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Events, Tradeshows, Conferences

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.

March 2019

ISITC Logo25th Annual Securities Operations Summit

Opening Keynote Address: Financial Services Disrupted: Driving Business Change by Harnessing the Power of Disruption
John Plansky, Chief Executive Officer, Charles River Development, A State Street Company

March 24 – 27, 2019
Boston, MA
Event Website

John Plansky, CEO Charles River, will share his perspectives on industry change and the need for adaptation, based on his experience as a start-up founder, industry consultant and architect of State Street’s “front-to-back” strategic initiatives. Register Here.

April 2019

CFA Institute LogoCFA 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.

Americas Trading Briefing

April 8, 2019
Goldman Sachs New York
Event Website

Join Charles River and delegates from the buy-side, sell-side, vendor exchanges and ECN community at this half-day briefing to addressing market challenges, needs, and future trends. For more information or to set up a one-on-one meeting please complete this form.

Buy-Side Risk USABUY SIDE RISK USA 2019 logo

April 9, 2019
WellSaid, Convene, New York
Event Website

Join Charles River and State Street to learn about our portfolio management, risk analytics and attribution capabilities and recent integration with Axioma. For more information or to set up a one-on-one meeting please complete this form.

CutterResearch Cutter Associates LogoCutterResearch 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 LogoTradeTech 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.

May 2019

TMX Equities Trading ConferenceTMX Equities Trading

May 8, 2019
TIFF Bell Lightbox, Toronto
Event Website

Join Charles River as we discuss the impact of technology, market structure, fees, and regulation on Canadian Buy-Side. CRD’s Jay Hinton will be a panelist on “Technology and Trader Productivity – the New Landscape“. For more information or to set up a one-on-one meeting please complete this form.

The Spaulding Group LogoPMAR 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 Cutter Associates LogoCutterResearch 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.

June 2019

CutterResearch Cutter Associates LogoCutterResearch 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.

TABBForum Equities 2019

June 13, 2019
Sheraton NY Times Square
Event Website

Join Charles River, the TABB Group and market leaders to network and discuss new challenges and issues affecting US Equity trading including the impact of research unbundling, algo wheels and new trading technologies. For more information or to set up a one-on-one meeting please complete this form.

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.

August 2019

Canadian Securities Traders AssociationCanadian 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.