In Person
- London, United Kingdom
The Westin London City
60 Upper Thames Street
London EC4V 3AD, United Kingdom
T: +44 20-3146-2690
Event Summary
Join your fellow members to explore the latest Cutter research and analysis that dares to predict what’s next, delivering the insight, judgment, and practical tools needed to stay ahead of industry change. Every session is grounded in deep industry expertise and real-world experience, ensuring discussions move past opinion and focus on applied insight. The day will feature research presentations, roundtable exchanges, panel discussions, and thought leadership—along with ample time to connect with peers, culminating in a closing cocktail reception. If you’re looking for substance, perspective, and conversations that truly matter at the enterprise level, this is an event you won’t want to miss.
Who Should Attend
Our exclusive members-only event brings together industry leaders from across the global asset manager and asset owner communities. 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
- Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade
Agenda
| Time | Sessions |
|---|---|
| 8:45am |
Registration & Breakfast: Connect With Your Peers and Exhibitors
8:45am-9:15am GMT+1 Registration & Breakfast: Connect With Your Peers and ExhibitorsThursday, Oct 15, 2026 · 8:45am-9:15am GMT+1 |
| 9:15am | |
| 9:30am |
Investing in a Data Platform
9:30am-10:15am GMT+1 Investing in a Data PlatformThursday, Oct 15, 2026 · 9:30am-10:15am GMT+1Investment management firms are concentrating on modernizing their investment data platforms. They are either developing their own proprietary platforms, implementing vended platforms, or creating hybrid solutions that combine best-of-breed technologies with vendor platforms and services. In this session, we explore members’ experiences, challenges, and best practices for modernizing data platforms. Speakers
Cutter
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| 10:15am |
Networking Break, Exhibit Hall Open
10:15am-10:45am GMT+1 Networking Break, Exhibit Hall OpenThursday, Oct 15, 2026 · 10:15am-10:45am GMT+1 |
| 10:45am |
The New Economics of Buy-Side Technology - Vendor Perspectives on Cost, Value, and Tradeoffs
10:45am-11:45am GMT+1 The New Economics of Buy-Side Technology - Vendor Perspectives on Cost, Value, and TradeoffsThursday, Oct 15, 2026 · 10:45am-11:45am GMT+1Fee compression and margin pressure are forcing investment managers to scrutinize technology spending more closely. In this vendor-led panel, industry providers share what they are seeing across the buy side as firms rationalize platforms, increase cost transparency, and distinguish between table-stakes capabilities and true differentiators. The discussion aims to offer a market-wide perspective on how budgeting discipline and board-level scrutiny are shaping technology decisions. |
| 11:45am |
Examining Emerging Operational Patterns in Private Markets
11:45am-12:15pm GMT+1 Examining Emerging Operational Patterns in Private MarketsThursday, Oct 15, 2026 · 11:45am-12:15pm GMT+1In this session, we share key insights from Cutter’s 2026 Private Markets benchmarking survey and discuss how technology is reshaping investment support models. Speaker
Cutter
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| 12:15pm |
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:15pm-1:15pm GMT+1 Lunch: Connect With Other Members and Exhibitors Over LunchThursday, Oct 15, 2026 · 12:15pm-1:15pm GMT+1 |
| 1:15pm |
The Future of Trading
1:15pm-2:00pm GMT+1 The Future of TradingThursday, Oct 15, 2026 · 1:15pm-2:00pm GMT+1In this session, we examine the evolving role of traders, trading costs, and staffing. This includes an analysis of the EMS landscape, a comparison of EMS platforms, and a discussion of trends in outsourced trading. Speaker
Cutter
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| 2:00pm |
Networking Break, Exhibit Hall Open
2:00pm-2:30pm GMT+1 Networking Break, Exhibit Hall OpenThursday, Oct 15, 2026 · 2:00pm-2:30pm GMT+1 |
| 2:30pm |
The State of Play for AI
2:30pm-3:15pm GMT+1 The State of Play for AIThursday, Oct 15, 2026 · 2:30pm-3:15pm GMT+1What's Working and What's Next: This session combines our research on current AI usage with practical guidance for implementing AI. We explore how firms are deploying AI today, strengthening governance and risk assessment frameworks, and fostering meaningful adoption throughout the organization. Speakers
Cutter
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| 3:15pm |
AI Roundtable
3:15pm-4:00pm GMT+1 AI RoundtableThursday, Oct 15, 2026 · 3:15pm-4:00pm GMT+1Small-group discussions focused on practical AI use cases, lessons learned, and the challenges of driving meaningful organizational change. Learn best practices from your peers and Cutter experts. Speakers
Cutter
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| 4:00pm |
Cocktail Reception
4:00pm-5:30pm GMT+1 Cocktail ReceptionThursday, Oct 15, 2026 · 4:00pm-5:30pm GMT+1 |
Speakers
Jon Chandler
Senior Research Lead
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
Head of Research
Stacia Graham brings more than 30 years of experience in investment management as Head of Research at Cutter Associates, where she leads a team of analysts that delivers insights and events to Cutter’s global members.
Stacia joined Cutter in 2018 and, as part of the research team, worked closely with members and vendors to author numerous reports and deliver insights at events on many topics, including client reporting, modern compliance in investment management, investment management platforms, portfolio analytics solutions, asset allocation and total portfolio approach, and research management systems. She brings a deep understanding of end-to-end asset management processes and project management, and has also served as a subject matter expert for targeted engagements in enterprise risk and compliance.
Prior to joining Cutter in 2018, Stacia held various senior roles at Wellington Management Company in compliance, investment administration, and operational risk, including leading the global Investment Guideline Compliance team for eight years.
She earned her bachelor of science in business administration from Bryant University and an MBA from Bentley University.
Kathy McDermott
Senior Research Lead
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
Alijah Poindexter
Senior Research Analyst
Alijah Poindexter is an experienced professional in financial services research and consulting, with a background spanning banking, healthcare, asset management, and fintech. He joined Cutter Associates in 2025, where he supports the firm’s research initiatives with a focus on research production and design, analysis, and content development. He has co-authored reports on investment data platforms, data management, and investment management trends. Prior to Cutter, Alijah was a senior research associate at Datos Insights, producing market research on commercial banking, digital payments, and healthcare payments. He also led multiple client consulting engagements, delivering strategic, data-centric advisory work. Earlier in his career, he served as associate editor at Bank Automation News, where he focused on banking coverage and industry events, and held program and research analyst roles. Alijah earned his BBA from Austin Peay State University in Clarksville, Tennessee.
Event Exhibitors
Platinum Sponsors
Indus Valley Partners (IVP) is a trusted transformation partner to leading alternative asset managers, including global leaders in private credit, private equity, and hybrid fund strategies. With 25+ years focused exclusively on the buy side, IVP brings unmatched expertise in modernizing data, operating, and reporting infrastructures.
Our integrated platform and services are purpose-built for the new era of AI-enabled investing, where operational leverage, data governance, and speed to insight drive returns as much as capital deployment. This foundation allows funds to create consistency across complex data ecosystems, accelerate decision-making, and unlock value from traditional and alternative datasets.
IVP combines deep domain expertise in asset management operations with a proven track record across master data management, digital-first Managed Services, and enterprise-wide implementations. By partnering with IVP, fund managers gain a scalable, technology-enabled operating model designed to support growth, improve oversight, and enhance agility.
For more information, visit www.indusvalleypartners.com
SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.
Founded in 1971, with more than 3,500 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.
More About SimCorpGold Sponsors
Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world's most sophisticated financial institutions, including hedge funds, asset managers, private markets, and sell side firms. Expertly designed to achieve a synchronized golden source of data throughout a client's ecosystem, Arcesium's cloud-native technology is built to systematize the most complex workflows and help clients achieve scale.
Today, Arcesium services over $6.4T in gross AUM and over $1.2T in sell-side capital balances and has modelled over 170+ million investments to date. Arcesium was built from a platform developed and tested by investment and technology development firm, the D. E. Shaw group, and launched as a joint venture with Blackstone Multi-Asset Investing. J.P. Morgan, another large client, later made a strategic investment in the company, helping Arcesium further its mission: to power the entire investment lifecycle. Arcesium currently has a staff of over 2,400 software engineering, accounting, operations, and treasury professionals.
More About Arcesium
GoldenSource solves financial services' toughest data challenges. We are the leader in cloud-based data management excellence, ensuring tools used in data engineering, decision support, and traditional EDM and MDM always have the best data available to them, to accelerate business and reduce costs. Firms recommend GoldenSource to quickly onboard and organize data that powers analytics and visualization across investment management, ESG and risk management, to curate AI/ML training data, to feed transaction systems and generate trusted regulatory reports.
More About GoldenSource
VerityRMS is research management software for buy-side investment firms.
All firms accumulate research. The best fully activate it.
Too many firms let research pile up in the wrong system — or no system
at all. It sits scattered across inboxes, drives, and tools that weren't
built for it, never becoming an active part of the investment process.
And when firms try to layer AI on top, there's nothing solid underneath.
VerityRMS fixes that. Research is captured, activated, and connected to
your firm's workflows, data, and tech stack. Every note, every decision,
every insight makes the next one better.
