Cutter Associates' Public Funds Roundtable is an exclusive, member-only event designed specifically for operations and technology leaders at Public Funds. The Roundtable brings together senior leaders from across the Public Fund community, allowing them to connect with like-minded peers and share solutions and insights regarding the unique challenges faced by public funds. Topics for this meeting will be updated based on member feedback.
Amy Kandravy is a Client Services Executive with 28 years’ experience in business development, financial services technology and customer relationship management (CRM). Amy spent over 23 years in various roles with Fiserv Investment Services and has played integral roles in their transformation from Security APL, CheckFree and the recent majority acquisition from Fiserv to Tegra118. In Amy’s most recent role as Vice President, Client Service Management, she was accountable for the client experience, operational health for the front / middle / back office for all accounts while leading a team of service directors and consultants. Amy has also led complex programs, shaping the clients’ experience through organization remodeling. Amy also held the roles of Vice President, National Accounts and Vice President, Asset Manager Segment. The progression in various leadership roles was attributed to her passion for a client centric culture and influenced by her tenure spent within Product Management. As Vice President, Product Management Amy was accountable for implementing tools and processes to drive new and existing products. These enhancements were delivered through her leadership in research, pricing, fees, profitability, voice of the customer, user groups, analysis and reporting. Amy started her career in financial services at State Street Research in 1991 before moving to Security APL in 1996. Every position she has held in her career has had a strong customer relations component, and she achieves the highest professional satisfaction by driving change and influencing others to create a culture of delivering excellence in client services.
Subramanian brings over 25 years of industry experience in investment management and technology solutions to Cutter Associates, where he heads the Public Funds practice, providing thought leadership, strategic and tactical advice to public pension funds, endowments, and sovereign wealth funds.
In addition to public funds, Shankar has significant experience with buy side asset management firms, insurance firms, across public and private markets. He brings a deep understanding of the full investment life cycle from Portfolio Management and Trading through middle and back office processes and technologies. He is a regular featured speaker at Cutter Associates member events.
Shankar previously held senior consulting roles at PriceWaterhouseCoopers and IBM. Shankar earned his B.S. from the Indian Institute of Technology and his M.B.A. from the Indian Institute of Management.