Webinar
Virtual
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Event Summary
According to a recent survey conducted on behalf of InterSystems, asset management firms still face persistent challenges with processing and managing the vast volumes of data spread across in-house and third-party sources. These challenges result in delays, errors, inefficient workflows, and strained internal resources. While firms work to overcome these data management challenges, they can be distracted from building for the future. Unifying data locked in siloes across the enterprise to create a "single source of truth" means that firms can finally focus on:
- Enhanced analytics that provide deeper insight into markets and clients
- Innovative products and client experiences
- More precise risk management
Register for the webcast to learn about a new approach to data that can help asset managers create a single source of truth and start building for the future.
Sponsored by InterSystems
Speakers
Cutter
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Dale Gillette
Director, Consulting
Dale Gillette has more than 25 years of information systems
experience in the investment industry managing projects in the areas of
data management, portfolio analytics, performance measurement &
attribution, data warehouses, and client reporting. At Cutter
Associates, Dale works in the firm’s Strategy & Data Management
practices.
Dale has extensive experience conducting current state assessments, developing strategic plans, vendor selections, and managing complex implementations with mixed teams. Dale's career has included roles as an internal IT manager for asset managers and custodians, as well as managing client services and professional services teams for software vendors and he brings all of these perspectives to his work at Cutter.
Prior to joining Cutter Associates, Dale was a principal consultant at Eagle Investment Systems, where he was a practice leader focusing on data management, data warehouse, and performance and attribution implementations. In this capacity, he was responsible for defining project scope, statements of work, and project governance standards. While at Eagle, Dale also played a key leadership role in launching the Managed Services team. Dale also spent six years at Wellington Management Company managing a team of systems analysts, project managers, and consultants supporting the information technology needs of Relationship Management, Marketing, and Business Development in three U.S. and five global offices. There, he was responsible for ongoing development and maintenance of the data warehouse, data marts, client reporting, and client extranet.
Earlier in his career, Dale spent time as a consultant for Putnam Investments, where he was responsible for ongoing development and support of a data warehouse and portfolio management application supporting the Global Asset Allocation team.
Dale holds a B.A. in Economics from Boston College and an M.B.A. in Finance from New York University.
Guests
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Jey Amalraj
CTO, Harris Associates & Oakmark Funds
Jey Amalraj is a senior technology executive with 25+ years of experience in the Asset Management industry focusing on technology transformation, building high performing teams and improving investors’ and clients’ experience. Jey is part of Operating Committee and Risk Committee of the firm. Prior to Harris, Jey has worked at Invesco, Oppenheimer Funds and JP Morgan in various executive capacities.
Irene Galperin
Senior Advisor, Financial Services, InterSystems
Irene Galperin is a Senior Advisor for Financial Services at InterSystems, responsible for expanding the firm’s global reach in the financial services industry. Irene has decades of experience working with leading financial data, analytics, and technology solution providers that deliver mission-critical data to support investment decisions and technology to modernize the industry’s tech infrastructure. These include Bloomberg, MSCI, and Euromoney Institutional Investor, as well as emerging SaaS providers specializing in data automation and artificial intelligence.