Webinar
Virtual
This event has concluded
Event Summary
Does your firm still manage its investment research process in shared drives, email folders, and proprietary systems that lead to wasted time, less collaboration, and untimely distribution of internal research content? Today's modern research management systems (RMS) offer solutions that create and curate research content in a central, organized way to efficiently share, collaborate, and drive actionable insights. In this panel discussion with Verity, we examine the benefits of modern RMS to optimize investment management research processes and explore how AI technologies can be used safely to empower research analysts to drive better investment decision-making.
Sponsored by Verity
Speakers
Cutter
![]()
![]()
![]()
![]()
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.
Stacia Graham
Managing Director and Asset Management Lead
Stacia Graham has more than 20 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 at Cutter Research. Prior to Cutter, Stacia worked at Wellington Management Company LLP in Boston in various roles within compliance 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:
- All-In-One or Standalone Solutions? Finding the Right Technology Strategy
- Asset Allocation Solutions
- Governance, Risk, and Compliance (GRC) Systems
- Performance Measurement and Attribution Systems
- Rethinking Research Management
- Robotic Process Automation (RPA)
- The Future of Work in Investment Management
Guests
![]()
![]()
Katya Taycher
Senior Vice President – Product and Operations, Verity
Katya Taycher is SVP, Product and Operations at Verity. Katya joined Verity in 2021; prior to that she has spent over 20 years building technology solutions for the buy side investment management clients. Her most recent roles include Managing Director, Product Management at Charles River Development and Product Manager at Wellington Management. Katya is a certified Financial Risk Manager and holds an MBA from Wharton.
CJ Jaskoll
Head of Investment & Data Technology, Neuberger Berman
C.J. Jaskoll, Managing Director, joined Neuberger Berman in 2017 and is currently Head of Investment & Data Technology. C.J. (Chaim) is responsible for developing a technology strategy and implementing the Enterprise Data and Front-Office Platforms across the firm, including Institutional and PWM Equities and Multi-Asset Class Portfolio Management, Trading, Research, ESG, Onboarding, Risk, Legal & Compliance, Enterprise Data Management, Data Analytics, and Data Science Engineering. Prior to joining the firm, C.J. spent 13 years at Jennison Associates, where he was the Director of Front Office Technology. He received his Bachelor’s degree in Management Information Systems, magna cum laude, from The Sy Syms School of Business.