Advance Together – Cutter Member Meeting EUROPE
Jun 9 - Jun 10 Wed - Thu · 2021 7:00am - 10:00am EDT


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Event Summary

Join Advance Together where we take you through our latest research that provides you with content that dares to predict and delivers knowledge to help inform your decision making. Sessions include research presentations, panel discussions, and a keynote speaker.

General Sessions

  • Keynote Speaker Maurice Ashley
  • AI Innovation Panel of Experts

Asset Management

  • Investment Risk and Other Things That Go Bump in the Night
  • Vendor Management: It’s Exhausting! How to Focus on What Matters
  • Fighting Exhaustion: An Expert Perspective on Trends and Technology in Vendor Management
  • Driving Business Process Automation with RPA
  • RPA Success Stories on the Automation Journey
  • Lakes, Lakehouses, Icebergs, and Snowflakes: Sorting Out Modern Data Storage Options

Wealth Management

  • UHNW Benchmarking: Value-Added Services for Ultra-Wealthy Clients
  • Digital Client Onboarding: The Next Frontier in Wealth Managers’ Digital Transformation?
  • Expert Panel: Digital Client Onboarding in 2021 − A Must-Have or Integration Headache (or Both)?
  • Wealth Advisor Digitalization: Digital Tools to Help Increase Advisor Efficiency
  • Wealth Trends

This meeting includes concurrent tracks 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




Angela Centeno, CPA


Jon Chandler


Howard Corey

Senior Analyst

Stacia Graham

Managing Director and Asset Management Lead

Jason Inzer

Senior Director, Consulting

Andrew Jenkins

Director, Consulting

Laura Jesson

Senior Research Analyst

Onawa Promise Lacewell, PhD

Director, Consulting

Rob Leck

Director, Consulting

Gina McCafferty

Principal – Head of Research

Kathy McDermott

Managing Director

Anna Schneider

Senior Research Analyst

Cindy Castellano, CFA


Arnie Wachs

Principal – Head of Consulting

Maurice Ashley

First African-American Chess Grandmaster, Analyst, Commentator and Emcee

Andrew Besheer

Head of North America, Appway

Richard Blore

Chief Executive Officer, KY3P, IHS Markit

Alex Cheatle

Co-founder and Group CEO, Ten Lifestyle Group

Justin J. Donohue

VP, Director Intelligent Automation & Innovation, MFS Investment Management

Elena Falko

Head of Client Delivery, Delta

Pratik Karia

Global Head of Buy-side OMS Engineering, Bloomberg

Rob Klapprodt

Corporate Strategy Officer, Vestmark

Spiro Kartsonis

Vice President, Director of Account Management, Jennison Associates

Anders Kirkeby

Head of Open Innovation, SimCorp

Bernadette Rivosecchi

Managing Director, BlackRock

Amrik Sanghera

Director Pre-Sales, Contemi

Yaela Shamberg

Chief Product Officer, InvestCloud

Lucy Tancredi

Senior Vice President, Senior Director, Cognitive Computing, FactSet

Hoony Youn

Founder & CTO at MackeyRMS

Event Exhibitors

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