Write the rule down before you need it.

Scarborough Road builds the data foundations, integrations and automation that investment operations actually run on — for hedge funds, insurers, and real money asset portfolios.

Enterprise data foundations. Firm-wide data warehouses, portfolio returns databases, and P&L attribution engines that democratize data access and eliminate silos. Built in PostgreSQL.

Systems integration and private asset infrastructure. End-to-end vendor implementations across trading, risk, liability servicing and treasury. Bespoke servicing workflows for private credit and commercial mortgages.

Operational automation. Systematic replacement of manual, Excel-based workflows with automated systems and reporting that executes in seconds instead of days.

Most people who can build this have never written a derivative use plan. Most people who write derivative use plans have never built anything. Thirty years across the front, middle and back office means the system and the document come from the same desk — and the system is the thing that proves the document was followed.

Derek Barnes has spent thirty years in investment operations, from the floor of the New York Stock Exchange to the middle office of a $2 billion reinsurance portfolio. He was Assistant Vice President and Head of Middle Office at Nassau Financial Group; Director of Investment Operations at Security Benefit Corporation, one of five founding investment hires building operations from scratch for a $25 billion portfolio carved out of Guggenheim Partners; and Chief Operating Officer of Barnegat Fund Management, a $650 million fixed-income relative-value hedge fund, where he was the sole operations professional.

He is the only fifth-generation member of the New York Stock Exchange, and the only known five-generation lineage in its history.

If you have a derivatives book and a regulator asking questions, or a middle office running on spreadsheets you no longer trust, that is the conversation to have.