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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.

May 2019

CutterResearch Cutter Associates LogoCutterResearch Member Meeting

May 14, 2019
Convene at Wells Fargo Center – Los Angeles
Event Website

Join Charles River and State Street in the exhibit area to get the latest information on Charles River’s Managed Data Services, Benchmark, and Index Data operations solutions. For more information or to set up a one-on-one meeting please complete this form.

The Spaulding Group LogoPMAR North America Conference 

May 14-15, 2019
Sheraton Philadelphia
Event Website

Join Charles River in the exhibit hall to view how Charles River Performance enriches the portfolio management process with up-to-date performance measurement, attribution and risk analysis (PMAR) and facilitates GIPS compliance, without the need to integrate a standalone system. For more information or to set up a one-on-one meeting please complete this form.

CutterResearch Cutter Associates LogoCutterResearch Member Meeting

May 21, 2019
Hyatt Regency, Amsterdam
Event Website

Join Charles River in the exhibition area to discuss how we enable sound and efficient investing across all asset classes and simplify investment management from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. For more information or to set up a one-on-one meeting please complete this form.

June 2019

CutterResearch Cutter Associates LogoCutterResearch Member Meeting

June 6, 2019
Four Seasons Hotel, Sydney
Event Website

Join Charles River in the exhibition area to discuss how we enable sound and efficient investing across all asset classes and simplify investment management from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. For more information or to set up a one-on-one meeting please complete this form.

2019 Healthy Market Structure ConferenceHealthy Market Structure Conference

June 11, 2019
Harvard Club of New York
Event Website

Join Charles River at this educational gathering of buy-side professionals, policymakers and regulators to explore what’s going on and what’s next in market structure. For more information or to set up a one-on-one meeting please complete this form.

TABBForum Equities 2019

June 13, 2019
Sheraton NY Times Square
Event Website

Join Charles River, the TABB Group and market leaders to network and discuss new challenges and issues affecting US Equity trading including the impact of research unbundling, algo wheels and new trading technologies. For more information or to set up a one-on-one meeting please complete this form.

Fixed Income Leaders Summit AmericasFixed Income Leaders Summit

June 18-20, 2019
Sheraton Hotel, Philadelphia, PA
Event Website

Charles River will be attending this event and ready to discuss how Charles River IMS combines all of the capabilities needed to manage institutional fixed income portfolios, 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.

August 2019

Canadian Securities Traders AssociationCanadian 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

Air SummitAIR 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.

October 2019

T3 Enterprise ConferenceTechnology Tools For Today (T3) Logo

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

Fund Management Operations Summit 2019Clear Path Analysis Logo

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.