Cutter Wealth Meeting
Jun 20 Thu · 2019 8:30am - 5:00pm EDT
Where:

In Person - Boston
Convene @ One Boston Place, 201 Washington St, Boston MA

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Event Summary

Our exclusive event designed specifically for operations and technology professionals from the wealth management industry.

  • Connect with your contemporaries in the operations and technology divisions of leading wealth management firms
  • Get Cutter Associates’ expert insight into the latest industry challenges
  • Meet and share best practices with Cutter analysts, colleagues, and your contemporaries from across the industry
  • Engage with industry vendors as they demonstrate their latest product innovations

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Who Should Attend

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Digital Strategy and Initiatives Managers
  • Marketing Managers
  • Client Service Professionals
  • Investment Operations and Technology Managers

Agenda

Speakers

Cutter

Onawa Promise Lacewell, PhD

Director, Consulting

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

Gina McCafferty

Principal – Head of Research

Gina McCafferty

Principal – Head of Research

Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.

Event Exhibitors

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.

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Headquartered in Los Angeles with global presence, InvestCloud is a Digital Platform offering first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Today the InvestCloud platform supports over US$1.7 trillion of assets across 700 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.

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SimCorp Coric is a best-in-class enterprise client communications and reporting solution for private wealth and institutional asset management firms to automate their end-to-end reporting processes and enhance client service. The solution integrates with virtually any investment management solution, drawing data from any source into a consistent and transparent form across all client communications. SimCorp Coric is fully owned by SimCorp, a leading provider of integrated investment management solutions for the global financial services industry, listed on NASDAQ Copenhagen.

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SS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment management.

Institutional and Investment Management (I&IM), a division of SS&C Technologies, provides financial investment solutions to investment managers, wealth managers, insurance companies and other asset owners. Offering automated, intuitive solutions for front, middle and back office investment operations, we help clients in 57 countries efficiently and expertly service their internal investment operations and end investors. Our solutions help firms grow their business by mitigating risk and offering their end investors new products and exceptional client experiences. Our clients, including 85% of the world’s largest asset managers and 70% of the top U.S. insurance companies, have shown their trust in us by placing $22 trillion in assets on our platform.

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