Virtual
Event Summary
Cutter Associates' Public Funds Virtual Roundtable, an exclusive members-only event, is designed specifically for investment professionals at public funds. The roundtable brings together senior leaders from across the public funds community (including pension funds, superfunds, and sovereigns), and connects them with like-minded peers to share solutions and insights regarding the unique challenges they face. Based on member feedback, topics for the Roundtable include the following:
- Performance Book of Record (PBOR): While the notion of PBOR is not new, it does have different interpretations across different types of firms. We will discuss how public funds define PBOR, its relationship to ABOR and IBOR, as well as the underlying data requirements for a PBOR.
- Data Solutions for Public Funds: The asset management industry has a spate of vendors touting an increasing array of modern data solutions. We will discuss which solutions are relevant to public funds, the use cases that present the greatest challenge, and the operating model required to support these solutions.
- Other topics based on member input
Who Should Attend
Public Funds Roundtable Members Only
Speakers
Cutter
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Shankar Subramanian
Principal – Public Funds, Compliance and Risk Management
Shankar Subramanian has over 25 years of industry experience in investment management and technology solutions. Shankar has a deep understanding of investment data management, portfolio management, risk management, investment accounting, and alternative investments. At Cutter Associates, he heads the Risk and Compliance practice, helping client with investment risk management, and asset allocation, as well as providing support for compliance with consulting on trading forensics, communication surveillance, regulatory reporting, and guideline compliance. He advises on, and designs, operating models, selects systems, and implements business and technology solutions. He also leads development of Cutter’s alternative investments practices and the firm’s efforts to provide thought leadership and strategic and tactical advice to asset owner clients.
Prior to joining Cutter, Shankar held senior roles at IBM Global Services and PricewaterhouseCoopers (PwC), advising clients and leading global delivery teams in large engagements. Shankar holds a Bachelor of Science in engineering from the Indian Institute of Technology and an MBA in finance and information systems from the Indian Institute of Management.
Gina McCafferty
Principal – Head of Research
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.