
In Person
- 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.
Agenda
Time | Sessions |
---|---|
8:30am |
Registration & Networking Breakfast
8:30am-9:00am CST Registration & Networking BreakfastThursday, Nov 06, 2025 · 8:30am-9:00am CST |
9:00am |
Opening Comments & Introductions
9:00am-9:45am CST Opening Comments & IntroductionsThursday, Nov 06, 2025 · 9:00am-9:45am CST |
9:45am |
Checking In on Our Progress
9:45am-10:00am CST Checking In on Our ProgressThursday, Nov 06, 2025 · 9:45am-10:00am CST |
10:00am |
BRS Engagement Model
10:00am-10:45am CST BRS Engagement ModelThursday, Nov 06, 2025 · 10:00am-10:45am CST |
10:45am | |
11:00am | |
11:45am | |
12:45pm |
Aladdin Data Cloud
12:45pm-1:15pm CST Aladdin Data CloudThursday, Nov 06, 2025 · 12:45pm-1:15pm CST |
1:15pm |
Treasury Clearing Rule
1:15pm-1:45pm CST Treasury Clearing RuleThursday, Nov 06, 2025 · 1:15pm-1:45pm CST |
1:45pm |
Performance & Accounting
1:45pm-2:15pm CST Performance & AccountingThursday, Nov 06, 2025 · 1:45pm-2:15pm CST |
2:15pm |
Speakers


Michael Conn
Manager – Vendor Services
Michael Conn manages Cutter Associates’ relationships with the vendor community and brings extensive financial services experience to the role. He manages the firm’s advisory and sponsor relationships, ensuring that vendors gain visibility, as appropriate, to Cutter’s analysts and member firms. He joined the firm in 2013, and as well as vendors is responsible for client relationships in the Tri-state areas, where typically some of Cutter’s largest client reside. Prior to joining Cutter, Michael was a Sales Specialist at Thomson Reuters specializing in selling the Corporate Intelligence software to a corporate client base. There he built relationships with leading C-Suite executives across Fortune 500 companies. Michael has also held business development roles at State Street Global Markets and First Albany Capital. From 2006-2008 he was an Implementation Manager at Charles River Development. Michael began his career as a Pricing Analyst at Fidelity before moving to MFS Investment Management where he worked on the Fixed Income trading floor. Michael holds a B.A. in Economics and Political Science from the University of New Hampshire.


Dale Gillette
Director, Consulting
Dale Gillette has more than 25 years of information systems
experience in the investment industry managing projects in the areas of
data management, portfolio analytics, performance measurement &
attribution, data warehouses, and client reporting. At Cutter
Associates, Dale works in the firm’s Strategy & Data Management
practices.
Dale has extensive experience conducting current state assessments, developing strategic plans, vendor selections, and managing complex implementations with mixed teams. Dale's career has included roles as an internal IT manager for asset managers and custodians, as well as managing client services and professional services teams for software vendors and he brings all of these perspectives to his work at Cutter.
Prior to joining Cutter Associates, Dale was a principal consultant at Eagle Investment Systems, where he was a practice leader focusing on data management, data warehouse, and performance and attribution implementations. In this capacity, he was responsible for defining project scope, statements of work, and project governance standards. While at Eagle, Dale also played a key leadership role in launching the Managed Services team. Dale also spent six years at Wellington Management Company managing a team of systems analysts, project managers, and consultants supporting the information technology needs of Relationship Management, Marketing, and Business Development in three U.S. and five global offices. There, he was responsible for ongoing development and maintenance of the data warehouse, data marts, client reporting, and client extranet.
Earlier in his career, Dale spent time as a consultant for Putnam Investments, where he was responsible for ongoing development and support of a data warehouse and portfolio management application supporting the Global Asset Allocation team.
Dale holds a B.A. in Economics from Boston College and an M.B.A. in Finance from New York University.


David Joyce
Director of Client Experience
David Joyce leads Cutter Associates’ Client Experience, ensuring client satisfaction across all engagement points as the voice of the client within Cutter. A senior technology and operations leader, David brings over 25 years of experience in leading operations, risk, and technology teams to help them devise and implement agile solutions, mitigate risk, increase scale, and build a culture of operational excellence.
Most recently, he served as an independent consultant to asset management, insurance, and fintech firms, providing expertise and guidance in the areas of derivatives, portfolio integration, customer success, project management, regulatory and control environments, and software development and implementation. Prior to consulting, David spent 20 years at American International Group (AIG) in a variety of increasingly senior roles. At AIG, he implemented innovative tactical and strategic solutions for the firm’s global businesses and led over 40 employees in multidisciplinary teams that performed investment and insurance operations, regulatory and control supervision, IT support, and workforce and facilities management.