Virtual
Event Summary
Private market investments represent one of the fastest-growing asset classes. While progress supporting private market investments continues, this asset class is significantly more challenging to support than public equity/fixed income investments.
Challenges include the prevalence of unstructured data, the fragmentation of applications, and a lack of transparency into underlying investments.
In this CutterCast, we share key findings and takeaways from our Benchmarking 2026 Private Markets survey. We discuss how firms manage the processes across the front, middle, and back offices. We also discuss data management, reporting, and the technology firms use to support private market investments.
Speakers
Dale Gillette
Director, Consulting
Dale Gillette has more than 25 years of information systems
experience in the investment industry managing projects in the areas of
data management, portfolio analytics, performance measurement &
attribution, data warehouses, and client reporting. At Cutter
Associates, Dale works in the firm’s Strategy & Data Management
practices.
Dale has extensive experience conducting current state assessments, developing strategic plans, vendor selections, and managing complex implementations with mixed teams. Dale's career has included roles as an internal IT manager for asset managers and custodians, as well as managing client services and professional services teams for software vendors and he brings all of these perspectives to his work at Cutter.
Prior to joining Cutter Associates, Dale was a principal consultant at Eagle Investment Systems, where he was a practice leader focusing on data management, data warehouse, and performance and attribution implementations. In this capacity, he was responsible for defining project scope, statements of work, and project governance standards. While at Eagle, Dale also played a key leadership role in launching the Managed Services team. Dale also spent six years at Wellington Management Company managing a team of systems analysts, project managers, and consultants supporting the information technology needs of Relationship Management, Marketing, and Business Development in three U.S. and five global offices. There, he was responsible for ongoing development and maintenance of the data warehouse, data marts, client reporting, and client extranet.
Earlier in his career, Dale spent time as a consultant for Putnam Investments, where he was responsible for ongoing development and support of a data warehouse and portfolio management application supporting the Global Asset Allocation team.
Dale holds a B.A. in Economics from Boston College and an M.B.A. in Finance from New York University.
Neil Sheehan
Research Lead
Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.
Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.
Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.