Events, Tradeshows, Conferences

The Charles River EMEA Client Conference

October 1-3, 2018
The Tower Hotel, London
Event Website

Charles River clients and partners are invited to register for the 2018 Charles River EMEA Client Conference, October 1-3 at The Tower Hotel, London. The conference will include presentations, demonstrations and discussions focused on the changing needs of asset managers and how clients can maximise business improvements using Charles River’s latest capabilities and services. For more information please visit the conference web site or email emeaclientconference@crd.com.

The Charles River EMEA Client Conference

October 1-3, 2018
The Tower Hotel, London
Event Website

Charles River clients and partners are invited to register for the 2018 Charles River EMEA Client Conference, October 1-3 at The Tower Hotel, London. The conference will include presentations, demonstrations and discussions focused on the changing needs of asset managers and how clients can maximise business improvements using Charles River’s latest capabilities and services. For more information please visit the conference web site or email emeaclientconference@crd.com.

October 2018

Japan Electronic Trading Conference

October 4, 2018
Tokyo, Royal Park Hotel
Event Website

Meet Charles River in the exhibit area to learn how Charles River IMS supports the full range of financial products, from basic asset class-specific to solution oriented and complex multi-asset products. For more information, please complete this form.

2018 MMI Annual ConferenceMMI Annual Conference

October 15-17, 2018
Hyatt Regency Dallas, Texas
Event Website

Join Charles River in the exhibit hall to learn how we assist wealth managers, sponsors, advisors and private bankers through Charles River’s IMS support of discretionary and non-discretionary products, including SMAs and UMAs to create competitive differentiation and propel growth. For more information or to set up a one-on-one meeting please complete this form.

AGEFI AM Tech Day LogoAGEFI AM Tech Day

October 17, 2018
Palais des Congres, Paris, France
Event Website

Meet Charles River representatives in the exhibition area and hear our presentation at this year’s AM Tech Day.  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.

T3 Enterprise ConferenceT3 Enterprise Conference

October 22-24, 2018
Cosmopolitan Hotel, Las Vegas, NV
Event Website

Join Charles River in the exhibit hall to learn how Charles River’s Wealth Management Solution assists wealth managers efficiently manage and increase client assets. Charles River provides centralized support for multi-asset/multi-currency UMA/UMH portfolios allowing managers to speed time to market for innovative new product offerings. For more information or to set up a one-on-one meeting please complete this form.

November 2018

MMI Toronto Wealth Management Summit

November 7, 2018
Toronto, Ontario
Event Website

Join Charles River to discuss challenges and opportunities impacting the region’s electronic trading community at this half day briefing. We’ll be 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 with one of our representatives please complete this form.

Americas Trading Briefing

November 8, 2018
State Street Global Markets, Boston, MA
Event Website

Join Charles River to discuss challenges and opportunities impacting the region’s electronic trading community at this half day briefing. We’ll be 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 with one of our representatives please complete this form.

Portfolio Management Association of Canada National Conference

November 15, 2018
Toronto, Ontario
Event Website

Meet with Charles River’s Canadian team during this one day event to understand how the Charles River Investment Management Solution helps asset managers gain timely insight into investment risks, opportunities and performance by  enabling institutional asset managers to construct and manage large multi-asset portfolios on one platform, providing the required capabilities, data, analytics and benchmarks. Visit Charles River in the exhibit area or to arrange a one-on-one meeting in advance, please complete this form.

Singapore FIX Conference

November 15, 2018
Singapore, Fairmont Hotel
Event Website

Meet Charles River in the exhibit area to learn how Charles River IMS supports the full range of financial products, from basic asset class-specific to solution oriented and complex multi-asset products. For more information, please complete this form.

Cutter Associates Wealth Member Meeting

November 15, 2018
New York City, NY
Event Website

Join Charles River at Convene at 101 Greenwich in New York City for this one day exclusive, members-only event designed specifically for operations and technology professionals from the wealth management industry. Visit Charles River in the exhibit area or arrange for a one-on-one meeting to learn more about 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, please complete this form.

2019

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.

Charles River 2019 Global Client ConferenceCharles 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.

Sign up today to receive additional information.