Public Funds Roundtable
Feb 15 Wed · 2023 4:00pm - 5:30pm EST


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Event Summary

Cutter Associates’ Public Funds Virtual Roundtable, an exclusive members-only event, is designed specifically for investment professionals at public funds. The Roundtable brings together senior leaders from across the public funds community (including pension funds, superfunds, sovereigns, etc.), and connects them with like-minded peers to share solutions and insights regarding the unique challenges they face. Based on member feedback, topics for the Roundtable include, but are not limited to, the following:

  • Board Reporting: Most public funds go through cumbersome manual processes to create and package board reports with data from different systems and additional internal commentary. We address how firms are dealing with these challenges, as well as Cutter’s perspectives on tools and solutions that can ease the pain.
  • Regulatory Reporting: While public funds are less subject to the standard regulatory regimes that govern asset managers, they have reporting obligations to state/provincial and federal bodies. We discuss the different types of regulatory reporting, the processes and methods for gathering the required data for reports, and related challenges and practices.
  • Other topics based on member input

Who Should Attend

Public Funds Roundtable Members Only



Chanelle Crabtree

Consulting Principal – Investment Operations and Outsourcing

Dru Holmquist

Consulting Principal - Distribution

Gina McCafferty

Principal – Head of Research

Shankar Subramanian

Consulting Principal – Public Funds and Compliance

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.