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The Experience

The team starting Catalyst has over 50+ years collective financial services experience. In addition, a large part of the team have worked together for 7+ years. The years working as a team means there is an underlying alignment when it comes to understanding each others individuals skills and weaknesses. Catalyst has adopted very strict metrics when it comes to hiring, ensuring that all our people truly meet the mold.

Unique Collaboration

Having a team that has worked together for several years means clients get the immediate benefit of:

  • A team that brings a track record of success that will be leveraged from Day 1.
  • A team that understands each other’s strengths and weaknesses and works together harmoniously.
  • A team that understands client’s pain points and deliverables and knows how to address them in a client centric fashion.

Commitment to Clients

The commitment that Catalyst gives to its clients is to deliver a new gold-standard for client relationship and operational delivery perspective:

  • All clients having a relationship manager – available 24/7.
  • A commercially focused operations team, led by a team leader that will spend time with the clients to understand all their particular needs and demands.
  • Client individual score cards, aligned to the individual Service Level Agreements will be implemented and tracked.
  • Monthly / quarterly meetings – carried out virtually or in person to assess how the team, both individual and as a whole, are performing.

Jurisdictional Focus

Having products that match our client's is core to our offering. Going one step further, however, is matching our clients jurisdictional needs with their team – be it from a language, location or cultural perspective we understand our clients like to interact with real people that ‘speak their language.’ For this reason, Catalyst has created focused teams servicing two main jurisdictions – Brazil and the US.

Brazil

A true Brazilian offshore provider

Brazil represents a key jurisdiction for Catalyst.

As one of the only dedicated independent Brazilian fund providers, Catalyst will have a fully dedicated team and product offering created for and dedicated to the jurisdiction – including language, product and service capabilities.

Catalyst will go above and beyond when it comes to servicing clients from the region.

Brazil-Jurisdiction

Catalyst key differentiators for Brazil

  • Daily NAV (T-0 and T+1) offering
  • Family office and private client offering
  • 4373 (Non-resident Brazil investor) offering
  • Standalone fund offering
  • A dedicated Client Service Team focused on all areas of the offering, available 24 hours a day, 7 days a week
  • A technology stack that will be entirely integrated with the local Brazilian environment including the local order management systems, such as Lote45
  • A Middle Office Team to assist Brazilian managers with any additional non NAV related questions and provide a true collateral and margin management service

The Brazil Team

  • A team comprised of Native Brazilians and Portuguese speakers
  • 25+ years combined experience of over servicing offshore funds
  • Strategically located staff, in a time-zone friendly location, available to clients through instant messaging
  • Heavy investment in people and locations: hiring local Brazilian talent dedicated to the market and a vision to open a local office on the ground in Brazil by Q3 2020
United States

Providing a difference in the US

As the world's largest region by number of funds, diversity of asset managers and AUM, the US is where Catalyst will make a major impact. Providing tailored outsource solutions to asset managers, family offices and LP’s, helping them navigate local and global fund administration requirements and best practices.

US-Jurisdiction

Catalyst key differentiators for the US

  • People – A seasoned team of relationship managers, product / operational experts, and technologists bring together a way of working that is highly client centric and offers a partnership approach to the day-to-day engagement.
  • Local Delivery – Cross country service delivery and support, allowing full collaboration of all Catalyst services in a client friendly time zone.
  • Product Expertise – A team of seasoned professionals with a deep understanding of industry current events and best practices.
  • Catalyst’s core objective is to offer a technology experience, forcing engagement between all counterparties to collaborate in real time within a controlled, secure platform.

The US Team

  • A team comprised of Private Equity Real Estate, Hedge Fund and Family Office experts.
  • 25+ years combined experience in launching, managing and administering US Funds.
  • Strategically located staff, in a time-zone friendly location available to clients through instant messaging.
  • First to market – unmatched experience in digital asset service.

The Catalyst Relationship Management Model

Active daily client management is core to driving an efficient and profitable operation and in turn excelling the client experience.

At Catalyst, all clients are allocated a relationship Manager and 2 operational Team Leaders tasked with ensuring all aspects of the client’s day-to-day demands managed.

Relationship Manager

Ensures constant communication including escalations and rapid response.

Client Implementation Manager

Responsible for seamless onboarding and transition to the daily operations team.

Team
Leader

The client’s point-of-contact who coordinates the NAV and RTA specialists to meet the client’s daily deliverables.

Operations Team Members

The client’s service team dedicate to all aspects of the deliverables outlined in the Administration Services Agreement (ASA) and Service Level Agreement (SLA).