Virtual
Event Summary
Investment management firms remain focused on opportunities to remain competitive and efficient. One vital way to do this is to optimize third-party relationships and manage vendors (including service providers and other suppliers). Firms have a wide range of maturity and approach the discipline of vendor management in different ways – from the vantage point of cost, risk, value, and future opportunity.
In this CutterCast, we share the results of our benchmarking survey on how organizations manage vendors, from negotiating and terminating contracts, to overseeing KPIs and SLAS, to using advanced processes and technology.
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.
William Walker
Senior Director, Consulting
William is a proven initiative-taking leader with proficiency in managing, defining and implementing innovative technology, operations and client data management solutions in the Asset & Wealth Management industry. Experience working with tier 1 asset, wealth, pension & superannuation fund managers in multiple global jurisdictions, including Australia, Asia, United States and Europe.
He has extensive knowledge of the full suite of front to back-office processes and technologies with experience devising, developing and delivering strategies in Australia as well as globally. He specializes in managing high performing delivery teams with direct involvement in technology, operations, data management, front office teams, and senior stakeholder management.
William spent 17 years at JPMorgan, initially focusing on client reporting solutions for asset managers and pension funds within the Securities Services business in London. After relocating to New York he was a central figure in the design and development of their first strategic mobile enabled, global client reporting and data management solution that was ultimately central to the client implementation effort.
Following his time in Securities Services William then took a key role in the Asset & Wealth Management Technology leadership where he was responsible for the delivery of portfolio management and portfolio implementation tools for the Private Bank Discretionary business, including; pre-trade controls, mandate management portfolio/model management and discretionary product launches. A key part of this role included managing the relationships with the Portfolio Management & Trading teams as well as senior Middle Office stakeholders. In addition to that William was a lead stakeholder in the selection process for appointing an outsourced Custodial service provider for a new product line.
In moving to Sydney William took a role as Fund Services Product Manager where a core function was to lead the response to Custodial RFPs.
Following his career in the industry William moved into consulting where he has led the search, selection & implementation of various platforms and the establishment of associated operational processes across the Australian asset, wealth and superannuation industry. This has included the implementation of Matrix and establishment of the data governance framework and middle office function. Most recently he is leading the program to define & deliver an investment platform for a major superannuation fund.
William holds a Bachelor of Commerce (Honours) from the University of Edinburgh.