Cutter Connect 2022
Nov 2 - Nov 4 Wed - Fri · 2022 12:00pm - 1:00pm EDT
Where:

In Person - Fort Lauderdale, FL
Hilton Fort Lauderdale Beach Resort
505 North Fort Lauderdale Beach Boulevard
Fort Lauderdale, FL 33304
(954) 414-2222

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Event Summary

Join your fellow members at Cutter Connect 2022 to hear the latest research content and analysis that dares to predict ─ giving you the insights, knowledge, and tools to stay ahead of industry change and trends. Themed tracks and sessions include executive roundtables, research presentations, panel discussions, and a keynote speaker. There will also be plenty of networking time – including some offsite fun in this beautiful oceanside location. You don’t want to miss this!

Who Should Attend

Our exclusive members-only event brings together industry leaders from across the global asset and wealth management communities. This event is designed specifically for operations, technology, and digital transformation professionals.

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Heads of Client Reporting
  • Investment Operations and Technology Managers
  • Digital Strategy and Initiatives Managers
  • Client Reporting Managers
  • Marketing Managers
  • Client Service Professionals
  • Persons responsible for overseeing the client reporting process
  • Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade

Agenda

Speakers

Cutter

Cindy Castellano, CFA

CEO

Angela Centeno, CPA

Director

Jon Chandler

Director

Arthur Fryar

Senior Director, Consulting

Stacia Graham

Managing Director and Asset Management Lead

Dru Holmquist

Consulting Principal - Client Facing and Wealth Management

Laura Jesson

Senior Research Analyst

Gina McCafferty

Principal – Head of Research

Kathy McDermott

Managing Director

Onawa Promise Lacewell, PhD

Director, Consulting
Guests

Gaurav Aggarwal

Chief Commercial Officer, Indus Valley Partners (IVP)

Mark Blakely

Senior Product Manager, BNY Mellon

Nichol Bradford

Futurist and Transformative Tech Pioneer, Founder, & Executive

Boris Bykhovsky

Vice President of the Solutions Management & Consulting, SS&C Advent

Charles Deluca

Buy-Side Solutions Specialist, Bloomberg Buy-Side Solutions

Chris Farrell

Head of US and Global Strategy, FINBOURNE

Jeremy Katzeff, CFA

Head of Buy Side Solutions, GoldenSource

Nanda Kumar

Senior Product & Data Consultant, SIX

Marc Mallett

Global Head of Whole Office Strategy, Northern Trust

Brad McGeown

VP of Strategy, Financial Services, Smart Communications

Patrick McKenna

Chief Product Officer and Chief Revenue Officer, Kurtosys

Matt Severs

Head of Asset Owner Strategy, SimCorp North America

Michelle Swartzentruber

Director, Sterling Capital Management

Event Exhibitors

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