Information CSFB Hong Kong University of Science and Technology

What Are We Going To Talk About? About CSFB About CSFB Q & A

About CSFB A leading Global Investment Bank Part of the Credit Suisse Group Approx 19,000 staff in more than 30 countries Full service Investment Bank: - Fixed Income & Derivatives - Equities - Investment Banking - Private Equity

How Are We Structured? Investment Bank CORPORATE FINANCE SECURITIES FINANCE, ADMINISTRATION & OPERATIONS ASSET MANAGEMENT M&A EQUITY CAPITAL MARKETS DCM (ORIGINATION) TRADING SALES RESEARCH INFORMATION TECHNOLOGY RISK MANAGEMENT INSTITUTIONAL SECURITIES INFRASTRUCTURE & SUPPORT FINANCIAL CONTROL PLANNING AND ANALYSIS STRATEGIC PLANNING & IMPLEMENTATION LEGAL AND COMPLIANCE CORPORATE TREASURY CORPORATE SERVICES HUMAN RESOURCES INVESTMENT MANAGEMENT PRIVATE BANKING FIXED INCOME EQUITIES

Controllers Operations Information Technology Project Services New Business Regional Mgt Oversight Legal & Compliance Human Resources Internal Audit Tax Corporate Services Risk Measurement & Management Credit Risk Management Finance, Administration & Operations

Asia Pacific Employee Presence Bangkok 28 Beijing 9 Hong Kong 559 Jakarta 7 Kuala Lumpur 7 Labuan 3 Manila 6 Melbourne 63 Mumbai 2 Seoul 102 Shanghai 13 Singapore 716 Sydney421 Taipei 47 Tokyo650

INFORMATION CSFB Put Name of IT Person – to handle presentation of this chapter

Major IT Offices IT staff in 21 cities across more than 20 countries New York and Princeton2015 Sao Paolo40 London1,371 Singapore145 Hong Kong69 Tokyo72 Sydney45 Zurich42

IT Challenges  Accounting systems upgrades  Basel II  Sarbannes Oxley  Nearshoring  Data Centre Strategy  Risk and positions environment integration  Adoption of new technology  Common components  Infrastructure resiliency  OTC Derivatives  Prime Banking  Spreadsheet reduction (SCRAP)  Aggressive Business Growth Plan  New products – e.g Mortgages  Business Process Re- engineering  Outsourcing Market / Business RegulatoryTechnology

IT Structure CIO Phil Cushmaro COO Andy Dimitri Technology Infrastructure Tony Kerrison Controllers and Risk IT Joan Bader Firm wide IT Mike Bouzane Asia Pacific IT John Burns FID IT Tom Cox European IT Magnus Falk Derivatives IT Ian Green Equities IT Hank Hyatt Operations IT Gerry Muldoon Private Equity, Prime Services IT Gil Shaked Systems Architect Steve Yatko

Scale of CSFB Approx 4,000 IT staff globally, budget $1.3 billion 2,500 applications 10,700+ databases 75 million messages a month 70 Internet and 1,800 Intranet web sites 12,000 remote access users serviced out of 16 locations Monthly global trading system volume of 15 million tickets Approx 30,000 PCs globally – 27,000 desktops, 3,000 laptops 9,000+ servers globally

What Makes CSFB IT Different? Our investment in the business Quality of business and IT colleagues Our investment in IT Leveraging opportunities across CS Group

New Technologies Web Services – Run-time integration and service-oriented computing Virtualization - Manage multiple OS images per host Collaboration – Instant messaging, desktop video & portals Wireless LAN - Wireless network for desktop connectivity Blade Computing – CPU’s consolidated in a shared chassis Remote Workstations - Migrates the workstation from the end user location to a highly concentrated blade format in the data center Oracle RAC Clustered database servers for ultra-high availability & scalability Linux – Open Source operating system providing cost and performance benefits Grid Computing – Parallel- processing systems Utility Computing – Automated Infrastructure Management VoIP - LAN-connected handsets and telephony software Storage Virtualization Technology - Advanced storage management technologies that permit virtualization of storage resources

Infrastructure Projects $200 million datacentre project – Jan 2005 to Jun 2006 Omni III / XP client and server upgrades – due for completion mid 2005 Instant Messaging and Collaboration Data Retention and Compliance Voice over IP - BAU Blade Technology Grid Computing Open Source Computing (Linux) - BAU Wireless Networking/Mobile Computing (Pervasive Networking) - BAU Virtualization - new

Sample Development Project System that provides document management support to the credit insurance structuring business Three tier technology: First tierWindows XP client Second tierWindows 2003 Server running.Net Third tierOracle database Due to London, New York and Singapore implementations, it is reliant on global real-time database replication using Oracle Streams Credit Insurance Structuring (CIS) Deals Database:

CSFB 1. Initiation 2. Business Analysis 3. Systems Analysis & Design 4. Construction 5. Validation 7. Evaluation 6. Deployment Developer Systems Programmer Application Architect Data Architect Database Designer Testing Specialist Web Architect Project Coordinator Business Analyst Change Control Specialist Documentation Analyst Project Manager Information Security Analyst Market Data Specialist QA Analyst Infrastructure Engineer

What’s It Like Working at CSFB ? Truly global Growing and winning market share Dynamic and intense – continual change Leading edge technologies Surrounded by smart creative people Progress as rapidly as you can Work hard, Play hard, have Fun – and get paid for it!

What’s It Really Like Working at CSFB? No boundaries No ties Meritocracy No time serving Responsibilities taken not given The right people in the right place Work/life balance Travel opportunities Charity Involvement Active Networking – professional and social

The Summer IT Internship Programme 11 week summer work experience Placement according to interests, skills and opportunities Interns given real work and expected to make a contribution as part of a team Structured training programme throughout internship — Induction — Professional Skills Training — Senior Manager Speaker Series — Variety of non-classroom based development opportunities — Social events

Questions?