In Person
- Sydney, Australia
Amora Hotel Jamison Sydney
11 Jamison Street
Sydney, NSW 2000
T: +61 2 9696 2500
Event Summary
Join your fellow members at Sydney Cutter Connect 2025 to discover the latest research content and analysis that dares to predict––providing you with insights, knowledge, and tools to stay ahead of industry changes and trends. Sessions will feature research presentations, roundtable discussions, panel discussions, and thought leadership. There will also be networking opportunities, including welcome and closing receptions. You won’t want to miss this!
Who Should Attend
Our exclusive members-only event connects industry leaders from the global asset management and asset owner communities. This event is specially designed for operations and technology professionals.
- Chief Technology Officers
- Chief Operating Officers
- Chief Information Officers
- Chief Data Officers
- Investment Operations and Technology Managers
- Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade
Agenda
| Time | Sessions |
|---|---|
| 4:00pm |
Registration & Welcome Cocktail Reception: Connect With Your Peers
4:00pm-6:00pm GMT+11 Registration & Welcome Cocktail Reception: Connect With Your PeersTuesday, Oct 14, 2025 · 4:00pm-6:00pm GMT+11 |
| 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, Oct 15, 2025 · 8:45am-9:15am GMT+11 |
| 9:15am |
Opening Remarks
9:15am-9:25am GMT+11 Opening RemarksWednesday, Oct 15, 2025 · 9:15am-9:25am GMT+11Speaker
Cutter
 |
| 9:25am |
Investment Management Platforms: The Fight for Market Share
9:25am-10:00am GMT+11 Investment Management Platforms: The Fight for Market ShareWednesday, Oct 15, 2025 · 9:25am-10:00am GMT+11In this session, we discuss well-known investment management platforms and disrupters that are competing for market share. We highlight solutions that are challenging the status quo by offering a modern technology stack, a unified data model, and an updated user experience. Speaker
Cutter
 |
| 10:00am |
Consulting Perspectives: Lessons Learned From Investment Management Platform Assessments and Implementations
10:00am-10:30am GMT+11 Consulting Perspectives: Lessons Learned From Investment Management Platform Assessments and ImplementationsWednesday, Oct 15, 2025 · 10:00am-10:30am GMT+11Investment management firms today must future-proof their technology while balancing complex business needs and cost. In this discussion with Consulting, we explore key considerations in your system search, selection, and implementation approach. |
| 10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am GMT+11 Networking Break, Exhibit Hall OpenWednesday, Oct 15, 2025 · 10:30am-11:00am GMT+11 |
| 11:00am |
Investment Data Platforms
11:00am-11:45am GMT+11 Investment Data PlatformsWednesday, Oct 15, 2025 · 11:00am-11:45am GMT+11In this session, we discuss the drivers behind firms’ efforts to modernize their data platforms and the benefits of using vended investment data platforms. We also review different vended offerings, their capabilities, and how each solution addresses various pieces of a modern data platform. Speaker
Cutter
 |
| 11:45am |
The Changing Role and Structure of IT Organizations
11:45am-12:15pm GMT+11 The Changing Role and Structure of IT OrganizationsWednesday, Oct 15, 2025 · 11:45am-12:15pm GMT+11In this session, we discuss the impact of new technologies and self-service capabilities on the role and structure of IT organizations. Speaker
Cutter
 |
| 12:15pm |
Lunch: Connect With Other Members and Exhibitors Over Lunch
12:15pm-1:15pm GMT+11 Lunch: Connect With Other Members and Exhibitors Over LunchWednesday, Oct 15, 2025 · 12:15pm-1:15pm GMT+11 |
| 1:15pm |
Vendor Panel: Innovation and Trends
1:15pm-2:00pm GMT+11 Vendor Panel: Innovation and TrendsWednesday, Oct 15, 2025 · 1:15pm-2:00pm GMT+11In this panel discussion, leading solution providers share insights on innovation and trends in the investment management industry. |
| 2:00pm |
Consulting Perspectives: Q&A on Total Portfolio Approach
2:00pm-2:25pm GMT+11 Consulting Perspectives: Q&A on Total Portfolio ApproachWednesday, Oct 15, 2025 · 2:00pm-2:25pm GMT+11In this Q&A session with Consulting, we explore the growing relevance of a total portfolio view (TPV) and the total portfolio approach (TPA) in institutional investing. We unpack the challenges firms face in adopting this view, highlight key drivers for change, and share why a shift toward holistic investment management is both timely and necessary. |
| 2:25pm |
Asset Allocation and a Total Portfolio View for Multi-Asset Investing
2:25pm-2:45pm GMT+11 Asset Allocation and a Total Portfolio View for Multi-Asset InvestingWednesday, Oct 15, 2025 · 2:25pm-2:45pm GMT+11In this research session, we discuss the vendor landscape and technology that enables aggregated exposure management, risk analysis, capital allocation and rebalancing, and investment operations. Speaker
Cutter
|
| 2:45pm |
Networking Break, Exhibit Hall Open
2:45pm-3:15pm GMT+11 Networking Break, Exhibit Hall OpenWednesday, Oct 15, 2025 · 2:45pm-3:15pm GMT+11 |
| 3:15pm |
AI Governance
3:15pm-4:00pm GMT+11 AI GovernanceWednesday, Oct 15, 2025 · 3:15pm-4:00pm GMT+11In this session, we explore what it takes to govern AI initiatives effectively and highlight how Cutter Research member firms are approaching AI governance. Speaker
Cutter
|
| 4:00pm |
Cocktail Reception
4:00pm-5:30pm GMT+11 Cocktail ReceptionWednesday, Oct 15, 2025 · 4:00pm-5:30pm GMT+11 |
Speakers
Cutter
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Henk Dijkstra
Senior Director, Consulting
Henk is experienced at delivering capability uplifts and operating model transformations, with a specific focus on how Technology, Data and Digital enable such capability uplifts. He gained his experience as a senior leader in both Delivery and Operational roles, in leadership roles to the level of CTO. He has served as a Board Member and is a Graduate of the Australian Institute of Company Directors. These roles enable him to take a holistic and strategic view of client challenges.
Stacia Graham
Managing Director and Asset Management Lead
Stacia Graham has more than 25 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, Asset Management Research Lead at Cutter Associates.
Stacia also serves as a subject matter expert for targeted engagements in Enterprise Risk and Compliance.
Prior to joining Cutter in 2018, Stacia worked at Wellington Management Company LLP in Boston in various senior roles within compliance, investment administration, 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:
- Client Portal Solutions
- Client Reporting Systems
- Cutter Benchmarking: Client Reporting
- Cutter Benchmarking: Modern Compliance in Investment Management
- Electronic Communications Surveillance Systems
- Hybrid Work Arrangements and Their Impact on Firm Culture
- Performance Measurement and Attribution Systems
- Portfolio Analytics Solutions
- Research Management Systems
- Using RPA to Automate Business Processes
Recent Consulting Engagements include:
- Assessment of business processes and systems to support regulatory reporting (shareholder disclosure reporting) for a large asset manager
- Assessment of requirements and vendor solutions for Electronic Communication Surveillance for a small asset manager, to rectify SEC findings
Gina McCafferty
Principal – Head of Research
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
Managing Director, Research
Kathy McDermott has more than 25 years of experience in the financial services industry. Kathy, who joined Cutter Associates in 2011, has authored multiple 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:
- Alternative Data and the Expanding Universe of Investment Information
- Cutter Benchmarking: Data Management
- Cutter Benchmarking: Market Data Administration
- DataOps: In Theory and Practice
- Enabling Data Analytics
- The Evolving Front Office Support Model
- Evolving Data Governance: Building a Data Culture
- Making Snowflake Part of Your Modern Data Platform
- Managed Data Services
- Market Data Administration
- Order Management Systems
- Outsourced Trading: Has the Time Come?
- Reference Data Management Solutions
Event Exhibitors
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.
More About Clearwater Analytics
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 8,600 global clients, including over 219,000 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. Learn more at www.factset.com and follow us on X and LinkedIn.
More About FactSet
FINBOURNE is reshaping investment management for the modern data era.
Our cloud-native platform connects data, workflows, and insights across the investment lifecycle — from enterprise data management to investment operations and fund servicing. Built for performance, scale, and transparency, we help the world's leading financial institutions grow revenue, cut costs, and manage risk with confidence.
Trusted by global leaders including Fidelity International, London Stock Exchange Group, Baillie Gifford, and Northern Trust, FINBOURNE operates across the UK, Europe, North America, Asia, and Australia.
More About FINBOURNE