Charles River Webinars & Client Events
CLIENT EVENT: Charles River Client Connect
We invite all clients to join Charles River executives, product experts and your industry peers to learn how Charles River’s evolving offerings are helping businesses to drive innovation and growth.
TORONTO March 24, 2026: Register Now
BOSTON April 16, 2026: Register Now
Managing the ETF lifecycle on Charles River IMS
ETF issuance and innovation continue to grow, driven by strong investor demand for low-fee, differentiated products that provide exposure to specific sectors, investment themes and geographies. The recent SEC dual share class mandate provides new opportunities for traditional mutual fund issuers to add ETF share classes within the same fund vehicle, providing investors with intraday liquidity and greater tax efficiency.
But rapid industry growth has also created operational challenges for investment firms looking to launch and manage ETFs at scale. Join our next Explore & Learn webinar hosted by Steven Milanowycz and Raghav Malhotra to learn more about the latest developments in ETF technology solutions that enable efficient workflows and robust integration across the ETF ecosystem.
Charles River 25R3 Release Highlights
Please join us for our next Explore & Learn webinar where our subject matter experts will discuss the latest features available in Charles River Version 25R3. Learn how to leverage enhanced capabilities to optimize your operations and streamline processes.
Featured Industry Events
2026 MMI Summit
We’re proud to be a Cobalt Sponsor at this year’s MMI Summit, the premier gathering for senior leaders across the wealth investment advisory industry. Visit our booth to connect with our team as we engage in conversations on the macro trends shaping the future of investment advice and solutions.
March 18 – 20, 2026 I Orlando, FL USA
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Upcoming Industry Events
IMAS Investment Conference
Join industry leaders exploring the technologies transforming asset management. From navigating sovereign risks to identifying longevity‑driven themes and opportunities across Asia’s capital markets, we look forward to engaging about shaping the region’s future.
April 7, 2026 I Singapore
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TSAM London
We’re attending TSAM London, the leading forum where asset management professionals gather to tackle operational challenges, share practical insights, and connect with peers driving change across the investment landscape. We look forward to meeting you there!
April 13-14, 2026 I London
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4th Private Markets Summit
Join us alongside industry leaders as they address key operational and investment challenges. With discussions spanning valuations, risk, governance, and technology, our representatives look forward to connecting on the issues shaping today’s institutional landscape.
May 14, 2026 I Sydney, Australia
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