In Person
- New York
Convene, 237 Park Avenue, New York, NY
Time | Sessions |
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8:30am |
Networking Breakfast
8:30am-9:00am EDT Networking BreakfastTuesday, Apr 15, 2025 · 8:30am-9:00am EDTNot just coffee and carbs. |
9:00am |
Welcome and Introductions
9:00am-9:10am EDT Welcome and IntroductionsTuesday, Apr 15, 2025 · 9:00am-9:10am EDT |
9:10am |
What's New?
9:10am-10:30am EDT What's New?Tuesday, Apr 15, 2025 · 9:10am-10:30am EDTWhat’s New with You? A facilitated roundtable for members to share experiences with new Aladdin features, functions, and service offerings, as well as recent or planned changes in your use of Aladdin.
What’s New with Aladdin? Interactive discussion about interest and exposure to new and planned Aladdin features and modules.
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10:30am | |
11:00am |
Operations Focus
11:00am-12:15pm EDT Operations FocusTuesday, Apr 15, 2025 · 11:00am-12:15pm EDTMembers share their experiences with using and/or adding asset class coverage onto Aladdin
Taking on more tasks through self service
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12:15pm | |
1:15pm |
Increasing Efficiency and Automation
1:15pm-2:00pm EDT Increasing Efficiency and AutomationTuesday, Apr 15, 2025 · 1:15pm-2:00pm EDTFirms are under more pressure to improve efficiency and reduce costs. How are members changing the way they use Aladdin and adjacent systems/tools to meet these objectives?
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2:00pm |
Internal Relationship Manager and Support Team Roundtable
2:00pm-3:00pm EDT Internal Relationship Manager and Support Team RoundtableTuesday, Apr 15, 2025 · 2:00pm-3:00pm EDTA discussion of how firms are structured for managing the relationship with BlackRock. This discussion includes:
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John Clark is an Executive Director at Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the CEO of Cutter, John is integral in helping to grow Cutter's research membership and consulting business in the European and US markets.. As the former head of Cutter’s Consulting division, John still actively participates in consulting projects, as a trusted client advisor for high-level planning and strategy, including setting priorities and managing capital investments. John also provides expert oversight and guidance on more complex strategy engagements. John’s experience covers all aspects of investment management. John is well known in the industry and is sought out to speak at industry conferences and events. He has also been quoted in many industry periodicals. Prior to joining Cutter Associates, John held senior roles as President and COO for several software companies, including DST Belvedere, Longview Group, and SunGard. John holds a B.A. from Tufts University.
Tom Phipps has more than 25 years of experience in the investment management industry, with a background in the automation of the investment process, including portfolio management, risk analytics, trading, compliance, performance, operations, investment accounting, data management, and systems integration. He leads Cutter Associates’ Front Office practice, providing deep expertise in front-office vendors and operating models. His consulting experience includes strategic advisory, systems selection, and change management execution engagements for some of the world’s most prominent investment management firms. He also leads the development of Cutter’s Strategy and Search methodologies.
Tom gained his expertise in technology and operations at software vendors and asset management firms, where he held leadership roles in technology management. His prior experience includes Senior Manager at Deloitte Consulting, Chief Technology Officer at PanAgora Asset Management, Chief Technology Officer at Atlas Venture, Vice President of Operations at DSTi North America, and various management roles in technology and professional services at NCS Financial Systems (now SunGard AMS). Tom holds a bachelor’s degree in operations management and management information systems from Florida State University.
Mary Storrs has more than 35 years of experience in the investment management industry. She has been with Cutter Associates for more than 20 years, first as a consultant focusing on front-office projects and then with Cutter Research since its inception. Mary has authored Cutter Research reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research and Benchmarking division for eight years, overseeing all content development and helping members understand their capabilities compared with industry peers and best practices. Since 2019 she has been responsible for spearheading firm-wide management and delivery programs. Mary holds a BS from Boston College and an MBA from Babson College.