Thanks to all who attended and made the day successful. And a big thank you to our partner firm, Savanna, for hosting us at their stunning building! 

We are delighted you were able to join us for Kudu’s first annual CTO Event.

Thanks to all for making the effort to travel from near and far to NYC, for speaking on panels, and collaborating with peers across Kudu network. We hope to follow-up on some of the points raised in a meaningful way that could be useful to our CTOs. And please do not hesitate to reach out with feedback on the event. We welcome it.

We hope the event was as fruitful for you as it was for us. And for those who were not able to attend, check out the agenda below.

We look forward to seeing you soon — maybe even at the CCO Event Thursday November 7th. Please refer to our newsletter for more upcoming events. Click here and navigate to the upcoming events tab.

The Kudu Team


Photos by Coke Wisdom O’Neal

The Modern Investment Management CTO: Challenges & Opportunities

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Panel 1 — Lost in the Clouds: Integrating Legacy Systems with Modern Technologies

Ryan Mihm (Align Managed Services, Moderator), Cameron Ladd (Sage Advisory), Jonathan Balkin (Lionpoint Group), Mike Harris (Gramercy) 

Panel 2 — Optimizing Your Software Stack: Eliminating Redundancy in Your Software Inventory

Eric Traugott (Park Lexington, Moderator), Ryan Larsen (Capricorn), Vipul Harihar (GenTrust), Eric Lok (SECOR Asset Management)

Panel 3 — AI Use Cases and Caveats: Client Acquisition & Reporting, RFPs, DDQs, Investments 

Arno Robbertse (ITC Secure, Moderator), Rish Gosine (Pennybacker), Niall Boland (ClearMacro)

Lunch Discussion — Using Technology to Unlock Business Outcomes

Ben Ruffel (Kudu, Moderator), Brandon Rembe (Juniper Square), Saken Kulkarni (Slalom)

Panel 4 — Leveraging Data in Investment Decisions 

Martin Zagorsek (Oliver Wyman, Moderator), Allison Hartman (Sage Advisory), Mike Harris (Gramercy), John Kaminsky (Maverick Real Estate Partners)

Panel 5 — Cybersecurity: A Moving Target

Arno Robbertse (ITC Secure, Moderator), Chris Zadrima (Align Managed Services), Fran Faircloth (Ropes & Gray), Vilas Satkalmi (Douglass Winthrop Advisors) 

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