CutterCast: Changing Operating Models in the Front Office - Post-Merger Harmonization
Dec 7 Thu · 2023 10:30am - 11:30am EST


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Event Summary

Join our expert speaker panel as research members delve into strategies for successfully onboarding new investment teams and maximizing benefits through various shared services. Explore practical insights, innovative methodologies, and best practices for seamless integration, fostering collaboration, enhancing efficiency, and driving sustainable growth in the financial services industry.



Cole Castelain

Director, Consulting

Tom Phipps

Consulting Principal – Front Office

Jay Boyd

Head of Nuveen Global Investment Operations Transformation, Nuveen

Gwen Cooney

Managing Director, Senior Operations and Business Manager, Nuveen

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