to market its unique value proposition to
prospective clients 24/7.
 Using software utilities, the firm has a well established footprint
on the major social media platforms.
 Facebook, Google+, LinkedIn,YouTube, Twitter.
 CMG has already received unsolicited acknowledgement from
ValueLine and its podcast is ranking well on iTunes and StitcherRadio.
 CMG’s structure has positioned itself as a service provider for the
potential explosive growth created by the crowd funding trend
and suppor by ongoing refinement of the Jobs Act.
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20. Social Media Presence
CMG Web Properties
www.connermg.com
www.gmcstockpicks.com
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21. Social Media Presence
Free & Premium Newsletters
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22. Social Media Presence
Facebook | Twitter | Google+
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23. Social Media Presence
YouTube | Stitcher Radio | iTunes
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24. Conner Management Group, LLC
Investment Management
3221 East Broadway, PMB37
Pearland, Texas 77581
281-947-2201
mathis@connermg.com