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Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com eConnectDirect An online investment platform ACCG Summer Meetings Joe Michalak June 22 –

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Presentation on theme: "Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com eConnectDirect An online investment platform ACCG Summer Meetings Joe Michalak June 22 –"— Presentation transcript:

1 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com eConnectDirect An online investment platform ACCG Summer Meetings Joe Michalak June 22 – June 26

2 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com Multi-Bank Securities, Inc. Veteran-owned Institutional Focus Fixed-Income Sales & Underwriting Insured CDs US Agency Bonds US Treasury Bonds Municipal Bonds FINRA Licensed Broker Dealer Member Since 1987 ( CRD #22098) Impeccable customer compliance record Over 100 Licensed Professionals Comprehensive Due Diligence Package More than 5,000 Institutional Accounts National & Regional Partnerships, Endorsements and Memberships APT (Gold Sponsor – Member since 2009) NACo: National Association of Counties ACCG: Georgia FAC: Florida AACo : Arizona AOC: Oregon MACo: Maryland NACCTFO

3 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com eConnectDirect Providing the tools to easily search, compare and transact within the fixed-income markets. Delivering the Market Awareness required to transact with confidence Supporting the individual needs of each Municipal Entity Live Customer Support Customized Search Criteria Executable Offerings Suitable Investment Alternatives

4 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com CD Marketplace -- Immediate Results Easy, Safe and Compliant

5 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com Agency Marketplace - Aggregation & Transparency

6 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com One Click Market Composite

7 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com Consolidate, Document and Manage Reporting: Accrued Interest, Cash Flow, Position, Account Activity….

8 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com Improving the way local government entities invest “Being able to immediately ‘search & sort’ saves me time.” “I feel more knowledgeable. I can explore on my own.” “I’m quite sincere about being a steward of the taxpayers’ money and the need to get the best results.” “I can’t imagine why everyone isn’t using it.” “I have a better portfolio because I can get a broad view.” “To work in real time. It’s invaluable. I couldn’t put a price on it.” What county treasurers are saying about eConnectDirect: Saves time Greater control of their investment portfolio Fully knowledgeable of current market pricing Collaborative relationship with an MBS Account Executive

9 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com What Customers are saying about eConnectDirect Executive Testimonials may not be representative of the experience of other investors and is no guarantee of future performance or success.

10 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com Ready, set, connect Getting Started ☐ No cost, no obligation to access ☐ Dedicated MBS Account Executive ☐ Execute a Simple User Agreement ✓ ✓ ✓

11 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com Thank You For additional information or to schedule a webinar, please contact us at: 800-967-9084 OR Sales@econnectdirect.com About eConnectDirect www.econnectdirect.com About Multi-Bank Securities, Inc. www.mbssecurities.com Joe Michalak (jmichalak@mbssecurities.com)jmichalak@mbssecurities.com DISCLOSURE Multi-Bank Securities, Inc. (MBS) cannot be held responsible for errors regarding time and/or price on buy/sell requests. Information provided in this presentation has been prepared from sources known to be reliable, but is not guaranteed and is not a complete summary or statement of all data necessary for making an investment decision. This is for informational purposes only and does not constitute a recommendation; please confirm all information before investing. Securities discussed are subject to availability and change in price and yield. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future returns. For institutional investors only. Questions?

12 Member of FINRA & SIPC; MSRB Registered www.eConnectDirect.com Disclosure Multi-Bank Securities, Inc. (MBS) cannot be held responsible for errors regarding time and/or price on buy/sell requests. Information provided in this presentation has been prepared from sources known to be reliable, but is not guaranteed and is not a complete summary or statement of all data necessary for making an investment decision. This is for informational purposes only and does not constitute a recommendation; please confirm all information before investing. Securities discussed are subject to availability and change in price and yield. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future returns. For institutional investors only.


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