London Cutter Connect 2023

Angela Centeno has more than 25 years of experience in financial services. Prior to joining Cutter in 2015, Angela worked for The Northern Trust Company in multiple roles including sourcing and procuring enterprise market data, investment operations outsourcing, and vendor and custodian relationships. She previously held senior positions in operations management, project management, data management, and solutions implementation. Angela earned a bachelor of science in accounting and a bachelor of science in business administration from the University of Kansas, as well as an MBA in finance from DePaul University. She is a registered CPA.

Recent research assignments and publications include the following:

• AI Use Cases in Investment Management: Infinite Possibilities
• Alternative Investments
• Client Reporting Systems
• Cutter Benchmarking: Alternative Investments
• Cutter Benchmarking: Derivatives and Collateral Management
• Cutter Benchmarking: Firmwide ESG Capabilities
• Derivatives and Collateral Management Solutions
• ESG Data Management
• ESG: It’s a Jungle Out There ─ A Look at the Data Provider Landscape
• ESG Investing: One Vision, Many Lenses
• Market Data Administration
• Private Debt

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:

• Alternative Investment Systems
• Cutter Benchmarking: Alternative Investments
• Cutter Benchmarking: Derivatives and Collateral Management
• Cutter Benchmarking: Investment Risk
• Cutter Benchmarking: Performance Measurement and Attribution
• Derivatives and Collateral Management Solutions
• Execution Management Systems
• Managed Data Services
• Order Management Systems
• Outsourcing Solutions
• Performance Measurement and Attribution Systems
• Portfolio Analytics Solutions
• Private Debt
• Risk Management Systems
• The Evolving Front Office Support Model

Stacia Graham has more than 25 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, Asset Management Research Lead at Cutter Associates.

Stacia also serves as a subject matter expert for targeted engagements in Enterprise Risk and Compliance.

Prior to joining Cutter in 2018, Stacia worked at Wellington Management Company LLP in Boston in various senior roles within compliance, investment administration, 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:

• Client Portal Solutions
• Client Reporting Systems
• Cutter Benchmarking: Client Reporting
• Cutter Benchmarking: Modern Compliance in Investment Management
• Electronic Communications Surveillance Systems
• Hybrid Work Arrangements and Their Impact on Firm Culture
• Performance Measurement and Attribution Systems
• Portfolio Analytics Solutions
• Research Management Systems
• Using RPA to Automate Business Processes

Recent Consulting Engagements include:

• Assessment of business processes and systems to support regulatory reporting (shareholder disclosure reporting) for a large asset manager

• Assessment of requirements and vendor solutions for Electronic Communication Surveillance for a small asset manager, to rectify SEC findings

Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.

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:

• Alternative Data and the Expanding Universe of Investment Information
• Cutter Benchmarking: Data Management
• Cutter Benchmarking: Market Data Administration
• DataOps: In Theory and Practice
• Enabling Data Analytics
• The Evolving Front Office Support Model
• Evolving Data Governance: Building a Data Culture
• Making Snowflake Part of Your Modern Data Platform
• Managed Data Services
• Market Data Administration
• Order Management Systems
• Outsourced Trading: Has the Time Come?
• Reference Data Management Solutions

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.

Ted Allen is Product Manager for FIS’ Securities Finance and Collateral Business. Over a long career in collateral management, Ted has worked at the forefront of collateral market developments with sell side banks, buy side firms and consultancies. Since joining FIS in 2010, Ted has driven the delivery of FIS’ solutions for cross-product collateral management and optimization across OTC derivatives, listed derivatives and securities finance. He also manages the delivery of FIS’ new platform for banking book collateral management. Ted’s collateral journey has included spells with JP Morgan, Nomura and various consultancy roles. In his current position, Ted helps FIS’ global client base optimize collateral management front to back.

With a passion for innovation and a track record of excellence, Mohamed is a seasoned professional in the world of technology and business. With seven years in the Product Management team at Alveo, he played a pivotal role in driving product development and growth.

Mohamed possesses a deep understanding of market dynamics, user needs, and technology trends, which he leverages to craft cutting-edge data management solutions. Transitioning to the role of a Pre-Sales Professional, he now excels at showcasing the value of these solutions to clients and prospects.

Moh is known for his ability to bridge the gap between technical intricacies and customer expectations, providing tailored solutions that drive business success. He continues to be a driving force in the industry, committed to delivering excellence and driving innovation.

Mark joined Alveo over 5 years ago and has over 25 years of financial services experience across technology, data, and analytics.

Prior to joining Alveo, Mark held senior management positions with Interactive Data (now ICE Data Services), including serving as President of the Global Pricing & Reference Data business in New York and being part of its Executive Committee.

Mark is also a non-executive director at GRP Insurance, one of the UK’s largest insurance brokers where he assists with GRP’s data, analytics, and digital strategy.

Patrick oversees the commercial activities at Kurtosys, a leading solutions provider of client reporting, client portals and multi-region websites for the investment management industry. Having spent the last twenty years working on both the buy and sell side, Patrick has a wealth of experience in most areas of investment technology, ranging from client reporting and digital through to trading and risk. Pat stewarded the build out of the Kurtosys Cloud platform for almost 10 years and is a keen proponent of data centralization and the modernization of the IM tech stack via the cloud, topics he speaks about regularly at industry events.

Mr. Jack Moffat is a Front Office Sales Specialist for EMEA at FactSet. In this role, he is responsible for overseeing FactSet’s Front Office Solutions across the UK, France, Netherlands and Benelux regions. His primary focus is to help the buy-side tackle key problems experienced throughout the Front Office, from formulating top-level investment strategy, to investigating and monitoring potential investment opportunities, through to managing and monitoring the investment portfolio’s on a day-to-day basis for diversification, risk management, and adherence to investment guidelines. Prior to joining FactSet, Mr. Moffat earned a degree in Philosophy, Politics and Economics from Durham University, really setting the baseline for working in an interdisciplinary and varied industry.