CutterResearch Member Meeting

Jun 6 Thu · 2019 8:30_am - 5:00_pm EDT

Where:

In Person - Sydney
Four Seasons Hotel Sydney, 199 George Street, Sydney, NSW 2000

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Summary
Agenda
Speakers
Exhibitors

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 Open Thursday, Jun 10, 2021 · 8:30am-9:00am EDT
9:00am	Asset Allocation Solutions 9:00am-10:30am EDT Asset Allocation Solutions Thursday, Jun 10, 2021 · 9:00am-10:30am EDT A 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 Open Thursday, Jun 10, 2021 · 10:30am-11:00am EDT
11:00am	Managed Data Services 11:00am-12:00pm EDT Managed Data Services Thursday, Jun 10, 2021 · 11:00am-12:00pm EDT A 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 Lunch Thursday, Jun 10, 2021 · 12:00pm-1:30pm EDT Connect with other members and exhibitors over lunch. Please let us know if you have any special dietary requirements by emailing: blagambina@cutterassociates.com.
1:30pm	Managing Benchmark and Index Data 1:30pm-2:00pm EDT Managing Benchmark and Index Data Thursday, Jun 10, 2021 · 1:30pm-2:00pm EDT A 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 Assets Thursday, Jun 10, 2021 · 2:00pm-2:45pm EDT A 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 Open Thursday, Jun 10, 2021 · 2:45pm-3:15pm EDT
3:15pm	Asset Servicing Today 3:15pm-4:00pm EDT Asset Servicing Today Thursday, Jun 10, 2021 · 3:15pm-4:00pm EDT A 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 Reception Thursday, Jun 10, 2021 · 4:00pm-5:00pm EDT Relax and chat about the day with colleagues over drinks.

Speakers

Cutter

Judy Blackwell

Director

Judy Blackwell has more than 30 years of information technology experience in the investment management industry. She joined Cutter Associates in 2006 and has worked as part of Cutter Research since 2007. Prior to Cutter, Judy worked for a number of investment management firms as a consultant and in project management roles. Her experience includes IT strategy, technology outsourcing, and business process outsourcing programs. She has worked in institutional asset management, retail, and private client business, and has managed large-scale projects, developing and implementing front and back office systems.

Recent research assignments and publications include the following:

Alternative Data and the Expanding Universe of Investment Information
Automating Business Processes
Collateral Management
Data Science and Analytics in the Front Office
ESG Investing
Integrating Investment Systems
Managed Data Services

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 Strategy

Mary Storrs has more than 30 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 CutterResearch since its inception. Mary has authored CutterResearch reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research division, and the Benchmarking team for eight years, overseeing all content development and helping members understand their capabilities compared to industry peers and best practices. She assumed leadership of Strategy in 2019 and is responsible for spearheading firm-wide management programs. Mary holds a B.S. from Boston College and an M.B.A. from Babson College.

Arnold Wachs

Principal – Head of Consulting

With over 30 years of experience in the investment management industry, Arnold Wachs brings extensive business and technical knowledge to his dual role leading the Cutter Associates Consulting division, as well as the Data Management practice. Arnold advises Cutter clients on data governance and on data management tools, practices, and architecture. He also provides consultation on technology strategies, trading platforms and practices, portfolio management tools, and operational organization.

Prior to joining Cutter Associates, Arnold worked for a number of industry firms including ITG, BlackRock, Charles River Development, Fidelity Investments, and State Street Global Advisors. His experience includes executive roles in sales, product management, project management, and development management. He has also worked as a solution and system architect, business analyst, and developer, giving him a deep understanding of investment management system usage and design. Arnold holds a B.S. in Physics from Clarkson University.