In Person
- Naples, FL
Naples Grande Beach Resort
475 Seagate Drive
Naples, FL 34103
(844) 489-9663
Join your fellow members at Naples, FL Cutter Connect 2024 to hear the latest research content and analysis that dares to predict ─ giving you the insights, knowledge, and tools to stay ahead of industry change and trends. Sessions include research presentations, roundtable exchanges, panel discussions, thought leadership, and a keynote speaker. There will also be plenty of networking time – including a welcome reception and some offsite fun in this beautiful resort location. You don’t want to miss this!
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.
Time | Sessions |
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4:00pm |
Registration & Welcome Cocktail Reception: Connect With Your Peers
4:00pm-6:00pm EST Registration & Welcome Cocktail Reception: Connect With Your PeersMonday, Nov 18, 2024 · 4:00pm-6:00pm EST |
Time | Track 1: Client Experience | Track 2: Front Office |
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8:00am |
Registration & Breakfast: Connect With Your Peers and Exhibitors
8:00am-9:00am EST Registration & Breakfast: Connect With Your Peers and ExhibitorsTuesday, Nov 19, 2024 · 8:00am-9:00am EST |
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9:00am |
Opening Remarks
9:00am-9:05am EST Opening RemarksTuesday, Nov 19, 2024 · 9:00am-9:05am ESTSpeaker
Cutter
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9:05am |
Keynote
9:05am-10:00am EST KeynoteTuesday, Nov 19, 2024 · 9:05am-10:00am ESTStay tuned for more information on our keynote address. |
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10:00am |
Exploring AI Use Cases
10:00am-10:45am EST Exploring AI Use CasesTuesday, Nov 19, 2024 · 10:00am-10:45am ESTA discussion on AI trends, approaches, and solutions used across the organization and common use cases in investment management. Speakers
Cutter
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10:45am |
Networking Break, Exhibit Hall Open
10:45am-11:15am EST Networking Break, Exhibit Hall OpenTuesday, Nov 19, 2024 · 10:45am-11:15am EST |
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11:15am |
AI Vendor Panel
11:15am-12:00pm EST AI Vendor PanelTuesday, Nov 19, 2024 · 11:15am-12:00pm ESTA panel discussion focused on vendor perspectives on AI opportunities for the industry today and in the future. Speaker
Cutter
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12:00pm |
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:00pm-1:00pm EST Lunch: Connect With Other Members and Exhibitors Over LunchTuesday, Nov 19, 2024 · 12:00pm-1:00pm EST |
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1:00pm |
Vendor Spotlights
1:00pm-2:00pm EST Vendor SpotlightsTuesday, Nov 19, 2024 · 1:00pm-2:00pm ESTLeading investment management solution providers share focused demonstrations and discussions of their products. |
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2:00pm |
Client Reporting Benchmarking Results
2:00pm-2:30pm EST Client Reporting Benchmarking ResultsTuesday, Nov 19, 2024 · 2:00pm-2:30pm ESTCutter shares highlights from our Client Reporting survey and facilitates a discussion on how firms are managing the complexities of institutional client reporting. Track 1: Client Experience Speaker
Cutter
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Evolving Front Office Support Model
2:00pm-2:30pm EST Evolving Front Office Support ModelTuesday, Nov 19, 2024 · 2:00pm-2:30pm ESTExamines industry trends and current practices shaping the people, technology, data, and processes supporting the Investment Group, with a focus on the adoption of integrated solutions, the alignment of projects with teams, and the evolution of data utilization strategies. Track 2: Front Office Speakers
Cutter
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2:30pm |
Portal Vendor Solutions
2:30pm-3:00pm EST Portal Vendor SolutionsTuesday, Nov 19, 2024 · 2:30pm-3:00pm ESTExplores the vendor landscape of tools used to support portals for asset and wealth managers, examines the functionality that each offers, and identifies how these tools integrate with other adjacent systems. Track 1: Client Experience Speakers
Cutter
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Portfolio Analytics Solutions
2:30pm-3:00pm EST Portfolio Analytics SolutionsTuesday, Nov 19, 2024 · 2:30pm-3:00pm ESTExamines modern applications that support risk analytics and attribution to enhance investment decision-making. Track 2: Front Office Speaker
Cutter
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3:00pm |
Discussion
3:00pm-3:30pm EST DiscussionTuesday, Nov 19, 2024 · 3:00pm-3:30pm ESTJoin your colleagues in sharing challenges and successes your firm has had with client reporting and portal adoption. Discussions will be led by Cutter experts to dig into best practices and trends for supporting your clients. Track 1: Client Experience Speaker
Cutter
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Discussion
3:00pm-3:30pm EST DiscussionTuesday, Nov 19, 2024 · 3:00pm-3:30pm ESTJoin your colleagues in sharing challenges and successes your firm has had with your front office support model. Discussions will be led by Cutter experts to dig into best practices and trends impacting the front office. Track 2: Front Office Speaker
Cutter
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4:00pm | ||
6:00pm |
Time | Sessions |
---|---|
8:00am |
Breakfast: Connect With Peers and Exhibitors
8:00am-9:00am EST Breakfast: Connect With Peers and ExhibitorsWednesday, Nov 20, 2024 · 8:00am-9:00am EST |
9:00am |
The Evolution of Data Governance
9:00am-10:15am EST The Evolution of Data GovernanceWednesday, Nov 20, 2024 · 9:00am-10:15am ESTA look at challenges that firms face putting a data governance framework and practices in place, how firms are supporting data management and data governance through DataOps, and a discussion on best practices for adapting data governance. Speakers
Cutter
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10:15am |
Data Discussion
10:15am-10:45am EST Data DiscussionWednesday, Nov 20, 2024 · 10:15am-10:45am ESTJoin your colleagues in sharing challenges and successes your firm has had with data governance and supporting data management. Discussions will be led by Cutter experts to dig into best practices and trends for supporting data. Speaker
Cutter
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10:45am |
Networking Break, Exhibit Hall Open
10:45am-11:15am EST Networking Break, Exhibit Hall OpenWednesday, Nov 20, 2024 · 10:45am-11:15am EST |
11:15am |
ESG Data Management
11:15am-12:00pm EST ESG Data ManagementWednesday, Nov 20, 2024 · 11:15am-12:00pm ESTA discussion on how firms manage ESG data and the organizational models and solutions that support this function. Speaker
Cutter
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12:00pm |
Angela Centeno joined Cutter Associates in 2015, bringing more than 20 years of experience in financial services. Prior to Cutter, Angela worked for The Northern Trust Company in multiple roles managing enterprise market data, investment operations outsourcing, vendor relationships, 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:
Jon Chandler brings more than ten years of experience in the financial services industry to his Director's role at Cutter Associates. Prior to joining Cutter, 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:
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:
Dru Holmquist has over 30 years of experience in the financial services industry. He has developed expertise across asset management distribution, investment management, and wealth management technology and operations. Dru is a successful senior leader with a deep track record of collaboration initiation, strategy design, team building, program management and process innovation. He has conducted strategy programs for CRM, client mastering, data architecture, client reporting, client onboarding, trading, research, and portfolio management capabilities. His knowledge spans the equities, fixed income, municipals, commodities, private debt, private equity, real estate, farmland, agri-business, and timber management sectors, as well as the following vehicle types: Mutual Funds, Closed-end Funds, ETFs, UCITs, UITs, Institutional Separate Accounts, SMAs (traditional, dual contract and models), LPs, 529 Plans and REITs.
Prior to joining Cutter Associates, Dru served as Managing Director of Technology for Nuveen Advisory Services, the business organization responsible for delivering the investment and asset management expertise of Nuveen. Dru was responsible for all business applications and technology that supported the Sales, Client Service, Marketing, Product and Fund Administration business teams. He oversaw the deployment of Salesforce as a CRM application, that unified multiple investment manager affiliates by redesigning the lead generation process, sales pipeline stages, sales reporting, distribution analytics, marketing analytics, and client engagement model. In addition, Dru implemented a product and account master, and initiated the business case to begin a client master effort. He was the technology leader that owned the business transformation efforts for the advisory services organization.
Laura Jesson has more than 20 years of experience in the financial services industry as a project manager, business analyst, and consultant. She joined Cutter Associates in 2013. Prior to joining Cutter, Laura spent eight years at Wells Capital Management and Evergreen Investments, where she managed investment operations projects. She previously worked at Omgeo as a member of the Central Trade Manager (CTM) product design team. Laura started her career at Andersen Consulting (now Accenture) as a process consultant supporting a variety of projects for clients in the financial services industry.
Laura earned her bachelor of arts in economics and psychology from Amherst College. She holds the Project Manager Professional (PMP) certification.
Recent research assignments and publications include the following:
Lisa Masten has more than 20 years of experience in the investment management industry, leading projects and designing solutions in the areas of performance and attribution, data management, market data administration, portfolio analytics, and investment accounting. Lisa leads Cutter Associates’ Data and Performance practice, where she advises and designs operating models, selects systems, and implements business and technology solutions. She also organizes the Implementation practice for Cutter, including leading development of its adaptable delivery framework and project toolkit.
Prior to joining Cutter, Lisa was a Senior Manager at Invesco, where she managed a global team responsible for designing and implementing data, performance, and accounting solutions. She has held roles implementing and supporting processes and technology across the front, middle and back office at multiple asset management firms. Lisa holds a Bachelor of Arts in finance and computer science from North Central College in Illinois.
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 20 years of experience in the financial services industry. She joined Cutter Associates in 2011 and has authored a number of 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:
Matt Mueller brings more than eight years of experience in the financial services industry to his Research Analyst role at Cutter Associates. Prior to joining Cutter in 2022, Matt was an investment performance associate at Cambridge Associates before moving onto an investment operations role at 1919 Investment Counsel, an RIA headquartered in Baltimore, Maryland. At 1919 Matt was involved in every aspect of the back office, from trade support to Security Master to compliance. Most recently, Matt served as a research analyst at the financial publication Angels & Entrepreneurs, which specializes in early-stage companies raising money via Equity Crowdfunding Platforms. Matt was responsible for sourcing the deals, and evaluating the product, market, and investment viability of each company. Matt earned his bachelor’s degree in economics with a minor in business from Gettysburg College.
Tom Phipps has more than 25 years of experience in the investment management industry, with a background in the automation of the investment process, including portfolio management, risk analytics, trading, compliance, performance, operations, investment accounting, data management, and systems integration. He leads Cutter Associates’ Front Office practice, providing deep expertise in front-office vendors and operating models. His consulting experience includes strategic advisory, systems selection, and change management execution engagements for some of the world’s most prominent investment management firms. He also leads the development of Cutter’s Strategy and Search methodologies.
Tom gained his expertise in technology and operations at software vendors and asset management firms, where he held leadership roles in technology management. His prior experience includes Senior Manager at Deloitte Consulting, Chief Technology Officer at PanAgora Asset Management, Chief Technology Officer at Atlas Venture, Vice President of Operations at DSTi North America, and various management roles in technology and professional services at NCS Financial Systems (now SunGard AMS). Tom holds a bachelor’s degree in operations management and management information systems from Florida State University.