In Person
- Charleston, SC
The Charleston Place
205 Meeting Street
Charleston, SC 29401
(800) 611-5545
Event Summary
Charleston Cutter Connect 2025 begins with exclusive executive roundtable sessions.
This event provides an opportunity for members to network with their peers and share information and insight about strategic business, technology, and operational issues.
Register for the full Cutter Connect 2025 event: Cutter Connect 2025
Discussion topics include:
- The Great Data Convergence: From Siloed Legacy to a Modernized Core – Focus on the urgent, practical challenge of transitioning from fragmented legacy systems to a unified, efficient data core. Discuss the tangible benefits of consolidation, such as reducing operational risk, automating reconciliation, and providing a reliable foundation for modern analytics and AI.
- Scaling for Growth in Private Markets: The Operational Challenge of Alternatives – We’re seeing a massive influx of assets into private markets as a key growth driver and a major operational headache. Discuss the practical challenges of integrating illiquid, data-poor assets into a technology ecosystem built for public markets.
- Rethinking the Value Chain: The Evolving Buy vs. Build vs. Partner Equation – Fee compression and the demand for unique investment products are forcing a fundamental re-evaluation of the asset management operating model. Focus on the strategic decisions facing COOs and CTOs as they decide what to own versus what to outsource, and how to manage an increasingly complex ecosystem of vendors and fintech partners.
Who Should Attend
C-Level executives responsible for operations and technology at investment managers:
- Chief Technology Officers
- Chief Information Officers
- Chief Operating Officers
Speakers
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.