In Person
- Charleston, SC
The Charleston Place
205 Meeting Street
Charleston, SC 29401
(800) 611-5545
Event Summary
Charleston Cutter Connect 2025 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.
Register for the full Cutter Connect 2025 event: Cutter Connect 2025
Discussion topics include:
- Total Portfolio Approach (TPA): Many funds are evolving from traditional SAA/TAA frameworks toward a more dynamic total portfolio approach that emphasizes holistic risk and capital allocation. This topic explores the foundational building blocks required to enable a total portfolio approach. It examines where leading firms are on their journey and the key challenges that remain to be solved.
- Research Management: Research is increasingly viewed as a strategic asset, but many organizations struggle to make it actionable and to share insights effectively across investment teams. This topic discusses how firms are organizing and disseminating research to ensure it drives investment decisions across teams. It also looks at the platforms or tools that leading pension funds are using to enhance research management.
- Private Markets (including Bank Loans & Private Credit): Growth in private credit and bank loans has created unique operational demands, from data capture and covenant monitoring to settlement and valuation. This topic addresses the primary operational and technology challenges in scaling private credit and bank loan strategies. It identifies the systems and service providers most widely used to support private credit operations today.
- AI Use Cases for Pensions: Pension funds are exploring AI to improve efficiency, insights, and decision-making, but adoption strategies vary between in-house builds and external solutions. This topic highlights the most common AI use cases that pension funds are pursuing today. It examines whether firms are primarily building AI capabilities internally or adopting vendor toolkits from the market.
Who Should Attend
Senior operations and technology leaders from the public funds community.
Speakers
Nahean Nazmul
Head of Front Office Consulting
Nahean is a seasoned professional with a strong foundation in financial consulting and strategic operations. Previously serving as a Director at Alpha FMC in Toronto, Nahean played a pivotal role in shaping the firm's North American Asset Owner practice. His leadership spans go-to-market strategy, talent acquisition, and transformation initiatives for major pension and asset management clients. Prior to Alpha FMC, Nahean worked at KPMG LLP, where he delivered strategic solutions across wealth and asset management, banking, and insurance sectors, including operating model designs and fintech partnerships.