Webinar
Virtual
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Event Summary
Asset managers and asset owners face unprecedented challenges in today's environment. In performing investment research, research analysts use a mixture of proprietary information and external data and content that come in many formats and from multiple sources. But the process has grown more complex as the push toward sustainability requires firms to add myriad new ESG datasets to the list of research inputs. Investment research, though unique to each firm, is an area where firms are taking a fresh look at options to help effectively manage the research content that drives their investment decision-making.
Join Cutter as we host a panel discussion with Verity on the evolution of research management and the impact of ESG. We will provide a background of research management and the latest trends in the technology that helps firms manage the growing volume of data and content. We also will examine how asset managers and asset owners incorporate ESG into their research management processes.
Sponsored by Verity
Speakers
Cutter
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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.
Angela Centeno, CPA
Director
Angela Centeno joined Cutter Associates in 2015, bringing more than 20 years of experience in financial services. Prior to Cutter, Angela worked for The Northern Trust Company in multiple roles managing enterprise market data, investment operations outsourcing, vendor relationships, and custodian relationships. She previously held senior positions in operations management, project management, data management, and solutions implementation.
Angela earned a bachelor of science in accounting and a bachelor of science in business administration from the University of Kansas, as well as an MBA in finance from DePaul University. She is a registered CPA.
Recent research assignments and publications include the following:
- Asset Management Trends: 2022 and Beyond
- Market Data Administration
- An Introduction to Vendor Management
- Best Practices for Developing a Vendor Management Program
- Vendor Management: Trends ─ And the Tools that Can Help
- Data Cataloging Tools
- Rethinking Research Management
- Alternative Investments
- Managing Benchmark and Index Data
Guests
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Grace Chmiel
Vice President, Lead Business Technologist, Neuberger Berman
Grace Chmiel, Vice President, joined Neuberger Berman in June 2021 as Lead Business Technologist. In this role, Grace is responsible for implementing and maintaining data-first technology for the firm’s ESG and Research teams. Before joining the firm, Grace was at Bloomberg for 6 years, where she led their Research Management Solution (RMS) for their Analytics Department. She was responsible for the implementation and support of Bloomberg's RMS to hedge funds and investment managers across various strategies within fixed income and equities. With her deep understanding of the buyside research workflow, she partnered with product managers, engineers, sales and analytics to deploy and enhance customized RMS technology and workflow solutions.
Will Keuper
Vice President, Product, VerityRMS
Will Keuper is responsible for product development at VerityRMS and oversees the firm’s business across the EMEA region. Will has more than a decade of experience within the financial industry, working as an analyst, account executive, customer success lead and product development lead. Will holds a BA in Economics from Harvard University.