APNG Roundtable Discussion: Private Markets

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.

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

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.