Aladdin Peer Networking Group (APNG) Meeting

Michael Conn manages Cutter Associates’ relationships with the vendor community and brings extensive financial services experience to the role. He manages the firm’s advisory and sponsor relationships, ensuring that vendors gain visibility, as appropriate, to Cutter’s analysts and member firms. He joined the firm in 2013, and as well as vendors is responsible for client relationships in the Tri-state areas, where typically some of Cutter’s largest client reside. Prior to joining Cutter, Michael was a Sales Specialist at Thomson Reuters specializing in selling the Corporate Intelligence software to a corporate client base. There he built relationships with leading C-Suite executives across Fortune 500 companies. Michael has also held business development roles at State Street Global Markets and First Albany Capital. From 2006-2008 he was an Implementation Manager at Charles River Development. Michael began his career as a Pricing Analyst at Fidelity before moving to MFS Investment Management where he worked on the Fixed Income trading floor. Michael holds a B.A. in Economics and Political Science from the University of New Hampshire.

David Joyce leads Cutter Associates’ Client Experience, ensuring client satisfaction across all engagement points as the voice of the client within Cutter. A senior technology and operations leader, David brings over 25 years of experience in leading operations, risk, and technology teams to help them devise and implement agile solutions, mitigate risk, increase scale, and build a culture of operational excellence.

Most recently, he served as an independent consultant to asset management, insurance, and fintech firms, providing expertise and guidance in the areas of derivatives, portfolio integration, customer success, project management, regulatory and control environments, and software development and implementation. Prior to consulting, David spent 20 years at American International Group (AIG) in a variety of increasingly senior roles. At AIG, he implemented innovative tactical and strategic solutions for the firm’s global businesses and led over 40 employees in multidisciplinary teams that performed investment and insurance operations, regulatory and control supervision, IT support, and workforce and facilities management.

Tom Phipps has more than 25 years of experience in the investment management industry, with a background in the automation of the investment process, including portfolio management, risk analytics, trading, compliance, performance, operations, investment accounting, data management, and systems integration. He leads Cutter Associates’ Front Office practice, providing deep expertise in front-office vendors and operating models. His consulting experience includes strategic advisory, systems selection, and change management execution engagements for some of the world’s most prominent investment management firms. He also leads the development of Cutter’s Strategy and Search methodologies.

Tom gained his expertise in technology and operations at software vendors and asset management firms, where he held leadership roles in technology management. His prior experience includes Senior Manager at Deloitte Consulting, Chief Technology Officer at PanAgora Asset Management, Chief Technology Officer at Atlas Venture, Vice President of Operations at DSTi North America, and various management roles in technology and professional services at NCS Financial Systems (now SunGard AMS). Tom holds a bachelor’s degree in operations management and management information systems from Florida State University.