Event
In Person
- Boston
Seaport World Trade Center, 200 Seaport Boulevard, Boston, MA 02210
This event has concluded
Event Summary
An exclusive network of senior executives who belong to Cutter Associates Investment Management Alliance. The Executive Alliance provides a unique opportunity to network with select peers who share the responsibility for driving the operations, business and administrative strategy at small- to mid-sized, North American asset management firms.
Targeted exclusively at Presidents, Chief Operating, Chief Financial and Chief Administrative Officers, the meetings will allow members to share experiences, best practices and strategic insights with agendas focused on key areas of responsibility.
Who Should Attend
- Chief Operations Officers
- Chief Administrative Officers
- Chief Financial Officers
- Presidents
- C-Level executives on the business and operations side
Speakers
Cutter
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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.
Stacia Graham
Managing Director and Asset Management Lead
Stacia Graham has more than 20 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 at Cutter Research. Prior to Cutter, Stacia worked at Wellington Management Company LLP in Boston in various roles within compliance 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:
- All-In-One or Standalone Solutions? Finding the Right Technology Strategy
- Asset Allocation Solutions
- Governance, Risk, and Compliance (GRC) Systems
- Performance Measurement and Attribution Systems
- Rethinking Research Management
- Robotic Process Automation (RPA)
- The Future of Work in Investment Management
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.