CutterResearch NORTH AMERICA Member Meeting NEW! VIRTUAL EVENT
Jun 11 Thu · 2020 11:00am - 2:45pm EDT
Where:

Virtual

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Event Summary

Join us and your peers for expert insight into the latest industry challenges, based on new research findings, including:

Data Science and Analytics for the Front Office – More and more portfolio managers and analysts are incorporating data science tools into their security screening and selection processes. This research examines how firms can best organize to support this front office activity, what roles IT and data management should play, and the tools and skill sets that can help.

Rethinking Research Management – Investment management firms manage an ever-increasing volume and an ever-wider variety of structured and unstructured investment research information. In this research, we examine trends with organizational structure, processes, and modern technology that store, retrieve, track, and share information to help investment managers make decisions faster and more efficiently.

Order Management Systems – OMS vendors are extending their product capabilities across the investment management lifecycle and including extensive managed services. Cloud-based solutions, improved integration, user experience (UX), and automation are at the forefront of development as vendors fight for market share. This research discusses how the vendor landscape has changed over the years and provides detailed reviews of order management solutions. We look at both large front-to-back solutions and smaller, more niche products.

Who Should Attend

Our exclusive members-only event brings together industry leaders from across the global asset and wealth management communities and gives you the opportunity to connect and share best practices with your peers. 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
  • Digital Strategy and Initiatives Managers
  • Marketing Managers
  • Client Service Professionals
  • Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade

Agenda

Speakers

Cutter

Judy Blackwell

Director

Angela Centeno, CPA

Director

Jon Chandler

Director

John Clark

CEO

Stacia Graham

Managing Director and Asset Management Lead

Laura Jesson

Senior Research Analyst

Gina McCafferty

Principal – Head of Research

Kathy McDermott

Managing Director
Guests

Suvrat Bansal

Head of Innovation and Chief Data Officer, UBS Asset Management

Gary Brackenridge

Global Head Asset Management, Linedata

Chris Mackey

Founder & CEO, MackeyRMS

Frank Matarese

Director of OMS, SS&C Eze

Jeremy Siegel

Chief Executive Officer, Portfolio BI, Inc.

Bill Sutherland

Product Owner, Thrivent Financial

Event Exhibitors

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.