In Person
- San Diego, CA
Rancho Bernardo Inn
17550 Bernardo Oaks Drive
San Diego, CA 92128
(855) 574-5356
Join your fellow members at San Diego Cutter Connect 2023 to hear the latest research content and analysis that dares to predict - giving you the insights, knowledge, and tools to stay ahead of industry change and trends. Sessions include executive roundtables, research presentations, panel discussions, thought leadership, and a keynote speaker. There will also be plenty of networking time - including some offsite fun in this beautiful resort location. You don’t want to miss this!
Our exclusive members-only event brings together industry leaders from across the global asset manager and asset owner communities. This event is designed specifically for operations, technology, and digital transformation professionals.
Time | Sessions |
---|---|
12:00pm |
Lunch and Executive Roundtables (Invitation Only)
12:00pm-4:00pm PST Lunch and Executive Roundtables (Invitation Only)Tuesday, Nov 07, 2023 · 12:00pm-4:00pm PSTCTO/COO Executive Roundtable |
4:00pm |
Registration & Welcome Cocktail Reception: Connect With Your Peers
4:00pm-6:00pm PST Registration & Welcome Cocktail Reception: Connect With Your PeersTuesday, Nov 07, 2023 · 4:00pm-6:00pm PST |
Time | Sessions |
---|---|
8:00am |
Registration & Breakfast: Connect With Your Peers and Exhibitors
8:00am-9:00am PST Registration & Breakfast: Connect With Your Peers and ExhibitorsWednesday, Nov 08, 2023 · 8:00am-9:00am PST |
9:00am |
Opening Remarks
9:00am-9:05am PST Opening RemarksWednesday, Nov 08, 2023 · 9:00am-9:05am PSTWelcome and Introductions |
9:05am |
Keynote - Colin Coggins and Garrett Brown, USC Professors of Entrepreneurship
9:05am-10:00am PST Keynote - Colin Coggins and Garrett Brown, USC Professors of EntrepreneurshipWednesday, Nov 08, 2023 · 9:05am-10:00am PSTRedefining What It Means to Sell for "Non-Salespeople" Great leaders, executives, partners, parents, teammates, engineers, and everyone in between sell every day — but most are afraid to admit it. The word “sales” has been rightfully stigmatized since the days of snake oil. The question is, why does the stigma still exist, and what can we do about it? On a more personal level, how can you be a great seller in any role without trying to be anything other than yourself? Speaker
Guest
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10:00am |
Enabling Data Analytics
10:00am-10:45am PST Enabling Data AnalyticsWednesday, Nov 08, 2023 · 10:00am-10:45am PSTThis research presentation covers the key elements of our Enabling Data Analytics research, including member practices and challenges, organizational structure, data architecture, and systems and tools that support data science and analytics. Speakers
Cutter
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10:45am |
Networking Break, Exhibit Hall Open
10:45am-11:15am PST Networking Break, Exhibit Hall OpenWednesday, Nov 08, 2023 · 10:45am-11:15am PST |
11:15am |
Vendor Spotlights
11:15am-12:15pm PST Vendor SpotlightsWednesday, Nov 08, 2023 · 11:15am-12:15pm PSTLeading investment management solution providers share focused demonstrations and discussions of their products. |
12:15pm |
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:15pm-1:15pm PST Lunch: Connect With Other Members and Exhibitors Over LunchWednesday, Nov 08, 2023 · 12:15pm-1:15pm PST |
1:15pm |
Derivatives and Collateral Management
1:15pm-1:45pm PST Derivatives and Collateral ManagementWednesday, Nov 08, 2023 · 1:15pm-1:45pm PSTThis research presentation gives an overview of current industry trends related to derivatives and discusses the state of the vendor landscape, including solutions available in the market. Speakers
Cutter
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1:45pm |
Firm Culture in a Hybrid World
1:45pm-2:30pm PST Firm Culture in a Hybrid WorldWednesday, Nov 08, 2023 · 1:45pm-2:30pm PSTIn this workshop session, Cutter facilitates a discussion for members and vendors to share how they are evolving their corporate cultures to support staff onboarding, training, mentoring, skills devlopment, and employee expectations in a hybrid working environment. Be ready to share and learn. Speakers
Cutter
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3:00pm |
Happy Hour Putting Contest
3:00pm-4:30pm PST Happy Hour Putting ContestWednesday, Nov 08, 2023 · 3:00pm-4:30pm PSTJoin fellow industry colleagues for a bit of fun and friendly competition on the putting green located directly across from the Veranda restaurant for a putting contest hosted by FIS. The contest will feature a 3-hole format that participants can complete by navigating through different obstacles and avoiding hazards. Come to compete or to cheer on the contestants. Bar cart refreshments will be served, and prizes will be awarded to the winners. |
5:00pm |
Please Join Us for a Networking Event and Dinner at Bernardo Winery
5:00pm-9:00pm PST Please Join Us for a Networking Event and Dinner at Bernardo WineryWednesday, Nov 08, 2023 · 5:00pm-9:00pm PSTEnjoy a fun-filled evening at one of California’s oldest operating wineries, Bernardo Winery. The evening begins with guided walking tours of the grounds, wine tastings, music and lawn games. Dinner will be provided by The Kitchen Restaurant, an Italian restaurant inspired by the winery’s Sicilian heritage, family recipes, and seasonal ingredients. |
Time | Sessions |
---|---|
8:00am |
Breakfast: Connect With Peers and Exhibitors
8:00am-9:00am PST Breakfast: Connect With Peers and ExhibitorsThursday, Nov 09, 2023 · 8:00am-9:00am PST |
9:00am |
Alternative Investments
9:00am-9:45am PST Alternative InvestmentsThursday, Nov 09, 2023 · 9:00am-9:45am PST
Speakers
Cutter
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9:45am |
Alternative Investments Vendor Panel
9:45am-10:45am PST Alternative Investments Vendor PanelThursday, Nov 09, 2023 · 9:45am-10:45am PST
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10:45am |
Networking Break, Exhibit Hall Open
10:45am-11:15am PST Networking Break, Exhibit Hall OpenThursday, Nov 09, 2023 · 10:45am-11:15am PST |
11:15am |
Research Management Systems
11:15am-12:00pm PST Research Management SystemsThursday, Nov 09, 2023 · 11:15am-12:00pm PSTThis research presentation covers the key elements of our Research Management Optimization and Solutions research, including members' investment research practices and the results of our examination of the RMS vendor landscape and system functionality. Speakers
Cutter
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Guest
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12:00pm |
Angela Centeno joined Cutter Associates in 2015, bringing more than 20 years of experience in financial services. Prior to Cutter, Angela worked for The Northern Trust Company in multiple roles managing enterprise market data, investment operations outsourcing, vendor relationships, and custodian relationships. She previously held senior positions in operations management, project management, data management, and solutions implementation.
Angela earned a bachelor of science in accounting and a bachelor of science in business administration from the University of Kansas, as well as an MBA in finance from DePaul University. She is a registered CPA.
Recent research assignments and publications include the following:
Jon Chandler brings more than ten years of experience in the financial services industry to his Director's role at Cutter Associates. Prior to joining Cutter, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and Failstation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
Stacia Graham has more than 20 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 at Cutter Research. Prior to Cutter, Stacia worked at Wellington Management Company LLP in Boston in various roles within compliance 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:
Laura Jesson has more than 20 years of experience in the financial services industry as a project manager, business analyst, and consultant. She joined Cutter Associates in 2013. Prior to joining Cutter, Laura spent eight years at Wells Capital Management and Evergreen Investments, where she managed investment operations projects. She previously worked at Omgeo as a member of the Central Trade Manager (CTM) product design team. Laura started her career at Andersen Consulting (now Accenture) as a process consultant supporting a variety of projects for clients in the financial services industry.
Laura earned her bachelor of arts in economics and psychology from Amherst College. She holds the Project Manager Professional (PMP) certification.
Recent research assignments and publications include the following:
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Kathy McDermott has more than 20 years of experience in the financial services industry. She joined Cutter Associates in 2011 and has authored a number of Cutter Research reports on a wide range of topics. She spent ten years as a consultant for a variety of asset management firms, with a focus on business analysis for front and middle office projects. Kathy was previously the senior business analyst, equity trading systems, at Wellington Management, specializing in the firm’s proprietary electronic and basket trading applications. Earlier in her career, Kathy worked for Thomson Financial Services (now Thomson Reuters), supporting FirstCall and PORTIA clients in Hong Kong, Japan, Singapore, and Thailand, and later went on to manage PORTIA implementations. She also worked at LongView (now Linedata) as an account manager and then product manager of electronic trading. Kathy earned her bachelor of arts in mathematics from Hamilton College.
Recent research assignments and publications include the following:
Matt Mueller brings more than eight years of experience in the financial services industry to his Research Analyst role at Cutter Associates. Prior to joining Cutter in 2022, Matt was an investment performance associate at Cambridge Associates before moving onto an investment operations role at 1919 Investment Counsel, an RIA headquartered in Baltimore, Maryland. At 1919 Matt was involved in every aspect of the back office, from trade support to Security Master to compliance. Most recently, Matt served as a research analyst at the financial publication Angels & Entrepreneurs, which specializes in early-stage companies raising money via Equity Crowdfunding Platforms. Matt was responsible for sourcing the deals, and evaluating the product, market, and investment viability of each company. Matt earned his bachelor’s degree in economics with a minor in business from Gettysburg College.
Jason Baldesare is the Head of Solution Strategy as part of the Enterprise Strategy Team in the Capital Markets business at FIS. In this role, Jason is responsible for supporting the definition and execution of the global strategy and growth objectives across all business lines. In addition, Jason leads M&A and strategic product initiatives across the Capital Markets business liaising with broader FIS teams in both the Banking and Merchant divisions. Prior to his current role, Jason was a partner in the SunGard consulting business responsible for Asset Management and Operating Model practices.
Jason’s financial services experience is in the areas of asset management, private equity, and fund administration. In addition, Jason has deep functional experience in process improvement, lean transformation and supporting clients through large change and transformational programs. Prior to FIS, Jason held senior roles in the financial services practices of Booz and Company and other management consulting firms.
Redefining What it Means to Sell for “Non-Salespeople” Great leaders, executives, partners, parents, teammates, engineers, and everyone in between sell every day — but most are afraid to admit it. The word “sales” has been rightfully stigmatized since the days of snake oil. The question is, why does the stigma still exist, and what can we do about it? On a more personal level, how can you be a great seller in any role without trying to be anything other than yourself?
In this keynote address, USC professors Colin and Garrett will help Cutter members take the first step and realize you're a salesperson, just as much as you are a leader, manager, problem solver, and influencer. They’ll cover the science behind the shame and fear associated with selling, and what can be done to overcome it. They’ll also discuss why the greatest sellers in the world often don’t have “sales” in their title and why we give them permission to sell to us. Lastly, they’ll share ways to get over the “ick” factor to actually enjoy and thrive at selling.
Randy Dry is chief operating officer for Thornburg Investment Management, Inc. He joined Thornburg in 2001 as an associate portfolio manager, was promoted to director of separate accounts in 2002, director of the institutional group in 2014, chief administrative officer in 2016, and chief operating officer in 2020. As chief operating officer, Randy is responsible for oversight of the firm’s investment operations, technology, data-management and administrative functions.
Randy started his financial career in 1997 at Davis Advisors in Santa Fe, where he helped Davis develop and launch its managed accounts business. He earned a BBA in finance from the University of New Mexico’s Anderson School of Management. Randy is currently registered with FINRA with a Series, 7, 24, 63, 65, and 99.
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