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Halcyon Financial Te
- 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. 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. 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. The Complete IT product
© Copyright 2010 – Halcyon Financial Technology, L.P. September 2010 Page 5
- 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
- 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. 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. 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. 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. 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. 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. 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. 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. 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
- 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