Events, Tradeshows, Conferences
Charles River 2019 Global Client Conference
September 23–26, 2019
Boston Park Plaza
Event Website
Charles River is pleased to announce our next Global Client Conference will take place Monday, September 23 through Thursday, September 26, 2019, at the Boston Park Plaza. This “invitation only” conference is exclusively for our clients, partners and industry experts. We’ll connect you with your peers, provide current and future insight into Charles River’s offerings, and discuss ongoing challenges for buy-side investment management firms.
4th Investment Data & Technology Summit
August 21, 2019
The Westin Sydney, Australia
Event Website
Hear Eric Lapham, Global Head of Sales, State Street and Peter Sherriff, Principal Solution Architect, Charles River Development discuss the evolution of Front to Back solutions, the convergence of service providers as a ‘one-stop-shop’, and emerging governance and operating models in the finance industry. For more information or to set up a one-on-one meeting please complete this form.
August 2019
Canadian Security Traders Association Annual Conference
August 15-18, 2019
Westin, Whistler BC, Canada
Event Website
Join Charles River in the exhibit hall to understand how Charles River IMS provides critical insight into investment risks, opportunities, and performance for institutional asset managers. The SaaS based solution combines all of the necessary portfolio management software capabilities, data, analytics, and benchmarks portfolio managers need to construct and manage large multi-asset portfolios on one platform. For more information or to set up a one-on-one meeting please complete this form.
September 2019
TradeTech FX
September 11-13, 2019
Sofia Barcelona, Spain
Event Website
Join representatives from Charles River, a State Street Company, at this Buy Side FX event to discuss practical solutions that address trading and portfolio management challenges and opportunities. 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.
InvestOps Europe
September 17-19, 2019
The Novotel West, London, UK
Event Website
Join representatives from Charles River, a State Street Company, at this InvestOps Europe event to explore how we can help to empower the Buy Side to optimise cross-asset Front-to-Back investment Operations. 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.
Fixed Income & FX Leaders Summit APAC
September 18-19, 2019
The Westin, Singapore
Event Website
Join representatives from Charles River, a State Street Company at the APAC Fixed Income and FX Leaders Summit to learn about our latest capabilities for managing institutional fixed income portfolio’s. For more information or to set up a one-on-one meeting please complete this form.
AIR Summit 5.0
September 18-19, 2019
One Madison Avenue, NYC
Event Website
Join Charles River in the exhibit area along with leading innovators to discuss the evolving landscape and how firms are helping the industry advance alpha innovation. For more information or to set up a one-on-one meeting please complete this form.
44th Annual GSA Fall Conference
September 19-20, 2019
Capital City Club – Brookhaven, Atlanta, Georgia
Event Website
Join Charles River at the Georgia affiliate of Security Traders Association Fall Conference for a conversation on market structure, compliance and regulatory matters. For more information or to set up a one-on-one meeting please complete this form.
BVI Asset Management Conference
September 24, 2019
Gesellschaftshaus Palmengarten, Frankfurt, Germany
Event Website
Join representatives from Charles River, a State Street Company, at this regional event to understand how Charles River can help you navigate the current developments in the capital market and the regulatory and strategic challenges that face the industry. 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.
October 2019
Fixed Income Leaders Summit
October 7-9, 2019
CCIB, Barcelona, Spain
Event Website
Hear Michael Beattie, Director of Product Strategy, Global Trading, of Charles River, a State Street Company, taking part in a panel to discuss “Embracing a future of low touch trading”. Continue the discussion with representatives from Charles River in the exhibition hall to discover how we can help you navigate the fixed income challenges ahead. 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.
AGEFI AM Tech Day
October 8, 2019
Paris, France
Event Website
Hear representative of Charles River, a State Street Company, presenting how we can help buyside firms redefine target operating models. Continue the discussion with representatives from Charles River in the exhibition hall to discover how we can help you optimise your business model to gain competitive advantages in the ongoing challenging environment. 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.
MMI Annual Conference
October 14-16, 2019
Hyatt Regency, Atlanta, Georgia
Event Website
Join us at the Money Management Institute (MMI) Annual Conference to learn about our latest portfolio management, trading and compliance solutions for Financial Advisors and Wealth Managers. For more information or to set up a one-on-one meeting please complete this form.
T3 Enterprise Conference
October 28-30, 2019
Fort Lauderdale, FL
Event Website
Join Charles River in the exhibit hall to discuss challenges in the wealth management industry and how CRD’s platform enables manager/advisor growth and agility. For more information or to set up a one-on-one meeting please complete this form.
November 2019
Americas Trading Briefing 2019
November 6, 2019
State Street Global Markets, Boston, MA
Event Website
Join Charles River and State Street Global Markets for this ½ day forum to discuss challenges and opportunities impacting the electronic trading community. This interactive briefing features panel sessions addressing market needs, based on the experience of industry leading speakers. For more information or to set up a one-on-one meeting please complete this form.
Fund Management Operations Summit 2019
November 7, 2019
Inmarsat Headquarters Conference Centre, London, UK
Event Website
Join representatives from Charles River, a State Street Company, at this Fund Management Operations Summit to explore the changing dynamics of fund management and the impact on operations. 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.
Portfolio Management Association of Canada Annual Conference
November 13, 2019
Fairmont Royal York, Toronto
Event Website
Check out Charles River’s portfolio management and risk analytics solution for institutional asset managers at this year’s event. We’re looking forward to meeting with delegates. For more information or to set up a one-on-one meeting please complete this form.
Cutter Associates Member Meeting
November 18, 2019
Convene Center Boston, MA
Event Website
Join State Street and Charles River at this event for operations and technology professionals of leading institutional asset managers, insurers, and public pensions. For more information or to set up a one-on-one meeting please complete this form.
December 2019
WBR Equities Leaders Summit
December 3-5, 2019
Eden Roc, Miami, Florida
Event Website
Meet with Charles River to learn more about our trade automation and analytics solutions for buy-side equity desks. For more information or to set up a one-on-one meeting please complete this form.
2020 Events
TSAM London 
February 27, 2020
InterContinental The O2, London, UK
Event Website
Hear from representatives of Charles River, a State Street Company who will be presenting, taking part in a panel discussion and exhibiting at this key Asset Management event. 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.
EMEA Trading Conference
March 12, 2020
Old Billingsgate, London, UK
Event Website
Join representatives of Charles River, a State Street Company, at Europe’s largest electronic trading event to discuss the most pressing issues facing the institutional trading community. 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.
TradeTech 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.
Fixed Income Leaders Summit USA 
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 .