In Person
- London
Haberdashers Hall, 18 West Smithfield, London
Our exclusive, members-only event designed specifically for operations and technology professionals. The event brings together industry leaders from delegates from across the European, Middle Eastern, and Asian asset management community.
Cutter experts will be on hand throughout the event to chat with you about the research or other topics that you would like to learn more about. To schedule some time with a Cutter expert, please email Beth LaGambina and we’ll get you connected.
Time | Innovation |
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8:30am |
Meeting Registration and Breakfast
8:30am-9:00am EDT Meeting Registration and BreakfastThursday, May 30, 2024 · 8:30am-9:00am EDT |
9:00am |
Operating Models and the Architecture to Support Them
9:00am-10:30am EDT Operating Models and the Architecture to Support ThemThursday, May 30, 2024 · 9:00am-10:30am EDTA presentation on various operating models including:
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10:30am |
Networking Break – Exhibit Hall Open
10:30am-11:00am EDT Networking Break – Exhibit Hall OpenThursday, May 30, 2024 · 10:30am-11:00am EDT |
11:00am |
Innovation: Can technology and investment operations be game changers for asset managers today? (Member Panel)
11:00am-12:00pm EDT Innovation: Can technology and investment operations be game changers for asset managers today? (Member Panel)Thursday, May 30, 2024 · 11:00am-12:00pm EDTCutterResearch member firms are using a number of innovative techniques to change the way they work—from software development to business process automation to staff recruitment and retention. In this panel session, members explore ideas, strategies, and success factors for 2018 and beyond. Innovation |
12:00pm |
Lunch
12:00pm-1:30pm EDT LunchThursday, May 30, 2024 · 12:00pm-1:30pm EDTConnect with other members and exhibitors over lunch |
1:30pm |
Alternative Data and the Expanding Universe of Investment Information
1:30pm-2:30pm EDT Alternative Data and the Expanding Universe of Investment InformationThursday, May 30, 2024 · 1:30pm-2:30pm EDTA CutterResearch presentation exploring members' use of alternative or non-traditional data in the investment process. We will present an overview of the various types and sources of alternative data and look at some of the tools and services used by portfolio and risk managers to benefit from these alternative data types. |
2:30pm |
Networking Break – Exhibit Hall Open
2:30pm-3:00pm EDT Networking Break – Exhibit Hall OpenThursday, May 30, 2024 · 2:30pm-3:00pm EDT |
3:00pm |
Investment Accounting Solutions
3:00pm-4:00pm EDT Investment Accounting SolutionsThursday, May 30, 2024 · 3:00pm-4:00pm EDTA CutterResearch presentation exploring the different ways members are managing their investment accounting processes, as expanding lines of business and evolving investment strategies prove challenging for legacy tools. We will present an overview of the vendor landscape, member practices and challenges, and the latest industry trends. In addition, we will include summary evaluations of standalone accounting solutions and vendor services. |
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:
John Clark is an Executive Director at Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the CEO of Cutter, John is integral in helping to grow Cutter's research membership and consulting business in the European and US markets.. As the former 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.
Robert “Bob” Ruck joined Cutter Associates in 2017, bringing more than two decades of experience in financial services. Before joining Cutter, Bob was Strategic Client Director with FIS/SunGard where he managed a team of client service professionals and developers and provided oversight for multiple simultaneous large scale consulting projects. Previously, Bob was a Director at Advent Software and responsible for leading a team of 40 that supported the Geneva portfolio accounting system. He managed several high-profile client relationships including several of the largest fund administrators and prime brokers. Bob has also held Client Services roles at Omgeo, where he was responsible for client-related functions across Omgeo’s suite of products including Central Trade Manager, Alert, and Oasys, and at Thomson Financial Services, where he managed client related activities for the firm’s performance measurement product. Bob began his career at State Street Bank and Trust providing mutual funds technical support. Bob holds a B.A. in Economics and Religion from the University of Massachusetts.
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.
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.
More About Clearwater AnalyticsEagle 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 SystemsElectra 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:
More About Electra Information Systems
Indus Valley Partners (IVP) is a global provider of front, middle and back-office technology solutions, consulting and “digital-first” managed services to over 160 of the most prestigious fund managers on the buy side.
Hedge funds, private equity firms and other traditional and alternative asset managers rely on IVP’s expertise as a thinking partner and best-of-breed platforms to digitally transform and future-proof operations – reducing their costs, improving control and increasing productivity across their enterprise.
Founded in 2000, IVP remains at the forefront of moving Finance ForwardTM with approximately $4 trillion of global AUM managed using its technology and $1.6 trillion AUM reported through its regulatory reporting solution. IVP is headquartered in New York with additional offices located in Salt Lake City, Dallas, Toronto, London, Mumbai and Noida.
More About Indus Valley Partners (IVP)Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognised as the architect of a new class of digital enterprise and industry level solutions based on its pControl investment platform.
pControl unifies multiple processes and functions around a single product record creating new possibilities and integrates seamlessly with existing technologies, servicing today's increasingly complex inter-funded product structures.
Institutional asset owners, fund managers and fund administrators utilise pControl's purpose-built solutions to support over $20 Trillion in assets for mission critical business functions and related data services spanning fund processing, fund accounting, asset allocation, oversight and Backup NAVs and NAV automation.
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 realise their investment and product strategies.
More About Milestone Group