With over 30 years of experience in the investment management industry, Arnold Wachs brings extensive business and technical knowledge to his dual role leading the Cutter Associates Consulting division, as well as the Data Management practice. Arnold advises Cutter clients on data governance and on data management tools, practices, and architecture. He also provides consultation on technology strategies, trading platforms and practices, portfolio management tools, and operational organization.
Prior to joining Cutter Associates, Arnold worked for a number of industry firms including ITG, BlackRock, Charles River Development, Fidelity Investments, and State Street Global Advisors. His experience includes executive roles in sales, product management, project management, and development management. He has also worked as a solution and system architect, business analyst, and developer, giving him a deep understanding of investment management system usage and design. Arnold holds a B.S. in Physics from Clarkson University.
Michael Reger, Head of Global Investment Data Management, Vanguard
Over the past 15 years, Mike has been leading large-scale change across Vanguard’s front, middle, and back office, such as the delivery of a Global Equity Investment Management platform.
Currently, he is the Head of Global Investment Data Management responsible for the strategic direction of the organization. He is accountable for the end-to-end maturity of the global process that supports the generation and stewardship of investment data for reference, index, and product.
Mike has been with Vanguard for 26 years. He received his BS in Accounting from Drexel University and received his MBA in Finance from St. Joseph’s University.
Bertrand is head of the Investment Technology Management Unit, responsible for all Financial Technology, Data, and Financial Technology Operations. His responsibilities include Vendor Management, Systems Integration, Data Management, Business Analysis, Business Continuity, and the Investment Data Strategy.
Prior to joining CalPERS, Bertrand was Managing Director and Global Head of Active Equity and Multi-Asset Portfolio Construction Development for the Quantitative Equity and Multi-Asset businesses at BlackRock.
At present, Bertrand is working on defining and implementing the Investment Data Strategy at CalPERS for the Investment Office, working with Investment professionals and Operations to define how data informs the investment decision making process.
Bertrand has a Bachelor of Arts degree in Political Science and Philosophy and a Higher Diploma in Computer Science from the University of the Witwatersrand.