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Events, Tradeshows, Conferences

Charles River 2020 EMEA Client ConferenceEMEA Client Conference 2020

May 12-13 2020
etc.venues, County Hall, London
Event Website

Charles River Development, a State Street Company, is pleased to announce the next EMEA Client Conference will be held at etc.venues, County Hall, London. Situated on London’s Southbank with breathtaking views over The Houses of Parliament, Big Ben and the London Eye. During the conference, there will be ample opportunities to meet with Charles River executives, product managers and technology partners and learn new and improved ways to leverage the Charles River IMS. The dual-stream programme will feature multiple presentations and demonstrations covering new functionality and expanded services.

October 2019

MMI Annual ConferenceMMI Money Management Institute

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 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

Americas Trading Briefing 2019Fix Trading Community

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 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.

TABBGroup FinTech Festival 2019TABB Group Logo

November 13, 2019
Sheraton NYC Times Square, New York City
Event Website

Join Charles River and TABB Group as we discuss how #FinTech is reshaping capital markets ecosystems. For more information or to set up a one-on-one meeting please complete this form.

Portfolio Management Association of CanadaPortfolio 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 MeetingCutterResearch Cutter Associates Logo

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 SummitWBR Equities Leaders Summit Logo

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 TSAM London logo

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 Fix Trading Community

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 LogoTradeTech 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 Fixed Income Leaders Summit Americas

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 .