Charles River Webinars & Events
CHARLES RIVER CONNECT
Join the Charles River community for a complimentary day of insights, connection, and innovation in investment technology and workflows. Gain practical perspectives on the solutions, strategies, and trends shaping the future of the industry, from AI and innovation to portfolio management, risk, growth, and transformational change.
Client Connect Boston
October 29, 2026: Register Now
Client Connect Sydney
November 11, 2026: Save the Date
Industry Connect London
November 12, 2026: Register Now
Unlock More Potential with CRD Academy
What if every user in your organization had instant access to the training they need, when they need it, driving more value from your technology investment?
CRD Academy is now available to all Charles River IMS SaaS users, delivering a centralized, always-on learning experience that brings together role-based training, new feature content, and expert-led sessions in one place.
In this webinar, Julie Cochrane, Global Head of Educational Services, will take you through a day in the life of a CRD Academy user, and showcase the improved experience. Whether you’re onboarding new team members or helping experienced users stay current, CRD Academy enables continuous learning that drives adoption, efficiency, and confidence.
Featured Webinar
Upcoming Industry Events
TSAM New York
We’re attending TSAM New York, 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!
Sept 22-23, 2026 I New York, NY
Register Now
2026 MMI Annual Conference
The MMI 2026 Annual Conference brings together industry leaders to explore the future of wealth management and connect with peers across the market, with Charles River proud to participate as a Cobalt Sponsor.
October 07 – 09 I Boston, MA
Register Now
Fixed Income Leaders Summit
We’re attending this gathering of senior buy-side leaders, where industry professionals come together to navigate volatility, regulation, and innovation, share practical insights, and connect with peers shaping the future of fixed income.
Oct 13-15, 2026 I France
Register Now
TSAM Toronto
Join Charles River and leading asset management firms in the Canadian market to discover strategies for efficiency across front, middle, and back office operations, and build lasting connections.
October 19, 2026 I Toronto
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13th Fund Summit
Join Charles River where we will focus on strategy and business implications for C-level and other executives, and discuss key industry drivers and how investment businesses can set up to navigate them.
October 27 I Melbourne
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Cutter Connect 2026
Join Charles River and your fellow members to explore the latest Cutter research and analysis that dares to predict what’s next—delivering the insight, judgment, and practical tools needed to stay ahead of industry change.
Oct 28-30, 2026 I Scottsdale, AZ
Register Now
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