Event
In Person
- Sydney
Four Seasons Hotel Sydney, 199 George Street, Sydney, NSW 2000
This event has concluded
Event Summary
Our exclusive, members-only event designed specifically for operations and technology professionals. This event brings together industry leaders from across the investment management community, including asset managers and super funds.
- Connect with your contemporaries in the operations and technology divisions of leading asset management firms
- Get Cutter Associates’ expert insight into the latest industry challenges
- Meet and share best practices with Cutter analysts, colleagues, and your contemporaries from across the industry
- Engage with industry vendors as they demonstrate their latest product innovations
Who Should Attend
- Chief Technology Officers
- Chief Operations Officers
- Chief Information Officers
- Chief Data Officers
- Investment Operations and Technology Managers
- Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade
Agenda
| Time | Sessions |
|---|---|
| 8:30am |
Registration and Breakfast, Exhibit Hall Open
8:30am-9:00am EDT Registration and Breakfast, Exhibit Hall OpenThursday, Jun 08, 2023 · 8:30am-9:00am EDT |
| 9:00am |
Asset Allocation Solutions
9:00am-10:30am EDT Asset Allocation SolutionsThursday, Jun 08, 2023 · 9:00am-10:30am EDTA Research presentation and discussion of solutions for supporting asset owners' and asset managers' need for a comprehensive view across all investments, whether internally or externally managed. |
| 10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am EDT Networking Break, Exhibit Hall OpenThursday, Jun 08, 2023 · 10:30am-11:00am EDT |
| 11:00am |
Managed Data Services
11:00am-12:00pm EDT Managed Data ServicesThursday, Jun 08, 2023 · 11:00am-12:00pm EDTA Research presentation and discussion of the various software and service providers that offer managed data services supporting Investment managers' need for timely, high-quality data. |
| 12:00pm |
Lunch
12:00pm-1:30pm EDT LunchThursday, Jun 08, 2023 · 12:00pm-1:30pm EDTConnect with other members and exhibitors over lunch. Please let us know if you have any special dietary requirements by emailing: [email protected]. |
| 1:30pm |
Managing Benchmark and Index Data
1:30pm-2:00pm EDT Managing Benchmark and Index DataThursday, Jun 08, 2023 · 1:30pm-2:00pm EDTA discussion of member practices and challenges related to sourcing, managing, and licensing benchmark and index data. |
| 2:00pm |
Supporting Alternative Assets
2:00pm-2:45pm EDT Supporting Alternative AssetsThursday, Jun 08, 2023 · 2:00pm-2:45pm EDTA discussion of best practices for supporting alternative assets, such as private equity and real estate. |
| 2:45pm |
Networking Break, Exhibit Hall Open
2:45pm-3:15pm EDT Networking Break, Exhibit Hall OpenThursday, Jun 08, 2023 · 2:45pm-3:15pm EDT |
| 3:15pm |
Asset Servicing Today
3:15pm-4:00pm EDT Asset Servicing TodayThursday, Jun 08, 2023 · 3:15pm-4:00pm EDTA discussion of the services and technology currently provided by custodians, and a review of best practices for navigating the risk/reward trade-off inherent in outsourcing and optimizing investment operations. |
| 4:00pm |
Cocktail Reception
4:00pm-5:00pm EDT Cocktail ReceptionThursday, Jun 08, 2023 · 4:00pm-5:00pm EDTRelax and chat about the day with colleagues over drinks. |
Speakers
Cutter
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Jon Chandler
Director
Jon Chandler brings more than ten years of experience in the financial services industry to his Director's role at Cutter Associates. Prior to joining Cutter, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and Failstation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
- Alternative Investment Systems
- Collateral Management
- Investment Accounting Solutions
- Order Management Systems
- Performance Measurement and Attribution Systems
- Reconciliation Solutions
- Risk Management Systems
John Clark
CEO
John Clark is the CEO of Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the head of Cutter’s Consulting division, John still actively participates in consulting projects, as a trusted client advisor for high-level planning and strategy, including setting priorities and managing capital investments. John also provides expert oversight and guidance on more complex strategy engagements. John’s experience covers all aspects of investment management. John is well known in the industry and is sought out to speak at industry conferences and events. He has also been quoted in many industry periodicals. Prior to joining Cutter Associates, John held senior roles as President and COO for several software companies, including DST Belvedere, Longview Group, and SunGard. John holds a B.A. from Tufts University.
Mary Storrs
Principal – Head of Business Delivery
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.
Arnold Wachs
Principal – Head of Consulting
Arnie Wachs, Head of Consulting at Cutter Associates, brings extensive business and technical knowledge to the role, with over 30 years of investment management industry experience. Arnie advises clients on their strategic technology direction, data governance practices, trading platforms and practices, portfolio management tools, and operational organization, as well as data management architecture, tools, and practices. He has extensive experience working for investment management firms, financial software vendors, and consulting firms, in roles that included business analyst, developer, system architect, development management, project management, product management, sales, and executive positions. He has a deep understanding of investment management system use and design. He also leads the firm’s Technology and Architecture practice.
Prior to joining Cutter, Arnie worked for ITG, where he led the product management efforts for the development of the next-generation OEMS platform. Prior roles include Head of Equity Systems at BlackRock Solutions, Senior Product Manager at Charles River Development, and Vice President at Fidelity Investments, where he designed and developed the firm’s global trading platforms. Arnie also led efforts at State Street Global Advisors to create an enterprise-wide, cross-asset class security and benchmark master. He holds a Bachelor of Science in physics from Clarkson University.
Event Exhibitors
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $46 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. We serve clients globally with more than 1,200 employees in 11 regional offices. (As of Q2 2022)
More About Charles River Development, A State Street Company
Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. In addition to the cloud solutions, Eagle’s Managed Services offering helps deliver enriched and ready for use investment data. Eagle Investment Systems' integrated technology, products and services help our clients to grow their assets efficiently and effectively.
More About Eagle Investment Systems
FactSet delivers superior content, analytics, and flexible technology to help more than 153,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle and industry-leading support from dedicated specialists. Learn more at www.factset.com. Follow us on Twitter: www.twitter.com/factset.
More About FactSet
Asset owners, pension plans, fund managers and insurance companies rely on Matrix to help solve their most complex investment, risk and data manage challenges.
Matrix is an investment data platform that empowers firms to understand everything from the true nature of the exposures within funds to the indirect fees borne by investors and the impact of investment re-structuring decisions.
The foundation of the platform is a unique algorithm that structures the data during the processing phase of the data management lifecycle. This structuring enables a range of solutions to be implemented on the core platform.
- Asset allocation
- Exposure management
- Rebalancing
- Data Management
The platform simplifies the management of the complex, multi-level investment and product structures that underpin endowments, pension plans, retirement savings, insurance and asset management businesses. All of our customers are references and we have never had a failed implementation!
More About Matrix
IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. thinkFolio from IHS Markit is a multi-asset investment management platform, which mitigates risk, increases operational efficiency and supports decision-making by investment managers. EDM from IHS Markit is a data management platform that acquires, validates and distributes trade, operational, risk, finance and customer data. IHS Markit also provides a data warehousing solution, EDM Warehouse. This is a single platform that consolidates data and empowers users to interrogate it on a real-time basis in order to understand risk, exposure, AUM and periodic metrics.
More About IHS Markit
Milestone Group is a specialist technology solutions firm serving the global investments industry, with a consulting and operational heritage that allows us to understand the bigger picture.
Milestone Group is recognized globally as a thought leader and architect of a new class of enterprise level solutions. We understand the challenges associated with formulating, enabling and managing operating models in investment businesses, across multiple suppliers, partners, geographies and jurisdictions.
We bring a fresh approach to data and product management, transparency and operational agility as integrated capabilities across key investment and operational functions.
We deliver solutions that are purpose built for institutional asset allocators, pension funds and multi-asset product providers, and are category leaders in NAV automation and Fund Oversight including Backup NAV capabilities. Our innovative pControl SmartSourcing™ model delivers more intelligent and flexible blended operating model choices.
Clients trust Milestone Group to consistently deliver a unique mix of innovative and dynamic solutions backed by deep industry know-how. For Milestone Group and its people, this is a journey that continuously ‘raises the bar’ enabling clients to realize their investment and product strategies.
More About Milestone Group
RIMES is an award-winning data management and regulatory technology specialist that truly understands the challenges faced by its customers. It serves nearly 400 asset managers, owners, servicers and banks in 45 countries including 60 of the 100 largest global asset managers and 9 of the 10 largest asset servicers by TAUM.
More About RIMES