Charles River Webinars & Events

The State Street Alpha Data Platform: Vision to Reality

Harnessing data to inform decision-making, improve investment insights, and achieve faster time to market continues to be a critical need for asset management firms. The announcement launching the State Street Alpha Data Platform (ADP) in 2020 began the journey of developing a comprehensive data management solution designed to help firms efficiently store, manage, and leverage insights from data. 

Join Jeff Shortis, Data Product Owner, and Scott Knous, Head of Business Solutions, Alpha Data Platform for a discussion about the vision for ADP, how we executed that vision, and the tangible value we are bringing to clients today. 

Register now to join live or to receive a replay:

How Leading Private Credit Investors are Unlocking Scale and Enhancing Portfolio Oversight

Since the global financial crisis, investors seeking alternative sources of outperformance have increasingly turning to private credit, creating significant demand and growth in the market. Learn about current trends in private credit, challenges facing investors, and how we are responding to the demand and solving for obstacles through our private markets capabilities at Charles River.

Charles River Client Connect

Regional Connect – Toronto

We invite 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. This is a client only event.
MARCH 4 – REGISTER NOW

State Street Office Hours

Market perspectives on the start of the new US Administration

In this session, our market experts reconvene to share their insights regarding the initial two weeks of the new US Administration, as well as their perspectives on the market for the year ahead.
WATCH NOW

Upcoming Industry Events

BVI Fund Operations

Join Charles River and State Street representatives for an exciting day of lectures and discussions on the DORA implementation, artificial intelligence in asset management and digitalization and how can data be used efficiently.

February 25
Frankfurt, Germany
Register Now

InvestOps 2025

Join us at InvestOps where you can connect with operations leaders from North America’s top investment banks. Listen to the March 11th panel featuring Charles River’s Head of Sales for the Americas, Thomas Izzo, about Driving End-to-End Digital Transformation.

March 10 – 12
Orlando, FL USA
Register Now

2025 MMI Summit

Join us at MMI’s annual leadership event bringing together the investment advisory industry’s most senior business leaders. Meet with Charles River experts to learn more about key trends driving the future of investment advice and solutions for wealth management. 

March 27 – 28
Fort Lauderdale, FL USA
Register Now

TradeTech Europe

Join us at the biggest buy side equity trading conference connecting you to top leaders from the industry. Meet with Charles River experts to discuss the entire European equity ecosystem and how to navigate the evolving liquidity and technology landscape.

March 27 – 28
Fort Lauderdale, FL USA
Register Now

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