Halcyon Financial Te


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Halcyon Financial Te

  1. 1. Excellence in IT
  2. 2. Our goal To use technology to add value to your business.  We aim to provide the best possible service  We focus solely on clients within the capital markets space  We understand your business, and know what technology works best  for you  We are staffed with employees exclusively with extensive financial  services experience  We g arantee endor agnostic ad ice ith no mark p on 3rd part We guarantee vendor agnostic advice with no markup on 3rd party  goods or services  Our national presence provides broad hours of coverage and reduces  impact of local disasters impact of local disasters  We back up what we promise with service level agreements based on  measured end‐user satisfaction levels © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 2
  3. 3. A new IT support model  Highest quality support  Sector‐specific expertise Sector specific expertise Focusing on alternative investment, broker‐dealer, advisory, family offices and  investment firms  Experienced strategic guidance Experienced strategic guidance  Enterprise‐class infrastructure  Cost control via aggregated purchasing and vendor  management t  Variable cost structure based on your size © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 3
  4. 4. HalcyonFT Complete IT HalcyonFT Independent contractor Traditional IT Service provider Internal IT Increase quality of  advice Increase service quality  Reduce Expense and coverage and coverage Reduce attention drain Increase knowledge Reduce risk Increase flexibility Reduce conflict of  interest © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 4
  5. 5. The Complete IT product © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 5
  6. 6. Tailored IT service  First‐class service with no compromises p  Support provided by IT professionals with extensive financial  services experience  Around the clock monitoring with class‐leading tools  Comprehensive executive reports © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 6
  7. 7. Support platform © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 7
  8. 8. Improve reliability & reduce risk  Reduce your administrative overhead and provide you with  y p y peace of mind  We work with you to define your strategic technology plan,  and build a custom infrastructure that meets your exact needs d b ild t i f t t th t t t d 1. Enterprise class platform for your desktops and servers 2. Increased reliability 3. Better remote access 4. Best‐in‐class security, disaster recovery and data protection  Increase the number of people who understand your systems Increase the number of people who understand your systems © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 8
  9. 9. Business application knowledge  We know your business and your applications e o you bus ess a d you app ca o s  We work with you to improve your business processes to  utilize the most appropriate technology  We are your vendor liaison, intercepting & solving any  problems  We represent you, not the vendor  We recommend what we have seen work  We help you acquire the applications that you need © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 9
  10. 10. Trading technology Portfolio and  Fund Accounting (Advent,  Sunguard &&  Archway.net) Order  Market Data &  Management  Research  System (OMS) (Bloomberg,  (Charles River,  Thomson Reuters  Thomson Reuters Fidessa & BNY Fid & BNY  & Capital IQ) ConvergEx Core  Infrastructure (Email,  Network, Data  Storage, Mobile,  S M bil Voice & DR) Execution  Electronic  Brokers & Primes Trading Systems (GS, UBS, JPM,  (GS, JP Morgan &  RBS, DB, BTIG &  Morgan Stanley) g y) Louis Capital) L i C it l) Execution  Management  Systems (EMS) (Flextrade,  Portware &  RealTick) © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 10
  11. 11. Technology strategy guidance  Ongoing partnership between our executives to define,  g gp p , deliver and review your IT goals  Monthly executive meeting to review service level,  IT spend  and strategic IT needs d t t i IT d  Guaranteed CTO‐level attention  Monthly compliance and security reports Monthly compliance and security reports © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 11
  12. 12. Compliance technology Best  Email and SAS 70  SEC Practice IM retention Outside  certification & supervision service Business  providers continuity review Fund  Personal  performance  Trading reporting Technology  Employee  Infrastructure Proxy  technology Voting usage AML, OFAC  Employee  and  outside  Patriot Act activity Privacy & Privacy & Record  information  Keeping Valutation  State security Federal & Pricing © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 12
  13. 13. Cost control  Aggregated purchasing reduces the cost of your IT purchases gg g p g y p  Gives you same advantages of scale as your larger competitors  Management of your IT budget and optimization of your  market data, software licensing, telecommunications and  support contracts  We take care of the details; you focus on your business We take care of the details; you focus on your business © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 13
  14. 14. Duty to our clients  We put our clients’ interest above our own  We perform security agency‐level vetting and background  checks on all employees p y  All of our employees agree to strict confidentiality and  restrictive personal trading agreements p g g  We hold ourselves accountable to the highest standard of  ethics and policies ethics and policies © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 14
  15. 15. High quality and satisfied team  Well compensated with a 50/50 split of free operating cash  flow as bonus  A career path for their future p  Flat support organization staffed by industry veterans  Membership in a quality team  Exposure to the latest technology Exposure to the latest technology © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 15
  16. 16. Our employee rules 1. For the client, the answer is Yes , 2. Over‐communicate 3. Know the client 4. Find and fix the cause, not just the symptom 5. Always maintain professional decorum ‐ respect is given and  expected between client and our staff expected between client and our staff © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 16
  17. 17. Typical client infrastructure © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 17
  18. 18. How to contact us Telephone (415) 683‐0740 Email info@halcyonft.com 101 California Street, Suite 3100 San Francisco, CA 94111 420 Lexington Avenue, Suite 2650 New York, NY 10170 © Copyright 2010 – Halcyon Financial Technology, L.P.             September 2010 Page 18