Cutter Community Conversation: Data Cataloguing/Documentation
Virtual
Event Summary
Cutter's member community is our industry's premier online forum for collaboration among peer firms. And when our online community discussions warrant digging a little deeper, we hold a Community Conversation.
During this Community Conversation, Cutter members will discuss their motivations for data cataloguing tool use cases. To frame the conversation, we will consider the following questions:
- Do you simply want to implement a documentation tool? Or are you seeking to integrate a tool into your data platform that discovers data, provides transparency to lineage, and allows consumers to govern their usage according to the data's intended purpose and usage rules?
- What is the risk/cost of data usage if your firm is out of compliance with data usage rules in market data agreements?
- What is the risk/cost if your firm includes the incorrect data element on a client's update or a pitch deck because the data element lacked proper labeling?
Speakers
David Joyce
Director of Client Experience
David Joyce leads Cutter Associates’ Client Experience, ensuring client satisfaction across all engagement points as the voice of the client within Cutter. A senior technology and operations leader, David brings over 25 years of experience in leading operations, risk, and technology teams to help them devise and implement agile solutions, mitigate risk, increase scale, and build a culture of operational excellence.
Most recently, he served as an independent consultant to asset management, insurance, and fintech firms, providing expertise and guidance in the areas of derivatives, portfolio integration, customer success, project management, regulatory and control environments, and software development and implementation. Prior to consulting, David spent 20 years at American International Group (AIG) in a variety of increasingly senior roles. At AIG, he implemented innovative tactical and strategic solutions for the firm’s global businesses and led over 40 employees in multidisciplinary teams that performed investment and insurance operations, regulatory and control supervision, IT support, and workforce and facilities management.
Lisa Masten
Consulting Principal – Data and Analytics
Lisa Masten has more than 20 years of experience in the investment management industry, leading projects and designing solutions in the areas of performance and attribution, data management, market data administration, portfolio analytics, and investment accounting. Lisa leads Cutter Associates’ Data and Performance practice, where she advises and designs operating models, selects systems, and implements business and technology solutions. She also organizes the Implementation practice for Cutter, including leading development of its adaptable delivery framework and project toolkit.
Prior to joining Cutter, Lisa was a Senior Manager at Invesco, where she managed a global team responsible for designing and implementing data, performance, and accounting solutions. She has held roles implementing and supporting processes and technology across the front, middle and back office at multiple asset management firms. Lisa holds a Bachelor of Arts in finance and computer science from North Central College in Illinois.