
In Person
- Charleston, SC
The Charleston Place
205 Meeting Street
Charleston, SC 29401
(800) 611-5545
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 Operating 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 |
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4:00pm |
Registration & Welcome Cocktail Reception: Connect With Your Peers
4:00pm-6:00pm EDT Registration & Welcome Cocktail Reception: Connect With Your PeersMonday, Oct 27, 2025 · 4:00pm-6:00pm EDT |
Time | Driving Front-to-Back Transformation | Manging to Clients' Evolving Expectations | Modernizing Data Management to Enable Business Innovation |
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8:00am |
Registration & Breakfast: Connect With Your Peers and Exhibitors
8:00am-9:00am EDT Registration & Breakfast: Connect With Your Peers and ExhibitorsTuesday, Oct 28, 2025 · 8:00am-9:00am EDT |
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9:00am |
Opening Remarks
9:00am-9:10am EDT Opening RemarksTuesday, Oct 28, 2025 · 9:00am-9:10am EDTSpeaker
Cutter
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9:10am |
Cutter Update: CEO Perspective
9:10am-9:30am EDT Cutter Update: CEO PerspectiveTuesday, Oct 28, 2025 · 9:10am-9:30am EDTCutter Associates CEO Cindy Castellano provides an update on Cutter. Speaker
Cutter
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9:30am |
Keynote: The 48-Hour Best Friend – Building Lasting Relationships in a Fast-Paced World
9:30am-10:30am EDT Keynote: The 48-Hour Best Friend – Building Lasting Relationships in a Fast-Paced WorldTuesday, Oct 28, 2025 · 9:30am-10:30am EDTLindsay Shookus Speaker
Guest
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10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am EDT Networking Break, Exhibit Hall OpenTuesday, Oct 28, 2025 · 10:30am-11:00am EDT |
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11:00am |
Investment Management Platforms: The Fight for Market Share
11:00am-11:30am EDT Investment Management Platforms: The Fight for Market ShareTuesday, Oct 28, 2025 · 11:00am-11:30am EDTIn this session, we discuss well-known investment management platforms and disrupters that are competing for market share. We highlight solutions that are challenging the status quo by offering a modern technology stacks, a unified data model, and an updated user experience. Driving Front-to-Back Transformation Speakers
Cutter
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Supporting Retail SMAs
11:00am-12:00pm EDT Supporting Retail SMAsTuesday, Oct 28, 2025 · 11:00am-12:00pm EDTIn this session, we explore trends with asset managers playing a greater role in the retail SMA market, and the impact of current support and customization expectations. Manging to Clients' Evolving Expectations Speakers
Cutter
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Investment Data Platforms
11:00am-12:00pm EDT Investment Data PlatformsTuesday, Oct 28, 2025 · 11:00am-12:00pm EDTIn this session, we discuss the functionality included in modern data platforms, and how investment data platforms are meeting the specific needs of investment managers. We will review different vended offerings, their capabilities, and how each solution addresses various pieces of a modern data platform. Modernizing Data Management to Enable Business Innovation Speakers
Cutter
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11:30am |
Consulting Perspectives: Lessons Learned From Investment Management Platform Assessments and Implementations
11:30am-12:00pm EDT Consulting Perspectives: Lessons Learned From Investment Management Platform Assessments and ImplementationsTuesday, Oct 28, 2025 · 11:30am-12:00pm EDTInvestment management firms today must future-proof their technology while balancing complex business needs and cost. In this discussion with the Head of Front Office Consulting, we explore key considerations in your system search, selection, and implementation approach. Driving Front-to-Back Transformation Speaker
Cutter
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12:00pm |
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:00pm-1:00pm EDT Lunch: Connect With Other Members and Exhibitors Over LunchTuesday, Oct 28, 2025 · 12:00pm-1:00pm EDT |
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1:00pm |
Vendor Spotlight Demos: FactSet, Ridgeline and SimCorp
1:00pm-1:30pm EDT Vendor Spotlight Demos: FactSet, Ridgeline and SimCorpTuesday, Oct 28, 2025 · 1:00pm-1:30pm EDTLeading solution providers focused on supporting the investment lifecycle share demonstrations of their products. Driving Front-to-Back Transformation |
Supporting Active ETFs: Fireside Chat with Cutter Consulting
1:00pm-2:00pm EDT Supporting Active ETFs: Fireside Chat with Cutter ConsultingTuesday, Oct 28, 2025 · 1:00pm-2:00pm EDTIn this discussion with Cutter Consulting, we address the challenges that investment managers face in effectively supporting active ETFs, showcasing strategies to overcome obstacles and thrive in a competitive market. Manging to Clients' Evolving Expectations Speaker
Cutter
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Vendor Spotlight Demos: IVP
1:00pm-1:30pm EDT Vendor Spotlight Demos: IVPTuesday, Oct 28, 2025 · 1:00pm-1:30pm EDTLeading solution providers focused on data management and analytics share demonstrations of their products. Modernizing Data Management to Enable Business Innovation |
1:30pm |
Vendor-Sponsored Session Sponsored by SimCorp
1:30pm-2:00pm EDT Vendor-Sponsored Session Sponsored by SimCorpTuesday, Oct 28, 2025 · 1:30pm-2:00pm EDTThis session is sponsored by SimCorp. Driving Front-to-Back Transformation |
Modern Data Platforms: An asset manager's implementation journey Sponsored by Arcesium
1:30pm-2:00pm EDT Modern Data Platforms: An asset manager's implementation journey Sponsored by ArcesiumTuesday, Oct 28, 2025 · 1:30pm-2:00pm EDTIn this session, Arcesium discusses an asset manager's journey implementing a modern data platform. Modernizing Data Management to Enable Business Innovation Speaker
Guest
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2:00pm |
Networking Break, Exhibit Hall Open
2:00pm-2:30pm EDT Networking Break, Exhibit Hall OpenTuesday, Oct 28, 2025 · 2:00pm-2:30pm EDT |
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2:30pm |
Asset Allocation and a Total Portfolio View for Multi-Asset Investing
2:30pm-3:00pm EDT Asset Allocation and a Total Portfolio View for Multi-Asset InvestingTuesday, Oct 28, 2025 · 2:30pm-3:00pm EDTIn this session, we explore the evolving complexities of multi-asset class strategies and the need for a holistic total portfolio view. We discuss processes and technology that enable aggregated exposure management, risk analysis, capital allocation and rebalancing, and investment operations. Driving Front-to-Back Transformation Speakers
Cutter
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Vendor Spotlight Demos: Fenergo, Kurtosys and Smart Commmunications
2:30pm-3:00pm EDT Vendor Spotlight Demos: Fenergo, Kurtosys and Smart CommmunicationsTuesday, Oct 28, 2025 · 2:30pm-3:00pm EDTLeading solution providers focused on distribution and the client experience share demonstrations of their products. Manging to Clients' Evolving Expectations |
Managing Data: Roundtable Discussion on Hot Topics
2:30pm-3:30pm EDT Managing Data: Roundtable Discussion on Hot TopicsTuesday, Oct 28, 2025 · 2:30pm-3:30pm EDTMembers discuss current challenges and best practices in data management. Modernizing Data Management to Enable Business Innovation Speakers
Cutter
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3:00pm |
Consulting Perspectives: Q&A on Total Portfolio Approach
3:00pm-3:30pm EDT Consulting Perspectives: Q&A on Total Portfolio ApproachTuesday, Oct 28, 2025 · 3:00pm-3:30pm EDTIn this Q&A session with Consulting, we explore the growing relevance of a total portfolio view (TPV) and the total portfolio approach (TPA) in institutional investing. We unpack the challenges firms face in adopting this view, highlight key drivers for change, and share why a shift toward holistic investment management is both timely and necessary. Driving Front-to-Back Transformation Speaker
Cutter
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Vendor-Sponsored Session Sponsored by Fenergo
3:00pm-3:30pm EDT Vendor-Sponsored Session Sponsored by FenergoTuesday, Oct 28, 2025 · 3:00pm-3:30pm EDTThis session is sponsored by Fenergo. Manging to Clients' Evolving Expectations |
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4:00pm |
Old South Carriage Tour
4:00pm-5:30pm EDT Old South Carriage TourTuesday, Oct 28, 2025 · 4:00pm-5:30pm EDTWe’re excited to offer a guided Old South Carriage Tour as part of our event’s social activities. This charming ride through historic downtown Charleston provides a unique glimpse into the city’s rich history and architecture. Space is limited, so please ask about participation when you arrive at the conference to secure your spot on this memorable experience. |
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6:00pm |
Dinner Experience at the Historic Church
6:00pm-9:00pm EDT Dinner Experience at the Historic ChurchTuesday, Oct 28, 2025 · 6:00pm-9:00pm EDTPlease join us for a special evening at Church & Union Charleston, a renowned restaurant set in a beautifully restored historic church in the heart of downtown. Known for its stunning architecture, dramatic vaulted ceilings, and unique artistic touches, the venue provides an unforgettable dining experience. This dinner will be an excellent opportunity to connect with your peers, exchange ideas, and build relationships in a relaxed and elegant setting. We look forward to sharing this memorable experience with you. |
Time | Sessions |
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8:00am |
Breakfast: Connect With Peers and Exhibitors
8:00am-9:00am EDT Breakfast: Connect With Peers and ExhibitorsWednesday, Oct 29, 2025 · 8:00am-9:00am EDT |
9:00am |
Vendor Panel: Innovation and Trends
9:00am-9:45am EDT Vendor Panel: Innovation and TrendsWednesday, Oct 29, 2025 · 9:00am-9:45am EDTIn this panel discussion, leading solution providers share insights on innovation and trends in the investment management industry. |
9:45am |
AI Governance
9:45am-10:30am EDT AI GovernanceWednesday, Oct 29, 2025 · 9:45am-10:30am EDTIn this session, we explore what it takes to govern AI initiatives effectively and highlight how Cutter Research member firms are approaching AI governance. Speakers
Cutter
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10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am EDT Networking Break, Exhibit Hall OpenWednesday, Oct 29, 2025 · 10:30am-11:00am EDT |
11:00am |
The Changing Role and Structure of IT Organizations
11:00am-11:45am EDT The Changing Role and Structure of IT OrganizationsWednesday, Oct 29, 2025 · 11:00am-11:45am EDTIn this session, we discuss the impact of new technologies and self-service capabilities on the role and structure of IT organizations. Speakers
Cutter
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11:45am |
Closing Remarks
11:45am-12:00pm EDT Closing RemarksWednesday, Oct 29, 2025 · 11:45am-12:00pm EDTSpeaker
Cutter
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12:00pm |
Speakers


Cindy Castellano, CFA
CEO
Cindy Castellano is the CEO of Cutter Associates and has over 30 years of experience in the investment management industry. She formerly led Cutter Associates’ Client-Facing and Wealth practices, advising asset and wealth management firms on their sales and distribution, marketing, product development, consultant relations, client service, and client reporting. Cindy has conducted system searches for CRM, marketing automation, portals, pitchbooks/client presentation, content management, client reporting, client onboarding, and RFP systems. Prior to joining Cutter, Cindy served as Vice President and Head of Operations for a division of Guggenheim Investments, where she led mutual fund accounting and administration; institutional accounting, billing, and client reporting; SMA operations, performance reporting (GIPS); and fixed income performance, attribution, and risk reporting. As Vice President and Head of Equities, Cindy led the firm’s investment team and supervised equity trading activities.
Cindy also spent 10 years as a Senior Portfolio Manager and Research Analyst, managing over USD 500 million in AUM for mutual funds and VITs using social awareness (ESG), large cap growth, and mid-cap growth investment strategies. She developed the investment process, directed research analysts’ day-to-day efforts, and created the firm’s social criteria and proxy voting guidelines. Cindy, a Chartered Financial Analyst, holds a bachelor’s of business administration from Washburn University.


Angela Centeno, CPA
Director, Research
Angela Centeno has more than 25 years of experience in financial services. Prior to joining Cutter in 2015, Angela worked for The Northern Trust Company in multiple roles including sourcing and procuring enterprise market data, investment operations outsourcing, and vendor and custodian relationships. She previously held senior positions in operations management, project management, data management, and solutions implementation. Angela earned a bachelor of science in accounting and a bachelor of science in business administration from the University of Kansas, as well as an MBA in finance from DePaul University. She is a registered CPA.
Recent research assignments and publications include the following:
- AI Use Cases in Investment Management: Infinite Possibilities
- Alternative Investments
- Client Reporting Systems
- Cutter Benchmarking: Alternative Investments
- Cutter Benchmarking: Derivatives and Collateral Management
- Cutter Benchmarking: Firmwide ESG Capabilities
- Derivatives and Collateral Management Solutions
- ESG Data Management
- ESG: It’s a Jungle Out There ─ A Look at the Data Provider Landscape
- ESG Investing: One Vision, Many Lenses
- Market Data Administration
- Private Debt


Jon Chandler
Director, Research
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


Austin Coxhill
Senior Director, Consulting
Austin has over 20 years of experience with investment management Technology at leading investment firms. He has worked across front office & back office leading the development of global enterprise solutions. He has consistently helped teams leverage new technologies to automate, reduce costs and provide new business capabilities.
Prior to Cutter Austin spent time at Hulu/Disney as a Senior TPM leading data analytics initiatives across multiple product groups for the convergence of Disney & Hulu streaming analytics platforms.
From 2007-2020 Austin worked at Western Asset Management, an affiliate manager of Legg Mason with $450BN AUM. Austin held a senior technology leadership role responsible for the strategy, roadmaps and implementation of Enterprise Data, Cloud Migration, Dev Ops and Citizen Development. Prior to 2019 he held various lead roles managing teams responsible for the delivery of solutions for portfolio management, research, trading, portfolio compliance, back-office operations including confirmations, settlements, collateral management, TBA processing and regulatory reporting.
Prior to Western Asset he held the role of Director of IT and Plusfunds group, a Fund of Funds managing $3BN AUM where his team overhauled the technology improving operational efficiencies for NAV validation, Risk reporting & client reporting. Austin previously spent 5 years with Deutsche bank in New York & London on various enterprise technology initiatives including the replacement of legacy global equity settlement solutions, cash management systems and stock lending & borrowing.
Austin holds an HND in Business Information Technology from the University of Central Lancashire (UK)


Stacia Graham
Managing Director and Asset Management Lead
Stacia Graham has more than 25 years of experience in investment management, bringing a deep understanding of end-to-end asset management processing and project management to her role as Managing Director, Asset Management Research Lead at Cutter Associates.
Stacia also serves as a subject matter expert for targeted engagements in Enterprise Risk and Compliance.
Prior to joining Cutter in 2018, Stacia worked at Wellington Management Company LLP in Boston in various senior roles within compliance, investment administration, and operational risk, including leading and managing the global Investment Guideline Compliance team for eight years. She earned a bachelor of science in business administration from Bryant University and an MBA from Bentley University.
Recent research assignments and publications include the following:
- Client Portal Solutions
- Client Reporting Systems
- Cutter Benchmarking: Client Reporting
- Cutter Benchmarking: Modern Compliance in Investment Management
- Electronic Communications Surveillance Systems
- Hybrid Work Arrangements and Their Impact on Firm Culture
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Research Management Systems
- Using RPA to Automate Business Processes
Recent Consulting Engagements include:
- Assessment of business processes and systems to support regulatory reporting (shareholder disclosure reporting) for a large asset manager
- Assessment of requirements and vendor solutions for Electronic Communication Surveillance for a small asset manager, to rectify SEC findings


Laura Jesson
Senior Research Analyst
Laura Jesson has more than 25 years of experience in the financial services industry as a project manager, business analyst, and consultant. She joined Cutter Associates in 2013. Prior to Cutter, Laura spent eight years at Wells Capital Management and Evergreen Investments, where she managed investment operations projects, including those focused on outsourcing, client reporting, and trade management. She previously worked at Omgeo as a member of the Central Trade Manager (CTM) product design team. Laura started her career at Andersen Consulting (now Accenture) as a process consultant supporting a variety of projects for clients in the financial services industry. Laura earned her bachelor of arts in economics and psychology from Amherst College. She holds the Project Manager Professional (PMP) certification.
Recent research assignments and publications include the following:
- AI Use Cases in Investment Management: Infinite Possibilities
- Business Intelligence Tools
- Cutter Benchmarking: Client Reporting
- Cutter Benchmarking: Firmwide ESG Capabilities
- Cutter Benchmarking: Managing Vendors and Service Providers
- DataOps: In Theory and Practice
- Enabling Data Analytics
- ESG Data Management
- ESG: It’s a Jungle Out There ─ A Look at the Data Provider Landscape
- ESG Investing: One Vision, Many Lenses
- Execution Management Systems
- Hybrid Work Arrangements and Their Impact on Firm Culture
- Using RPA to Automate Business Processes
- The Role of the CRM for Asset Managers


Gina McCafferty
Principal – Head of Research
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.


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


Natalie McIntyre
Head of Consulting
Natalie McIntyre, Head of Consulting at Cutter Associates, brings extensive asset and wealth management background experience, along with technology expertise, to Cutter’s team. During her career, she has been at the forefront of leveraging data, technology, and AI to drive next-generation investment management across the value chain.
Prior to joining Cutter in January 2025, Natalie was the Head of Technology Consulting, formerly Axxsys Consulting, and a partner at Alpha FMC AWM North America, where she served as a senior advisor to asset and wealth managers, delivering end-to-end solutions spanning business strategy, transformation, technology design, and implementation. She advised clients on their strategic technology direction, data governance practices, trading platforms and practices, portfolio management tools, and operational organization, as well as data management architecture, tools, and practices. Natalie holds a Bachelor of Science in business and economics, with a pre-law concentration, from Skidmore College.


Alijah Poindexter
Research Analyst
Alijah Poindexter is an experienced professional in financial services research and consulting, with a background spanning banking, healthcare, asset management, and fintech. He joined Cutter Associates in 2025, where he supports the firm’s research initiatives with a focus on research production and design, analysis, and content development. Prior to Cutter, Alijah was a senior research associate at Datos Insights, producing market research on commercial banking, digital payments, and healthcare payments. He also led multiple client consulting engagements, delivering strategic, data-centric advisory work. Earlier in his career, he served as associate editor at Bank Automation News, where he focused on banking coverage and industry events, and held program and research analyst roles. Alijah earned his BBA from Austin Peay State University in Clarksville, Tennessee.


Neil Sheehan
Director
Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.
Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.
Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.


Mahesh Narayan
Institutional Asset Management Segment Head, Arcesium
Mahesh oversees Arcesium’s capabilities for institutional asset managers, including the Arcesium Data Platform, middle- to back-office solutions, and associated financial operations.
Previously, he was the commercial director of BlackRock’s Aladdin Data Cloud, the data warehouse platform, supporting large global asset managers and asset owners in their data strategy, data analytics, and data re-platforming needs.
Before BlackRock, Mahesh was Global Head of Portfolio Management and Research at Refinitiv, responsible for Refinitiv’s buy-side data, workflow, and analytics solutions to a diverse set of financial institutions across the Americas, EMEA, and Asia Pacific. Earlier in his career, Mahesh worked for various hedge funds, including S.A.C. Capital and Calypso Capital Management, and as a consultant with McKinsey & Company.
Education & Credentials
MBA, NYU Stern School of Business
BS/BTech in Engineering, IIIT Mumbai


Lindsay Shookus
Former Producer, Saturday Night Live
A legendary presence behind one of America’s most beloved television shows, Lindsay Shookus is an Emmy award-winning producer who, for 20 years, worked as a veteran producer for “Saturday Night Live.” During her tenure, as producer and head of the talent department, Shookus was responsible for engineering the show’s success from booking celebrity hosts and musical guests and creating comfort and connections between them and the cast, to scouting rising stars to join the show’s ranks. She played a pivotal role in launching the careers of household names, including Kristin Wiig and Kate McKinnon — cementing her reputation for having a sharp eye for talent within the entertainment industry. She points to her own experiences to lead an on-stage masterclass on personal transformation, building connections, and embracing life’s obstacles on the road to overcoming them.
In this talk, Shookus draws parallels between the worlds of TV and business to lead a dynamic and interactive session filled with actionable tactics for creating meaningful, in-depth relationships that are a crucial component for success in any pursuit. An engaging storyteller who uses stories from behind the scenes at SNL to show her relationship-building strategies in action, Shookus delves into the mindfulness behind the madness of nurturing authentic relationships in transactional and quickly changing environments. Through humility, humor, and wisdom, she prepares the audience to become impactful communicators who add value to every interaction.
Event Exhibitors


Alkymi is the leading AI-powered data workflow platform for financial services, purpose-built to solve one of the industry's most pressing challenges: unlocking the investment and client data trapped in unstructured documents. In an environment where speed, accuracy, and scale are essential, Alkymi transforms unstructured data into standardized, structured, and interactive datasets that can be instantly integrated into core business processes.
Every day, institutional investors, wealth managers, asset owners, and asset servicing firms are inundated with critical information buried in PDFs, emails, fund reports, capital call notices, financial statements, and other complex documents. Traditionally, extracting and standardizing this data has been a manual, error-prone, and resource-intensive process. Alkymi changes this paradigm by combining artificial intelligence, machine learning, and enterprise-grade large language models (LLMs) with human-in-the-loop validation to deliver data accuracy and reliability at scale.
With Alkymi, firms can:
• Automate manual workflows to eliminate repetitive, time-consuming processes and reduce operational risk.
• Standardize data across investment workflows, enabling seamless integration with downstream systems and applications.
• Accelerate insights by making critical data available in real time, empowering teams to make faster, more informed decisions.
• Scale with confidence by unlocking new capacity to serve more clients, support more transactions, and respond rapidly to evolving market demands.
Leading firms such as Northwestern Mutual, PGGM, Strategic Investment Group, and SimCorp rely on Alkymi to modernize operations and strengthen their competitive edge. With a growing number of client wins, Alkymi is rapidly expanding adoption among investment managers. Today, Alkymi's clients represent more than $20 trillion in AUM, including top pension funds, global banks, major hedge funds, and leading sovereign wealth funds. From deal sourcing and portfolio monitoring to reporting and client service, Alkymi empowers organizations to unlock the full potential of their data.
Alkymi's leadership and innovation have been consistently recognized across the financial services industry. In 2025 alone, the company was named a winner of the WealthBriefing Wealth for Good Awards in the Innovative Technology Solution (Americas) category, the A-Team Insight Innovation Awards for Most Innovative Unstructured Data Management Project, and the WatersTechnology IMD/IRD Awards for Best Alternative Data Initiative and Best Private Markets Data Initiative.
Alkymi is also a finalist for numerous prestigious awards, including the CIO Asset Management Awards 2025, Private Equity Wire US Awards 2025, AI in Capital Markets Awards, Data Management Insight Awards USA, WatersTechnology Awards, FTF News Technology Innovation Awards, The Drawdown Awards, and the Family Wealth Report Awards.
Our mission is to transform how the financial services industry manages unstructured data. By bridging the gap between documents and decision-making, Alkymi empowers clients to shift focus from manual work to high-value activities that drive growth, innovation, and client satisfaction.
More About Alkymi

Arcesium is a global financial technology company delivering pre- and post-investment and enterprise data management solutions to some of the world's most sophisticated financial institutions, including private market firms, hedge funds, and institutional asset managers. Expertly designed to achieve a synchronized golden source of data throughout a client's ecosystem, Arcesium's cloud-native technology is built to systematize the most complex workflows and help clients achieve scale.
Today, Arcesium services over $5.2 trillion in gross AUM and over $860 billion in sell-side capital balances and has modelled over 150 million investments to date. Arcesium was built from a platform developed and tested by investment and technology development firm, the D. E. Shaw group, and launched as a joint venture with Blackstone Alternative Asset Management. J.P. Morgan, another large client, later made a strategic investment in the company, helping Arcesium further its mission: to power the entire investment lifecycle. Arcesium currently has a staff of over 2,300 software engineering, accounting, operations, and treasury professionals.
More About Arcesium

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,600 global clients, including over 219,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. Learn more at www.factset.com and follow us on X and LinkedIn.
More About FactSet



Innovating Finance Together
Trusted, mission-critical financial services software for lending, payments, universal banking, and treasury & capital markets — engineered for reliability and security. Designed to fuel your ambition and accelerate innovation.
More About Finastra

FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world's financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor's 500® Index.
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Indus Valley Partners (IVP) is a leading global provider of enterprise-wide technology solutions, consulting, and digital-first managed services to 220+ top fund managers on the buy side. Founded in 2000, IVP has been driving Finance Forward for over two decades, empowering firms to evolve, transform, and scale. With a team of more than 1,100+ professionals across five time zones and approximately $5.5 trillion of global AUM managed using its technology, IVP enables hedge funds, asset managers, private funds, and others to unlock the value embedded in portfolio, counterparty, and market data. As a trusted thinking partner, IVP helps clients rethink operations, develop innovative platforms, and push the boundaries of what's possible in finance.
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Kurtosys is a secure cloud-based platform designed to help investment managers deliver investment data & insight to clients worldwide. Our set of easy-to-use tools seamlessly deliver accurate automated reporting, engaging website experiences and secure client portals. Trusted by the world's largest and leading investment brands, Kurtosys has a team of over 180 collaborating globally every day to help investment managers succeed and scale.
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Ridgeline is the industry cloud platform for investment management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern, AI-enabled platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup
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Rivvit is a modern, cloud-native data management and reporting platform purpose-built for investment managers navigating increasingly complex data ecosystems. Designed to unify, enrich, and streamline data across the entire investment lifecycle, Rivvit delivers a unified source of truth that enhances operational efficiency, improves data quality, and supports faster, data-driven decision-making.Offered as either a powerful software platform or a fully managed service, Rivvit seamlessly integrates data from disparate systems, including portfolio management, accounting, CRM, and market data into a flexible, scalable architecture. From front-office analytics to back-office reporting, Rivvit enables firms to automate manual processes, reduce operational risk, and unlock new insights with ease.Trusted by innovative asset managers and insurance companies, Rivvit empowers firms to scale with confidence, elevate their data strategy, and transform how their teams collaborate around critical investment intelligence.
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At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions (such as our Enterprise Data Management platform), partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
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SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
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Smart Communications is the trusted choice for regulated enterprises looking to modernize complex processes and connect with customers in the moments that matter most. Its Conversation Cloud™ platform powers frictionless, compliant, digital-first experiences through omnichannel communications, intelligent data capture, and secure digital archival. More than 650 enterprises worldwide—including Zurich Insurance, Priority Health, The Pacific Financial Group, and The Bancorp—rely on Smart Communications to reduce compliance risk, boost operational efficiency, lower costs, and fast-track digital transformation that fuels business growth and elevates the customer experience. With more than 30 pre-built connectors, Smart Communications' cloud-native platform integrates effortlessly with the world's most trusted enterprise systems including Salesforce, AWS, Guidewire, DuckCreek, OneSpan, and Pega, enabling more than 60 billion mission-critical customer conversations globally, and driving faster time to value.
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Fund performance. Accelerated. Verity helps investment firms generate alpha, cut inefficiencies, and reduce risk with high-performance products built for purpose. From startups to global multi-strategy funds. Whether public equity, fixed income, private equity, or a hybrid model. Trusted by 370+ funds managing $10T in AUM.
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