In Person
- Sydney, Australia
AMORA HOTEL JAMISON SYDNEY
11 Jamison Street
Sydney, NSW 2000
T: +61 2 9696 2500
Join your fellow members at Sydney Cutter Connect 2022 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 research presentations, panel discussions, and thought leadership. There will also be plenty of networking time – including a wrap-up cocktail reception. 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 and technology professionals.
Time | Sessions |
---|---|
8:45am |
Registration & Breakfast: Connect With Your Peers and Exhibitors
8:45am-9:15am GMT+11 Registration & Breakfast: Connect With Your Peers and ExhibitorsWednesday, Nov 16, 2022 · 8:45am-9:15am GMT+11 |
9:15am |
Opening Remarks
9:15am-9:25am GMT+11 Opening RemarksWednesday, Nov 16, 2022 · 9:15am-9:25am GMT+11Speaker
Cutter
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9:25am |
Modernizing Operating Models
9:25am-10:00am GMT+11 Modernizing Operating ModelsWednesday, Nov 16, 2022 · 9:25am-10:00am GMT+11Firms are pushing forward with plans to restructure in light of industry consolidation to better serve their clients and their members’ best financial interests, drive down costs, and/or manage risk. They realize the need to become more automated, timely, and data centric. Missing capabilities to support their investments in new, complex assets are constraining their ability to harness opportunities. |
10:00am |
Modern Data Architecture and Data Storage
10:00am-10:30am GMT+11 Modern Data Architecture and Data StorageWednesday, Nov 16, 2022 · 10:00am-10:30am GMT+11As asset managers and asset owners consume more data, and data architecture becomes more complex with cloud-based tools and platforms, organizations are looking at new approaches to modern data architecture with integrated storage repositories. |
10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am GMT+11 Networking Break, Exhibit Hall OpenWednesday, Nov 16, 2022 · 10:30am-11:00am GMT+11Location: Exhibit Hall Open |
11:00am |
ESG Data
11:00am-11:30am GMT+11 ESG DataWednesday, Nov 16, 2022 · 11:00am-11:30am GMT+11Assessing the ESG data vendor landscape is not easy, and the data needs of asset managers and asset owners are diverse. |
11:30am |
Managed Data Services
11:30am-12:15pm GMT+11 Managed Data ServicesWednesday, Nov 16, 2022 · 11:30am-12:15pm GMT+11Software and service providers offer a range of managed data services (MDS) that support investment management requirements for timely, high-quality data. |
12:15pm |
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:15pm-1:00pm GMT+11 Lunch: Connect With Other Members and Exhibitors Over LunchWednesday, Nov 16, 2022 · 12:15pm-1:00pm GMT+11 |
1:00pm |
Expert Panel Discussion
1:00pm-1:45pm GMT+11 Expert Panel DiscussionWednesday, Nov 16, 2022 · 1:00pm-1:45pm GMT+11A panel of experts discuss their journey to support modern data architecture. |
1:45pm |
Expanding Operational Capabilty to Support Alternative Assets
1:45pm-2:15pm GMT+11 Expanding Operational Capabilty to Support Alternative AssetsWednesday, Nov 16, 2022 · 1:45pm-2:15pm GMT+11Expertise and solutions for front-office support, life cycle management, valuations, and reporting are in high demand as investors increasingly look to private markets for returns. |
2:15pm |
Networking Break, Exhibit Hall Open
2:15pm-2:45pm GMT+11 Networking Break, Exhibit Hall OpenWednesday, Nov 16, 2022 · 2:15pm-2:45pm GMT+11Location: Exhibit Hall Open |
2:45pm |
Managing Transformational Change
2:45pm-3:15pm GMT+11 Managing Transformational ChangeWednesday, Nov 16, 2022 · 2:45pm-3:15pm GMT+11How do you successfully deliver multi-year transformational change while managing your business as usual? |
3:15pm |
Expert Panel Discussion
3:15pm-4:00pm GMT+11 Expert Panel DiscussionWednesday, Nov 16, 2022 · 3:15pm-4:00pm GMT+11A panel of experts share real-life experiences in managing a variety of transformation programs. |
4:00pm |
Cocktail Reception
4:00pm-5:00pm GMT+11 Cocktail ReceptionWednesday, Nov 16, 2022 · 4:00pm-5:00pm GMT+11 |
Chanelle Crabtree has extensive experience consulting for the asset management industry in Australia for the past 20 years. Chanelle has considerable knowledge and expertise in investment management, outsourcing, and the development of operational models that support the investment management lifecycle. Chanelle leads Cutter Associates’ Investment Operations and Outsourcing practice, and oversees Cutter’s Australia office. She has decades of experience working for investment management firms, custodians, and consulting firms, in roles that included middle-/back-office operational, business analyst, project management, consulting, and senior management. She has a deep understanding of investment management, covering the operational, governance, and system requirements to support all types of clients, products, and asset classes.
A former Director at Deloitte, Chanelle led key engagements, particularly for complex clients with diverse asset classes, covering target operating model design, sourcing, and implementation. Prior to Deloitte, Chanelle was a Lead Consultant at Morse Consulting Pty Limited, where she led various engagements that covered target operating model design, sourcing of custodians/systems, and implementations with investment managers and superannuation clients.
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.
Arnie Wachs, Head of Consulting at Cutter Associates, brings extensive business and technical knowledge to the role, with over 30 years of investment management industry experience. Arnie advises clients on their strategic technology direction, data governance practices, trading platforms and practices, portfolio management tools, and operational organization, as well as data management architecture, tools, and practices. He has extensive experience working for investment management firms, financial software vendors, and consulting firms, in roles that included business analyst, developer, system architect, development management, project management, product management, sales, and executive positions. He has a deep understanding of investment management system use and design. He also leads the firm’s Technology and Architecture practice.
Prior to joining Cutter, Arnie worked for ITG, where he led the product management efforts for the development of the next-generation OEMS platform. Prior roles include Head of Equity Systems at BlackRock Solutions, Senior Product Manager at Charles River Development, and Vice President at Fidelity Investments, where he designed and developed the firm’s global trading platforms. Arnie also led efforts at State Street Global Advisors to create an enterprise-wide, cross-asset class security and benchmark master. He holds a Bachelor of Science in physics from Clarkson University.