In Person
- San Diego, CA
Rancho Bernardo Inn
17550 Bernardo Oaks Drive
San Diego, CA 92128
(855) 574-5356
San Diego Cutter Connect 2023 begins with an exclusive executive roundtable session. Register for the full San Diego Cutter Connect 2023 event: San Diego Cutter Connect 2023.
This by-invitation roundtable event provides an opportunity for members to network with their peers sharing information and insights about today's pressing strategic business, technology, and operational issues.
Roundtable discussion topics include:
C-level executives responsible for operations and technology
Time | Sessions |
---|---|
12:00pm |
Registration & Lunch: Connect with Other Member Executives Over Lunch
12:00pm-1:00pm PST Registration & Lunch: Connect with Other Member Executives Over LunchTuesday, Nov 12, 2024 · 12:00pm-1:00pm PST |
1:00pm |
CTO/COO Executive Roundtable
1:00pm-4:00pm PST CTO/COO Executive RoundtableTuesday, Nov 12, 2024 · 1:00pm-4:00pm PST |
David Joyce leads Cutter Associates’ Client Experience, ensuring client satisfaction across all engagement points as the voice of the client within Cutter. A senior technology and operations leader, David brings over 25 years of experience in leading operations, risk, and technology teams to help them devise and implement agile solutions, mitigate risk, increase scale, and build a culture of operational excellence.
Most recently, he served as an independent consultant to asset management, insurance, and fintech firms, providing expertise and guidance in the areas of derivatives, portfolio integration, customer success, project management, regulatory and control environments, and software development and implementation. Prior to consulting, David spent 20 years at American International Group (AIG) in a variety of increasingly senior roles. At AIG, he implemented innovative tactical and strategic solutions for the firm’s global businesses and led over 40 employees in multidisciplinary teams that performed investment and insurance operations, regulatory and control supervision, IT support, and workforce and facilities management.
John Clark is an Executive Director at Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the CEO of Cutter, John is integral in helping to grow Cutter's research membership and consulting business in the European and US markets.. As the former head of Cutter’s Consulting division, John still actively participates in consulting projects, as a trusted client advisor for high-level planning and strategy, including setting priorities and managing capital investments. John also provides expert oversight and guidance on more complex strategy engagements. John’s experience covers all aspects of investment management. John is well known in the industry and is sought out to speak at industry conferences and events. He has also been quoted in many industry periodicals. Prior to joining Cutter Associates, John held senior roles as President and COO for several software companies, including DST Belvedere, Longview Group, and SunGard. John holds a B.A. from Tufts University.