In Person
- Scottsdale, AZ
JW Marriott Scottsdale Camelback Inn Resort & Spa
5402 E Lincoln Drive
Paradise Valley, Arizona, 85253-4118
(480) 948-1700
Event Summary
Agenda at a Glance
Theme: The Modern Asset Owner: Building the Foundation for a More Complex Investment Organization
Public funds are managing increasingly sophisticated portfolios while expanding internal investment capabilities, adopting AI, growing private market allocations, and pursuing more integrated investment strategies. At the same time, many organizations are grappling with fragmented data environments, aging technology platforms, evolving operating models, and increasing pressure to justify infrastructure investments. This roundtable will explore how leading asset owners are modernizing their foundations to support future growth, agility, and investment decision-making.
Held under the Chatham House Rule and facilitated by Nahean Nazmul, Director, Global Head of Asset Owners and the Front Office Practice at Cutter Associates, the session is designed to foster open sharing of challenges, lessons learned, and future plans in a confidential setting.
Topics Include:
Evolving the Operating Model for Different Approaches to Total Portfolio and Private Market Investing
As portfolios become more complex and investment teams become more integrated, operating models must evolve alongside them. Discussion will explore approaches to TPA, private market growth, insourcing versus outsourcing, investment platform optimization, liquidity and treasury management, and the organizational capabilities required to support modern investment organizations
AI, Data, and the Intelligent Asset Owner
How public funds are moving from AI experimentation to building intelligent investment organizations founded on trusted data, governance, clear accountability, and scalable operating processes. Discussion will cover AI readiness, governance frameworks, high-value use cases, automation, and measuring adoption and value.
Beyond Transformation: Closing the Gaps and Modernizing with Less Risk
Over the last six to eight years, firms have heavily invested in large-scale, front-to-back transformation programs centered on an integrated enterprise platform. Many proved costly, disruptive, and time-consuming, leaving critical capability and integration gaps. This discussion explores the future path for two groups: for firms that completed a major transformation, how to optimize the investment already made, close remaining gaps, and realize the original vision; for those yet to begin, how to modernize without the costs, change, and risks of a full platform overhaul.
Together, these discussions will examine how public funds are building the data, technology, governance, and operating model foundations necessary to support increasingly complex investment organizations while remaining effective stewards of capital.
Register for the full Cutter Connect 2026 event here: Cutter Connect 2026
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.
Evan Reynolds
Principal, Front Office Consulting
Evan Reynolds has extensive experience helping investment managers evaluate, implement, and optimize technology solutions across the investment lifecycle. He brings a unique combination of sales, business, technology, and client engagement expertise. He has spent his career working with asset managers, asset owners, and service providers on front-, middle-, and back-office transformation initiatives, with a particular strength in investment operations, trading, portfolio management, compliance, and data workflows.
Prior to joining Cutter, Evan held senior client-facing and growth roles at Bloomberg, Enfusion, and BlackRock Aladdin, where he led complex evaluations, strategic workshops, and large-scale technology engagements for some of the industry’s largest institutions. He has extensive experience navigating RFI/RFP processes, building executive relationships, coordinating cross-functional deal teams, and helping firms define technology strategies that align with their operating models and business objectives.
He is recognized for his trusted ability to bridge business and technology stakeholders, translate complex operational challenges into actionable solutions, and drive growth through a combination of industry expertise, strategic thinking, and a highly relationship-oriented approach.