CutterCast: Managing Product Data

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.

Philip (Phil) Orlando is a Consultant at Cutter Associates and brings over eleven years of consulting, organizational strategy, client service, operations, accounting, and IT experience to Cutter clients. Phil has been involved with multiple Front, Middle, and Back Office strategy engagements covering accounting systems, portfolio management and trading, pre and post-trade compliance, risk management, and data management and governance. Phil also has extensive experience with client and sales management (e.g. client reporting, CRM).

Prior to joining Cutter Associates, Phil was an Organizational Strategy Business Analyst at State Street Bank where he worked on several large-scale projects including the implementation of an enterprise workflow tool and a new inquiry management system. He also guided a program purposed to transition complex cash, reconciliation, and trade tasks from the business units to centers of excellence (COEs).

Previously, Phil was an ETF Client Operations Account Manager at State Street Bank. He launched new ETFs & on-boarded new clients, managed relationships with several ETF sponsors, and crafted specifications for IT resources to continuously improve the accuracy, reliability, and efficiency of ETF processes.

Phil holds a B.S. in Finance from Stonehill College and is also a CFA charterholder.

Ms. Modur is is a Senior Product Manager, Digital Technology at Putnam Investments. She is responsible for managing Client Reporting, Enterprise Business Intelligence, Product Reference Data management teams. Previously at Putnam, she served as a Product Manager, Application Manager, and an Assistant Vice President and Project Manager. Ms. Modur has been in the investment industry since she joined Putnam in 2002.

Leveraging over 25 years of technology experience, Ms. Modur has led transformational changes across the firm’s Investment Operations, Marketing, Product Information Management, and Retail and Distribution channels. In addition, she is active in D&I initiatives. Ms. Modur is the co-founder & co-chair of Putnam Multicultural Business Impact Group, co-chair of Women of Putnam strategy committee and an active member of Women’s leadership in Technology.

Prior to joining Putnam, Sulochana worked at Polaroid Corporation as a Sr. Information Management consultant managing CRM applications. She earned her Bachelor of Engineering (Computer Engineering) from Pune University, India

Clint Simpson is a Senior Vice President and Head of Data Operations at Oaktree Capital Management. Clint has held a variety of positions across middle office operations, with the bulk of his time spent at global investment managers looking to impact change and create efficiencies within enterprise wide target operating models. With governance and management of data now a primary focus, much of Clint’s efforts revolve around the mastering of holdings, index, along with product specific data points and housing them in a central platform that allows for firmwide access.