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Hedge Fund Marketing: Tips to Impress Investors and Raise Capital

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This presentation covers the analysis and optimization of the hedge fund marketing process, the value of brand loyalty, the evolution of investor due diligence and selling technology as a differentiator for your firm

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Hedge Fund Marketing: Tips to Impress Investors and Raise Capital

  1. 1. Hedge Fund Marketing Tips to Impress Investors and Raise Capital Thursday, October 2, 2014
  2. 2. TODAY’S EXPERTS Follow Along: @EzeCastleECI #HFMarketing Kyle Dunn CEO Meyler Capital Mary Beth Hamilton Vice President, Marketing Eze Castle Integration
  3. 3. • Hedge Fund Marketing: Analyzing & Optimizing the Process • The Value of Brand Loyalty • The Evolution of Investor Due Diligence • Selling Technology as a Differentiator for Your Firm TODAY’S AGENDA Follow Along: @EzeCastleECI #HFMarketing
  4. 4. • Investors require more information than ever before. DUE DILIGENCE Follow Along: @EzeCastleECI #HFMarketing 3-5 Years Ago Today Few questions regarding technology, security, etc. Annual questionnaires were rare DDQs dedicated to technology infrastructure & security Many investors ask for annual updates from firms & service providers
  5. 5. • 72% of investors will be asking more IT Qs • With 56% coming in the next 6 months • 25% said IT deficiency = no investment SURVEY SAYS Follow Along: @EzeCastleECI #HFMarketing
  6. 6. THE QUESTIONS Follow Along: @EzeCastleECI #HFMarketing At what frequency are security audits of the firm’s IT infrastructure performed and what specific tests are run? Do you have a SAS70/SSAE-16? If so, please provide a copy of your most recent report. Describe your Help Desk structure and availability for responding to issues a firm reports. How often do you back up my data? What are your backup procedures? Does the organization have a formal, documented IT security policy? What is your process for deleting employee accounts/privileges if he/she leaves the organization? Do you retain logs of who accesses what data and when? Does the firm have any form of intrusion detection in place? If so, what is the platform and provider? How is physical access to the data center(s) controlled/monitored? What due diligence and background checks do you perform on employees? QUESTIONS, QUESTIONS, QUESTIONS! • Infrastructure • Cybersecurity • DR/BCP • Backup • Policies & Procedures • Hiring Practices • Employee Training • Data Centers
  7. 7. TECHNOLOGY Follow Along: @EzeCastleECI #HFMarketing The Bare Minimum Best Practice/Investor-Approved  Public Cloud (e.g. Amazon, Google, etc.)  Private Cloud  Managed by reputable third- party provider Infrastructure/Cloud
  8. 8. TECHNOLOGY Follow Along: @EzeCastleECI #HFMarketing The Bare Minimum Best Practice/Investor-Approved  Non vertical-focused  No specific knowledge of financial services firms  Hedge Fund-focused IT Firm  Understanding of financial applications and unique needs Personnel/Expertise
  9. 9. TECHNOLOGY Follow Along: @EzeCastleECI #HFMarketing The Bare Minimum Best Practice/Investor-Approved  Tape backup (should never be used exclusively)  Robust backup  Managed Disaster Recovery Backup & Disaster Recovery
  10. 10. TECHNOLOGY Follow Along: @EzeCastleECI #HFMarketing The Bare Minimum Best Practice/Investor-Approved  Anti-virus, spam filtering, firewalls  Layers of Security  Intrusion Detection and Prevention  Vulnerability Assessments Security
  11. 11. • Due diligence is evolving and investors seek stability and security • Take a long-term approach to technology planning • Deficiencies in your IT can and will prevent allocations FINAL THOUGHTS Follow Along: @EzeCastleECI #HFMarketing

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