In Person
- Amsterdam
Hilton Amsterdam, Apollolaan 138, Amsterdam, 1077 BG
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.
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8:30am |
Meeting Registration and Breakfast
8:30am-9:00am EDT Meeting Registration and BreakfastTuesday, Oct 14, 2025 · 8:30am-9:00am EDT |
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9:00am |
Client Reporting Systems
9:00am-10:30am EDT Client Reporting SystemsTuesday, Oct 14, 2025 · 9:00am-10:30am EDTA CutterResearch presentation on industry trends and member practices in client reporting. We also include a detailed discussion of client reporting sytems.
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10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am EDT Networking Break, Exhibit Hall OpenTuesday, Oct 14, 2025 · 10:30am-11:00am EDT |
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11:00am |
All-in-One or Standalone Solutions? Finding the Right Technology Strategy
11:00am-12:00pm EDT All-in-One or Standalone Solutions? Finding the Right Technology StrategyTuesday, Oct 14, 2025 · 11:00am-12:00pm EDTA CutterResearch presentation on technology strategies to address front-to-back office processing requirements. We'll explore the vendor landscape for all-in-one platforms vs. best-of-breed solutions, what solutions member firms currently use, and why.
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12:00pm |
Lunch: Connect with other members and exhibitors over lunch
12:00pm-1:15pm EDT Lunch: Connect with other members and exhibitors over lunchTuesday, Oct 14, 2025 · 12:00pm-1:15pm EDT |
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1:15pm |
SimCorp User Discussion: One Platform Does it All?
1:15pm-2:15pm EDT SimCorp User Discussion: One Platform Does it All?Tuesday, Oct 14, 2025 · 1:15pm-2:15pm EDTSimCorp Dimension users discuss how they're deploying the platform to support a variety of functional requirements, from trading to accounting. We'll discuss challenges, best practices, and opportunities to optimize usage. Session is open to registered members only.
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2:15pm |
Networking Break, Exhibit Hall Open
2:15pm-2:45pm EDT Networking Break, Exhibit Hall OpenTuesday, Oct 14, 2025 · 2:15pm-2:45pm EDT |
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2:45pm |
The Business of IT
2:45pm-3:30pm EDT The Business of ITTuesday, Oct 14, 2025 · 2:45pm-3:30pm EDTCutterResearch will share the results of our Member survey and discuss how firms are dealing with IT organizational structures and operating models, and the tools and methods they use to manage technology.
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3:30pm |
Integrating Investment Systems: Bringing it All Together
3:30pm-4:30pm EDT Integrating Investment Systems: Bringing it All TogetherTuesday, Oct 14, 2025 · 3:30pm-4:30pm EDTMost investment management firms depend on an extensive set of systems and data stores, as well as external service providers, resulting in complex architectures and integration methods. This research looks at how firms manage the challenges of integration, the technologies and tools they use to ensure efficient, accurate process and data flows, and the role data governance plays in ensuring high quality data from end to end.
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4:30pm |
Cocktail Reception: Relax and chat about the day with colleagues over drinks
4:30pm-5:30pm EDT Cocktail Reception: Relax and chat about the day with colleagues over drinksTuesday, Oct 14, 2025 · 4:30pm-5:30pm EDT |
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5:30pm |
Please join us for our CutterResearch Member Dinner
5:30pm-7:30pm EDT Please join us for our CutterResearch Member DinnerTuesday, Oct 14, 2025 · 5:30pm-7:30pm EDT
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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.
Kathy McDermott has more than 25 years of experience in the financial services industry. Kathy, who joined Cutter Associates in 2011, has authored multiple Cutter Research reports on a wide range of topics. She spent ten years as a consultant for a variety of asset management firms, with a focus on business analysis for front- and middle-office projects. Kathy was previously the senior business analyst, equity trading systems, at Wellington Management, specializing in the firm’s proprietary electronic and basket trading applications. Earlier in her career, Kathy worked for Thomson Financial Services (now Thomson Reuters), supporting FirstCall and PORTIA clients in Hong Kong, Japan, Singapore, and Thailand, and later went on to manage PORTIA implementations. She also worked at LongView (now Linedata) as an account manager and then product manager of electronic trading. Kathy earned her bachelor of arts in mathematics from Hamilton College.
Recent research assignments and publications include the following:
Cindy Castellano is the CEO of Cutter Associates and has over 30 years of experience in the investment management industry. She formerly led Cutter Associates’ Client-Facing and Wealth practices, advising asset and wealth management firms on their sales and distribution, marketing, product development, consultant relations, client service, and client reporting. Cindy has conducted system searches for CRM, marketing automation, portals, pitchbooks/client presentation, content management, client reporting, client onboarding, and RFP systems. Prior to joining Cutter, Cindy served as Vice President and Head of Operations for a division of Guggenheim Investments, where she led mutual fund accounting and administration; institutional accounting, billing, and client reporting; SMA operations, performance reporting (GIPS); and fixed income performance, attribution, and risk reporting. As Vice President and Head of Equities, Cindy led the firm’s investment team and supervised equity trading activities.
Cindy also spent 10 years as a Senior Portfolio Manager and Research Analyst, managing over USD 500 million in AUM for mutual funds and VITs using social awareness (ESG), large cap growth, and mid-cap growth investment strategies. She developed the investment process, directed research analysts’ day-to-day efforts, and created the firm’s social criteria and proxy voting guidelines. Cindy, a Chartered Financial Analyst, holds a bachelor’s of business administration from Washburn University.
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.
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:
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 SystemsMilestone 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 GroupSimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of instruments, all based on a market-leading IBOR. SimCorp invests more than 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on NASDAQ Copenhagen, SimCorp is a global company, regionally covering all of Europe, North America, and Asia Pacific.
More About SimCorp- oldSS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business, minimize risk, and thrive. The Advent Investment Suite (AIS) is specifically designed for firms looking to expand into new markets, new regions, and new lines of business with one fully integrated, end-to-end solution. Built to support investment managers, the Advent Investment Suite offers customized and complex portfolio management at scale, rebalancing, trading, compliance, multi-currency accounting, reporting, and performance. Today, AIS is available in the cloud through Advent Managed Services, along with a customizable menu of operational services for clients to leverage.