Clients & Approach

Over the years, we have worked with many of the leading firms on Wall Street.

Why us?
• Proven ability to work with traders and portfolio managers – a skill set that is not often possessed by technologists.
• Experience with other hedge funds and knowledge of best practices.
• Subject matter expertise in trading, operations, and finance
• Expert knowledge of derivatives and related portfolio analytics
• Ready-to-implement framework for risk analytics, data aggregation, and reporting (ePivoterSM)
• Expertise with the Bloomberg™ API, data, and analytics
• Experience in creating structured Excel solutions backed by a proper database model
• Skill set in Microsoft technologies (SQL Server, .NET/C#, ASP.NET, Excel/VBA, IIS, SSIS/DTS, XML)
• Experience in integrating with prime brokers, fund administrators, and vendor products

In what capacity?
• As a CTO to guide strategic decisions about vendor products, systems infrastructure, and applications development.
• As the sole software development and integration team.
• As an extension of their internal development team in building customized analytics, and integrating with vendor products and broker systems.
• As a business consultant to review and document operational workflows.

How we’ve helped our clients
• Offering our multi-faceted resources as an alternative to building an internal IT organization
• Helping to scale their business and operating model with our integrated solutions
• Improving portfolio management and analytics for their traders (e.g., delta hedging models, screeners)
• Building robust risk scenario analysis with a powerful user interface for use by front office
• Consolidating and automating daily report generation
• Aggregating data from multiple sources (prime brokers, fund administrators, risk system vendors)

Representative multi-strategy hedge fund clients
• Clinton Group – (fixed income)
• H/2 Capital – (credit trading, loans)
• Panton Capital – (credit trading)
• Phalanx Capital Management - (Asian convertible bond arbitrage and volatility strategies)
• Pharo Management – (emerging markets)
• Serengeti Asset Management – (relative value, credit trading)
• Silverback Asset Management – (convertible bond arbitrage, credit trading)
• TQA Advisors – (convertible bond arbitrage and credit trading)

Other representative clients in financial services

• Bank of NY Mellon (Alternative Investment Services, Asset Servicing, Unit Trusts)
• Citi (Global Transaction Services)
• Credit-Suisse First Boston (Prime Brokerage)
• Integrity Research Associates (http://www.integrity-research.com)
• JP Morgan Chase (due diligence team in JPM’s acquisition of Paloma’s operational unit)
• Merrill Lynch (Prime Brokerage, Equity Derivatives Trading, Securities Services)