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Charles River 2019 Global Client Conference
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Charles River 2019 Global Client Conference

Agenda (Subject to Change)

CC19 Agenda-at-a-Glance

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 [+] Show Description
  • Closed  Closed
  • Optional  Optional

  • Agenda-at-a-Glance
  •  

    Monday, September 23, 2019

    12:00 PM  -  9:00 PM
    Registration & Information Desk
    Mezzanine Level, Park Plaza
    All are welcome to come early to the registration & information desk on Monday. Badges are required to attend pre-conference networking activities which start at 2 pm. In addition, our partners and sponsors are welcome to set up their exhibition stands between 2 pm - 6 pm.
    		  Optional 
    2:00 PM  -  5:30 PM
    Pre-Conference Networking Activities
    Choose from one of three pre-conference networking activities; TopGolf, Historic Tour(s) of Boston, or a CityBrew Bus excursion. Sign-up when you register, space is limited.
    		  Optional 
    7:00 PM  -  9:00 PM
    Welcome Reception
    Mezzanine Level, Park Plaza
    A festive welcome reception will provide ample appetizers, action stations and a selection of beverages. Get to know conference attendees early and our sponsors during this 2 hour reception.
    		  Optional 
    9:00 PM  -  11:00 PM
    After Hours Reception
    Meet in Lobby
    Following the welcome reception, continue networking at the lobby bar area within the Boston Park Plaza.
    		  Optional 
     

    Tuesday, September 24, 2019

    7:30 AM  -  8:30 AM
    Networking Breakfast
    Grand Ballroom
    		  Optional 
    7:30 AM  -  5:30 PM
    Registration & Information Desk
    Mezzanine Level, Park Plaza
    Stop by the Registration & Information desk to pick up your badge which is required at all times. If you have any questions about the menus, dine-arounds, or other activities, we are here to assist.
    		  Optional 
    8:30 AM  -  9:15 AM
    Opening Remarks
    Grand Ballroom
    Speaker:
    		 Optional 
    9:30 AM  -  12:00 PM
    Content Sessions
    Mezzanine Level, Park Plaza
    • Data Management, Operations, SaaS & Technology
    • Portfolio Management & Risk Analytics
    • Multi-Asset Trading
    • Compliance & Middle Office
    • Demonstration Center
    • Training Workshops
    		  Optional 
    12:00 PM  -  1:00 PM
    Networking Lunch - Sponsored by Refinitiv
    Grand Ballroom
    Find a table of interest based on your role, region, area of expertise. Table topics will include: trading (all asset types), compliance, middle office, IBOR, portfolio management workflow, scenarios analysis, wealth management, and more. Sponsored by Refinitiv.
    		  Optional 
    1:00 PM  -  1:35 PM
    Information, Segmentation & Central Banks - The Impact on Inflation Measurement
    Grand Ballroom
    With inflation reversing rapidly over the past six months, Roberto Rigobon, professor of applied economics at MIT Sloan School of Management, co-founder of PriceStats & partner at State Street Associates, will share his insights from online prices and whether disinflation will morph into deflation.
    Speaker:
    		 Optional 
    1:45 PM  -  5:15 PM
    Content Sessions
    Mezzanine Level, Park Plaza
    • Data Management, Operations, SaaS & Technology
    • Portfolio Management & Risk Analytics
    • Multi-Asset Trading
    • Compliance & Middle Office
    • Demonstration Center
    • Training Workshops
    		  Optional 
    5:15 PM  -  6:15 PM
    Free Time
    Mezzanine Level, Park Plaza
    Visit the demo center, meet with your client manager, or relax and get ready for a great evening ahead.
    		  Optional 
    6:15 PM  -  9:15 PM
    Dine-Around Boston
    Meet in Lobby
    Join your peers, sponsors, Charles River & State Street colleagues at one of several restaurants within walking distance of the Boston Park Plaza. There will be a choice of restaurants to select onsite at registration. Restaurants include: Davio's, Buttermilk & Bourbon, MET Back Bay, City Table, Strip by Strega. Registration is required and a wristband is your ticket in.
    		  Optional 
    9:30 PM  -  11:30 PM
    After Hours - MJ O'Connors - Sponsored by Fenics UST
    MJ O'Connors
    Meet up after your private dining experience back at MJ O'Connors, Boston Park Plaza.
    		  Optional 
     

    Wednesday, September 25, 2019

    7:00 AM  -  8:00 AM
    5k Fun Run
    Meet in Lynx Fitness Center
    Join our fun run around the Charles River and Back Bay. T-Shirts will be provided at registration. Meet in the Lynx Fitness center at 6:45 am and then be ready to head outside by 7 am.
    		  Optional 
    7:30 AM  -  8:30 AM
    Networking Breakfast
    Grand Ballroom
    		  Optional 
    7:30 AM  -  5:30 PM
    Registration & Information Desk
    Mezzanine Level, Park Plaza
    Stop by the Registration & Information desk to pick up your badge which is required at all times. If you have any questions about the menus, dine-arounds, or other activities, we are here to assist.
    		  Optional 
    8:00 AM  -  8:30 AM
    Charles River and State Street’s Broader Technology Evolution
    Grand Ballroom
    As State Street’s COO, Lou is responsible for State Street’s Alpha platform and related services, as well as product management, operations, technology, and State Street’s Global markets trading business. He will provide an overview of the operational and technology changes underway at State Street and discuss how the acquisition of Charles River fits into State Street’s broader technology plans. He will also provide an overview of some of the new technologies State Street is exploring and implementing. Time permitting, he will also take questions.
    Speaker:
    		 Optional 
    8:30 AM  -  9:05 AM
    The Global Macro-Economic Environment and its Impact on the Investing Climate
    Grand Ballroom
    Join Lee Ferridge, Head of Multi-Asset Strategy, North America, State Street, for this 3rd general session. Lee will be providing an update on the global macro-economic environment and its impact on the investing climate.
    Speaker:
    		 Optional 
    9:15 AM  -  11:45 AM
    Content Sessions
    Mezzanine Level, Park Plaza
    • Data Management, Operations, SaaS & Technology
    • Portfolio Management & Risk Analytics
    • Multi-Asset Trading
    • Compliance & Middle Office
    • Wealth Management
    • Demonstration Center (open at 8:30 am)
    • Training Workshops
    		  Optional 
    11:45 AM  -  12:45 PM
    Networking Lunch
    Grand Ballroom
    		  Optional 
    12:45 PM  -  4:15 PM
    Content Sessions
    Mezzanine Level, Park Plaza
    • Data Management, Operations, SaaS & Technology
    • Portfolio Management & Risk Analytics
    • Multi-Asset Trading
    • Compliance & Middle Office
    • Wealth Management
    • Demonstration Center
    • Training Workshops
    		  Optional 
    4:15 PM  -  5:00 PM
    Portfolio Strategies for the Transition to a Low Carbon Economy
    Grand Ballroom
    As an increasing number of investors attempt to decarbonize their portfolios, George Serafeim, of Harvard Business School and leading academic on material environmental, social and governance (ESG) metrics will present portfolio strategies that could help investors achieve their goals and demonstrate how investor behavior, through capital flows, has influenced stock returns over the past ten years. This research identifies new strategies for investors looking to protect their portfolios against climate-related regulatory and transition risks and capitalizes on opportunities from the transition to a low carbon economy.
    Speaker:
    		 Optional 
    5:00 PM  -  6:00 PM
    Free Time
    Visit the demo center, meet with your client manager, or relax and get ready for a great evening ahead.
    		  Optional 
    6:00 PM  -  9:00 PM
    Dinner Reception at New England Aquarium - Sponsored by FX Connect
    Meet in Lobby

    Interactive dinner reception at the New England Aquarium.

    Sponsored by FX Connect.

    		  Optional 
    9:30 PM  -  11:30 PM
    After Hours at Bostonia Public House - Sponsored by IntelligentCross
    Bostonia Public House
    Join the after-hours at the Bostonia Public House, Quincy Market area. Sponsored by IntelligentCross.
    		  Optional 
     

    Thursday, September 26, 2019

    8:00 AM  -  9:00 AM
    Networking Breakfast
    Grand Ballroom
    		  Optional 
    8:00 AM  -  12:00 PM
    Registration & Information Desk
    Mezzanine Level, Park Plaza
    Please drop of your badge for us to recycle. If you need assistance with baggage or getting back to the airport, please contact the Boston Park Plaza front desk.
    		  Optional 
    9:00 AM  -  9:45 AM
    Asset Allocation: Fallacies, Challenges, and Solutions
    Grand Ballroom
    A discussion with Will Kinlaw, Mark Kritzman, and David Turkington based on their recent book “A Practitioner’s Guide to Asset Allocation.” The presenters will address several key fallacies regarding long-horizon risk, factors versus asset classes, the reliability of mean-variance optimization, and the importance of asset allocation versus security selection. They will also propose solutions to major challenges of asset allocation such as how to incorporate liquidity risk, devise an optimal rebalancing schedule, and account for regime shifts. Complimentary signed copies of the book will be available for attending.
    Speaker:
    		 Optional 
    9:45 AM  -  11:45 AM
    Content Sessions
    Mezzanine Level, Park Plaza
    • Data Management, Operations, SaaS & Technology
    • Portfolio Management & Risk Analytics
    • Multi-Asset Trading
    • Compliance & Middle Office
    • Demonstration Center (open at 8:30 am)
    • Training Workshops
    		  Optional 
    12:00 PM  -  12:30 PM
    Takeaway Lunch
    Mezzanine Level, Park Plaza
    Pick up your lunch as you head to the airport or to your next meeting. Stay tuned for updates on the 2020 Charles River EMEA Client Conference.
    		  Optional 

  • Global Trading
  •  

    Tuesday, September 24, 2019

    9:30 AM  -  10:30 AM
    Trading Track Kick-Off: An Expanded Vision of Global Trading
    Arlington
    Join our Global Trading Kick-Off session and hear our views on trends in trading, discuss Charles River's Global Trading strategy and vision, and conclude with the general themes we'll cover in this year's conference sessions.
    Presenter:
    		 Optional 
    11:00 AM  -  12:00 PM
    Defining Best Execution: Deep Dive Multi-Asset Execution Analysis Panel  (Panel)
    Arlington

    Charles River will facilitate a panel discussion on Cross-Asset TCA. Discussion topics include:

    • Differences across asset classes
    • Challenges around FI Data
    • FX workflows
    • Keeping up with regulatory requirements
    Moderator:
    Panelist:
    		 Optional 
    1:45 PM  -  2:45 PM
    Fixed Income Execution Management & Fixed Income Trading Across Instrument Types  (Demo)
    Arlington

    The Fixed Income product team will cover what's new within the solution set including:

    • Covering Price Discovery, Execution, and Trade Analysis
    • Inventory Hub
    • Current Market & Vendor Connectivity
    • Trading Workflow Improvements
    Speaker:
    Demonstrator:
    		 Optional 
    2:45 PM  -  3:45 PM
    Equity Trading Trends & Enhancements  (Demo)
    Arlington
    Charles River equity trading team will discuss current equity trading trends and enhancements both current and future for the trading offering in Charles River IMS.
    Speaker:
    Demonstrator:
    		 Optional 
     

    Wednesday, September 25, 2019

    9:15 AM  -  10:15 AM
    OEMS: Past, Present, & Future
    Arlington
    Hear Alun Cutler, Director of EMEA Product Management, and Senior Product Managers, Vidya Guruju and Jay Hinton discuss the convergence of OEMS and the opportunity for traders to identify opportunities , analyze counterparty exposures, and collaborate effectively with portfolio managers. This session will focus on the evolution of the OEMS and look towards our future plans in this space.
    Speaker:
    		 Optional 
    10:45 AM  -  11:45 AM
    Core Order Management Product & Client Discussion  (Demo)
    Arlington

    This Order Management and Blotter session will focus on topics including:

    • Final Allocation, Splitting, Commission Handling
    • Core OMS functionality
    Speaker:
    		 Optional 
    12:45 PM  -  1:45 PM
    OTC Derivatives Trading  (Demo)
    Arlington

    A general presentation on the current OTC derivatives workspace, including discussions on:

    • Pre-trade decision support and clearing defaults
    • Account-level jurisdiction
    • Trade history
    • Trading Venue options
    Speaker:
    		 Optional 
    1:45 PM  -  2:45 PM
    Exploring FX Trading & Execution Capabilities  (Demo)
    Arlington
    Jay Hinton, Senior Product Manager, will review Charles River's FX capabilities and discuss FX integration with STT venues.
    Speaker:
    		 Optional 
    3:15 PM  -  4:15 PM
    Planning for LIBOR Replacement
    Arlington
    Hear Vidya Guruju and Ephraim Hirschfeld discuss the impending replacement of LIBOR. Charles River is analyzing the impact of the replacement to ensure our technology and services will support the eventual LIBOR replacement benchmark(s) and workflows necessary to support the transition.
    Speaker:
    		 Optional 
     

    Thursday, September 26, 2019

    9:45 AM  -  10:45 AM
    Cash Management Tools for the Front Office  (Demo)
    Arlington

    Product review of current Cash Management capabilities, including:

    • Cash Flow Forecast
    • Cash Management
    Speaker:
    		 Optional 

  • Tech
  •  

    Tuesday, September 24, 2019

    1:45 PM  -  2:45 PM
    Charles River Next Gen Platform Evolution
    Learn about Charles River’s vision to evolve our open architecture towards a modular technology base with higher scalability, deeper integration, and improved supportability.
    Speaker:
    		 Optional 
    2:45 PM  -  3:45 PM
    Extending Charles River IMS with APIs
    In this session we will cover how to extend Charles River IMS integrations by leveraging the Charles River IMS API. The Charles River IMS API allows for integrating the Charles River IMS services across the enterprise to provide the right data and functions to the right user at the right time. Java, .NET and XML capabilities will be covered.
    Speaker:
    		 Optional 
    4:15 PM  -  5:15 PM
    Case Studies for API Usage
    Studio 1
    Charles River experts will discuss a few case studies of specific usages of the Charles River IMS API.
    Speaker:
    		 Optional 
     

    Wednesday, September 25, 2019

    3:15 PM  -  4:15 PM
    Charles River Next Gen Platform Evolution (Repeat)
    Studio 2
    Learn about Charles River’s vision to evolve our open architecture towards a modular technology base with higher scalability, deeper integration, and improved supportability.
    Speaker:
    		 Optional 
     

    Thursday, September 26, 2019

    10:45 AM  -  11:45 AM
    Imports, Exports, ETL and Data Management Capabilities
    Arlington
    Getting data into and out of Charles River IMS is required to achieve the most value out of Charles River IMS. In this technical session we will cover the various batch mechanisms that is part of the Charles River IMS platform. We will cover capabilities for data integration and discuss new functionality for upcoming releases.
    Speaker:
    		 Optional 

  • Training
  •  

    Tuesday, September 24, 2019

    9:30 AM  -  10:30 AM
    Charles River 101  (Instructor-led Workshop)
    Hancock Meeting Room
    An introduction to Charles River IMS with the intent to familiarize participants with basic Charles River functionality prior to other sessions.
    Speaker:
    		 Optional 
    11:00 AM  -  12:00 PM
    Capturing Proposed Orders in the Idea List on Manager Workbench  (Instructor-led Workshop)
    Hancock Meeting Room
    Come and explore a new feature available for Portfolio Managers to support their decision making process. Attendees will create an Ideas List designed to house and allow examination of proposed orders without impacting current holdings. We will then examine some of the quantity source abilities available to template columns within Layout Designer.
    Session Expert:
    Presenter:
    		 Optional 
    1:45 PM  -  2:45 PM
    Exploring Central Workbench and Functionality for Sleeve Modification
    Hancock Meeting Room
    The Central Workbench is a set of task oriented viewed used for managed accounts and their models. Attendees will navigate and complete a series of exercises in the workbench. Exercises will include a partial rebalance driven from a UMA Model change, and creating a manager swap.
    Speaker:
    Session Expert:
    		 Optional 
    2:45 PM  -  3:45 PM
    Configuring IBOR & Managing Position Changes
    Hancock Meeting Room
    During this hands-on session, attendees will take a tour of the IBOR workspace. Learn to process several types of scenarios including reconcilement outside of and within tolerances, matching pairs.
    Session Expert:
    Presenter:
    		 Optional 
    4:15 PM  -  5:15 PM
    Online Training Test Drive
    Hancock Meeting Room
    This is your opportunity to take Charles River's new online learning modules for a spin. Attendees will be able to complete one or more self-paced online modules to experience our new online learning approach. You may take one or more classes during the hour with topics including: IBOR and Compliance.
    Speaker:
    		 Optional 
     

    Wednesday, September 25, 2019

    9:15 AM  -  10:15 AM
    Online Training Test Drive (Repeat)
    Hancock Meeting Room
    This is your opportunity to take Charles River's new online learning modules for a spin. Attendees will be able to complete one or more self-paced online modules to experience our new online learning approach. You may take one or more classes during the hour with topics including: IBOR and Compliance.
    Speaker:
    		 Optional 
    10:45 AM  -  11:45 AM
    Enterprise Data Management in the Charles River IMS
    Hancock Meeting Room
    In this session attendees will explore the features in EDM to improve the consistency, accuracy, and transparency of security data across the enterprise in hands on exercises.
    Speaker:
    		 Optional 
    12:45 PM  -  1:45 PM
    Tips and Tricks to Navigate & Configure the Compliance Workspace
    Hancock Meeting Room
    The Compliance Workspace is a central work area for compliance monitoring and response. Come experience the new Workspace with a hands on introduction to this and other various new Compliance features.
    Speaker:
    		 Optional 
    1:45 PM  -  2:45 PM
    The Eligible Broker Bar and Split by Allocation Value Functionality in the Blotter
    Hancock Meeting Room
    For version 19R2 a new Eligible Broker Bar has been introduced. Attendees in this session will have the opportunity to do step by step exercises to set up brokers and appropriate placement rules, see the results of approved or unapproved orders, and use the split by allocation functionality.
    Speaker:
    		 Optional 
    3:15 PM  -  4:15 PM
    Introducing the New Account Privileging Model
    Hancock Meeting Room
    Join us as we review the new account privilege model for System Administration. Attendees will have the opportunity to walk through the model in a hands on group of exercises.
    Speaker:
    		 Optional 
     

    Thursday, September 26, 2019

    9:45 AM  -  10:45 AM
    Online Training Test Drive (Repeat)
    Hancock Meeting Room
    This is your opportunity to take Charles River's new online learning modules for a spin. Attendees will be able to complete one or more self-paced online modules to experience our new online learning approach. You may take one or more classes during the hour with topics including: IBOR and Compliance.
    Speaker:
    		 Optional 
    10:45 AM  -  11:45 AM
    Introducing the New Account Privileging Model (Repeat)
    Hancock Meeting Room
    Join us as we review the new account privilege model for System Administration. Attendees will have the opportunity to walk through the model in a hands on group of exercises.
    Speaker:
    		 Optional 

  • Compliance
  •  

    Tuesday, September 24, 2019

    9:30 AM  -  10:30 AM
    What's New in Compliance
    Georgian
    The compliance and regulatory environment is constantly evolving. Our Compliance team will provide updates and information on:
    • Industry needs and new monitoring capabilities
    • Shareholder disclosure form generation
    • Room-to-buy analysis prior to pre-trade compliance
    • Checking compliance at time of placement
    Presenter:
    		 Optional 
    2:45 PM  -  3:45 PM
    Compliance Tips and Techniques: Rule Advisory Service
    Georgian
    • Creating a full lifecycle compliance program
    • Techniques for handling open orders, missing data, and other operational issues
    • Best practices for exposure measurement
    • Aggregating, netting and hedging
    • SEC oversight and reporting
    Speaker:
    		 Optional 
    4:15 PM  -  5:15 PM
    Improving the Compliance Experience
    Georgian

    Common flaws with test creation and workflow monitors/queries. Topics include:

    • Utilizing the approval request workflow for pre-trade monitoring
    • Best practices for data exception handling
    • Compliance auditing tools
    • Optimizing client performance
    Speaker:
    		 Optional 
     

    Wednesday, September 25, 2019

    10:45 AM  -  11:45 AM
    Leveraging and Extending the Compliance Workspace  (Demo)
    Georgian

    How to improve day-to-day compliance workflows. Topics include:

    • Adding customized result sets
    • Configuring the compliance workspace
    • Tips and tricks
    Speaker:
    		 Optional 
    1:45 PM  -  2:45 PM
    Future Position Limit Monitoring  (Demo)
    Georgian

    Futures Position Limit Monitoring (FPLM) is a new addition to our Compliance offering. FPLM simplifies the task of monitoring exchange-imposed contract ownership limits:

    • Exchange position limits can be tracked for exchange-traded futures, options, calendar spreads, and product spreads
    • The solution allows for tracking of reporting, spot, single month, and all month limits
    • Exchange limit data can be imported or entered manually
    Speaker:
    Demonstrator:
    		 Optional 
    3:15 PM  -  4:15 PM
    Meeting the Challenge of Global Shareholder Disclosure  (Demo)
    Georgian
    Clients subject to foreign ownership regulation can hear from Compliance specialists about our Global Shareholder Disclosure offering, including:
    • Monitoring and rule-writing best practices
    • Using the GSD workspace
    • Regulatory form generation
    Speaker:
    Demonstrator:
    		 Optional 

  • Data Management
  •  

    Tuesday, September 24, 2019

    11:00 AM  -  12:00 PM
    Charles River Data Services Overview
    Studio 2

    The Charles River's Data Services team will provide an overview of the services offered - how they help improve data accuracy and reduce the overall cost of Data Operations:

    • Core data, including security master, issuer price, curves, benchmark and corporate actions
    • Global data coverage across asset classes
    • Managed and operated by the Charles River Data Operations global team
    Presenter:
    		 Optional 
    1:45 PM  -  2:45 PM
    Data Lifecycle: Services, Management and Warehousing
    Studio 2
    We'll address the data management lifecycle, including:
    • Creating a gold copy when utilizing multiple sources
    • How data supports Charles River IMS and other applications
    • Data validation and remediation
    • Data warehouse roadmap for reporting analysis in partnership with State Street DataGX
    Speaker:
    		 Optional 
    4:15 PM  -  5:15 PM
    Charles River & State Street Data Management Services
    Studio 2
    Learn about our current state and vision for a full complement of data management services delivered by a joint Charles River and State Street team. Topics will include our continued evolution in providing data management services to clients, and processing non-IMS data to support the broader needs of your organization.
    Speaker:
    		 Optional 
     

    Wednesday, September 25, 2019

    9:15 AM  -  10:15 AM
    Real World Data Experiences: Client Panel  (Panel)
    Studio 2
    Charles River clients will talk about their real-world approaches to data, including:
    • How they incorporate data sources from different vendors
    • Pros and cons of various approaches
    • Managing the data cost factor
    Moderator:
    Panelist:
    		 Optional 

  • Demo Center
  •  

    Monday, September 23, 2019

    7:00 PM  -  9:00 PM
    Demo Center
    Statler
    Members of our product teams will staff multiple walk-up kiosks across the Charles River Investment Management solution set to answer your individual questions. The center provides one-on-one consultation to help you get the most out of Charles River IMS. These experts will also demonstrate future capabilities coming in 2020. 
    		  Optional 
     

    Tuesday, September 24, 2019

    9:30 AM  -  5:30 PM
    Demo Center
    Statler
    Members of our product teams will staff multiple walk-up kiosks across the Charles River Investment Management solution set to answer your individual questions. The center provides one-on-one consultation to help you get the most out of Charles River IMS. These experts will also demonstrate future capabilities coming in 2020. 
    		  Optional 
     

    Wednesday, September 25, 2019

    8:30 AM  -  5:30 PM
    Demo Center
    Statler
    Sales engineers and product managers will staff 12+ walk-up kiosks encompassing all Charles River Investment Management Solution capabilities to answer your individual questions. The center provides one-on-one consultation to improve your experience with CR-IMS. These experts will also demonstrate future capabilities coming in 2020.
    		  Optional 
     

    Thursday, September 26, 2019

    8:30 AM  -  12:00 PM
    Demo Center
    Statler
    Sales engineers and product managers will staff 12+ walk-up kiosks encompassing all Charles River Investment Management Solution capabilities to answer your individual questions. The center provides one-on-one consultation to improve your experience with CR-IMS. These experts will also demonstrate future capabilities coming in 2020.
    		  Optional 

  • Middle Office
  •  

    Tuesday, September 24, 2019

    11:00 AM  -  12:00 PM
    Unifying Front and Middle Office through Charles River Middle Office Solutions
    Georgian

    Attend this session to learn how one meets the needs of the front office through integrated middle office solutions. Topics include:

    • Utilizing one platform with integrated position management
    • Driving efficiency and accuracy of reconciliation, corporate action processing, collateral management, trade matching, and settlement tracking
    • What's Next: Charles River's future direction
    Presenter:
    		 Optional 
    1:45 PM  -  2:45 PM
    The Central Role of Charles River IBOR  (Demo)
    Georgian

    Learn how Charles River IBOR aids the front office with:

    • Trustworthy cash figures
    • Position/lot accuracy
    • Complex account structures
    Speaker:
    		 Optional 
     

    Wednesday, September 25, 2019

    9:15 AM  -  10:15 AM
    Centralizing Post-Trade Processing in Charles River IMS  (Demo)
    Georgian

    This session will cover Post-Trade capabilities and recent enhancements including:

    • Exception management for a timely trade match & settlement
    • Latest settlement offerings
    • Settlement confirmation/status from custodians
    • Managing settlement-related failures
    Speaker:
    Demonstrator:
    		 Optional 
    10:45 AM  -  11:45 AM
    Leveraging State Street Middle Office Services and Charles River IMS
    Studio 2
    Overview of State Street's Middle Office services to outline the value proposition of Charles River IMS services in conjunction with State Street services.
    Speaker:
    		 Optional 
    12:45 PM  -  1:45 PM
    Collateral Management in Charles River  (Demo)
    Georgian

    Learn how Charles River can help your collateral management team. You will learn how to:

    • Prepare for next day’s margin calls with margin estimates calculated at end of the trading day
    • Ensure oversight by tracking and managing margin call from issuance to the actual movement of collateral
    • Take the guesswork out of pledging/securing with system computed collateral amounts that account for price & haircuts
    • Handle increasing call volumes, by communicating margin call information electronically with counterparties
    • Have quick access to collateral usage and counter party risk exposure information across your firm
    Speaker:
    Demonstrator:
    		 Optional 
    1:45 PM  -  2:45 PM
    Performance Measurement & Attribution for Middle Office  (Demo)
    Studio 2

    Get the latest update on PMA for the Middle Office with discussions on how to:

    • Manage GIPS composites
    • Bring forward asset class-specific methodologies
    • Streamline the PMA processes
    • Plan for the product roadmap
    Speaker:
    Demonstrator:
    		 Optional 
     

    Thursday, September 26, 2019

    10:45 AM  -  11:45 AM
    Profit & Loss Reporting
    Georgian

    Learn how Charles River is solving for Profit and Loss calculations and reporting. Be part of this working group-style session to discuss key capabilities and provide feedback direct to Product Management.

    • Initiative goals and objectives
    • Overview of current offering
    • Roadmap review

    Topics include security level P&L returns, strategy P&L, developments around amortized cost and withholding tax among others.

    Speaker:
    		 Optional 

  • Portfolio Mgmt & Risk Analytics
  •  

    Tuesday, September 24, 2019

    9:30 AM  -  10:30 AM
    What’s New in Manager Workbench
    Berkeley/Clarendon
    We have enhanced Manager Workbench capabilities since our last client conference. Join us to hear the latest enhancements and planned upgrades from a platform perspective.
    Presenter:
    		 Optional 
    11:00 AM  -  12:00 PM
    Measuring Skill: A Growing Concern for Performance Measurers
    Studio 1
    Bruce J. Feibel, CFA a recognized industry expert on investment performance measurement and investment data management, will discuss the increased need to and techniques for money managers and their clients to provide evidence of investing and risk management skill. Join this presentation and Q&A with Bruce and Charles River PMA experts.
    Session Expert:
    Presenter:
    		 Optional 
    11:00 AM  -  12:00 PM
    Portfolio Risk and Analytics Overview  (Demo)
    Berkeley/Clarendon
    This session will offer insight on the current and future directions for Charles River’s Risk and Analytics products. Areas of focus will include native capabilities, including prepayment models, scenario analysis, performance attribution, and risk. Product managers will also cover an array of current Charles River partnerships and explain how these alliances expand the choices available within the Charles River product offerings.
    Speaker:
    Demonstrator:
    		 Optional 
    1:45 PM  -  2:45 PM
    Equity & Equity Derivative Workflows in Manager Workbench  (Demo)
    Berkeley/Clarendon

    This session will provide updates on our equity portfolio management capabilities:

    • Equity portfolio manager reporting including what-if enhancements
    • Pre-trade related improvements such as limit calculations and idea lists 
    • Manager action enhancements: rebalancing, futures rolling
    • Solution touchpoints: sleeve targeting, cash re-allocation workflows, ETF basket creation
    Speaker:
    Demonstrator:
    		 Optional 
    2:45 PM  -  3:45 PM
    Portfolio Risk Management and Optimization Using Factor Models  (Demo)
    Berkeley/Clarendon

    This session will provide an update on factor based risk and portfolio optimization capabilities within Charles River IMS including:

    • Charles River factor model capabilities within our platform as well as our existing partnership with risk vendors Incorporating factor models into investment process to manage risk and construct diversified portfolios
    • Leveraging portfolio optimizer for risk balanced portfolio construction, rebalancing and hedging
    • Supporting a wide range of investment approaches, from quantitative to fundamental by incorporating diverse objectives within complex set of portfolio constraints
    • Product roadmap including compliance integration in the portfolio optimization objectives within complex set of portfolio constraints Product roadmap including compliance integration in the portfolio optimization
    Speaker:
    Demonstrator:
    		 Optional 
    4:15 PM  -  5:15 PM
    Portfolio & Risk Management Client Panel  (Panel)
    Berkeley/Clarendon
    Listen and learn from your peers as they discuss portfolio management "lessons learned" and risk management best practices.
    Speaker:
    Moderator:
    		 Optional 
     

    Wednesday, September 25, 2019

    9:15 AM  -  10:15 AM
    Analytics and Scenario Analysis  (Demo)
    Berkeley/Clarendon

    Charles River product specialists will present an overview of our Fixed Income and Derivatives' Analytics capabilities, including Charles River's Mortgage Prepayment Model.

    • Curve construction
    • LIBOR replacement
    • Instrument coverage
    • Mortgage prepayment model construction

    Scenario Analysis in the Charles River IMS allows the users to specify either factor-based or market-based (economic) scenarios and see the impact on their portfolios, or, in the case of LDI, on both their assets and liabilities.

    Speaker:
    		 Optional 
    10:45 AM  -  11:45 AM
    Generating Trade Ideas from Big Data
    Berkeley/Clarendon
    This talk will address the explosion of alternative data sources in the investment industry and present specific examples powered by State Street’s proprietary data and that of its partners. With a focus on portfolio managers, it will show how data-driven signals can enhance investment performance and outline plans for the integration of State Street’s award-winning indicator suite into Charles River IMS.
    Speaker:
    		 Optional 
    12:45 PM  -  1:45 PM
    Liability-Driven Investment Strategies  (Demo)
    Berkeley/Clarendon

    Liability-driven investing continues to be an area of focus for asset owners. In this session product specialists will discuss:

    • Incorporating Liabilities for portfolio and risk analysis
    • Managing LDI strategies using the MWB
    • Leveraging out-of-box configurations
    Speaker:
    Demonstrator:
    		 Optional 
    1:45 PM  -  2:45 PM
    Streamlining Fixed Income Workflows  (Demo)
    Berkeley/Clarendon
    In this session, we will review workflow best practices and enhancements that simplify day in the life activities for fixed income MWB users. The session covers scenarios across credit, rate, inflation, and LDI-type desks.
    Speaker:
    Demonstrator:
    		 Optional 
    3:15 PM  -  4:15 PM
    Multi-Strategy Fund Support
    Berkeley/Clarendon
    Clients have historically grappled with portfolio management business cases surrounding segmentation of funds by strategy, asset class, mandate, and other breakdowns. In this session, we will review the Multi-Sleeve Account functionality with respect to these requirements, and highlight how to decouple the front office user experience from back office shortcomings.
    Speaker:
    		 Optional 
     

    Thursday, September 26, 2019

    9:45 AM  -  10:45 AM
    Managing Portfolio FX Exposures
    Berkeley/Clarendon

    Join us to learn how to manage FX exposures in Manager Workbench:

    • FX dashboards and heatmapping of FX exposures analysis
    • Demonstration of FX portfolio construction routines
    • FX Overlay and outright-related enhancements
    Speaker:
    		 Optional 
    10:45 AM  -  11:45 AM
    The Charles River Agency RMBS Prepayment Model
    Berkeley/Clarendon
    The prepayment model covers FNMA, FHLMC and GNMA fixed-rate mortgages of 15, 20 and 30 year terms. We will provide an overview of the design and performance of the model version that is currently available in Charles River and discuss some of the upcoming improvements.
    Speaker:
    		 Optional 

  • Pre-Conference Events
  •  

    Monday, September 23, 2019

    2:00 PM  -  5:30 PM
    Pre-Conference Activity: CityBrew Tour
    Meet in Lobby
    CityBrew Tour – a private all-inclusive tour providing the ultimate craft beer experience that blends history, beer knowledge, and great food with unrivaled access to the area’s top breweries and their beer. Transportation, two unique stops and paired food included.
    		  Optional  Closed 
    2:00 PM  -  5:30 PM
    Pre-Conference Activity: Topgolf
    Meet in Lynx Fitness Center
    Topgolf, located within the Lynx Fitness Center at the Boston Park Plaza, provides full-service golf simulators for a choice of best ball, a scramble, various levels of play, and up to 36 golfers. Food and beverage, prizes, and more will be provided.
    		  Optional  Closed 
    2:00 PM  -  5:30 PM
    Pre-Conference Activity: Boston Walking Tour
    Meet in Lobby
    We want you to see Boston as we see it: A great City that intersects the old with the new. During this tour, we will cover Boston's founding history as well as it's unique tales of transitioning into a modern City. Back Bay highlights include a Lindt Chocolate stop or Boston Creme Pie. Space limited, sign up at registration.
    		  Optional  Closed 

  • SaaS
  •  

    Tuesday, September 24, 2019

    9:30 AM  -  10:30 AM
    Charles River SaaS: Current State and Strategic Direction
    Studio 2

    CRD's Operations team will take you through the latest SaaS developments and talk about planned service updates. Join this presentation and hear about initiatives including:

    • Target Operating Model
    • Performance engineering
    • Operational excellence
    • Service enhancements
    Presenter:
    		 Optional 
    2:45 PM  -  3:45 PM
    Life with Charles River SaaS – Client Experiences Adopting and Operating in a SaaS Environment  (Panel)
    Studio 2
    Learn from other clients' experiences with a SaaS-based model of Charles River IMS. Hear how they approached the decision to adopt SaaS, the implementation process, and life in a SaaS environment.
    Moderator:
    Panelist:
    		 Optional 
     

    Wednesday, September 25, 2019

    12:45 PM  -  1:45 PM
    Preparing and Positioning Your Firm for Charles River SaaS
    Studio 2
    The Charles River team will discuss key considerations to position your firm for a smooth transition to SaaS. Learn what you need to know and do to ensure success:
    • Delivery overview
    • Governance, operations, and support practices
    • Changes you can make now to simplify the transition
    • Critical success factors
    Speaker:
    		 Optional 
     

    Thursday, September 26, 2019

    9:45 AM  -  10:45 AM
    SaaS Around the World: Business, Technology and Security Considerations
    Georgian

    Running SaaS globally presents unique challenges. Our specialists will provide updates on:

    • Global SaaS issues
    • Regulations
    • Security/risk
    Speaker:
    		 Optional 

  • Wealth Management
  •  

    Wednesday, September 25, 2019

    9:15 AM  -  10:15 AM
    State of Wealth Management
    Studio 1
    Wealth Management's Directors of Product Management and Product Strategy, Cem Er and Nick Diodati, will discuss the current state of the wealth industry:
    • Trends and changing industry dynamics
    • Recent changes and shifts in the wealth market
    • How Charles River is responding to changes in the wealth industry and how it will be reflected in our product strategy
    Speaker:
    		 Optional 
    10:45 AM  -  11:45 AM
    Charles River Wealth Management Solution: Overview and Update
    Studio 1
    Cem Er, Director of Product Management, will set the stage for the track, provide updates on the Wealth Management Solution, and discuss the strategic direction of the product.
    Speaker:
    		 Optional 
    12:45 PM  -  1:45 PM
    Experience Charles River Wealth "Everywhere"  (Demo)
    Studio 1

    Wealth product specialists will discuss the recent changes and development to our mobile solution, now called Charles River Everywhere. We will also cover:

    • Our journey to Charles River Everywhere and what lies ahead
    • Industry trends impacting advisor business models
    • How Charles River Everywhere can help FAs with their Rep-as-PM and Rep-as Advisor lines
    Speaker:
    Demonstrator:
    		 Optional 
    1:45 PM  -  2:45 PM
    Charles River Wealth for Overlay Managers  (Demo)
    Studio 1
    We will discuss special considerations for overlay managers in this session:
    • Efficient sourcing of 3rd party models and strategies
    • Harnessing technology and well-designed workflow to create better outcomes
    Speaker:
    Demonstrator:
    		 Optional 
    3:15 PM  -  4:15 PM
    Charles River Wealth Hub and IBOR for Wealth  (Demo)
    Studio 1
    This session will discuss ancillary capabilities of Charles River's Wealth Management Solution. We will highlight Charles River's IBOR capabilities for position management in multi-sleeve portfolios and Charles River's Wealth Hub will be showcased as the solution for Asset Manager-Sponsor communication.
    Speaker:
    Demonstrator:
    		 Optional 
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