Event
In Person - Boston
This event has concluded
Event Summary
Join us and your peers for expert insight into the latest industry challenges, based on new research findings including:
Alternative Investments – Private equity, real estate, infrastructure and other alternative assets present very different challenges from their traditional investment counterparts. We will discuss the systems that supports these assets, and how the vendor landscape has changed.
ESG Investing – The broad range of areas covered, the lack of global reporting standards, and the difficulty of gathering high quality information can be overwhelming. We will explore the increasing demand for ESG investing, how investment managers are responding and embedding ESG into their organization and processes, and uncover the service providers that specialize in supporting this growing market.
Governance, Risk & Compliance – Designing and implementing an integrated approach to GRC is not easy. It involves aligning people, process and technology with your company’s evolving risk appetite, internal policies, and changing regulations. We will cover current industry practices and obstacles, identify systems and the types of risk they manage, and highlight and assess system capabilities and advantages.
Who Should Attend
Our exclusive members-only event brings together industry leaders from across the global asset management community and gives you the opportunity to connect and share best practices with your peers from leading asset management firms – including institutional managers, insurance companies, and public pension plans. This event is designed specifically for operations and technology professionals.
- 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 |
Meeting Registration & Breakfast: Connect with peers and exhibitors
8:30am-9:00am EST Meeting Registration & Breakfast: Connect with peers and exhibitorsMonday, Nov 24, 2025 · 8:30am-9:00am EST |
| 9:00am | |
| 9:10am |
Environmental, Social, and Governance (ESG) Investing
9:10am-9:50am EST Environmental, Social, and Governance (ESG) InvestingMonday, Nov 24, 2025 · 9:10am-9:50am ESTCutter explores the market for ESG investing and summarizes the data and service providers that specialize in supporting this market. |
| 9:50am |
ESG Investing: Member Perspectives
9:50am-10:30am EST ESG Investing: Member PerspectivesMonday, Nov 24, 2025 · 9:50am-10:30am ESTInvestment managers share their views on opportunities and challenges of ESG investing. |
| 10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am EST Networking Break, Exhibit Hall OpenMonday, Nov 24, 2025 · 10:30am-11:00am EST |
| 11:00am |
Governance, Risk, and Compliance (GRC)
11:00am-11:30am EST Governance, Risk, and Compliance (GRC)Monday, Nov 24, 2025 · 11:00am-11:30am ESTCutter explores current practices and challenges with GRC and highlights GRC systems and the types of risk they manage, their capabilities, and advantages of using them. |
| 11:30am |
GRC: Member Perspectives
11:30am-12:00pm EST GRC: Member PerspectivesMonday, Nov 24, 2025 · 11:30am-12:00pm ESTInvestment managers share their perspectives on designing and implementing an integrated approach to enterprise governance, risk, and compliance. |
| 12:00pm |
Lunch: Connect with other members and exhibitors over lunch
12:00pm-1:00pm EST Lunch: Connect with other members and exhibitors over lunchMonday, Nov 24, 2025 · 12:00pm-1:00pm EST |
| 1:00pm |
Vendor Spotlight Demos
1:00pm-1:50pm EST Vendor Spotlight DemosMonday, Nov 24, 2025 · 1:00pm-1:50pm ESTLeading investment management solution providers share focused demonstrations of their products. |
| 1:50pm |
LeanAlpha - Stronger Portfolio Results and Greater Cost-efficiency: Guest Speaker Mike Ervolini, CEO Cabot Investment Technology
1:50pm-2:20pm EST LeanAlpha - Stronger Portfolio Results and Greater Cost-efficiency: Guest Speaker Mike Ervolini, CEO Cabot Investment TechnologyMonday, Nov 24, 2025 · 1:50pm-2:20pm ESTActive management is a tough business. The dramatic shift to passive products is taking its toll on every type of strategy, globally. And, there are the additional challenges of constant downward pressure on fees and ever spiraling operating costs. All of which represent an enormous headwind for active management. Fundamental managers are struggling to locate strong footing in this new environment. Some are focusing on doing what they already do – just a little better. Others are working to overlay elements of quantitative analysis and data science into their processes with mixed results. A growing number are choosing mergers & acquisitions in hope that scale will lead to long-term profitability. One thing is for sure: Success today and tomorrow starts with delivering stronger and more consistent results, cost-effectively. Mike Ervolini will share best practices for building high performance investment teams that are also nimble, process-driven, and able to communicate their unique values more powerfully internally and with clients. Mike’s presentation will deliver both a new framework for thinking about supporting investment teams with technology and practical steps you can begin to implement today. |
| 2:20pm |
Alternative Investments
2:20pm-3:00pm EST Alternative InvestmentsMonday, Nov 24, 2025 · 2:20pm-3:00pm ESTCutter examines the challenges of alternative investments such as real estate, private equity, and infrastructure, and evaluates vendor solutions focused on supporting these types of assets. |
| 3:00pm |
Networking Break, Exhibit Hall Open
3:00pm-3:20pm EST Networking Break, Exhibit Hall OpenMonday, Nov 24, 2025 · 3:00pm-3:20pm EST |
| 3:20pm |
Alternative Investments: Guest Speaker, Richard Bodio, Hancock Natural Resource Group (HNRG)
3:20pm-3:50pm EST Alternative Investments: Guest Speaker, Richard Bodio, Hancock Natural Resource Group (HNRG)Monday, Nov 24, 2025 · 3:20pm-3:50pm ESTA guest speaker from HNRG provides insights on the challenges and practices for investing in real assets. |
| 3:50pm |
Closing Remarks
3:50pm-4:00pm EST Closing RemarksMonday, Nov 24, 2025 · 3:50pm-4:00pm ESTGina McCafferty, Head of Research, provides closing remarks for the day. |
| 4:00pm |
Cocktail Reception: Relax and chat about the day with colleagues over drinks
4:00pm-5:00pm EST Cocktail Reception: Relax and chat about the day with colleagues over drinksMonday, Nov 24, 2025 · 4:00pm-5:00pm EST |
| 5:15pm |
Please join us for our CutterResearch Member Dinner at The Oceanaire Seafood Room
5:15pm-8:00pm EST Please join us for our CutterResearch Member Dinner at The Oceanaire Seafood RoomMonday, Nov 24, 2025 · 5:15pm-8:00pm ESTPlease join us for our CutterResearch Member Dinner The Oceanaire Seafood Room, 40 Court Street, Boston, MA 02108 Sponsored By:
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Speakers
Cutter
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Angela Centeno, CPA
Director, Research
Angela Centeno has more than 25 years of experience in financial services. Prior to joining Cutter in 2015, Angela worked for The Northern Trust Company in multiple roles including sourcing and procuring enterprise market data, investment operations outsourcing, and vendor and custodian relationships. She previously held senior positions in operations management, project management, data management, and solutions implementation. Angela earned a bachelor of science in accounting and a bachelor of science in business administration from the University of Kansas, as well as an MBA in finance from DePaul University. She is a registered CPA.
Recent research assignments and publications include the following:
- AI Use Cases in Investment Management: Infinite Possibilities
- Alternative Investments
- Client Reporting Systems
- Cutter Benchmarking: Alternative Investments
- Cutter Benchmarking: Derivatives and Collateral Management
- Cutter Benchmarking: Firmwide ESG Capabilities
- Derivatives and Collateral Management Solutions
- ESG Data Management
- ESG: It’s a Jungle Out There ─ A Look at the Data Provider Landscape
- ESG Investing: One Vision, Many Lenses
- Market Data Administration
- Private Debt
Jon Chandler
Director, Research
Jon Chandler has 20 years of experience in the financial services industry. Prior to joining Cutter Associates in 2014, 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
- Cutter Benchmarking: Alternative Investments
- Cutter Benchmarking: Derivatives and Collateral Management
- Cutter Benchmarking: Investment Risk
- Cutter Benchmarking: Performance Measurement and Attribution
- Derivatives and Collateral Management Solutions
- Execution Management Systems
- Managed Data Services
- Order Management Systems
- Outsourcing Solutions
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Private Debt
- Risk Management Systems
- The Evolving Front Office Support Model
Stacia Graham
Managing Director and Asset Management Lead
Stacia Graham has more than 25 years of experience in investment management, bringing a deep understanding of end-to-end asset management processing and project management to her role as Managing Director, Asset Management Research Lead at Cutter Associates.
Stacia also serves as a subject matter expert for targeted engagements in Enterprise Risk and Compliance.
Prior to joining Cutter in 2018, Stacia worked at Wellington Management Company LLP in Boston in various senior roles within compliance, investment administration, and operational risk, including leading and managing the global Investment Guideline Compliance team for eight years. She earned a bachelor of science in business administration from Bryant University and an MBA from Bentley University.
Recent research assignments and publications include the following:
- Client Portal Solutions
- Client Reporting Systems
- Cutter Benchmarking: Client Reporting
- Cutter Benchmarking: Modern Compliance in Investment Management
- Electronic Communications Surveillance Systems
- Hybrid Work Arrangements and Their Impact on Firm Culture
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Research Management Systems
- Using RPA to Automate Business Processes
Recent Consulting Engagements include:
- Assessment of business processes and systems to support regulatory reporting (shareholder disclosure reporting) for a large asset manager
- Assessment of requirements and vendor solutions for Electronic Communication Surveillance for a small asset manager, to rectify SEC findings
Gina McCafferty
Principal – Head of Research
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.
Guests
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Jonathan Barnet, FRM, CSOP
Senior Vice President, Head of Business Risk, Income Research + Management
Jonathan joined Income Research + Management (IR+M) in 2008 and is currently the Head of Business Risk. In this role, he is responsible for broad programs such as business continuity, vendor risk management, and firm insurance coverage. He is also responsible for more focused tasks like process risk & control and root cause analysis for unexpected outcomes. Prior to his current role, Jonathan was the Head of Investment Operations. Before joining IR+M, he was the Vice President of Data Management/ Portfolio Accounting & Client Reporting at Bank of America, and previously held roles at John Hancock Advisers and Investors Bank & Trust. Jonathan has a BA in business administration from Saint Anselm College and received his Financial Risk Manager designation in 2016.
Rick Bodio, CFA
Director, Hancock Natural Resource Group
Rick is responsible for the development of investment strategy, investment origination, portfolio company management, client relationships and capital raising. During his time at HNRG, Rick has developed the portfolio management function for the agricultural strategy, managing over $3B in investments around the globe across 19 portfolios. In addition, Rick has been responsible for global underwriting and transaction management, working on approximately $1B in new acquisitions in the US, Australia, Canada and South America. Prior to joining HNRG in 2011, Rick worked in Financial Strategy for Forest Systems Management Company. Rick holds a B.A. in English and Philosophy from Providence College and a MBA in Finance and Real Estate from the University of Connecticut, where he managed a portion of the University’s endowment. Rick is a CFA charterholder and a member of the CFA Society Boston.
Michael A. Ervolini
CEO, Cabot Investment Technology, Inc.
Cabot is the world’s leader in helping equity management teams deliver LeanAlpha®. The Company uses its patented analytic software to support analysts and managers in delivering stronger results more consistently, and cost-effectively. Equity teams quickly develop greater self-awareness about skills, investment processes, and unproductive behavioral tendencies. They are then supported by Cabot in implementing this greater knowledge to become their best.
Mike has over 30 years of experience in institutional money management and software development. Prior to founding Cabot Research in 2005, Mike was a founder and CEO of Charter Research Corporation, a software company that supported the pricing, analysis and management of commercial mortgage-backed securities (CMBS) which was purchased by McGraw-Hill / Standard & Poor’s. Previously Mike was a Portfolio Manager and Chief Information Officer with a global money management company. Mike is the author of: “Equity Portfolio Management: A Behavioral Approach to Improving Skills and Investment Processes,” published by MIT Press. Mike has written extensively on the interconnection of asset management, culture, and technology and he is a highly regarded speaker at both public and private conferences. He earned an M.S. from the University of Pennsylvania and a B.A. from Rutgers University.Event Exhibitors
ACA Technology Solutions is a division of ACA Compliance Group, a leading provider of governance, risk, and compliance advisory services and technology solutions. Our clients include leading investment advisers, private fund managers, commodity trading advisors, investment companies, broker-dealers, and domestic and international banks. Our team of financial technologists has real-world industry experience and understands the dynamic needs of today’s investment managers.
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Because every minute matters, Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.
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Broadridge, a global Fintech leader and S&P 500® company with over $4.5 billion in revenues, provides communications, technology, data and analytics. We help drive business transformation for our clients, including asset managers, with solutions for enriching engagement, navigating risk, optimizing efficiency and growing revenue. Our integrated, front-to-back solutions translate data into actionable insights and streamline the investment life cycle. Touching 90 percent of the world’s mutual fund assets and drawing from the most complete sales and asset data collection in the industry, we are uniquely positioned to help asset managers get ahead of today’s challenges and capitalize on what’s next.
Broadridge delivers state-of-the-art technology, data and services to bring transparency and automation to the investment management and private lending process. Our portfolio management solution offers managers full front-to-back-office functionality on a single platform across all asset types. The product suite is used by many of the largest and most respected asset managers and investment firms in the world.
Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance, and reporting. Each day, the Clearwater solution reports on more than $5.9 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and nonprofit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals around the globe trust Clearwater to deliver timely, validated investment data and analytics.
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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.
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eFront pioneers technology in alternative investments to help alternative investment professionals achieve superior performance. With more than 850 Limited Partner, General Partner and Asset Servicer clients in 48 countries, eFront is the leading technology partner to alternative investment professionals. eFront is the only solution suite addressing all the needs of alternative investment professionals end-to-end: fundraising, portfolio construction, due-diligence, deal-flow, portfolio monitoring, positions tracking, investor reporting, accounting, operations management, General Ledger, Private Market data, benchmarking and advanced analytics (Value at risk, cash flow forecasting, risk management). For more information, please visit eFront.com. In 2019, eFront was acquired by BlackRock and since then operates as a specialized business unit within BlackRock Solutions, alongside Aladdin Institutional and Aladdin Wealth.
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Electra provides award-winning post-trade operations workflow solutions and data services for reconciliation, data aggregation, fee billing and trade settlement. We help buy-side investment managers, hedge funds, fund administrators and service providers reduce risk, improve operational efficiencies, scale to business demands, and gain sustainable value from our innovative, patented technology across their entire operations ecosystem.
Electra’s solutions include:
- Reconciliation: Improves efficiency, accuracy and transparency across reconciliation, exception management and post-trade processes
- Data Aggregation: Acquires, validates, enriches, normalizes and delivers information from thousands of global sources and data feeds
- Client Fee Billing: Improves the speed and accuracy of invoices, cash flow and client service while reducing risk
- Managed Services: Reconciliation and data aggregation managed and supported by a dedicated operations team
- Trade and Settlement Notification: Custodian trade and client notifications, confirmations, affirmations and settlement instructions
- Trade Fail Prevention: Proactive identification of pending, unmatched and at-risk trades, and fast exposure of failed trades
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FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,000 global clients, including over 208,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
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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.
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Indus Valley Partners (IVP) is a leading global provider of enterprise-wide technology solutions, consulting, and digital-first managed services to 220+ top fund managers on the buy side. Founded in 2000, IVP has been driving Finance Forward for over two decades, empowering firms to evolve, transform, and scale. With a team of more than 1,100+ professionals across five time zones and approximately $5.5 trillion of global AUM managed using its technology, IVP enables hedge funds, asset managers, private funds, and others to unlock the value embedded in portfolio, counterparty, and market data. As a trusted thinking partner, IVP helps clients rethink operations, develop innovative platforms, and push the boundaries of what's possible in finance.
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SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
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State Street Global Exchange® combines information and insights, risk and trading analytics and data solutions to help clients focus on opportunities that generate the most value. We deliver market expertise and insight across investment strategy and data science, helping clients find new ways to drive performance.
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