Charles River Webinars & Events

Empowering Traders with an All-in-One OEMS from Charles River

Achieving best execution in today’s climate can be challenging. Resource constraints, changing regulations, and fragmented liquidity create obstacles for traders across the industry.  Charles River’s Investment Management Solution (Charles River IMS) provides firms with an all-in-one OEMS that scales to meet today’s rapidly changing markets, full multi-asset class coverage, and the flexibility to integrate with third parties seamlessly.  

Topics include:

  • Transition to cloud native services
  • Trade Automation
  • Multi-day allocations
  • Fixed Income New Issues
  • Chat Integration

Regulatory Update: Responding to the Digital Operational Resilience Act (DORA)

The EU’s Digital Operational Resilience Act (DORA) recently took effect and requires firms to comply with a set of regulations that aim to strengthen the technology security and resiliency of financial services firms.

Hear from our subject matter experts, Patrick Brookhouser, Risk Advisory Manager, and Claudia Cross, Business Risk Analyst, about the steps Charles River is taking to address DORA regulations and how we are supporting clients.

Highlights include:

  • Overview of DORA and Charles River’s role in DORA
  • Actions we’re taking to meet the regulation’s requirements
  • Support for clients as they seek to achieve DORA compliance

State Street Office Hours

Market perspectives on the start of the new US Administration

In this session, our market experts reconvene to share their insights regarding the initial two weeks of the new US Administration, as well as their perspectives on the market for the year ahead.
WATCH NOW

Upcoming Industry Events

CEdMA (Customer Education Management Association) Conference March 19

CEdMA empowerED25 

Join our Head of Educational Services, Julie Cochrane, for a panel discussion on Maximizing Scalability with Limited Resources. CEdMA is committed to offering continuing education workshops, webinars, and events that support growth as an education professional.

March 18-19, 2025
Austin, TX USA
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2025 MMI Summit

Join us at MMI’s annual leadership event bringing together the investment advisory industry’s most senior business leaders. Meet with Charles River experts to learn more about key trends driving the future of investment advice and solutions for wealth management. 

March 27 – 28
Fort Lauderdale, FL USA
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TradeTech Europe

Join us at the biggest buy side equity trading conference connecting you to top leaders from the industry. Meet with Charles River experts to discuss the entire European equity ecosystem and how to navigate the evolving liquidity and technology landscape.

May 13 – 15
Paris, France
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