Slide 1: An Empowering Ecosystem for the Self-Directed Investor
An Empowering Ecosystem for the Self-Directed Investor
Slide 2: Industry Experience & Proven Results
Industry Experience & Proven Results tastytrade & tastyworks’ founding team has proven experience in customer-facing fast-growth trading technology & has disrupted the traditional brokerage model with its online financial media network which actively engages the average investor in the financial mar
Slide 3: Founding Management Team
Founding Management Team Scott Sheridan Kristi Ross Linwood Ma Tom Sosnoff Now CEO, tastyworks, Inc. Now Co-CEO & President, Now CTO, Now Co-CEO, (tastytrade subsidiary) tastytrade, Inc. tastytrade, Inc. tastytrade, Inc. (parent company) (parent company) (parent company) Then Co-founder, thinkorswim
Slide 4: TIMELINE: Building Successful Businesses
TIMELINE: Building Successful Businesses • Launched 2011, raised $25M in 2014 & $20M in 2018 from TCV • Founded 1999 • Raised $22.5M in 2004 TCV • Launched online brokerage January 2017 • Merged $360M in 2007 public company Investools SWIM • Launched investment advisor February 2018 • Launched AFSL
Slide 5: Actionable Content + Trading Technology
Actionable Content + Trading Technology Content Technology & Brokerage *PRIVATE & CONFIDENTIAL*
Slide 6: Original Content
Original Content • tastytrade is changing the world of finance & the way people think about investing • An active vs. passive investing mindset challenges & engages customers at a whole new level • Using a logical, mechanical approach to investing increases their probability of success • Research-ba
Slide 7: Easily Accessible
Easily Accessible • 10 hours live & VOD original programming every weekday, with shows 7 days a week • 100+ show segments • Beginner to advanced MULTI - TOUCHPOINT • 1.1M unique registrants • 190+ countries • Demographics: range from millennials to retirees *PRIVATE & CONFIDENTIAL*
Slide 8: A Bold Brokerage
A Bold Brokerage TECHNOLOGY • Built on high frequency middleware • Front-facing visual platform • Built-in research • Live streaming tastytrade content • Traders to follow & learn from, providing additional education & engagement • Approachable ***PRIVATE & CONFIDENTIAL*** 4
Slide 9: U.S. Options Volume & Market Volatility Measurement References
U.S. Options Volume & Market Volatility Measurement References OCC Equity and Index Option Contracts VIX Monthly Prices 1,000,000,000 90.00 900,000,000 80.00 800,000,000 70.00 700,000,000 60.00 600,000,000 50.00 500,000,000 40.00 400,000,000 30.00 300,000,000 20.00 200,000,000 10.00 - 100,000,000 18
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