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.
The agenda, based on member input, will be coming soon.
Who Should Attend
Public Funds Members Only
Speakers
Stacia Graham
Managing Director and Asset Management Lead
Stacia Graham has more than 25 years of experience in investment management, bringing a deep understanding of end-to-end asset management processing and project management to her role as Managing Director, Asset Management Research Lead at Cutter Associates.
Stacia also serves as a subject matter expert for targeted engagements in Enterprise Risk and Compliance.
Prior to joining Cutter in 2018, Stacia worked at Wellington Management Company LLP in Boston in various senior roles within compliance, investment administration, and operational risk, including leading and managing the global Investment Guideline Compliance team for eight years. She earned a bachelor of science in business administration from Bryant University and an MBA from Bentley University.
Recent research assignments and publications include the following:
- Client Portal Solutions
- Client Reporting Systems
- Cutter Benchmarking: Client Reporting
- Cutter Benchmarking: Modern Compliance in Investment Management
- Electronic Communications Surveillance Systems
- Hybrid Work Arrangements and Their Impact on Firm Culture
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Research Management Systems
- Using RPA to Automate Business Processes
Recent Consulting Engagements include:
- Assessment of business processes and systems to support regulatory reporting (shareholder disclosure reporting) for a large asset manager
- Assessment of requirements and vendor solutions for Electronic Communication Surveillance for a small asset manager, to rectify SEC findings
Ean Lambert
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.
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.