CutterCast: Using Machine Learning in Asset Management

Mary Storrs has more than 35 years of experience in the investment management industry. She has been with Cutter Associates for more than 20 years, first as a consultant focusing on front-office projects and then with Cutter Research since its inception. Mary has authored Cutter Research reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research and Benchmarking division for eight years, overseeing all content development and helping members understand their capabilities compared with industry peers and best practices. Since 2019 she has been responsible for spearheading firm-wide management and delivery programs. Mary holds a BS from Boston College and an MBA from Babson College.

Shankar Subramanian has over 25 years of industry experience in investment management and technology solutions. Shankar has a deep understanding of investment data management, portfolio management, risk management, investment accounting, and alternative investments. At Cutter Associates, he heads the Risk and Compliance practice, helping client with investment risk management, and asset allocation, as well as providing support for compliance with consulting on trading forensics, communication surveillance, regulatory reporting, and guideline compliance. He advises on, and designs, operating models, selects systems, and implements business and technology solutions. He also leads development of Cutter’s alternative investments practices and the firm’s efforts to provide thought leadership and strategic and tactical advice to asset owner clients.

Prior to joining Cutter, Shankar held senior roles at IBM Global Services and PricewaterhouseCoopers (PwC), advising clients and leading global delivery teams in large engagements. Shankar holds a Bachelor of Science in engineering from the Indian Institute of Technology and an MBA in finance and information systems from the Indian Institute of Management.

Mindy Guthrie is Associate Director – Strategy & Innovation at Invesco, where she is responsible for Advanced Analytics. She joined the firm in 2000. Mindy and her team are responsible for providing advanced analytics capabilities throughout all functional areas of the firm including Investments, Distribution, and Enterprise Systems. Mindy is also responsible for the technology supporting the analytics space including visualization tools, statistical modeling tools, and big data platforms. Prior to joining Invesco, Mindy spent two years at Deloitte Consulting. Mindy earned her B.S. in Industrial Engineering from Texas A&M University.

Denise Murphy is the department head for the retail data and cloud based technology program that enables analytic capabilities, artificial intelligence/machine learning, enhanced client experiences, improved business outcomes, and meeting regulatory & compliance needs.

Denise joined Vanguard in 1996 and has held many leadership positions. She has been the department head for data, testing, the User Center Design,and Business Requirements areas. Prior to becoming a department head she supported many different delivery programs in SI.

Denise earned a B.S. in Computer Science from the University of Miami, M.S. in Marketing from Saint Joseph’s University, and is currently pursuing a M.S. in Business Intelligence and Analytics from St. Joseph’s University. She is also a certified AWS Cloud Practitioner.