Virtual
Join Advance Together where we take you through our
latest research that provides you with content that dares to predict and
delivers knowledge to help inform your decision making. Sessions
include research presentations, panel discussions, and a keynote
speaker.
General Sessions
Asset Management
Wealth Management
This meeting includes concurrent tracks for asset management and wealth management. Registration for all sessions is open to all attendees.
Our exclusive members-only event brings together industry leaders
from across the global asset and wealth management communities. This
event is designed specifically for operations, technology, and digital
transformation professionals.
Time | ASSET MANAGEMENT | WEALTH MANAGEMENT |
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7:00am |
Rhinos, Swans, and Bears, Oh My! A Look at Investment Risk and Other Things That Go Bump in the Night
7:00am-7:30am EDT Rhinos, Swans, and Bears, Oh My! A Look at Investment Risk and Other Things That Go Bump in the NightWednesday, Jun 12, 2024 · 7:00am-7:30am EDTIn the words of Warren Buffett, it takes 20 years to build a reputation and five minutes to ruin it. Risk management is a highly complex discipline that continues to evolve in both theory and practice, and it is absolutely critical to your organization. But in order for firms to practice effective risk management, risk analysts need the right tools and resources. This session explores current industry trends related to risk management, and some of the latest enhancements from the leading providers. ASSET MANAGEMENT Speaker
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UHNW Benchmarking: Value-Added Services for Ultra-Wealthy Clients
7:00am-7:30am EDT UHNW Benchmarking: Value-Added Services for Ultra-Wealthy ClientsWednesday, Jun 12, 2024 · 7:00am-7:30am EDTFrom marketing campaigns for UHNW clients to specialized investment products to exclusive access and a range of specialist services like cybersecurity expertise, this session offers insights into how wealth managers use their digital platforms to promote their unique package of value-added services for ultra-wealthy clients based on our Cutter benchmarking survey. WEALTH MANAGEMENT Speaker
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7:30am |
Ask the Experts − Investment Risk
7:30am-7:45am EDT Ask the Experts − Investment RiskWednesday, Jun 12, 2024 · 7:30am-7:45am EDTDuring this interactive discussion, Cutter consultants will share their risk management expertise. Bring your questions as we discuss challenges and best practices related to investment risk management. ASSET MANAGEMENT Speakers
Guests
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Does it really matter? The value of exclusive services for UHNW clients
7:30am-7:45am EDT Does it really matter? The value of exclusive services for UHNW clientsWednesday, Jun 12, 2024 · 7:30am-7:45am EDTDuring this session we talk to Ten Lifestyle Group, a leading provider of lifestyle and concierge services for private banks and wealth managers, about how concierge and lifestyle services help increase engagement and retention of ultra-wealthy clients. WEALTH MANAGEMENT Speakers
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7:45am |
Navigating Uncertainty: Climate Risk − Vendor Interview
7:45am-8:00am EDT Navigating Uncertainty: Climate Risk − Vendor InterviewWednesday, Jun 12, 2024 · 7:45am-8:00am EDTMore firms are looking to understand how climate change might impact their positions or create new investment opportunities. During this session, we'll talk to BlackRock about how climate risk is gaining attention and why. ASSET MANAGEMENT Speakers
Guests
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Bridging the Gap: Regulatory and Capital Considerations for Insurance Firms − Vendor Interview
7:45am-8:00am EDT Bridging the Gap: Regulatory and Capital Considerations for Insurance Firms − Vendor InterviewWednesday, Jun 12, 2024 · 7:45am-8:00am EDTMore firms are looking to understand how climate change might impact their positions or create new investment opportunities. During this session, we'll talk to BlackRock about how climate risk is gaining attention and why. ASSET MANAGEMENT Speakers
Guests
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Executive Interviews
7:45am-8:00am EDT Executive InterviewsWednesday, Jun 12, 2024 · 7:45am-8:00am EDTSolution providers share their insights on industry trends, technology, and product features. WEALTH MANAGEMENT |
8:00am |
AI Innovation Panel
8:00am-8:45am EDT AI Innovation PanelWednesday, Jun 12, 2024 · 8:00am-8:45am EDTThis panel session, moderated by Cutter, features representatives from several software vendors that service the wealth and asset management industry. The session will offer insights into how leading industry software vendors are incorporating innovative artificial intelligence (AI) technologies such as natural language processing and machine learning into their solutions. The vendors will discuss the benefits of how AI adds to their current offerings and share their visions of AI-enhanced functionality for the future. Speakers
Guests
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8:45am |
Executive Interviews
8:45am-9:00am EDT Executive InterviewsWednesday, Jun 12, 2024 · 8:45am-9:00am EDTSolution providers share their insights on industry trends, technology, and product features. ASSET MANAGEMENT |
Executive Interviews
8:45am-9:00am EDT Executive InterviewsWednesday, Jun 12, 2024 · 8:45am-9:00am EDTSolution providers share their insights on industry trends, technology, and product features. WEALTH MANAGEMENT |
9:00am |
Vendor Management: It's Exhausting! How to Focus on What Matters
9:00am-9:30am EDT Vendor Management: It's Exhausting! How to Focus on What MattersWednesday, Jun 12, 2024 · 9:00am-9:30am EDTManaging third parties is challenging due to ever-increasing risks. This Cutter Research presentation dives into current vendor management trends and how asset managers and asset owners can structure their programs. We’ll share Cutter’s vendor management framework and discuss opportunities on how to apply people, process, and technology. ASSET MANAGEMENT Speakers
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Digital Client Onboarding: The Next Frontier in Wealth Managers' Digital Transformation?
9:00am-9:30am EDT Digital Client Onboarding: The Next Frontier in Wealth Managers' Digital Transformation?Wednesday, Jun 12, 2024 · 9:00am-9:30am EDTThe COVID-19 pandemic, despite all the adversity it has generated, has proven to be a catalyst for digital transformation. Next up on the digital roadmap: a seamless onboarding experience to benefit the end client and advisory firm alike. Today, compliance checks can be conducted in a matter of seconds, digital signature procedures are reaching mass maturity, and clients are growing evermore tired of lengthy and complex onboarding experiences. In light of the changing industry dynamic, this research aims to address the challenges, success stories, and best practices of deploying digital onboarding solutions in the wealth management space. WEALTH MANAGEMENT Speaker
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9:30am |
Fighting Exhaustion: An Expert Perspective on Trends and Technology in Vendor Management
9:30am-9:45am EDT Fighting Exhaustion: An Expert Perspective on Trends and Technology in Vendor ManagementWednesday, Jun 12, 2024 · 9:30am-9:45am EDTGain insights from an expert in the vendor management technology domain on current and future opportunities to use data, software, and services to efficiently manage vendor risk and relationships. ASSET MANAGEMENT Speakers
Guests
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Expert Panel: Digital Client Onboarding in 2021 − A Must-Have or Integration Headache (or Both)?
9:30am-10:00am EDT Expert Panel: Digital Client Onboarding in 2021 − A Must-Have or Integration Headache (or Both)?Wednesday, Jun 12, 2024 · 9:30am-10:00am EDTIndustry experts share their opinions and experiences related to digital onboarding solutions and their adoption. WEALTH MANAGEMENT Speakers
Guests
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9:45am |
Executive Interviews
9:45am-10:00am EDT Executive InterviewsWednesday, Jun 12, 2024 · 9:45am-10:00am EDTSolution providers share their insights on industry trends, technology, and product features. ASSET MANAGEMENT |
Time | ASSET MANAGEMENT | WEALTH MANAGEMENT |
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7:00am |
Driving Business Process Automation With RPA
7:00am-7:30am EDT Driving Business Process Automation With RPAThursday, Jun 13, 2024 · 7:00am-7:30am EDTThis Cutter Research presentation dives into how and why investment management firms are using robotic process automation (RPA) to automate business processes. We'll share Cutter Research members' current practices and tools used, and business areas where RPA has been implemented successfully. ASSET MANAGEMENT Speakers
Guests
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Wealth Advisor Digitalization: Digital Tools to Help Increase Advisor Efficiency
7:00am-7:20am EDT Wealth Advisor Digitalization: Digital Tools to Help Increase Advisor EfficiencyThursday, Jun 13, 2024 · 7:00am-7:20am EDTThis Cutter Research presentation takes a look at how digital tools help wealth advisors increase their efficiency and enhance client service. We'll discuss best-in-class features and functionalities, and share insights into how leading industry software providers are building out so-called "single pane of glass" digital solutions for wealth advisors. WEALTH MANAGEMENT Speaker
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7:20am |
Digital Tools for Wealth Advisors: Provider Perspectives
7:20am-7:45am EDT Digital Tools for Wealth Advisors: Provider PerspectivesThursday, Jun 13, 2024 · 7:20am-7:45am EDTDigital tools can help increase advisor efficiency and enhance client-advisor relationships. But finding the right tool isn’t easy. We talk to two providers of wealth advisor technology solutions about the trends they see in the industry regarding which tools advisors are using most, the status quo of digital solutions for wealth advisors, and where they still see areas ripe for innovation. WEALTH MANAGEMENT Speakers
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7:30am |
RPA Success Stories on the Automation Journey
7:30am-8:00am EDT RPA Success Stories on the Automation JourneyThursday, Jun 13, 2024 · 7:30am-8:00am EDTA moderated panel of Cutter Research member firms share their experiences with implementing robotic process automation (RPA). Members discuss their RPA strategy, support model, use cases, and vendor experiences. ASSET MANAGEMENT Speakers
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7:45am |
Executive Interviews
7:45am-8:00am EDT Executive InterviewsThursday, Jun 13, 2024 · 7:45am-8:00am EDTSolution providers share their insights on industry trends, technology, and product features. WEALTH MANAGEMENT |
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8:00am |
Keynote - Seeing from a Different Point of View
8:00am-8:50am EDT Keynote - Seeing from a Different Point of ViewThursday, Jun 13, 2024 · 8:00am-8:50am EDTChess is often known as a thinking game. In order to beat your opponent, you must step into their shoes and think about how they would think. Maurice Ashley, chess grandmaster, three-time national championship coach, ESPN commentator, iPhone app designer, will show how to transfer the chess move thought process and adapt that same way of thinking into business and life. This session will help get your brain thinking in ways you never expected. Speakers
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9:00am |
Lakes, Lakehouses, Icebergs, and Snowflakes: Sorting Out Modern Data Storage Options
9:00am-9:20am EDT Lakes, Lakehouses, Icebergs, and Snowflakes: Sorting Out Modern Data Storage OptionsThursday, Jun 13, 2024 · 9:00am-9:20am EDTThis Cutter Research presentation delivers a brief history of data storage, and how the landscape has evolved into current modern data storage options. We'll discuss options for different use cases and current Cutter Research member practices and their future plans.k ASSET MANAGEMENT Speaker
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Wealth Trends
9:00am-9:30am EDT Wealth TrendsThursday, Jun 13, 2024 · 9:00am-9:30am EDTAs wealth management continues to evolve, the past year has seen a renewed emphasis on digital transformation. This session examines key trends impacting wealth managers today, and offers insights on how these trends will unfold over the coming 12 to 18 months. WEALTH MANAGEMENT Speaker
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9:20am |
Ask the Experts − Data Storage
9:20am-9:45am EDT Ask the Experts − Data StorageThursday, Jun 13, 2024 · 9:20am-9:45am EDTLocation: During this interactive session, Cutter data management experts will share best practices for moving toward a modern data storage infrastructure for investment data and analytics. Bring your questions, or just listen in. ASSET MANAGEMENT Speakers
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9:30am |
Executive Interviews
9:30am-9:45am EDT Executive InterviewsThursday, Jun 13, 2024 · 9:30am-9:45am EDTSolution providers share their insights on industry trends, technology, and product features. WEALTH MANAGEMENT |
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9:45am |
Let’s Keep Advancing Together
9:45am-10:00am EDT Let’s Keep Advancing TogetherThursday, Jun 13, 2024 · 9:45am-10:00am EDTJoin Gina McCafferty, Head of Research and Amy Kandravy, CX Director at Cutter for a recap of the insights and experiences shared over the past two days. Don’t miss the chance to hear our plans to keep Advancing Together, as we continue our conversations in the newly available Cutter Community on the Cutter Member Portal. Speakers
Guests
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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:
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:
Howard Corey, who has more than 15 years of financial services industry experience, joined Cutter Associates in 2021 as a Senior Research Analyst. Howard’s broad experience in both wealth and asset management includes client services, portfolio operations, multi-asset class trade execution, and client performance reporting.
Before joining Cutter, Howard was a Wealth Advisor with Shorepoint Capital Partners. His prior roles include Chief Operating Officer at One Charles Private Wealth, an SEC Registered Investment Adviser, and Principal at Partners Capital Investment Group, where he managed the US Client Services Team and was responsible for multi-asset class trading and client reporting for both private and institutional clients.
Howard earned a bachelor of arts in economics from Roanoke College and an MBA from Vanderbilt University’s Owen Graduate School of Management.
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:
Jason Inzer has over 20 years of experience managing data, analytics, and technology at leading investment firms. He has worked directly in the front office throughout his career, specializing in data management and data analytics for front-office applications. Jason has successfully led multiple data and digital transformation projects for large organizations and has helped firms develop a data-driven culture to optimize business processes and create new sources of value. He has a strong technical background, with in-depth knowledge of modern data platforms and tools. Prior to joining Cutter, Jason spent five years as Chief Data and Technology Officer for Sustainable Insight, an environmental, social, and governance (ESG) asset management firm, and 15 years at Deutsche Bank in roles that included Global Head of Data and Analytics of Deutsche Bank equity research and Head of Research Analytics at DWS Investments. Jason holds a bachelor of arts from The Ohio State University and a master of science in business analytics (MSBA) from NYU Stern School of Business.
Andrew Jenkins brings more than 20 years of experience in buy-side financial services, with a focus on project management in the areas of performance measurement and attribution, portfolio analytics, GIPS compliance, risk management, and data management. At Cutter Associates, Andrew works in the firm’s Strategy & Data Management and Performance Measurement practices.
Andrew is a thought leader on performance measurement business practices and GIPS compliance, regularly speaking on the topics at industry conferences. Andrew has a deep understanding of asset management operational and technology processes, and has successfully managed several large-scale operational and systems integration projects throughout his career, including data warehouses, performance measurement and attribution systems, web-integration services, and the acquisition and implementation of a client reporting service. He is active in multiple industry groups in the areas of performance measurement and risk and in board-related forums.
Prior to joining Cutter, Andrew was a director at Charles Schwab Investment Management, where he oversaw performance measurement and attribution, risk, client reporting, and competitive research. He previously worked in the Board Analysis Services Group at Lipper Analytical (now Thomson Reuters). Andrew holds a bachelor of arts in economics from the University of Colorado.
Laura Jesson has more than 20 years of experience in the financial services industry as a project manager, business analyst, and consultant. She joined Cutter Associates in 2013. Prior to joining Cutter, Laura spent eight years at Wells Capital Management and Evergreen Investments, where she managed investment operations projects. She previously worked at Omgeo as a member of the Central Trade Manager (CTM) product design team. Laura started her career at Andersen Consulting (now Accenture) as a process consultant supporting a variety of projects for clients in the financial services industry.
Laura earned her bachelor of arts in economics and psychology from Amherst College. She holds the Project Manager Professional (PMP) certification.
Recent research assignments and publications include the following:
Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.
Recent research assignments and publications include the following:
Rob has over 15 years of experience in financial services, spanning portfolio construction, asset allocation, portfolio management, investment risk, investment systems, quantitative manager, and quantitative specialist supporting the end-to-end investment process, solutions, and performance. He is a senior investment professional with experience across the superannuation, asset management, and treasury spaces as a portfolio manager and quantitative specialist supporting the end-to-end investment process. Prior to joining Cutter, Rob was a senior portfolio manager in QSuper’s Investment Strategy team, with responsibilities across asset allocation, the whole of portfolio construction and risk management, as well as supporting the equities, fixed income, and alternatives teams. Rob holds a graduate certificate in applied mathematics, specializing in computational and discrete mathematics from the Queensland University of Technology. He also holds a bachelor of business and a bachelor of applied science and more recently completed the diploma of superannuation. Rob is a member of the Advisory Committee for the Fixed Income & Credit forum run by the Centre for Institutional Investors (CII).
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:
Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.
Recent research assignments and publications include the following:
Cindy Castellano is the CEO of Cutter Associates and has over 30 years of experience in the investment management industry. She formerly led Cutter Associates’ Client-Facing and Wealth practices, advising asset and wealth management firms on their sales and distribution, marketing, product development, consultant relations, client service, and client reporting. Cindy has conducted system searches for CRM, marketing automation, portals, pitchbooks/client presentation, content management, client reporting, client onboarding, and RFP systems. Prior to joining Cutter, Cindy served as Vice President and Head of Operations for a division of Guggenheim Investments, where she led mutual fund accounting and administration; institutional accounting, billing, and client reporting; SMA operations, performance reporting (GIPS); and fixed income performance, attribution, and risk reporting. As Vice President and Head of Equities, Cindy led the firm’s investment team and supervised equity trading activities.
Cindy also spent 10 years as a Senior Portfolio Manager and Research Analyst, managing over USD 500 million in AUM for mutual funds and VITs using social awareness (ESG), large cap growth, and mid-cap growth investment strategies. She developed the investment process, directed research analysts’ day-to-day efforts, and created the firm’s social criteria and proxy voting guidelines. Cindy, a Chartered Financial Analyst, holds a bachelor’s of business administration from Washburn University.
Arnie Wachs, Head of Consulting at Cutter Associates, brings extensive business and technical knowledge to the role, with over 30 years of investment management industry experience. Arnie advises clients on their strategic technology direction, data governance practices, trading platforms and practices, portfolio management tools, and operational organization, as well as data management architecture, tools, and practices. He has extensive experience working for investment management firms, financial software vendors, and consulting firms, in roles that included business analyst, developer, system architect, development management, project management, product management, sales, and executive positions. He has a deep understanding of investment management system use and design. He also leads the firm’s Technology and Architecture practice.
Prior to joining Cutter, Arnie worked for ITG, where he led the product management efforts for the development of the next-generation OEMS platform. Prior roles include Head of Equity Systems at BlackRock Solutions, Senior Product Manager at Charles River Development, and Vice President at Fidelity Investments, where he designed and developed the firm’s global trading platforms. Arnie also led efforts at State Street Global Advisors to create an enterprise-wide, cross-asset class security and benchmark master. He holds a Bachelor of Science in physics from Clarkson University.
Maurice Ashley made history in 1999 when he became the first African-American chess grandmaster. He is a three-time national championship coach, author of Chess for Success: Using an Old Game to Build New Strengths in Children and Teens, ESPN commentator, iPhone app designer, puzzle inventor, and motivational speaker.
Maurice is well known for providing dynamic live tournament coverage of world-class chess competitions and matches. His high-energy, unapologetic, and irreverent commentary combines Brooklyn street smarts with professional ESPN-style sports analysis. He has covered every class of elite event, including the World Chess Championships, the US Chess Championships, the Grand Chess Tour, and the legendary “man vs. machine” matches between Garry Kasparov and IBM’s Deep Blue.
Traveling the world as an ardent spokesperson for the many character-building effects of chess, Maurice shares how chess principles and strategies can be applied to improve business practices and assist with personal growth. Maurice also acts as a master of ceremonies and inspirational speaker at business conferences and high-class chess events.
Maurice has received multiple community service awards from city governments, universities, and community groups for his work. In recognition of his immense contribution to the game, he was inducted into the US Chess Hall of Fame in 2016 and the Brooklyn Technical High School Hall of Fame in 2018.
Andrew Besheer is responsible for leading Appway’s go-to-market strategy for the United States and Canada, as well as representing the voice of the client for Appway’s solutions development and programs.
Prior to joining Appway, Andy spent 16 years at Broadridge Financial Solutions where he held a number of positions. As founding President of Broadridge Advisor Solutions, he was responsible for Broadridge’s front office and advisor-facing solutions, which was comprised of advisor websites, financial planning content, digital and print marketing solutions, and data aggregations solutions. Prior to that role, he was President of Customer Communications, where he led the transaction, print, and electronic document storage businesses. Andy also held a series of product management and strategy-related roles and was GM of the electronic solutions business. Before joining Broadridge, Andy was a Vice President at Instinet and at NatWest Capital Markets, accountable for components of their respective middle and back offices.
Mr. Richard Blore leads strategic business initiatives for Know Your Third Party (KY3P®), the industry standard for third-party risk management. Mr. Blore is responsible for managing product and business development teams for KY3P, our solution designed in partnership with leading global financial institutions to increase efficiency and standardize third-party due diligence and assessment processes. Previously, he worked at Goldman Sachs where he was Global Head of Vendor Management, Global Head of Procurement and Vendor Management and Global Co-Head of Supply Chain. He had accountability for the firm's third-party risk management, shared services management as well as all aspects of procurement including strategic sourcing, procurement operations, supply chain ESG and enabling technologies. Mr. Blore also represented Goldman Sachs as a member of the KY3P Board from 2017 to 2019. Prior to his time in the financial service industry, Mr. Blore has held a number of Supply Chain Leadership roles across fast-moving consumer goods (Coca-Cola), construction (Anglo America) and manufacturing (Rolls-Royce). He holds a BSc in Applied Physics from Nottingham Trent University and qualified with the Chartered Institute of Purchasing and Supply.
Alex Cheatle is Co-founder and Group CEO of Ten Lifestyle Group plc (“Ten”). Ten is the established market leader for travel and lifestyle concierge service, helping affluent and high net worth individuals and their families to discover, organise, and enjoy dining, live entertainment, travel and premium retail at better value and quicker than they could themselves.
Underpinned by industry-first technology, Ten provides its services to its more than 2 million members 24/7, 365 days a year, wherever they are in the world. Founded in 1998, the growing business has over 800 staff and 22 offices worldwide. Ten is the partner of choice for over 50+ blue chip private banks, wealth managers and premium brands globally including HSBC Jade, Coutts, Royal Bank of Canada, China Merchants Bank, SMTC, SwissCard and Westpac. Ten’s vision is to become the most trusted service platform in the world.
Prior to founding Ten, Alex started his career at Procter and Gamble and read Politics, Philosophy and Economics at Oxford University.
Justin J. Donohue is vice president and director of Intelligent Automation & Process Innovation at MFS Investment Management (MFS). He has over 17 years of experience in the asset management industry and currently oversees the risk control function for Technology & Investment Operations organizations and for the past 4 years has led the enterprise wide Intelligent Automation strategy and program. Mr. Donohue chairs the Technology Risk & Strategy Committee and Intelligent Process Automation Group. Prior to joining MFS, Justin was a consultant with Deloitte & Touche LLP.
As Head of Client Delivery, Elena is responsible for developing and executing the product vision for Delta. She has been with UBS Delta since 2009, when she joined as Director responsible for sales and marketing across Germany, Austria and Eastern Europe. Prior to that, she was a Structured Credit Trader with Morgan Stanley for five years. Elena earned a Master’s degree in MORSE at Warwick University in the United Kingdom.
Pratik Karia is the Global Head of Engineering for Bloomberg's Buy-side OMS platform (AIM, Asset and Investment Manager), a premium product used by large financial institutions around the globe. With 13 years of experience across both the buy-side and sell-side, Pratik has worked across a broad spectrum of the trading life-cycle, including front office tools, trading, risk and compliance, as well as post trade operations. He currently leads a team of 300+ engineers globally, from New York to London to Pune. Pratik is passionate about building scalable and high-throughput technology, is an advocate of Agile and lean startup principles, and helps lead diversity and inclusion initiatives for Bloomberg Engineering.
Pratik holds a Masters of Computer Science from Virginia Tech and a Bachelor of Computer Engineering from the University of Mumbai.
Rob Klapprodt joined Vestmark in 2001 as VP of Products and is now Corporate Strategy Officer of the company. Prior to Vestmark, Rob was a Senior Product Manager at Vignette Corporation (NASDAQ: VIGN) for the company’s data analytics and content personalization solutions. In this pivotal, cross-functional position, he defined and shaped the market strategy for the product line. He joined Vignette through their acquisition of DataSage, a data mining and CRM software provider, in January of 2000. At DataSage, Rob held positions in sales, consulting, and product management. There, his experience and expertise were integrated into the design and development of DataSage's flagship solution. Rob worked at Oracle Corporation before joining DataSage, where he focused on Oracle's data warehousing and business intelligence solutions for large enterprises.
Rob holds a BS from Pennsylvania State University, where he studied Economics and Mathematics.
Spiro is the Director of Account Management. He joined Jennison in 2000. Prior to heading the security master group, he played a key supervisor role in Jennison's Operations department, where he had various roles since joining the firm.
Anders drives SimCorp’s initiatives to realize the ecosystem-enabled innovation strategy. This involves two, broad activities: Deliver new co-innovation programs together with customers and partners on machine learning and broader industry challenges. Secondly, initiate the SimCorp Open Platform to offer optionality in functionality and services from fintech start-ups and more established partners. Prior to SimCorp, he was a developer and architect for several years, and had a stint as a start-up CTO. At SimCorp, he has previously held various technology strategy, architecture and product management roles.
Bernadette Rivosecchi, Managing Director, is the head of product for Aladdin Sustainability.
In her role, she is responsible for the vision and development of Aladdin product offerings delivering sustainable data and analytics to the firm and its clients.
Prior to joining APMD, Bernadette spent three years in Global Marketing and led a global team of product managers, designers and developers responsible for the strategy and creation of digital experiences for individual investors. Bernadette joined BlackRock in 2005 and spent 13 years in BlackRock's Portfolio Analytics Group (PAG) creating and championing Aladdin's analytic capabilities to BlackRock investors, risk managers and client businesses.
Bernadette earned a BS degree in Finance from the Pennsylvania State University.
Amrik brings a wealth of digital transformation consulting and pre-sales experience assisting leading regional and global wealth management and financial services firms.
Amrik has been with Contemi for over 7 years and has managed various global wealthtech projects for a wide range of financial services firms including private banks, wealth managers, investment banks, and asset managers. In his current role, he is focused on taking Contemi’s global prospects and customers’ needs and translating them into a customised demonstration of what Contemi can help them solve.
Experienced in large scale implementations of wealth management solutions, he works hand-in-hand with Contemi’s global Sales, Product and Operations teams bringing Contemi's value proposition to the market.
Yaela Shamberg is Co-Founder and Chief Product Officer at InvestCloud, Inc. Over the last 11 years, Yaela has helped elevate the company into a leading global financial technology platform. Today, InvestCloud supports trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies. She plays a critical role in the company’s path of innovation and commitment to building beautifully designed apps. As one of the co-founders, she values and cultivates the dynamic and fresh culture of InvestCloud. Prior to this, Yaela worked for Credit Suisse and holds a master's degree in taxation from the University of Colorado, Boulder. She proudly sits on the board Food on Foot, a Los Angeles based non profit getting homeless individuals back into independent living.
Lucy Tancredi is the SVP of Cognitive Computing for the financial software and data firm FactSet, where she has over 25 years of experience leading global technology organizations. Her current focus is on improving the firm’s competitive advantage, customer experience, and operational efficiency through leveraging Machine Learning and Natural Language Processing in the development of innovative AI services. Lucy has a special passion for Corporate Social Responsibility and Diversity & Inclusion initiatives, and serves on the boards of the Fairfield/Westchester Society of Information Management as their Director of STEM Outreach, and Random Hacks of Kindness Jr, a non-profit which hosts one-day “Kids Coding for a Cause” hackathons. Lucy has a Bachelor of Computer Science from M.I.T. and a Masters of Education from Harvard University.
Hoony oversees technology research and development and the Solutions Engineering Group at MackeyRMS. He has more than 25 years of experience in various product leadership and program management roles across enterprise software, mobile platform, and consumer electronics industries. He holds an MS and BS in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology.
Alveo is the leader in market data integration and analytics solutions for financial services. Focused on optimizing data flows for business user self-service, we provide cloud-native data aggregation and data quality management that enables clients to easily access trusted data while maximizing their data ROI.
Through our managed services, we ensure that clients can smoothly onboard, prepare and validate data for use in operations, trading, investment management, pricing, risk, reporting and machine learning.
We service a global client base, and our award-winning technology provides easy integration into business user workflows and a proven platform for advanced analytics. Through combining deep domain expertise with the latest open-source technologies, we help financial institutions ensure high-quality data, optimize market data cost and maximize productivity.
More About AlveoBipsync is a Research Management Platform purposefully designed to optimize end-to-end research processes for the investment front-office. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our customers' research and diligence processes to drive better decisions, faster.
More About BipsyncBloomberg Buy-Side Solutions offer comprehensive, fully hosted technology across the entire investment lifecycle, from idea generation through post-trade settlement. Rise to new challenges with fresh data insights, cutting-edge portfolio management tools, and streamlined operations – all within the Bloomberg ecosystem. We focus on bringing you industry-leading investment technology solutions, so you can focus on gaining an edge.
Broadridge, a global Fintech leader and S&P 500® company with over $4.5 billion in revenues, provides communications, technology, data and analytics. We help drive business transformation for our clients, including asset managers, with solutions for enriching engagement, navigating risk, optimizing efficiency and growing revenue. Our integrated, front-to-back solutions translate data into actionable insights and streamline the investment life cycle. Touching 90 percent of the world’s mutual fund assets and drawing from the most complete sales and asset data collection in the industry, we are uniquely positioned to help asset managers get ahead of today’s challenges and capitalize on what’s next.
Broadridge delivers state-of-the-art technology, data and services to bring transparency and automation to the investment management and private lending process. Our portfolio management solution offers managers full front-to-back-office functionality on a single platform across all asset types. The product suite is used by many of the largest and most respected asset managers and investment firms in the world.
Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance, and reporting. Each day, the Clearwater solution reports on more than $5.9 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and nonprofit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals around the globe trust Clearwater to deliver timely, validated investment data and analytics.
More About Clearwater AnalyticsThe Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over $1.3 trillion in assets under administration and 7,600 staff deployed across 40 countries, Citco’s unique culture of innovation and client driven solutions has provided Citco’s clients with a highly valued partner for five decades.
More About Citco Group of CompaniesAs a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.
More About ConfluenceContemi provides IT solutions to wealth managers, insurers & brokers in Asia & Europe.
Contemi’s Wealth Intelligence (WIN) platform helps wealth managers to automate the entire value chain through its cloud-based modular solutions: Client Portal & Reporting Onboarding & Lifecycle Management, Investment Management, Trade & Order Management, Corporate Action, Fees, Settlement & Analytics & Reporting.
Enfusion’s investment management software-as-a-service platform removes traditional information boundaries, uniting front, middle and back-office teams on one cloud native system and across one golden data set. Through our industry-leading software, analytics, and middle/back-office managed services, we create enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth.
As a Fintech leader and pioneer in developing innovative solutions, Enfusion partners with 500+ investment managers from nine global offices spanning four continents. In 2020, HFM named Enfusion as the “Best Overall Technology Firm”, “Best Trading & Execution Technology”, “Best Integrated Solution” and “Best Managed Services Provider”.
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 8,000 global clients, including over 208,000 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. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
More About FactSetMackeyRMS and InsiderScore give the world’s leading investment managers a faster way to find and share vital investment insights in real time. Institutional investors across the Americas, EMEA, and APAC regions rely on our data, analytics, and software solutions to deliver actionable investment insights, improve analyst productivity, tighten investment team collaboration, and increase organizational efficiency and control over investment IP.
More About MackeyRMS and InsiderScoreSimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
More About SimCorpBusinesses capitalize on new opportunities, improve client relations, and optimize decision-making using Squirro’s vertical-specific Augmented Intelligence solutions which combine human intelligence with powerful AI. Squirro delivers contextualized insights from your data sources and displays them directly, via workbench integrations, or through self-service applications.
More About SquirroSS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business, minimize risk, and thrive. The Advent Investment Suite (AIS) is specifically designed for firms looking to expand into new markets, new regions, and new lines of business with one fully integrated, end-to-end solution. Built to support investment managers, the Advent Investment Suite offers customized and complex portfolio management at scale, rebalancing, trading, compliance, multi-currency accounting, reporting, and performance. Today, AIS is available in the cloud through Advent Managed Services, along with a customizable menu of operational services for clients to leverage.
State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With USD43.9 trillion in assets under custody and/or administration and USD4.3 trillion* in assets under management as of March 31, 2024, State Street operates globally in more than 100 geographic markets and employs approximately 46,000 worldwide. For more information, visit State Street's website at www.statestreet.com.
* Assets under management as of March 31, 2024 includes approximately USD66 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.
© 2024 State Street Corporation
SYSTEMIC is a software developer providing investment and risk management solutions to financial institutions since 1999. RiskValue™ platform, the cornerstone of Systemic’s software solutions, offers a technological environment for client firms to uniquely integrate back, middle, and front office operations, financial risk management, regulatory reporting, and compliance requirements.
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