In Person
- Chicago, IL
Summit Conference Center
205 N Michigan Ave, Chicago, IL 60601
10th Floor
Event Summary
Our day will begin at 8:30 am (CST) with registration and breakfast. Programming will start at 9 am and wraps up at 3pm. Breaks and lunch will offer opportunities to network with your peers.
Who Should Attend
Our fall meeting focuses on those operational aspects of Aladdin. Therefore, those who use Aladdin to perform business functions will find our discussion of greatest interest.
Registration is limited to 2 attendees per firm.
Agenda
| Time | Sessions |
|---|---|
| 8:30am |
Registration & Networking Breakfast
8:30am-9:00am CDT Registration & Networking BreakfastThursday, Sep 17, 2026 · 8:30am-9:00am CDT |
| 9:00am |
Opening Comments
9:00am-9:30am CDT Opening CommentsThursday, Sep 17, 2026 · 9:00am-9:30am CDTWelcome new members and attendees |
| 9:30am |
Data and Timing Challenges: New issues, Corporate Actions, etc.
9:30am-10:00am CDT Data and Timing Challenges: New issues, Corporate Actions, etc.Thursday, Sep 17, 2026 · 9:30am-10:00am CDTDiscuss common data and timing challenges related to new issues, corporate actions, and other workflows in Aladdin |
| 10:00am |
ETF Operating Model
10:00am-10:45am CDT ETF Operating ModelThursday, Sep 17, 2026 · 10:00am-10:45am CDTThe discussion will then open to the group to explore common challenges, practical solutions, and lessons learned across ETF operating models. |
| 10:45am | |
| 11:00am |
Accounting, Performance, and Client Reporting
11:00am-11:45am CDT Accounting, Performance, and Client ReportingThursday, Sep 17, 2026 · 11:00am-11:45am CDTDiscuss PBOR workflows, support for GIPS compliance, and Aladdin’s role in client reporting. |
| 11:45am | |
| 12:45pm |
BRS Engagement Model
12:45pm-1:15pm CDT BRS Engagement ModelThursday, Sep 17, 2026 · 12:45pm-1:15pm CDTDiscuss common issues, use of ServiceNow, what’s working and what’s not. |
| 1:15pm |
Derivatives
1:15pm-1:45pm CDT DerivativesThursday, Sep 17, 2026 · 1:15pm-1:45pm CDTThis session will explore what is working well, where gaps exist, and how firms have improved derivatives support. |
| 1:45pm |
Private Markets
1:45pm-2:15pm CDT Private MarketsThursday, Sep 17, 2026 · 1:45pm-2:15pm CDTDiscuss private market capabilities and Whole Portfolio support. |
| 2:15pm |
Rapid Fire
2:15pm-3:00pm CDT Rapid FireThursday, Sep 17, 2026 · 2:15pm-3:00pm CDTWrap up with open items from the Community and other topics of interest. |
Speakers
Jon Chandler
Senior Research Lead
Jon Chandler has 20 years of experience in the financial services industry. Prior to joining Cutter Associates in 2014, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and FailStation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
- Alternative Investment Systems
- Cutter Benchmarking: Alternative Investments
- Cutter Benchmarking: Derivatives and Collateral Management
- Cutter Benchmarking: Investment Risk
- Cutter Benchmarking: Performance Measurement and Attribution
- Derivatives and Collateral Management Solutions
- Execution Management Systems
- Managed Data Services
- Order Management Systems
- Outsourcing Solutions
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Private Debt
- Risk Management Systems
- The Evolving Front Office Support Model
Nahean Nazmul
Head of Front Office Consulting
Nahean is a seasoned professional with a strong foundation in financial consulting and strategic operations. Previously serving as a Director at Alpha FMC in Toronto, Nahean played a pivotal role in shaping the firm's North American Asset Owner practice. His leadership spans go-to-market strategy, talent acquisition, and transformation initiatives for major pension and asset management clients. Prior to Alpha FMC, Nahean worked at KPMG LLP, where he delivered strategic solutions across wealth and asset management, banking, and insurance sectors, including operating model designs and fintech partnerships.
Nicholas Morse
Managing Director, Head of North America, Strata FSC
Nicholas Morse is Managing Director, Head of North America, Strata FSC, a specialized technology consultancy focused exclusively on BlackRock's Aladdin platform. He has 30 years of financial services and fintech experience, advising asset managers, insurers and technology providers on building, scaling and optimizing their Aladdin implementations.