Event
In Person
- Chicago, IL
Summit Conference Center
205 N Michigan Ave, Chicago, IL 60601
10th Floor
This event has concluded
Event Summary
Our day will begin at 8:30 am (CDT) with registration and breakfast. Our programming will start at 9 am and wraps up at 3 pm. Breaks and lunch will offer opportunities to network with your peers.
Who Should Attend
Those responsible for managing BRS' Aladdin platform.
Registration is limited to two attendees per member firm.
Agenda
| Time | Sessions |
|---|---|
| 8:30am |
Registration and Breakfast
8:30am-9:00am CDT Registration and BreakfastTuesday, Oct 21, 2025 · 8:30am-9:00am CDT |
| 9:00am |
Introductions and setting-up the day
9:00am-9:35am CDT Introductions and setting-up the dayTuesday, Oct 21, 2025 · 9:00am-9:35am CDT |
| 9:35am |
Supporting the move to T+1 settlements – How is your firm preparing and is Aladdin keeping up?
9:35am-10:00am CDT Supporting the move to T+1 settlements – How is your firm preparing and is Aladdin keeping up?Tuesday, Oct 21, 2025 · 9:35am-10:00am CDT |
| 10:00am |
Whole Portfolio View – How well are publics and privates integrated?
10:00am-10:35am CDT Whole Portfolio View – How well are publics and privates integrated?Tuesday, Oct 21, 2025 · 10:00am-10:35am CDT |
| 10:35am | |
| 11:00am |
Snowflake or Aladdin Data Cloud – Is Aladdin Data Cloud the better option?
11:00am-11:40am CDT Snowflake or Aladdin Data Cloud – Is Aladdin Data Cloud the better option?Tuesday, Oct 21, 2025 · 11:00am-11:40am CDT |
| 11:40am |
Aladdin Climate – How is Aladdin Climate helping to manage and progress ESG programs?
11:40am-12:15pm CDT Aladdin Climate – How is Aladdin Climate helping to manage and progress ESG programs?Tuesday, Oct 21, 2025 · 11:40am-12:15pm CDT |
| 12:15pm | |
| 1:15pm |
Aladdin Academy – How has your experience been?
1:15pm-1:35pm CDT Aladdin Academy – How has your experience been?Tuesday, Oct 21, 2025 · 1:15pm-1:35pm CDT |
| 1:35pm |
Aladdin Change Management – How are you managing the release and change management process?
1:35pm-2:00pm CDT Aladdin Change Management – How are you managing the release and change management process?Tuesday, Oct 21, 2025 · 1:35pm-2:00pm CDT |
| 2:00pm | |
| 2:20pm |
New Support Model – What is the structure and terminology?
2:20pm-2:45pm CDT New Support Model – What is the structure and terminology?Tuesday, Oct 21, 2025 · 2:20pm-2:45pm CDT |
| 2:45pm |
What’s left? •Any other business? •Planning for our next in-person meeting - topics of interest, and action items
2:45pm-3:00pm CDT What’s left? •Any other business? •Planning for our next in-person meeting - topics of interest, and action itemsTuesday, Oct 21, 2025 · 2:45pm-3:00pm CDT |
| 3:00pm | |
Speakers
Cutter
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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.
Kathy McDermott
Managing Director, Research
Kathy McDermott has more than 25 years of experience in the financial services industry. Kathy, who joined Cutter Associates in 2011, has authored multiple Cutter Research reports on a wide range of topics. She spent ten years as a consultant for a variety of asset management firms, with a focus on business analysis for front- and middle-office projects. Kathy was previously the senior business analyst, equity trading systems, at Wellington Management, specializing in the firm’s proprietary electronic and basket trading applications. Earlier in her career, Kathy worked for Thomson Financial Services (now Thomson Reuters), supporting FirstCall and PORTIA clients in Hong Kong, Japan, Singapore, and Thailand, and later went on to manage PORTIA implementations. She also worked at LongView (now Linedata) as an account manager and then product manager of electronic trading. Kathy earned her bachelor of arts in mathematics from Hamilton College.
Recent research assignments and publications include the following:
- Alternative Data and the Expanding Universe of Investment Information
- Cutter Benchmarking: Data Management
- Cutter Benchmarking: Market Data Administration
- DataOps: In Theory and Practice
- Enabling Data Analytics
- The Evolving Front Office Support Model
- Evolving Data Governance: Building a Data Culture
- Making Snowflake Part of Your Modern Data Platform
- Managed Data Services
- Market Data Administration
- Order Management Systems
- Outsourced Trading: Has the Time Come?
- Reference Data Management Solutions
Tom Nichols
Principal – Client Management and Business Development
Tom Nichols has spent 26 years in the financial services industry, holding positions in sales, marketing, client and product management, and banking. Tom joined Cutter Associates in 2002 and is responsible for client management and business development. Prior to joining Cutter Associates, Tom worked in a sales, client management and product management role for an internet start-up that provided analytics to the CMBS market. He also held several positions at Thomson Financial and J.P. Morgan. Tom holds a B.A. in Economics from Bowdoin College.
Tom Phipps
Consulting Principal – Front Office
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.