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 2024 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, roundtable exchanges, panel discussions, and thought leadership. There will also be plenty of networking time – including welcome and closing receptions. You don’t want to miss this!
There is no fee to attend this event, which is included in your Cutter membership.
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 |
---|---|
4:00pm |
Registration & Welcome Cocktail Reception: Connect With Your Peers
4:00pm-6:00pm GMT+10 Registration & Welcome Cocktail Reception: Connect With Your PeersWednesday, Sep 11, 2024 · 4:00pm-6:00pm GMT+10 |
Time | Sessions |
---|---|
8:45am |
Registration & Breakfast: Connect With Your Peers and Exhibitors
8:45am-9:15am GMT+10 Registration & Breakfast: Connect With Your Peers and ExhibitorsThursday, Sep 12, 2024 · 8:45am-9:15am GMT+10 |
9:15am |
Opening Remarks
9:15am-9:20am GMT+10 Opening RemarksThursday, Sep 12, 2024 · 9:15am-9:20am GMT+10Speaker
Cutter
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9:20am |
Exploring AI Use Cases
9:20am-9:45am GMT+10 Exploring AI Use CasesThursday, Sep 12, 2024 · 9:20am-9:45am GMT+10A discussion on AI trends, approaches, and solutions used across the organization and common use cases in investment management. Speaker
Cutter
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9:45am |
AI Vendor Panel
9:45am-10:30am GMT+10 AI Vendor PanelThursday, Sep 12, 2024 · 9:45am-10:30am GMT+10A panel discussion focused on vendor perspectives on AI opportunities for the industry today and in the future. Speaker
Cutter
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10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am GMT+10 Networking Break, Exhibit Hall OpenThursday, Sep 12, 2024 · 10:30am-11:00am GMT+10 |
11:00am |
The Evolution of Data Governance
11:00am-11:45am GMT+10 The Evolution of Data GovernanceThursday, Sep 12, 2024 · 11:00am-11:45am GMT+10A look at challenges that firms face putting a data governance framework and practices in place, how firms are supporting data management and data governance through DataOps, and a discussion on best practices for adapting data governance. Speaker
Cutter
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11:45am |
Data Discussion
11:45am-12:15pm GMT+10 Data DiscussionThursday, Sep 12, 2024 · 11:45am-12:15pm GMT+10Join your colleagues in sharing challenges and successes your firm has had with data governance and supporting data management. Discussions will be led by Cutter experts to dig into best practices and trends for supporting data. Speakers
Cutter
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12:15pm |
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:15pm-1:15pm GMT+10 Lunch: Connect With Other Members and Exhibitors Over LunchThursday, Sep 12, 2024 · 12:15pm-1:15pm GMT+10Lunch: Connect With Other Members and Exhibitors Over Lunch |
1:15pm |
ESG Data Management
1:15pm-2:00pm GMT+10 ESG Data ManagementThursday, Sep 12, 2024 · 1:15pm-2:00pm GMT+10A discussion on how firms manage ESG data and the organizational models and solutions that support this function Speaker
Cutter
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2:00pm |
Portfolio Analytics Solutions
2:00pm-2:45pm GMT+10 Portfolio Analytics SolutionsThursday, Sep 12, 2024 · 2:00pm-2:45pm GMT+10Examines modern applications that support risk analytics and attribution to enhance investment decision-making. Speaker
Cutter
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2:45pm |
Networking Break, Exhibit Hall Open
2:45pm-3:15pm GMT+10 Networking Break, Exhibit Hall OpenThursday, Sep 12, 2024 · 2:45pm-3:15pm GMT+10 |
3:15pm |
Alternative Investments
3:15pm-4:00pm GMT+10 Alternative InvestmentsThursday, Sep 12, 2024 · 3:15pm-4:00pm GMT+10A discussion on industry trends and current practices around alternative investing, with focused commentary on private debt Speakers
Cutter
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4:00pm |
Cocktail Reception
4:00pm-5:30pm GMT+10 Cocktail ReceptionThursday, Sep 12, 2024 · 4:00pm-5:30pm GMT+10 |
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:
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.
Jason Inzer has over 20 years of experience managing data, analytics, and technology at leading investment firms. He has worked directly in the front office throughout his career, specializing in data management and data analytics for front-office applications. Jason has successfully led multiple data and digital transformation projects for large organizations and has helped firms develop a data-driven culture to optimize business processes and create new sources of value. He has a strong technical background, with in-depth knowledge of modern data platforms and tools. Prior to joining Cutter, Jason spent five years as Chief Data and Technology Officer for Sustainable Insight, an environmental, social, and governance (ESG) asset management firm, and 15 years at Deutsche Bank in roles that included Global Head of Data and Analytics of Deutsche Bank equity research and Head of Research Analytics at DWS Investments. Jason holds a bachelor of arts from The Ohio State University and a master of science in business analytics (MSBA) from NYU Stern School of Business.
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:
Rein van Rooyen is a results-driven finance and investment industry leader with international experience spearheading teams and achieving outcomes within highly competitive environments. Rein is well versed in leading change agendas, including building capabilities, integrating functions, culture journeys, structure realignment, and operational transformations. Rein comfortably navigates ambiguity, drives forward change, and develops innovative commercial solutions with a sustained commitment for stakeholder centricity and broader organizational impacts. A global thought leader and champion of innovation and transformation, he has extensive experience across superannuation, investment management, banking, risk, and insurance. He has a deep understanding of investment management system use and design.
Prior to Cutter, Rein spent five years at QSuper, where he led the middle and back office for the AUD 100 billion fund, including overseeing investment data, investment performance & analytics, investment risk & compliance, trade support, cash & treasury, collateral management & optimization, valuations & alternatives, investment implementation and deal team, as well as fund operations. He also worked for PwC in the United Kingdom and the Netherlands, where he led a variety of client engagements.
Calibre is a FinTech which provides a purpose-built Research Management System (RMS) for institutional investors. With offices in Sydney, Melbourne and London and clients across APAC, US and the UK, Calibre has a proven track record working with top tier clients to empower investment teams to achieve their goals.
CalibreRMS helps investment professionals streamline their investment research process. The cloud-based software enables investment teams to capture, share and analyse their research and data in one place, saving time, boosting productivity and enabling better decision-making to maintain a competitive advantage.
As a highly flexible and configurable solution, which is built on deep expertise in investment analytics, CalibreRMS is designed to fit in with investment teams' unique ways of working and evolve with them over time.
More About CalibreEnfusion’s investment management software-as-a-service platform removes traditional information boundaries, uniting front, middle and back-office teams on one cloud native system and across one golden data set. Through our industry-leading software, analytics, and middle/back-office managed services, we create enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth.
As a Fintech leader and pioneer in developing innovative solutions, Enfusion partners with 500+ investment managers from nine global offices spanning four continents. In 2020, HFM named Enfusion as the “Best Overall Technology Firm”, “Best Trading & Execution Technology”, “Best Integrated Solution” and “Best Managed Services Provider”.
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,000 global clients, including over 208,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
More About FactSetMilestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognised as the architect of a new class of digital enterprise and industry level solutions based on its pControl investment platform.
pControl unifies multiple processes and functions around a single product record creating new possibilities and integrates seamlessly with existing technologies, servicing today's increasingly complex inter-funded product structures.
Institutional asset owners, fund managers and fund administrators utilise pControl's purpose-built solutions to support over $20 Trillion in assets for mission critical business functions and related data services spanning fund processing, fund accounting, asset allocation, oversight and Backup NAVs and NAV automation.
Clients trust Milestone Group to consistently deliver a unique mix of innovative and dynamic solutions backed by deep industry know-how. For Milestone Group and its people, this is a journey that continuously 'raises the bar' enabling clients to realise their investment and product strategies.
More About Milestone GroupNorthern Trust is a leading global provider of asset servicing and related services. We have experience helping some of the world's largest and most complex organizations handle their asset servicing needs, offering guidance and insight with personalized service.
We work with corporate and government retirement funds, nonprofit organizations, fund managers, sovereign wealth funds, insurance companies and other institutional investors around the globe.
Our ongoing investment in technology allows us to provide our clients with the solutions they need to operate their businesses more efficiently. We couple this with a client-centered approach to provide a powerful combination of service, technology and expertise.
More About Northern TrustSimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
More About SimCorpState Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With USD43.9 trillion in assets under custody and/or administration and USD4.3 trillion* in assets under management as of March 31, 2024, State Street operates globally in more than 100 geographic markets and employs approximately 46,000 worldwide. For more information, visit State Street's website at www.statestreet.com.
* Assets under management as of March 31, 2024 includes approximately USD66 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
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