WE KNOW YOU. You are:

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2 WE KNOW YOU You are: A CTO of an established firm interested in aligning your IT team with business partners and removing disruptive, non-alpha generating tasks from the equation. A business manager charged with reducing your commoditized IT to minimize operational expenses. A portfolio manager who struck out to start a new firm. You have your name; you have your strategy. You need an office, and you need to set up your infrastructure, but you should be focusing on raising capital and selecting your counterparties. ABOUT AGIO

3 WE CAN HELP WITH THAT At Agio, we provide comprehensive infrastructure support and security management to firms at every stage. We ve got you covered. ABOUT AGIO

4 TABLE OF CONTENTS 1 WHO WE ARE 2 People 4 Presence 6 Pedigree 9 WHY WE RE DIFFERENT 11 Mission 13 Culture 14 Values 17 The Art of Service 19 WHAT WE OFFER 19 Agio ESP 20 Our Services 22 Remote Monitoring & Management 25 End-User Services 26 Hosted Solutions 29 Assessment Services 30 Managed Security 33 SEC Cybersecurity Readiness Program 34 Cybersecurity Consulting 37 SkySuite 39 Internal Governance & Security 41 SAY YES ABOUT AGIO

5 WHO WE ARE Agio is a progressive managed IT and security services firm built around six core values in support of our singular mission: to be the best. With a culture aligned to run alongside your fast-paced and dynamic environment, you can trust us to support your mission-critical technologies while you focus on your core business. viii ABOUT AGIO WHO WE ARE 1

6 PEOPLE Our employees are dispersed internationally, providing unlimited 24x7x365 access to Agio experts across multiple technology practices. Agio s corporate headquarters in New York City places us in close proximity to many of our clients and the industry partners who comprise our business network. Our state-of-the-art operational headquarters in Norman, Oklahoma, is the heart of our Client Services operation, supporting the Agio engineers at our on-site client locations and our regional offices in: Boston, Massachusetts Chicago, Illinois Raleigh, North Carolina San Francisco, California Seattle, Washington Stamford, Connecticut ALLENTOWN, PA Data Center NEW YORK, NY - CORPORATE HEADQUARTERS Executives, Sales and Client Services SAN FRANCISCO, CA Client Services BOSTON, MA Client Services NORMAN, OK - OPERATIONAL HEADQUARTERS Customer Support and Operations SEATTLE, WA Creative Services and Data Center CHICAGO, IL Client Services RALEIGH, NC Security and Compliance STAMFORD, CT Executives, Sales and Client Services 2 ABOUT AGIO WHO WE ARE 3

7 PRESENCE Through geographic diversity and the sheer number of our technologists, we scale seamlessly with the growth of your firm, possessing the breadth and depth of skills to service your needs at every stage. While many technologies can be supported virtually, we quickly dispatch Agio engineers to your location if and when the need arises. As an Agio client, we re there with you, no matter what the situation. 4 ABOUT AGIO WHO WE ARE 5

8 PEDIGREE Agio s management team derives its pedigree from Point72 (formerly SAC Capital Advisors), UBS, Hewlett Packard, Andor Capital, American Express, BlackRock, Morgan Stanley, the New York Stock Exchange and the Pacific Stock Exchange, embodying decades of collective experience. This bedrock of institutional knowledge informs our holistic approach to solutions design, providing the right services and technologies to fit your unique needs. 6 ABOUT AGIO WHO WE ARE 7

9 WHY WE RE DIFFERENT We are committed to delivering superior service to all our clients, and we invest in our people, processes and technology to realize this goal. Whether through the development of proprietary software, which enables full service transparency, or the creation of robust cybersecurity services, our understanding of your needs and our passion for service drive continual evolution and meaningful progress, keeping us at the forefront of the industry. 8 ABOUT AGIO WHY WE RE DIFFERENT 9

10 MISSION We have a singular mission: to be the best managed IT and security services provider. We do not take this statement lightly. We continually employ rigorous standards around customer service, hiring and continued learning and growth. This ensures every Agio employee is prepared to successfully manage the dynamic needs of your environment. 10 ABOUT AGIO WHY WE RE DIFFERENT 11

11 CULTURE Everything we do is a reflection of our culture; as such, everything we do must be deliberate in thought and action. We are committed to drawing the best of the best to Agio, creating a high-performance environment and hiring employees who are committed to living our values. This means employing people who care enough to add insight and recommend better ways of doing things, while remaining open to input and ideas from others. The result is a curated culture of continuous evaluation and iteration which drives us to be better every day. 12 ABOUT AGIO WHY WE RE DIFFERENT 13

12 VALUES Our six core values provide a blueprint for executing our mission and realizing our culture: 1 Create a WOW experience 2 Be bigger than your job 3 Speak up 4 Stay cool under pressure 5 Look smart, be smart 6 Be better than yesterday 14 ABOUT AGIO WHY WE RE DIFFERENT 15

13 THE ART OF SERVICE Agio, our name, has come to stand for so much more than just technology. Our name means service, commitment, drive, perseverance, determination and excellence. Consistently we find our clients and partners interested not only in our technology but also in our culture and our philosophy around service. We coined the phrase, The Art of Service to remind us service is an art as well as a science. We use a deliberate process of providing strong fundamentals and ask our employees to show up every day willing to bring themselves and their craft to their work. In the same way, we asked lauded New York street artist Paul Richard to apply his unique craft to the most fundamental graphic element of our brand: our Swirly. We place his artistic interpretation of our Swirly prominently in our offices and in our materials as a constant reminder to our clients and to ourselves of our commitment to The Art of Service. The above is one of three commissioned artworks created by lauded New York street artist Paul Richard. The original pieces hang in our New York, Oklahoma and North Carolina offices. 16 ABOUT AGIO WHY WE RE DIFFERENT 17

14 WHAT WE OFFER AGIO ESP For us, our commitment to being the best means a continual investment in our service delivery. To that end, we developed a proprietary system called Enterprise Service Platform (ESP) to ensure Agio engineers focus on your most critical issues and consistently deliver a superior end-user experience across all Agio services. The enhanced insight and transparency of ESP offer you access to a realtime view of all your open cases. You see what we see an inside view of all your open tickets so there is never a doubt as to exactly what is happening in your environment at any given moment. ESP automatically prioritizes open tickets based on select inputs you ve identified, utilizing a scriptable heuristic algorithm, advanced data mining techniques and predictive analytics. As we constantly evaluate and monitor the priorities of your specific environment, we build and retain institutional knowledge allowing us to service you more effectively every day. 18 ABOUT AGIO WHAT WE OFFER 19

15 OUR SERVICES We provide comprehensive infrastructure and security services to firms at every stage, including: Remote Monitoring & Management, End-User Services, Hosted Solutions, Assessment Services, Managed Security, our unique SEC Cybersecurity Readiness Program, Cybersecurity Consulting, and SkySuite a special bundle of services for emerging firms. All Agio services are backed by our advanced internal governance and security to ensure confidentiality. Remote Monitoring & Management Agio Managed Security Agio Monitoring Service Application Management Database Management Network Management Server Management Storage Management Voice Management Hosted Solutions Agio Managed Backup Agio Private Cloud Hosted Messaging Compliance Suite Defense Hosted Voice Services End-User Services On-Site Support Remote Help Desk Security Consulting SEC Cybersecurity Readiness Program Security Risk Assessment Penetration Testing Vulnerability Assessment Phishing Campaign Security Awareness Training Security Policy Creation Incident Response 20 ABOUT AGIO WHAT WE OFFER 21

16 REMOTE MONITORING & MANAGEMENT Agio s Remote Monitoring & Management provides coverage of your: NETWORK SERVERS DATABASES STORAGE BACKUP APPLICATIONS We developed Agio Monitoring Service (AMS), a customized monitoring application designed specifically for the alternative investment industry, to integrate security, performance, availability and monitoring in a single application (SIEM). With AMS, we monitor devices, users and applications across the entire IT infrastructure on premise, in the cloud or a hybrid model through a single pane of glass. By combining security, performance and availability with monitoring via powerful real-time analytics, AMS identifies security incidents and operationimpacting problems more rapidly, keeping your business running with minimal disruptions. With our 24x7x365 Management Services, we manage your environment to actively reduce downtime through detection and remediation. From data collection, trending and capacity planning to deploying changes to servers, troubleshooting and monitoring performance, Agio ensures your environment is in a healthy state and stays that way. Furthermore, our infrastructure management platform can be accessed by our service experts from anywhere, at any time, so there is never a single point of failure in terms of our systems or people. As an Agio client, you too have access to the AMS platform, offering a transparent view into what s happening in your environment at all times. 22 ABOUT AGIO WHAT WE OFFER 23

17 END-USER SERVICES Our End-User Services include: ON-SITE END-USER SUPPORT Through our on-site desktop support service, your dedicated on-site Agio resource can leverage the entire multi-disciplinary knowledge of Agio s Client Services team to fix your issues by your side. REMOTE END-USER SUPPORT We offer unlimited, 24x7x365 access to our dedicated team of experienced support professionals. By leveraging Agio s highly qualified and certified technical staff, recruiting, training, and fulfillment of IT resources become a thing of the past. You can now concentrate on your business, not your help desk. INFORMATION SECURITY Agio s Information Security Service offers a repeatable access control and data governance program. We ensure all access requests are approved by your appropriate business owners and recorded for audit controls. 24 ABOUT AGIO WHAT WE OFFER 25

18 HOSTED SOLUTIONS Our Hosted Solutions Service includes: VIRTUAL INFRASTRUCTURE Colocation: Our Colocation service saves you money and avoids outages by supplying a secure environment with the added flexibility of having complete control over your own servers and software. Plus, with managed colocation, Agio manages and maintains your servers, providing you with a dependable, efficient environment without having to retain your own dedicated IT staff. Agio Private Cloud: Utilizing our virtual servers, firms of any size can benefit from enterprise-class security, redundancy and performance with the convenience of Agio s flexible, service-oriented model. The Agio Private Cloud also provides: Secure private hosting, including encrypted data transmission and storage, based on proven best practices. We ensure any data that is created, processed, transmitted or stored by your firm maintains appropriate confidentiality, integrity and availability. Full compliance with the SSAE 16 SOC Type 1 and 2 standards. Dedicated IT staff, providing 24x7x365 support. Agio Managed Public Cloud: Amazon Web Services (AWS) is a highly optimized cloud infrastructure that allows you to take advantage of a dynamic environment without you having to provide the infrastructure. The downside is that this is where the service ends. With AWS, you are required to manage and maintain your cloud environment, including all of the complexity and time involved. To meet this need, Agio offers a full service cloud management offering, partnering with Amazon Web Services and their infrastructure. We take care of everything from the implementation and migration of your environment to ongoing support. MESSAGING Fully managed solutions provide you with enterprise-class , compliance archiving, ediscovery, mobile device support and security. Our solution includes hosted secure with a 99.99% uptime guarantee, message encryption, mobile device support and compliance archiving covering , instant messaging (IM), Bloomberg, SMS and social media. We work with best-in-class partners, including Intermedia, Intel Security, Global Relay, and Smarsh. HOSTED VOICE Robust calling features for greater flexibility. DATA PROTECTION Off-site hosting and management of your physical and virtual environment reduce infrastructure demands and provide data assuredness if disaster strikes. 26 ABOUT AGIO WHAT WE OFFER 27

19 ASSESSMENT SERVICES Our Assessment Services include: INFRASTRUCTURE GAP ANALYSIS Analysis of your current IT environment, business needs and the technologies and services available to bridge current and future gaps. SERVER & STORAGE CONSOLIDATION The identification of areas of consolidation, enabling you to retire unneeded hardware and gain advantages in flexibility, scalability, data center automation and cost reduction. DATA CENTER & CLOUD MIGRATION An examination of your particular business environment, data center and current technology to determine what changes can increase business agility, reduce total cost of ownership (TCO), meet regulatory and institutional investor requirements and provide for future growth. SECURITY ASSESSMENTS A comprehensive suite of compliance and IT security assessments that provide you with confidence and knowledge about your security and compliance posture. 28 ABOUT AGIO WHAT WE OFFER 29

20 MANAGED SECURITY Agio Managed Security offers: PROTECTION AGAINST ADVANCED EVASION TECHNIQUES By leveraging our institutional partners, such as Intel Security, AccelOps and Nessus, coupled with Agio s customization, we are able to defend against a new class of sophisticated evasion techniques, even when they are applied on multiple protocol levels. The result is increased protection for your environment against advanced persistent threats and other undesirable traffic. SECURITY INFORMATION & EVENT MANAGEMENT (SIEM) Agio Managed Security uses a discovery-driven approach designed to prevent future security blind spots and add user, application and business service context to events. We provide unparalleled threat monitoring, prioritization and mitigation responses, leveraging log collection data from security devices, network devices, Active Directory and applications to cross-correlate security event data in real time, while weaving a sophisticated security event management service throughout the entire solution. SYSTEM VULNERABILITY & PATCH MANAGEMENT This automated service scans network assets for vulnerabilities and configuration consistency on a daily basis to clearly identify potential areas of exploitation and increased security risk. SECURITY ADVISOR & TRUSTED PARTNER Agio offers additional services related to industry threat trending and business vertical security intelligence and uses this information to make recommendations to reduce risk. SECURITY INFRASTRUCTURE LIFE CYCLE MANAGEMENT The Agio Security Operations Center (SOC) provides a structured, compliant, comprehensive approach to maintaining security device health and efficacy, and our compliancedriven processes and procedures increase the effectiveness of this requirement. 30 ABOUT AGIO WHAT WE OFFER 31

21 SEC CYBERSECURITY READINESS PROGRAM Upon the release of the SEC OCIE Risk Alert in April 2014, we saw the need to leverage our expertise in cybersecurity to create a program specifically aligned with the Alert s 28 areas of interest. Agio s SEC Cybersecurity Readiness Program is a proactive, methodical approach to cybersecurity under the direction of a virtual CISO, which aligns with the SEC OCIE Risk Alert and drives clients toward compliance. We spend 24 months getting you and your environment fit through continuous exercises, seminars, testing, and briefings that will continue to develop your firm s cybersecurity fitness at a digestible level. Specifically, our program offers: Features Cybersecurity Risk Assessment with SEC OCIE Risk Alert Gap Analysis Penetration Testing Social Engineering Tests Incident Response Testing (tabletop exercises) End-User Security Awareness Training (seminar format) Policy Review & Development Security Architecture Review Contract Review Audit Assistance 32 ABOUT AGIO WHAT WE OFFER 33

22 CYBERSECURITY CONSULTING Agio delivers information security solutions designed to help clients ensure a maximum security posture, while considering business objectives and regulatory requirements. Our security experts balance this blend of requirements to successfully partner with you, assuring appropriate actions are taken to safeguard your data. The goal of this partnership is to effectively reduce the continuous burden on your resources, to monitor potentially harmful events and help you prepare to meet future security challenges. Our experienced, highly trained and credentialed engineers, armed with industry best practices, deliver a wide variety of IT security solutions through consultation, assessment and remediation practices. With backgrounds in IT security planning, SIEM, PCI, HIPAA, FFIEC, SEC preparation, and other regulatory requirements, our people bring added knowledge and project resources to your existing teams. When it comes to security, we ve got you covered. 34 ABOUT AGIO WHAT WE OFFER 35

23 This breathtaking photo was captured by David Berardi, Core Systems Analyst, while he assisted a client on site. SKYSUITE Agio SkySuite is a comprehensive IT solution designed specifically for the emerging alternative investment manager. It provides a scalable, enterprise-class package of services, backed by performance guarantees with zero startup costs. Implemented in the cloud and anchored at your location, SkySuite includes: HOSTED & DEFENSE Hosted secure with 99.99% uptime guarantee, message encryption and mobile device support. COMPLIANCE ARCHIVING Archiving solution for , instant messaging (IM), Bloomberg, SMS and social media. BACKUP AS A SERVICE Seamless backup, protection and recovery of your critical data. DISASTER RECOVERY A high-availability recovery solution for crucial systems, which replicates mission-critical data to a remote, fully redundant data center geographically isolated from your primary location. FILE SHARE Secure access and file sharing anywhere at any time. 36 ABOUT AGIO WHAT WE OFFER 37

24 INTERNAL GOVERNANCE & SECURITY In today s environment of ever-evolving security threats, Agio employs advanced protection at every level, from compliance-managed password vaults and secure network connections to the careful selection of technology tools. Our proactive approach to Agio s internal governance ensures consistent, excellent service delivery across all Agio services. Our measures include: WARRANTY Agio services are backed by documented liability and confidentiality warranties in our MSA. COMPLIANCE We re fully compliant with SSAE 16 SOC Type 1 and 2 to enhance our security processes with client-specific user controls and change management. POLICY Every Agio employee receives continuous security training and certifies they understand and fully comply with our formal written information security policy (WISP) ABOUT AGIO WHAT WE OFFER

25 SAY Y E S. If what you ve heard and read about us aligns with your culture and business needs, say Yes. We look forward to serving you with excellence and an unending commitment to improve every day. 40 ABOUT AGIO SAY WHAT YES WE OFFER 41

26 CONTACT BART Mc DONOUGH Chief Executive Officer GARVIN Mc KEE Managing Director, Business Development SALES