Adapt2Advance - Cutter Member Meeting NORTH AMERICA
Nov 15 - Nov 17 Mon - Wed · 2021 1:00pm - 4:00pm EST
Where:

Virtual

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Event Summary

Join Adapt2Advance where we take you through our latest research that provides you with content that dares to predict and delivers knowledge to help you adapt and stay ahead of industry changes and trends. Sessions include research presentations, panel discussions, and a keynote speaker.

Day 1 Theme: Achieving Operational Excellence

Topics:

  • Outsourcing: Flexible Solutions to Future-Proof Your Business
  • Wealth Management Operating Models: Will You Succeed or Fail in the Digital Age?
  • Market Data Administration: Learning What You Can Control

Day 2 Theme: Managing Client Relationships and Interactions

Topics:

  • The Role and Adoption of CRM for Asset Managers
  • The Role of the CRM in Wealth Management: Opportunities and Obstacles
  • What’s Next in Digital Client Communication? Tools and Technologies for Success

Day 3 Theme: The Future Is Now

Topics:

  • Keynote: Evolving Through Adversity
  • Increasing Appetite for ESG Data
  • Lessons From the Cutting Edge: How Top Wealth Managers Became Digital Leaders

This meeting includes sessions for asset management and wealth management. Registration for all sessions is open to all attendees.

Who Should Attend

Our exclusive members-only event brings together industry leaders from across the global asset and wealth management communities. This event is designed specifically for operations, technology, and digital transformation professionals.

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Investment Operations and Technology Managers
  • Digital Strategy and Initiatives Managers
  • Marketing Managers
  • Client Service Professionals
  • Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade

Agenda

Speakers

Cutter

Angela Centeno, CPA

Director

Jon Chandler

Director

Howard Corey

Senior Analyst

Stacia Graham

Managing Director and Asset Management Lead

Dru Holmquist

Senior Director, Cutter Consulting

Laura Jesson

Senior Research Analyst

Onawa Promise Lacewell, PhD

Senior Research Analyst and Wealth Lead

Gina McCafferty

Principal – Head of Research

Kathy McDermott

Managing Director

Bran Pathmanaban

Senior Research Analyst

Anna Schneider

Senior Research Analyst

Cindy Sealey, CFA

Principal – Client-Facing and Wealth

Neil Sheehan

Research Analyst
Guests

Matthew Brousse

Senior Director, Business Development, SS&C Eze

Matthew Caulfield

Executive Vice President, Head of Client Experience, Archer

Jon Fussell

Lieutenant Commander (Ret.), US Navy SEAL, and founder of Patriot Leadership Development

Chandresh Iyer

Head of New Markets, Clearwater Analytics

Eric Lapham

Senior Vice President, Investment Management, Clearwater Analytics

Marc Mallett

Director of Strategy for Asset Servicing, Americas, Northern Trust

Gary Paulin

Head of Global Strategic Solutions, Northern Trust

Cameron Sheehan

Senior Sales Executive, Addepar

Ethan Shen

Managing Partner, Crizit

Scott Turley

Vice President, Product Strategy, Broadridge Financial Solutions, Inc.

Dillon Zarpentine

Head of Sales Enablement, Clearwater Analytics

Event Exhibitors

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.