Dec 12 Mon · 2022 9:00_am - 5:00_pm EST

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Virtual

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Summary
Speakers
Exhibitors

Event Summary

Join Cutter Connect 2022 Virtual Meeting to hear select presentations delivered at the in-person meeting in Fort Lauderdale, Florida on November 3-4, 2022.

All on-demand sessions will be released on December 12 at 9:00 AM EST and will remain available until December 31, 2022.

Presentations and panel discussions include:

ESG: It’s a Jungle Out There – A Look at the Data Provider Landscape
The Investment Manager of the Future – Be Prepared for 2023 and Beyond
Execution Management Systems: The Trader’s Co-Pilot
Client Reporting Systems: The Players and Differentiators
Managed Data Services: Key Considerations for Success
Building a Better Client Portal: Key Elements of a Best-in-Class Portal for Institutional Clients
Trends in Reference Data Management Solutions

Speakers

Cutter

Angela Centeno, CPA

Director

Angela Centeno joined Cutter Associates in 2015, bringing more than 20 years of experience in financial services. Prior to Cutter, Angela worked for The Northern Trust Company in multiple roles managing enterprise market data, investment operations outsourcing, vendor relationships, 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:

Asset Management Trends: 2022 and Beyond
Market Data Administration
An Introduction to Vendor Management
Best Practices for Developing a Vendor Management Program
Vendor Management: Trends ─ And the Tools that Can Help
Data Cataloging Tools
Rethinking Research Management
Alternative Investments
Managing Benchmark and Index Data

Jon Chandler

Director

Jon Chandler brings more than ten years of experience in the financial services industry to his Director's role at Cutter Associates. Prior to joining Cutter, 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
Collateral Management
Investment Accounting Solutions
Order Management Systems
Performance Measurement and Attribution Systems
Reconciliation Solutions
Risk Management Systems

Arthur Fryar

Senior Director, Consulting

Arthur Fryar has over 25 years of experience in investment operations, technology, solution design, and outsourcing at leading global financial institutions. His work spans the front, middle, and back office, representing service providers, asset managers, and fintech companies. He has led the design of strategic operating models for outsourced investment functions, implemented scalable and repeatable onboarding standards, and held global product management roles across investment analytics, accounting, and data management functions. Arthur also has been actively involved in the investment performance community for many years.

Prior to Cutter, he led Product Management for all the front-, middle-, and back-office analytics services provided via State Street Corp.’s Middle Office Outsourcing and Alpha Front to Back solutions, playing a central role in defining State Street’s servicing standards for the Alpha solution and managing many early clients through their transition to outsourcing. He was a member of the due diligence and M&A team that led to State Street’s USD 2.6 billion acquisition of Charles River Development and managed the integration of many CRD front-office capabilities to legacy back- and middle-office services.

Arthur also spent 15 years in fintech overseeing product management, development, and implementation functions in performance measurement, data management, and investment accounting at DST Global Solutions, Eze Software Group, and Thomson Financial.

Stacia Graham

Managing Director and Asset Management Lead

Stacia Graham has more than 20 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 at Cutter Research. Prior to Cutter, Stacia worked at Wellington Management Company LLP in Boston in various roles within compliance 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:

All-In-One or Standalone Solutions? Finding the Right Technology Strategy
Asset Allocation Solutions
Governance, Risk, and Compliance (GRC) Systems
Performance Measurement and Attribution Systems
Rethinking Research Management
Robotic Process Automation (RPA)
The Future of Work in Investment Management

Laura Jesson

Senior Research Analyst

Laura Jesson has more than 20 years of experience in the financial services industry as a project manager, business analyst, and consultant. She joined Cutter Associates in 2013. Prior to joining Cutter, Laura spent eight years at Wells Capital Management and Evergreen Investments, where she managed investment operations projects. 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:

Client Reporting
Corporate Actions
Cyber Security
Front Office Data
Managing Operating Costs
Managing Vendors and Service Providers
Opportunities for External Sourcing

Onawa Promise Lacewell, PhD

Director, Consulting

Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.

Recent research assignments and publications include the following:

Behind the Login of Wealth Management Client Portals
Benchmarking of Value-Added Services for UHNW clients
The Rising Popularity of Family Offices
AI Throughout the Wealth Management Lifecycle
UHNW Benchmarking

Kathy McDermott

Managing Director

Kathy McDermott has more than 20 years of experience in the financial services industry. She joined Cutter Associates in 2011 and has authored a number of 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
Behavioral Analysis in Investment Management
Client Reporting Systems and Practices
Data Access for Business Users
Managed Data Services
Market Data Administration
Mastering Client, Account, and Product Data
Order Management Systems
Outsourced Trading: Has the Time Come?
Reference Data Management Solutions

Arnold Wachs

Principal – Head of Consulting

Arnie Wachs, Head of Consulting at Cutter Associates, brings extensive business and technical knowledge to the role, with over 30 years of investment management industry experience. Arnie advises 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. He has extensive experience working for investment management firms, financial software vendors, and consulting firms, in roles that included business analyst, developer, system architect, development management, project management, product management, sales, and executive positions. He has a deep understanding of investment management system use and design. He also leads the firm’s Technology and Architecture practice.

Prior to joining Cutter, Arnie worked for ITG, where he led the product management efforts for the development of the next-generation OEMS platform. Prior roles include Head of Equity Systems at BlackRock Solutions, Senior Product Manager at Charles River Development, and Vice President at Fidelity Investments, where he designed and developed the firm’s global trading platforms. Arnie also led efforts at State Street Global Advisors to create an enterprise-wide, cross-asset class security and benchmark master. He holds a Bachelor of Science in physics from Clarkson University.

Guests

Gaurav Aggarwal

Chief Commercial Officer, Indus Valley Partners (IVP)

Gaurav Aggarwal is the Chief Commercial Officer for Indus Valley Partners (IVP), responsible for overseeing product strategy and planning. During his time at IVP, he has worked closely with over 40+ buy-side asset managers in defining and delivering strategic transformations, including enterprise data platforms, reporting & analytics and process re-alignments.

Mr. Aggarwal began his career at SAP Labs, where he spearheaded the development of a strategic market risk offering for large-scale investment institutions. He also worked at Citi, developing their operations and transaction banking solution for Asian and Latin American markets.

Mr. Aggarwal graduated from the University of Delhi with a degree in information technology.

Boris Bykhovsky

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

Boris Bykhovsky is the Vice President of the Solutions Management & Consulting at SS&C Advent. Before this, Boris worked in a variety of roles after joining the firm in 2007.

Currently, Boris leads SS&C Advent’s asset management market strategy with a focus on Advent Genesis, the firm’s cloud native platform. Additionally, Boris oversees the US Solutions Consulting team which is primarily focused on advising asset management clients on ideal solutions for their firms’ business and technology needs.

Boris holds a B.A. in Economics from the University of Wisconsin-Madison.

Chris Farrell

Head of US and Global Strategy, FINBOURNE

Chris is the Head of US and Global Strategy at FINBOURNE. With global experience spanning North America, Japan, Singapore and the UK, Chris has a proven track record for driving operations and strategy within banks, consultancies and starts ups, in the financial services industry. In his previous roles, including Global Head of Markets Regulatory Change at Natwest Markets, Chris has been responsible for creating revenue and growth opportunities, while also eliminating cost and operational risk. With significant time spent at RBS and other firms in capital markets, Chris’s rich experience ranges from heading up regulatory change programs such as MiFID II, Dodd-Frank and EMIR reforms, through to overseeing technology operations and emerging markets integrations. In his current role Chris is focussed on driving adoption of FINBOURNE’s solutions across North America, as well as evolving the company’s global commercial strategy as it moves from start-up to scale-up.

Jeremy Katzeff, CFA

Head of Buy Side Solutions, GoldenSource

Jeremy Katzeff, CFA, is Head of Buy Side Solutions at GoldenSource, where he is responsible for growing and supporting GoldenSource’s global investment management client base. Prior to joining GoldenSource, Jeremy was a Senior Director at Broadridge where he was responsible for the Traditional Asset Management segment within Broadridge Asset Management Solutions. Previously, Jeremy had various roles spanning his 18-year career including JPMorgan Asset Management, as well as in Blackrock’s iShares and Aladdin business.

Nanda Kumar

Senior Product & Data Consultant, SIX

As a Senior Product & Data Consultant, Nanda’s primary responsibility is to help North American financial institutions successfully implement SIX’s reference data, global corporate actions and tax and regulatory solutions. He also works with the SIX data acquisition and management teams to ensure the highest quality content and coverage.

Nanda has worked with back office securities data solutions for more than 20 years, and over the course of his career he has also managed a global security cross-reference product, and was instrumental in managing development and implementation of the ANNA Service Bureau, which is a central hub for consolidation and distribution of ISINs from over 60 global markets.

Born and raised in India, Nanda holds a degree in Applied Sciences from the Madras College of Engineering. He currently lives in Connecticut with his wife and children.

Marc Mallett

Global Head of Whole Office Strategy, Northern Trust

Marc Mallett is the Global Head of Whole Office Strategy at Northern Trust, where he is responsible for business strategy, corporate development and solutions consulting. He joined Northern Trust in 2010 as the Global Head of Client Conversions for Northern Trust’s middle office outsourcing product.

Prior to joining Northern Trust, Marc spent 15 years in numerous leadership positions for investment management, technology and consulting companies. Among these, he was Vice President of Technology at Fidelity Investments where he was responsible for developing and executing technology strategy for their equity portfolio managers and research analysts. Most recently Marc led sales and product management for SimCorp in North America.

Matt Severs

Head of Asset Owner Strategy, SimCorp North America

Matt is Head of Asset Owner Strategy at SimCorp North America. Matt has spent the last 7 years at SimCorp, largely in a business development role across all of SimCorp verticals in North America until 2022 when he assumed responsibility for business development with a focus on SimCorp’s clients in the Insurance, Pension, Banking and GSE realms.

Prior to joining SimCorp, Matt spent the better part of two decades working at Northern Trust where he gained experience across all of the institutional business lines including fund accounting and administration, asset management and middle office outsourcing services, both as a business practitioner and in business development roles. Matt also has experience leading some significant global change projects on the back of strategic acquisitions for the bank and previously ran Consultant Relations for the Asset Servicing business in North America.