Charleston, SC Cutter Connect 2025
Oct 27 - Oct 29 Mon - Wed · 2025 4:00pm - 1:00pm EDT
Where:

In Person - Charleston, SC
The Charleston Place
205 Meeting Street
Charleston, SC 29401
1+800.611.5545

Share This Event
On This Page

Event Summary

Join your fellow members at Charleston, SC Cutter Connect 2025 to discover the latest research content and analysis that dares to predict––providing you with insights, knowledge, and tools to stay ahead of industry changes and trends. Concurrent tracks include Supporting Investments, Managing Data, and Distribution and Client Experience. Sessions will feature research presentations, roundtable discussions, panel discussions, and thought leadership. There will also be several networking opportunities, including a welcome reception and offsite activities in the historic Charleston area. You don’t want to miss this!

Who Should Attend

Our exclusive members-only event connects industry leaders from the global asset management and asset owner communities. This event is specially designed for operations and technology professionals.

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Head of Distribution
  • Head of Client Services
  • Head of Client Operations
  • Head of Client Reporting
  • Digital Strategy and Initiatives Managers
  • Investment Operations and Technology Managers
  • Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade

Agenda

Time Sessions
4:00pm
Registration & Welcome Cocktail Reception: Connect With Your Peers
4:00pm-6:00pm EDT
Time Distribution and Client Experience Managing Data Supporting Investments
8:00am
Registration & Breakfast: Connect With Your Peers and Exhibitors
8:00am-9:00am EDT
9:00am
Opening Remarks
9:00am-9:10am EDT
9:10am
Cutter Update: CEO Perspective
9:10am-9:30am EDT
9:30am
Keynote
9:30am-10:30am EDT
10:30am
Networking Break, Exhibit Hall Open
10:30am-11:00am EDT
11:00am
Supporting Retail SMAs
11:00am-12:00pm EDT
Investment Data Platforms
11:00am-12:00pm EDT
Investment Management Platforms: Front-to-Back
11:00am-12:00pm EDT
12:00pm
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:00pm-1:00pm EDT
1:00pm
Vendor Spotlight Demos
1:00pm-1:30pm EDT
Vendor Spotlight Demos
1:00pm-1:30pm EDT
Vendor Spotlight Demos
1:00pm-1:30pm EDT
1:30pm
Vendor-Sponsored Session
1:30pm-2:00pm EDT
Vendor-Sponsored Session
1:30pm-2:00pm EDT
Vendor-Sponsored Session
1:30pm-2:00pm EDT
2:00pm
Networking Break, Exhibit Hall Open
2:00pm-2:30pm EDT
2:30pm
Distribution and the Client Experience: Roundtable Discussion on Hot Topics
2:30pm-3:30pm EDT
Managing Data: Roundtable Discussion on Hot Topics
2:30pm-3:30pm EDT
Asset Allocation and a Total Portfolio View for Multi-Asset Investing
2:30pm-3:30pm EDT
4:00pm
Social Event
4:00pm-5:30pm EDT
6:00pm
Dinner
6:00pm-9:00pm EDT
Time Sessions
8:00am
Breakfast: Connect With Peers and Exhibitors
8:00am-9:00am EDT
9:00am
Vendor Panel: Innovation and Trends
9:00am-9:45am EDT
9:45am
AI Governance
9:45am-10:30am EDT
10:30am
Networking Break, Exhibit Hall Open
10:30am-11:00am EDT
11:00am
The Changing Role and Structure of IT Organizations
11:00am-11:45am EDT
11:45am
Closing Remarks
11:45am-12:00pm EDT
12:00pm
Grab-and-Go Lunch
12:00pm-1:00pm EDT

Speakers

Cutter

Cindy Castellano, CFA

CEO

Angela Centeno, CPA

Director, Research

Jon Chandler

Director, Research

Stacia Graham

Managing Director and Asset Management Lead

Dru Holmquist

Consulting Principal - Distribution and Client Operations

Laura Jesson

Senior Research Analyst

Gina McCafferty

Principal – Head of Research

Kathy McDermott

Managing Director, Research

Event Exhibitors

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.