Aladdin Data Best Practices Roundtable

Matt Boyle is a Principal and Head of Data, Cloud, and AI at Cutter Associates with over twenty years of experience across the insurance, asset management, asset servicing, and investment banking industries. As a technology leader in industry before a recent move to consulting, he has led and advised numerous business optimization programs with a focus on operations refactoring and platform transformation. Many of these engagements have included the full lifecycle of change, from business case ideation, to target operating model design, including technical capability assessment, formal search, and ultimately selection and implementation of net new SaaS-based platforms.

Prior to joining Cutter, Matt was a Director at BNY, leading modernization of the organization’s data stack. He introduced the unique and differentiated capabilities of Snowflake to the organization, negotiated the contractual requirements necessary to enable the deployment of new technology at a G-SIB, and developed an internal distribution framework to onboard over a dozen lines of business to support wide scale low friction adoption of the new platform. Additionally, Matt also advised clients and prospects of the firm on their own digital transformation journeys, helping to align those needs with service capabilities of the organization and guiding the levels of investment required to achieve client outcomes.

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

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

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.

John led the successful implementation of the Aladdin platform at Schroders and established a Data Enablement function. John has significant experience with business transformation, technology, operations, data strategy, quant investing, trading, and ESG data analytics.