Agenda

Delegates may attend any session from either stream with no advance sign-up required.

7th OCTOBER 2015

18.00 - Networking Reception – Lancaster Suite
19.00 - Gala Dinner – York Suite
21.00 - After-Hours Reception in Berties Bar

8th OCTOBER 2015

07.00 – 08.00 - Registration and Partner Pavilion Open
08.00 – 08.30 - Welcome and Opening Remarks
08.30 – 15.50 – Demo Centre/Solution Showcase staffed by Charles River product specialists
08.30 – 15.50 – Training/Application Lab staffed by Charles River Educational Services

08.30 – 9.20:

Stream 1 - Portfolio Management Decision Support
Stream 2 - Transforming the Front Office & Middle Office with SaaS-based Technology

09.30 – 10.20:

Stream 1 - Risk Management for the Front Office
Stream 2 - Charles River SaaS Client Success Story

10.30 – 11.00 - Break

11.00 – 11.50:

Stream 1 - Managing Ownership Risk with Charles River’s Global Shareholder Disclosure (GSD)
Stream 2 - Adapting to Changing Fixed Income & Derivatives Markets

12.00 – 12.50:

Stream 1 - FX & Equity Trading with a Multi-Asset OEMS
Stream 2 - How Charles River Data Service and Enterprise Data Management Improve Investment Decision Support

13.00 – 14.00 - Networking Lunch

14.00 – 14.50:

Stream 1 - Charles River’s Middle Office Solution: IBOR, Post-trade & Asset Valuation
Stream 2 - Wealth Management Challenges and Opportunities

15.00 – 15.50:

Stream 1 - MiFID II’s Impact on the Front and Middle Office
Stream 2 - Performance Measurement, Attribution, & Risk for the Front & Middle Office

16.00 – 16.30

Closing Remarks

Speakers will address major concerns in the industry and Charles River’s strategy regarding:

Regulatory impacts of MiFID II and MiFIR
Market structure changes associated with fixed income execution and liquidity
Improving trade decision support with integrated analytics, visualization and execution
The evolution to a Software-as-a-Service (SaaS) solution