Executive Breakfast
Executive breakfast with Kurtosys and Cutter Associates
A small-group discussion turning industry trends into actionable next steps.
- Friday, October 10, 2025
- 9am - 12 noon
- Hudson Yards, Locanda Verde, New York
- Format: ~15 senior professionals | facilitated roundtable
Why attend
Compare approaches for clear, timely client information across reports, portals, and email.
What we’ll cover
- Converting data into clear narratives without compromising compliance
- Operating models & tooling that reduce friction between marketing, client service, and IT
- Quick wins vs. long-term architecture: practical next steps for the next 12-18 months
Who should join?
Heads and senior leaders in Marketing, Client Service, Distribution, Product, and Digital/IT at asset managers.
Reserve your seat
Limited capacity
Attendance for this event is limited to maintain a high-value discussion.
Facilitators
Dru Holmquist
Principal & Head of Distribution Consulting, Cutter Associates
A seasoned executive who has led large, geographically distributed technology teams and major distribution transformations. Dru bridges business and IT to prioritize value, streamline processes, and deliver enterprise-scale solutions.
Michelle Wright
Chief Product Officer, Kurtosys
An entrepreneurial product leader with a track record of launching client-facing platforms at global financial institutions. Michelle focuses on turning complex requirements into intuitive, scalable digital experiences.