Event
In Person
- Fort Lauderdale, FL
Hilton Fort Lauderdale Beach Resort
505 North Fort Lauderdale Beach Boulevard
Fort Lauderdale, FL 33304
(954) 414-2222
This event has concluded
Event Summary
Cutter Connect 2022 begins with exclusive executive roundtable sessions. Register for the full Cutter Connect 2022 event: https://www.cutterassociates.com/events/cutter-connect-2022
Client Reporting can be a strategic component and key differentiator for investment management firms today; however, many organizations face several challenges in meeting growing expectations from clients and consultants. Join us for an engaging conversation with your client reporting leadership peers where Cutter will facilitate a group discussion around the future of client reporting.
Topics may include:
- Can you really standardize client reports?
- Are there methods to manage custom client report requests?
- How to report content?
- Funds within separate accounts
- Alternative asset classes (e.g., PE, RE, Cryptocurrency)
- ESG data
- Commentary
- What are new ways to automate client reporting?
- What impact does data quality have on reporting?
- What role will self-service (e.g., portals, access to data) play in the future?
- How does client communications need to change?
Who Should Attend
Persons responsible for overseeing client reporting processes such as Head of Client Reporting, Client Reporting Manager and others overseeing teams responsible for the client reporting process
This is an invitation only event for client reporting leaders. If you are interested in taking part in the discussion and sharing your experiences in the above areas, please reach out to [email protected].
Agenda
| Time | Sessions |
|---|---|
| 12:00pm |
Registration & Lunch: Connect with Other Member Executives Over Lunch
12:00pm-1:00pm EST Registration & Lunch: Connect with Other Member Executives Over LunchWednesday, Nov 06, 2024 · 12:00pm-1:00pm ESTLocation: Registration: Hotel Lobby Lounge, 1st Floor Lunch: Ilios Terrace, 6th Floor Meeting attire is business casual. |
| 1:00pm |
Client Reporting Leadership Roundtable
1:00pm-4:00pm EST Client Reporting Leadership RoundtableWednesday, Nov 06, 2024 · 1:00pm-4:00pm ESTLocation: Meeting Room: Soleil, 2nd Floor A networking forum for Client Reporting leaders from asset management and wealth management firms. Speaker
Cutter
 |
Speakers
Cutter
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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.