Public Funds Roundtable
Jul 10 Wed · 2024 11:00am - 12:00pm EDT
Where:

Virtual

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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 this Roundtable include the following:

  • Research Management Solutions (RMS) for Public Funds: Research management solutions for public funds serve various purposes, from conventional securities research to private markets deal management, contact and relationship management with external managers and other third parties, and a host of document management and workflow functions that serve investment operations and the broader organization. We will discuss the types of solutions available, operating model and business process impacts, and approaches favored by member firms.
  • Business Automation Solutions: Public funds have to contend with a significant number of manual processes, such as extracting data from emails, creating on-the-fly spreadsheets from external data sources, and performing ad hoc reconciliations. The advances of RPA and Machine Learning/AI have opened newer options here. We will discuss the use cases, solutions available, and overlaps with RMS and other investment systems.
  • Snowflake Revisited: Snowflake has seen rapid activity and increasing adoption in the asset management industry. We will discuss more recent developments relevant to public funds, the linkages with related data management technologies, and investment vendor developments in this area.
  • Other topics based on member input.

Who Should Attend

Public Funds Members Only

Speakers

Cutter

Austin Coxhill

Senior Director, Consulting

Lisa Masten

Consulting Principal – Data and Analytics

Shankar Subramanian

Consulting Principal – Public Funds and Compliance

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.