Actualize Consulting is a financial services consulting firm with expertise in risk analysis, pricing validation, valuation, and accounting support for derivative products. They have offices in Boston, New York, and Northern Virginia. Actualize has a team of experts with hands-on experience providing complex treasury, finance, and accounting project solutions across multiple asset classes including commodities, credit, foreign exchange, and interest rates.

1. Our Expertise and Commitment – Driving your Success Actualize Consulting Overview Offices in Boston, New York and Northern VA

2. Overview Overview Actualize Consulting Focused on financial services instruments Actualize has a team of subject matter experts with the hands on experience providing risk and hedge analysis, pricing validation, valuation and accounting support for derivative products Deliver complex treasury, finance and accounting project solutions Seasoned consultants with Capital Markets experience across asset classes such as debt securities, mortgage securities, asset and derivatives We have experience across multiple derivative asset classes including commodities, credit, foreign exchange and interest rate Our resources have years of experience implementing solutions to provide greater flexibility to invest in and issue new product structures and enhance operational efficiencies Extensive knowledge across the entire business spectrum Front office – Pre-trade Analytics and Trade Capture Middle Office – Business Reporting, Pricing and Compliance Back Office – Automated Reconciliation Matching and Data Integrity Accounting – Accounting Standards Compliance and Financial Reporting

3. Areas of Expertise Areas of Expertise Capital Markets (Risk Management, Portfolio Management, Fixed Income Investment, Financial Modeling) Mortgage and Fixed Income Operations (Loan Origination, Secondary Marketing, Loan Servicing, Securitization and Re-Securitization) Accounting and Financial Analysis Asset Class Expertise (Derivatives, Funding, Mortgage, Mortgage Backed Securities, Asset Backed Securities)

4. Services Services Business Process and Analysis Reengineering Software Systems Evaluations and Implementations Data Management Reporting and Analytics Risk Management Oversight Valuation Review Services Information Technology

5. Contact Us Contact Us Christopher Leff, CFA, Senior Consultant, 240-575-5456, [email_address] Kerry Elam, Managing Director HR/Operations, 703-868-1506, [email_address] Theresa Santoro, Manager HR/Operations, 860-778-6718, [email_address]