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. Speaker
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 Future of Trading
10:45am-11:30am GMT+1 The Future of TradingThursday, Oct 15, 2026 · 10:45am-11:30am 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 broker-supplied and broker-neutral EMS platforms, and a discussion of trends in outsourced trading. Speaker
Cutter
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| 11:30am |
The State of Play for AI
11:30am-12:15pm GMT+1 The State of Play for AIThursday, Oct 15, 2026 · 11:30am-12:15pm 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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| 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 New Economics of Buy-Side Technology - Vendor Perspectives on Cost, Value, and Tradeoffs
1:15pm-2:00pm GMT+1 The New Economics of Buy-Side Technology - Vendor Perspectives on Cost, Value, and TradeoffsThursday, Oct 15, 2026 · 1:15pm-2:00pm 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. Speaker
Cutter
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| 2:00pm |
Examining Emerging Operational Patterns in Private Markets
2:00pm-2:45pm GMT+1 Examining Emerging Operational Patterns in Private MarketsThursday, Oct 15, 2026 · 2:00pm-2:45pm 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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| 2:45pm |
Networking Break, Exhibit Hall Open
2:45pm-3:15pm GMT+1 Networking Break, Exhibit Hall OpenThursday, Oct 15, 2026 · 2:45pm-3:15pm GMT+1 |
| 3:15pm |
Next-Gen Workforce - Talent Transformation in Investment Management
3:15pm-4:00pm GMT+1 Next-Gen Workforce - Talent Transformation in Investment ManagementThursday, Oct 15, 2026 · 3:15pm-4:00pm GMT+1During this workshop session, Cutter leads a discussion on the strategies firms use to attract and develop talent with the technical skill and business acumen necessary for effective communication as AI analytics and innovation transform the workforce. |
| 4:00pm |
Cocktail Reception
4:00pm-5:30pm GMT+1 Cocktail ReceptionThursday, Oct 15, 2026 · 4:00pm-5:30pm GMT+1 |
Speakers
Jon Chandler
Director, Research
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
Managing Director and Asset Management Lead
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
Kathy McDermott
Managing Director, Research
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
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. 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.