Charles River Webinars
Charles River 25R3 Release Highlights
Please join us for our next Explore & Learn webinar where our subject matter experts will discuss the latest features available in Charles River Version 25R3. Learn how to leverage enhanced capabilities to optimize your operations and streamline processes.
John Haas and Carole Lalemi, both from the Educational Services team at Charles River, will highlight and demonstrate some of the latest release features, covering the drivers behind the updates and the benefits, including:
- Equity Trading – PWP: Trade Benchmarks
- Fixed Income Trading – IPREO Muni Expansion
- Fixed Income Trading – TBA Enhancements
- Risk Optimizer – Optimizer Frontier
- Wealth Management Core – Replacement Classifications
- IBOR – Book Close
- Risk – Factor Model Web UI
- Fixed Income Execution – BondXN
- Corporate Actions – Corporate Election Preferences
Missed a Webinar? View our On-Demand Webinar Replays:
A sample of webinar replays available:
- Managing multi-asset portfolios at scale with Charles River IMS
- Capturing the Data Opportunity
- Streamlining OTC Derivatives
- 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
Featured Industry Events
InvestOps 2026
Join us at the world’s leading buy‑side investment operations conference, where industry leaders come together to shape the future of capital markets operations. Our private markets expert, Alex Popp, will join the panel “The Convergence of Private and Public Markets.”
March 9 – 11, 2026 I Orlando, FL USA
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2026 MMI Summit
We’re proud to be a Cobalt Sponsor at this year’s MMI Summit, the premier gathering for senior leaders across the wealth investment advisory industry. Visit our booth to connect with our team as we engage in conversations on the macro trends shaping the future of investment advice and solutions.
March 18 – 20, 2026 I Orlando, FL USA
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Upcoming Industry Events
IMAS Investment Conference
Join industry leaders exploring the technologies transforming asset management. From navigating sovereign risks to identifying longevity‑driven themes and opportunities across Asia’s capital markets, we look forward to engaging about shaping the region’s future.
April 7, 2026 I Singapore
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TSAM London
We’re attending TSAM London, the leading forum where asset management professionals gather to tackle operational challenges, share practical insights, and connect with peers driving change across the investment landscape. We look forward to meeting you there!
April 13-14, 2026 I London
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4th Private Markets Summit
Join us alongside industry leaders as they address key operational and investment challenges. With discussions spanning valuations, risk, governance, and technology, our representatives look forward to connecting on the issues shaping today’s institutional landscape.
May 14, 2026 I Sydney, Australia
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