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
TALK TO THE EXPERTS
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.
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 |
Meeting Registration and Continental Breakfast
8:30am-9:00am EDT Meeting Registration and Continental BreakfastThursday, Jun 13, 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, Jun 13, 2024 · 9:00am-10:30am EDTA presentation on various operating models and their associated pros and cons, how your business strategy can drive how your model is structured, and how you can successfully manage a roadmap for change. We’ll follow this with a lively discussion on members’ own experiences and lessons learned. |
| 10:30am |
Networking Break – Exhibit Hall Open
10:30am-11:00am EDT Networking Break – Exhibit Hall OpenThursday, Jun 13, 2024 · 10:30am-11:00am EDT |
| 11:00am |
Automating Business Processes
11:00am-12:00pm EDT Automating Business ProcessesThursday, Jun 13, 2024 · 11:00am-12:00pm EDTA CutterResearch presentation on current industry trends and available solutions for automating business processes. We will also explore the ways CutterResearch member firms deploy business process automation tools, including robotic process automation (RPA) and BPM platforms, to improve the efficiency of their operational processes |
| 12:00pm |
Lunch
12:00pm-1:30pm EDT LunchThursday, Jun 13, 2024 · 12:00pm-1:30pm EDTConnect with the Cutter Associates team and other local members 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, Jun 13, 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, Jun 13, 2024 · 2:30pm-3:00pm EDT |
| 3:00pm |
De-mystifying the EDM Landscape
3:00pm-4:00pm EDT De-mystifying the EDM LandscapeThursday, Jun 13, 2024 · 3:00pm-4:00pm EDTA presentation and discussion on the various tools that can support your enterprise data, including data warehouses, data lakes, data marts etc., and where to start when considering such tools for your organization. |
| 4:00pm |
Cocktail Reception
4:00pm-5:00pm EDT Cocktail ReceptionThursday, Jun 13, 2024 · 4:00pm-5:00pm EDTRelax and chat about the day over drinks with colleagues. |
Speakers
Cutter
![]()
![]()
![]()
![]()
![]()
![]()
John Clark
Executive Director
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.
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.
Arnie 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
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.
More About SimCorp
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
FIS is a leading provider of technology solutions for financial institutions and businesses of all sizes and across any industry globally. We enable the movement of commerce by unlocking the financial technology that powers the world’s economy. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, system performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit www.fisglobal.com. Follow FIS on Facebook, LinkedIn and Twitter (@FISGlobal).
More About FIS
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