Virtual
In late September, it was announced that SimCorp shareholders had approved the firm's acquisition by Deutsche Borse. This virtual event provides Cutter members exclusive access to an interactive discussion of the acquisition with Oliver Johnson, SimCorp's Chief Revenue Officer. Cutter's Gina McCafferty serves as moderator.
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.
Oliver Johnson is the Chief Revenue Officer and member of the Executive Committee at SimCorp, a leading provider of financial technology solutions for investment and asset managers.
Oliver has over a decade of global leadership experience within the financial services industry, with a focus on accelerating sales and commercial activities.
Before being named CRO in September 2023, Oliver was SimCorp’s Chief Commercial Officer (2022) and the Managing Director for SimCorp in the Asia Pacific region (2017 - 2022). During this time, he played an instrumental role in more than doubling SimCorp’s business throughout the Asia Pacific region.
Prior to joining SimCorp, Oliver spent 12 years at eFront, where he was responsible for overseeing operations across the Asia Pacific region.
Oliver also serves as a Non-Executive board member at Artega Investment Administration, an Australian-based service provider to the investment management industry.
He has a proven track record of success in growing revenue and market share and is known for his deep understanding of the financial services industry and his ability to build strong relationships with customers