Public Funds Roundtable

Andrew Jenkins brings more than 20 years of experience in buy-side financial services, with a focus on project management in the areas of performance measurement and attribution, portfolio analytics, GIPS compliance, risk management, and data management. At Cutter Associates, Andrew works in the firm’s Strategy & Data Management and Performance Measurement practices.

Andrew is a thought leader on performance measurement business practices and GIPS compliance, regularly speaking on the topics at industry conferences. Andrew has a deep understanding of asset management operational and technology processes, and has successfully managed several large-scale operational and systems integration projects throughout his career, including data warehouses, performance measurement and attribution systems, web-integration services, and the acquisition and implementation of a client reporting service. He is active in multiple industry groups in the areas of performance measurement and risk and in board-related forums.

Prior to joining Cutter, Andrew was a director at Charles Schwab Investment Management, where he oversaw performance measurement and attribution, risk, client reporting, and competitive research. He previously worked in the Board Analysis Services Group at Lipper Analytical (now Thomson Reuters). Andrew holds a bachelor of arts in economics from the University of Colorado.

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.

John O’Neill has garnered extensive expertise in IT and Operations for investment management firms over the past 25 years. As a Program Management Director at State Street Global Markets, he was responsible for agile delivery of security reference and pricing data to securities finance analytics platforms. He also worked as an architect on their corporate actions automation and Gold Copy transaction projects. At KLP, John worked with IT leadership to establish future state architecture, including the selection of a new MDM platform. At Acadian Asset Management, he provided guidance during the initial stages of their SS&C middle office platform implementation. At Alexandria Real Estate Investment Trust, he managed components of their digital transformation project

At Bank of New York, John provided project leadership for street facing trade message testing of a hedge fund middle office lift out. He managed key components of reconciliation activities during production parallel testing.

As a product manager for Eze Castle, John introduced a new data management line of business, with the first product moving from concept to client in five months. He also created a Security Master solution that integrated market data from Reuters and Bloomberg. John extended a data management platform to support regulatory reporting workflows, and introduced an ETL system to import and aggregate data from accounting systems, third party administrators, risk systems, and prime brokers. Working directly with top investment managers, John implemented custom performance aggregation and risk reporting solutions.

As Director of IT for Geode Capital Management (2018 AUM $359B), John was responsible for the selection and implementation of technical hardware, software, networking, and communications. John also served Geode as Director of Operations for trading, portfolio management, and cash management. Other roles at Geode included Information Security Officer, where he designed and implemented all procedures, and Manager of market data systems, where responsibilities included contract management, systems design. John also served as a member of the Operating Committee, responsible for the direction, reporting, and management of all major initiatives. Also at Geode, John worked with general counsel to establish master feeder fund structures, implemented FIX connectivity for Inforeach EMS over private broker and TNS circuits. He managed the implementation of all portfolios, ETFs, and pilot funds with custodians, brokers, accountants, and third party administrators. He selected and implemented CRM solutions, and he created regulatory compliance solutions for pre-trade and post-trade analysis and reporting. John also managed the approval and communication of index fund cash flows through all channels, and managed the contract execution of structured notes, CDS, and convertible bonds. John holds a B.S. in Mechanical Engineering from UMass Amherst.

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.