In Person
- Naples, FL
Naples Grande Beach Resort
475 Seagate Drive
Naples, FL 34103
(844) 489-9663
Naples, FL Cutter Connect 2024 begins with exclusive roundtable sessions.
This event provides an opportunity for senior operations and technology leaders from across the public funds community to connect with like-minded peers and share solutions and insights regarding the unique challenges they face.
Discussion topics include:
Register for the full Cutter Connect 2024 event: Cutter Connect 2024
Senior operations and technology leaders from the public funds community.
Time | Sessions |
---|---|
12:00pm |
Registration & Lunch: Connect with Other Member Executives Over Lunch
12:00pm-1:00pm EST Registration & Lunch: Connect with Other Member Executives Over LunchMonday, Nov 18, 2024 · 12:00pm-1:00pm EST |
1:00pm |
Public Funds Roundtable
1:00pm-4:00pm EST Public Funds RoundtableMonday, Nov 18, 2024 · 1:00pm-4:00pm ESTA networking forum for investment professionals at public funds. Speaker
Cutter
|
4:00pm |
Cutter Connect Welcome Cocktail Reception: Connect With Your Peers
4:00pm-6:00pm EST Cutter Connect Welcome Cocktail Reception: Connect With Your PeersMonday, Nov 18, 2024 · 4:00pm-6:00pm EST |
Austin has over 20 years of experience with investment management Technology at leading investment firms. He has worked across front office & back office leading the development of global enterprise solutions. He has consistently helped teams leverage new technologies to automate, reduce costs and provide new business capabilities.
Prior to Cutter Austin spent time at Hulu/Disney as a Senior TPM leading data analytics initiatives across multiple product groups for the convergence of Disney & Hulu streaming analytics platforms.
From 2007-2020 Austin worked at Western Asset Management, an affiliate manager of Legg Mason with $450BN AUM. Austin held a senior technology leadership role responsible for the strategy, roadmaps and implementation of Enterprise Data, Cloud Migration, Dev Ops and Citizen Development. Prior to 2019 he held various lead roles managing teams responsible for the delivery of solutions for portfolio management, research, trading, portfolio compliance, back-office operations including confirmations, settlements, collateral management, TBA processing and regulatory reporting.
Prior to Western Asset he held the role of Director of IT and Plusfunds group, a Fund of Funds managing $3BN AUM where his team overhauled the technology improving operational efficiencies for NAV validation, Risk reporting & client reporting. Austin previously spent 5 years with Deutsche bank in New York & London on various enterprise technology initiatives including the replacement of legacy global equity settlement solutions, cash management systems and stock lending & borrowing.
Austin holds an HND in Business Information Technology from the University of Central Lancashire (UK)
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.
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.