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Networking Events

Cutter Associates holds many exclusive, members-only events every year, in person and online, where Cutter staff and members share expert insights into the latest developments in buy-side investment operations and technology.

Online

Our online events include frequent CutterCasts, in which our members collaborate, ask questions, and share their knowledge and best practices from the convenience of their desks. These events feature subject matter experts from both Cutter Associates and member firms, addressing the topics and issues that are top of mind for our member community.

 

In-Person

Our in-person events include CutterResearch meetings, held regularly in global financial centers, that provide a congenial environment for learning and sharing with industry peers.

Members hear presentations by our research analysts on topics identified by members as the most timely and imperative. Members also participate in moderated forums, and preview a sampling of the latest technology solutions. Other in-person events for different member segments include regular seminars and roundtables.

DateTypeLocationNameDescription
Date: Jun 28, 2018Type: Location: OnlineName: CutterCastDescription: How Wealth Management Firms are Digitizing for the Future
Date: Jul 19, 2018Type: Location: OnlineName: CutterCastDescription: Data Architecture and Integration for Investments
Date: Aug 23, 2018Type: Location: OnlineName: CutterCastDescription: Reporting AUM and Asset Flows
Date: Sep 13, 2018Type: Location: OnlineName: CutterCastDescription: Martech in Investment Management
Date: Sep 20, 2018Type: Location: New YorkName: Aladdin Peer Networking GroupDescription: Member Driven Topics
Date: Oct 10, 2018Type: Location: AmsterdamName: CutterResearch Member MeetingDescription: Topics to be announced
Date: Oct 18, 2018Type: Location: OnlineName: CutterCastDescription: Supporting Alternative Investments
Date: Nov 7, 2018Type: Location: Los AngelesName: CutterResearch Member MeetingDescription: Topics to be announced
Date: Nov 15, 2018Type: Location: New YorkName: Cutter Wealth Member MeetingDescription: Client Communications, Account Aggregation

Excellent forum and extremely worthwhile both from a content perspective and a networking perspective.

Mark Carroll, Senior Vice President – Business Risk Officer
Income Research + Management

EXPERT PROFILE

Linda Bertone

Linda Bertone

Principal, Client Services
Linda Bertone brings over 25 years of experience in relationship management, consulting services, and organizational leadership in both the asset management community and investment software industry.  Linda joined Cutter Associates in 2011 and is responsible for relationship management and for planning and facilitating our member meetings and events.  In addition, Linda serves as the moderator and coordinator for CutterCasts, our regular member webcasts. Linda holds a B.S. in Mathematics from Tufts University and is a certified Project Management Professional (PMP).

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