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!
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
|
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. |
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. |
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
|
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. Speaker
Cutter
|
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
|
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
|
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
|
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.
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.