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Events, Tradeshows, Conferences

Explore & Learn Event BlockExplore & Learn: Portfolio & Risk Analytics mini-series

January 22, 2020 – March 25, 2020
US & EMEA Webinar Series (45 minutes)
Learn More about each Webinar

As part of the Explore and Learn Webinars, CRD will be hosting a series on Portfolio and Risk Analytics featuring Qontigo, MSCI and Northfield.

CANCELLED: Charles River 2020 EMEA Client ConferenceEMEA2020 Postponed

In light of the continuing spread of Novel Coronavirus (COVID-19) and concerns for the health and safety of clients, sponsors and staff, we have decided to cancel this year’s Charles River EMEA Client Conference.  All registration fees will be fully refunded in the coming weeks.

Please accept our apologies for any inconvenience this may cause. At this time, and over the coming months, the health and safety of our clients, sponsors and staff remain our upmost priority. Many thanks for your understanding. If you have any questions, please direct them to emeaclientconference@crd.com.

April 2020

TradeTech LogoTradeTech Europe 

April 22-23, 2020
Palais des Congrès de Paris, France
Event Website

Visit representatives from Charles River, a State Street Company in the exhibition hall and hear our representatives on a panel discussion. For more information or to set up a one-on-one meeting please complete this form or contact Sue Hillwood, EMEA Marketing Manager, +44 (0)20 7397 6800.

May 2020

PMAR North America

May 12-13, 2020
Westin Philadelphia, Philadelphia, PA
Event Website

Join Charles River in the exhibit hall and in one of the panel sessions to discuss performance, risk, GIPS, data management and attribution.​ For more information or to set up a one-on-one meeting please complete this form .

ENGAGE20

May 31 – June 3, 2020
The Phoenician, Scottsdale, AZ
Event Website

Join Charles River in the exhibit hall to learn how Charles River is extending capabilities of Charles River IMS by growing our technology ecosystem enabling clients to seamlessly access external data and analytics, applications and liquidity venues that support the unique demands of one’s product and asset class mix. For more information or to set up a one-on-one meeting please complete this form .

June 2020

Fixed Income Leaders Summit USA Fixed Income Leaders Summit Americas

June 9-10, 2020
Omni Nashville Hotel, TN
Event Website

Join Charles River at this  event for an update on Charles River’s platform, which provides fixed income managers with a complete set of capabilities for managing their investment process, from portfolio construction and risk analysis to trading, position management and post trade processing. For more information or to set up a one-on-one meeting please complete this form .

September 2020

Air SummitAIR SUMMIT 6.0

TBD, September 2020
New York City, NY
Event Website

Join Charles River representatives and multiple start-up FinTech firms to learn more about finding alpha in portfolio construction and risk management during this 2 day annual event in NYC.​ For more information or to set up a one-on-one meeting please complete this form .

PMAC Toronto Regulatory & Compliance Forum

September 24, 2020
Toronto Region Board of Trade
Event Website

Join Charles River at this one day educational seminar and networking event on regulatory and compliance topics.​ For more information or to set up a one-on-one meeting please complete this form .

November 2020

PMAC Annual Conference

November 17, 2020
Fairmont Royal York, Toronto, ONT
Event Website

Join Charles River in the exhibit hall and hundreds of investment industry executives & portfolio managers from across Canada to exchange ideas, deepen knowledge of industry trends, and enhance your knowledge of Charles River’s Investment Management Solution & State Street integration.​ For more information or to set up a one-on-one meeting please complete this form .