San Diego Public Funds Roundtable
Nov 7 Tue · 2023 12:00pm - 4:00pm PST

In Person - San Diego, CA
Rancho Bernardo Inn
17550 Bernardo Oaks Drive
San Diego, CA 92128
(855) 574-5356

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Event Summary

San Diego Cutter Connect 2023 begins with a Public Funds roundtable session. Register for the full San Diego Cutter Connect 2023 event: San Diego Cutter Connect 2023

This roundtable event provides an opportunity for senior operations and technology leaders from across the public funds community to network with their peers sharing information and insights about today's pressing strategic business, technology, and operational issues.

Roundtable discussion topics include:

  • Data solutions for alternative investments
    • Support of alternative investment operations, decision support and reporting
    • Technology platforms and service providers
  • Citizens' usage of AI and ChatGPT
    • Challenges and risks
    • Facilitators and guardrails
  • Data Ops: How are other public funds viewing Data Ops? What is its relationship to
    • Data Governance
    • Data infrastructure
    • Data Analytics and Reporting
  • Vendor Management
    • Roles and responsibilities for vendor relationship management
    • Vendor SLA management – methods to hold vendors accountable to higher levels of service
  • Recruitment & Retention
    • How are other public funds attracting talent, especially in investment operations and technology
    • How is talent retention influenced by post-pandemic policies on remote work
    • Practices related to longer-term contract staff
  • Modern data technologies/platforms
    • Snowflake re-visited
    • Other data technologies

Who Should Attend

Operations and technology leaders from the public funds community




Dru Holmquist

Consulting Principal - Distribution

Gina McCafferty

Principal – Head of Research

Shankar Subramanian

Consulting Principal – Enterprise Risk and Compliance

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