Charles River Webinars
Streamlining OTC Derivatives with Charles River and OTCX
Over-the-counter (OTC) derivatives markets are complex and dynamic, offering flexibility and the potential for higher portfolio returns. However, the lack of straight through processing and high risk of errors often constrains these benefits.
Our partnership with OTCX helps clients solve for these challenges by providing clients access to OTCX’s regulated trading venue for price discovery and negotiation of both cleared and uncleared OTC derivatives and structured products.
Join our next Explore & Learn webinar and hear from subject matter experts Naveed Ahmad and Satendra Tiwari, Product Managers at Charles River Development and Nicholas Leib, Product Manager at OTCX, about the partnership.
What’s New in Charles River 25R1
Please join us for our next Explore & Learn webinar where our subject matter experts will discuss the latest features available in Charles River Version 25R1. Learn how to leverage enhanced capabilities to optimize your operations and streamline processes.
Julie Cochrane, Global Head of Educational Services, and John Haas, Trainer and Instructional Designer, both of Charles River, will highlight and demonstrate some of the latest release features, covering the drivers behind the updates and the benefits.
Missed a Webinar? View our On-Demand Webinar Replays:
A sample of webinar replays available:
- Preparing for change with Private Credit Analytics
- Empowering Traders with an All-in-One OEMS
- Responding to the Digital Operational Resilience Act (DORA)
- The State Street Alpha Data Platform: Vision to Reality
- Private Credit Investors are Unlocking Scale and Enhancing Portfolio Oversight
- Enhancing Data Management with Benchmark Services
- Data Quality and Managing Risk with State Street Alpha EDM
- Managing Fixed Income Portfolios Efficiently with MSCI
- Streamlined Fixed Income Trading with Charles River IMS
- Navigating the Dynamic Wealth Management Industry
- Efficient Primary Markets Workflows with CDirectBooks
Upcoming Industry Events
Investment Data & Technology Summit
Meet with Charles River Representatives to explore cutting-edge investment tech and data strategies. Join us and elevate your approach.
August 26, 202
Sydney
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Fixed Income Leaders Summit
Meet us at the top buy-side fixed income event to explore AI, ETFs, private credit & trading tech with leading portfolio managers and traders.
October 14-16, 2025
Amsterdam
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MMI Annual Conference
Join us for a three-day adventure packed with expert insights, enlightening discussions, and opportunities to talk with Charles River wealth experts and leaders from across the wealth industry.
October 15 – 17, 2025
Washington DC
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12th Fund Summit
Meet us at Australia’s leading Fund Summit—where senior execs explore strategy, tech, and operations driving investment and wealth management transformation.
October 23, 2025
Sydney
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