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.

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TABBForum Fixed Income Conference

February 12, 2019
Midtown Hilton, NYC
Event Website

Join Charles River in the exhibit hall to learn how clients use Charles River IMS 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.

Canadian Security Traders Association Annual Winter Vendor Fair

February 21, 2019
Lennox Hall, Toronto Region Board of Trade
Event Website

Join Charles River in the exhibit hall at this afternoon event 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.

TSAM London

February 28, 2019
InterContinental, The O2, London, UK
Event Website

Meet representatives of Charles River, a State Street Company, in the exhibition area and hear how we can help you deliver further efficiencies on our Front to Back platform. 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 14, 2019
1 Old Billingsgate Walk, 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.

CFA Institute: Wealth Management Conference

April 2-3, 2019
Westin, Fort Lauderdale
Event Website

Join Charles River in the exhibit hall to learn how Charles River’s Wealth Management Solution offers wealth managers institutional class capabilities to support discretionary and non-discretionary products, enhance mobility, and help attract and retain financial advisors. For more information or to set up a one-on-one meeting please complete this form.

Credit Suisse Global Trading Summit

April 3-4, 2019
Fontainebleau, Miami
Event Website

Join Charles River at this annual gathering of independent experts and thought leaders from the industry and public sector to examine the ever-changing dynamics of the trading ecosystem. For more information or to set up a one-on-one meeting please complete this form.

CutterResearch Member Meeting

April 25, 2019
Convene, 730 Third Avenue, New York
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.

TradeTech Europe 2018

April 25-26, 2019
Palais des Congrès de Paris, France
Event Website

Join Charles River, a State Street Company, at Stand 59 in the exhibition hall and hear how we can help you deliver further efficiencies on our Front-to-Back platform. 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.

PMAR North America Conference 

May 14-16, 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 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.

CutterResearch 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.

Fixed 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.

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.