Public Funds Roundtable (APAC)
Virtual
Event Summary
Cutter Associates' Public Funds Virtual Roundtable is an exclusive, members-only event tailored for senior leaders and practitioners at public funds, including pension funds, superannuation funds, and sovereigns. This forum connects investment professionals facing similar operational and technology challenges, fostering open discussions and sharing effective strategies. Participants will gain actionable insights to accelerate decision-making and avoid costly mistakes, all within a collaborative environment designed to drive effective solutions and empower your organization.
Agenda
- Climate Reporting
- Private Market Valuations
- AI: High Impact Use Cases in the Front Office and Middle/Back Office
Who Should Attend
Public Fund Members Only
Speakers
Chanelle Crabtree
Consulting Principal – Investment Operations and Outsourcing
Chanelle Crabtree has extensive experience consulting for the asset management industry in Australia for the past 20 years. Chanelle has considerable knowledge and expertise in investment management, outsourcing, and the development of operational models that support the investment management lifecycle. Chanelle leads Cutter Associates’ Investment Operations and Outsourcing practice, and oversees Cutter’s Australia office. She has decades of experience working for investment management firms, custodians, and consulting firms, in roles that included middle-/back-office operational, business analyst, project management, consulting, and senior management. She has a deep understanding of investment management, covering the operational, governance, and system requirements to support all types of clients, products, and asset classes.
A former Director at Deloitte, Chanelle led key engagements, particularly for complex clients with diverse asset classes, covering target operating model design, sourcing, and implementation. Prior to Deloitte, Chanelle was a Lead Consultant at Morse Consulting Pty Limited, where she led various engagements that covered target operating model design, sourcing of custodians/systems, and implementations with investment managers and superannuation clients.
Stacia Graham
Head of Research
Stacia Graham brings more than 30 years of experience in investment management as Head of Research at Cutter Associates, where she leads a team of analysts that delivers insights and events to Cutter’s global members.
Stacia joined Cutter in 2018 and, as part of the research team, worked closely with members and vendors to author numerous reports and deliver insights at events on many topics, including client reporting, modern compliance in investment management, investment management platforms, portfolio analytics solutions, asset allocation and total portfolio approach, and research management systems. She brings a deep understanding of end-to-end asset management processes and project management, and has also served as a subject matter expert for targeted engagements in enterprise risk and compliance.
Prior to joining Cutter in 2018, Stacia held various senior roles at Wellington Management Company in compliance, investment administration, and operational risk, including leading the global Investment Guideline Compliance team for eight years.
She earned her bachelor of science in business administration from Bryant University and an MBA from Bentley University.
Ean Lambert
Senior Client Success Manager
Ean Lambert, Client Success Manager, oversees relationships with the firm’s nearly 200 research members around the world. He is dedicated to understanding our members’ objectives and collaborating to connect them with the right information and subject matter experts to help shape their data, tech, operations, and client service strategies. In addition, he gathers client insights that play a crucial part in shaping how the Cutter Research consortium refines and enhances its service offerings.
Ean brings over two decades of financial industry experience, including front-office roles at Morgan Stanley, UBS Financial Services, and Wells Fargo. He has held leadership positions in enterprise client success at Gartner Invest and Everest Group. Ean is a certified Financial Planner and holds a BA from Messiah College.
Rein van Rooyen
Head of APAC
Rein van Rooyen is a results-driven finance and investment industry leader with international experience spearheading teams and achieving outcomes within highly competitive environments. Rein is well versed in leading change agendas, including building capabilities, integrating functions, culture journeys, structure realignment, and operational transformations. Rein comfortably navigates ambiguity, drives forward change, and develops innovative commercial solutions with a sustained commitment for stakeholder centricity and broader organizational impacts. A global thought leader and champion of innovation and transformation, he has extensive experience across superannuation, investment management, banking, risk, and insurance. He has a deep understanding of investment management system use and design.
Prior to Cutter, Rein spent five years at QSuper, where he led the middle and back office for the AUD 100 billion fund, including overseeing investment data, investment performance & analytics, investment risk & compliance, trade support, cash & treasury, collateral management & optimization, valuations & alternatives, investment implementation and deal team, as well as fund operations. He also worked for PwC in the United Kingdom and the Netherlands, where he led a variety of client engagements.