Charles River Global Client Conference 2019 | Charles River Systems, Inc | 23 September 2019 | Boston Park Plaza, 50 Park Plaza, Boston, MA 02116, US

Discover new and improved ways to leverage the Charles River Investment Management Solution (Charles River IMS) at the next Charles River 2019 Global Client Conference in Boston.

All current Charles River clients are encouraged to attend, whether you're an executive, portfolio manager, trader, operations, risk or data manager, compliance analyst, or technologist. Regardless of your role, you’ll find numerous opportunities to connect, explore and learn. The 2019 conference will feature:
• 50+ cross-disciplinary sessions
• One-on-one consultation in the demo center
• Showcase of technology partners to enhance your instance

2019 Speakers

KEYNOTE SPEAKERS:

John Plansky
Chief Executive Officer, Charles River Development, A State Street Company

Lou Maiuri
COO, State Street Corporation

Lee Ferridge
Head of Multi-Asset Strategy, North America, State Street Global Markets

Will Kinlaw
Senior Managing Director and Global Head of Research, State Street Global Exchange

Mark Kritzman
Chief Executive Officer, Windham Capital Management, LLC

Roberto Rigobon
Professor of Management & Professor of Applied Economics, MIT Sloan School of Management

George Serafeim
Charles M. Williams Professor of Business Administration, Harvard Business School

David Turkington
Senior Vice President and Head of Portfolio and Risk Research, State Street Associates

SESSION SPEAKERS:

Peter Alagna
Sales Engineer, Charles River Development, A State Street Company

Khody Azmoon
Senior Business Analyst, Charles River Development, A State Street Company

Brennan Bailey
Senior Implementation Consultant, Charles River Development, A State Street Company

Michael Beattie
Director of Product Strategy, Global Trading, Charles River Development, A State Street Company

Stuart Bett
Senior Product Manager, Charles River Development, A State Street Company

Richard Blechman
Sales Engineer, Charles River Development, A State Street Company

Ruthanne Brodeur
Instructional Design Specialist, Charles River Development, A State Street Company

Brian Brown
Sales Engineer, Charles River Development, A State Street Company

Ray Brown
Product Manager, Charles River Development, A State Street Company

Don Butler
Principal, Equity Index Desk, The Vanguard Group, Inc.

Amit Chawla
Vice President, Product Management: Wealth Management, Charles River Development, A State Street Company

Davide Cis
Senior Product Manager, Charles River Development, A State Street Company

Julie Cochrane
Senior Manager, Education Services, Charles River Development, A State Street Company

Alun Cutler
Director Product Management, EMEA, Charles River Development, A State Street Company

Alan Coutts
Global Chief Operating Officer, Investments, Aberdeen Standard Investments

Reena Dalal
Product Manager, Charles River Development, A State Street Company

Dan Daum
Head of Sales, Americas, Charles River

Christian Detzel
Senior Program Manager, Charles River Development, A State Street Company

Nick Diodati
Director, Wealth Management Product Strategy, Charles River Development, A State Street Company

Rob Dupre
Product Manager, Charles River Development, A State Street Company

Christopher Edwards
Head of Domain, Investments, Aberdeen Standard Investments

Pete Eggleston
Co-Founder and Director, BestX, A State Street Company

Cem Er
Director, Product Management, Charles River Development, A State Street Company

David Eshenower
SVP, Head of Business Operations, Americas, State Street Corporation

Jon Evans
Client Services Director, EMEA, Charles River Development, A State Street Company

Bruce Feibel
Head of Product and Strategy, State Street Global Exchange

Ed Fitzpatrick
Vice President, Charles River Development, A State Street Company

John Galda
Head of Risk and Information Security Officer, Charles River Development, A State Street Company

Joseph Greco
Head of Global Trading, International Value Advisors

Meredith Greenspan
Senior Consultant, Charles River Development, A State Street Company

Paul Grinch
Senior Product Manager, Charles River Development, A State Street Company

Doana Guerrero
Product Manager, Charles River Development, A State Street Company

Vidya Guruju
Senior Product Manager, CFA, Charles River Development, A State Street Company

Mohammad Haq
Director, Sales Engineering, Charles River Development, A State Street Company

Jay Hinton
Senior Product Manager, Charles River Development, A State Street Company

Ephraim Hirschfeld
Senior Product Manager, Charles River Development, A State Street Company

Jan Hoenisch
Director, Business Development, Charles River Development, A State Street Company

Deepesh Jiwani
Practice Manager, Charles River

Andy Konchan
Chief Technology Officer, Calamos Investments

Eric Konigsberg
Deputy Chief Investment Officer, Fiera Capital

Kishore Kottapalli
Application Developer Director, SVP, Charles River Development, A State Street Company

Arun Kumar
Product Manager, Charles River Development, a State Street Company

Karl Kutschke
Senior Director, Product Management, Charles River Development, A State Street Company

Dennis Leary
Senior Compliance Analyst, Charles River Development, A State Street Company

Gerald Lilly
VP, Engineering, Charles River Development, A State Street Company

Yi Lu
Business Analyst, Charles River Development, A State Street Company

Andres Macias
Senior Business Analyst, Charles River Development, A State Street Company

Paul MacManus
Head of Quantitative Research, Charles River Development, A State Street Company

Susan Madigan
Sales Engineer, Charles River Development, A State Street Company

Shashi Mahadik
Product Manager, Charles River Development, A State Street Company

Reanne Malesky
Corporate Trainer, Charles River Development, A State Street Company

Sidharth Malik
Sales Engineer, Charles River Development, A State Street Company

Steven Milanowycz
Director, Product Management, Charles River Development, A State Street Company

Alan Middleton
Managing Director, Global Head of DataGX Sales Engineering, State Street Global Exchange

Rob Morris
Training Consultant, EMEA, Charles River Development, A State Street Company

Bill Morrissey
Senior Business Analyst, Charles River Development, A State Street Company

Venky Muthiah
Product Manager, Charles River Development, A State Street Company

Kathleen Nasuti
Senior Trainer, Charles River Development, A State Street Company

Kevin O'Connor
Head of Analytics and Workflow Solutions, Virtu Financial

Chandan Phukan
Manager, SaaS Operations, Charles River Development, A State Street Company

Dean Pignatare
Senior Solutions Architect, Charles River Development, a State Street Company

Michael Pouliot
Practice Manager, Charles River Development, A State Street Company

Andrew Powers
Head of Analytics & Technology, Polen Capital

Austin Puduseril
Senior Business Analyst, Charles River Development, A State Street Company

Chris Richmond
Senior Product Manager, Charles River Development, A State Street Company

Patrick Rimbaud
Director, Implementation Services, Charles River Development, A State Street Company

Frank Rundatz
Vice President, Technology, Wilmington Trust

RJ Russell
SaaS Infrastructure Operations Manager, Charles River Development, A State Street Company

Gil Salu
Solutions Architect, Charles River Development, A State Street Company

Lucy-Marie Sanel
Manager, Curriculum Development, Education Services, Charles River Development, A State Street Company

Nabin Sapkota
Sales Engineer, Charles River Development, A State Street Company

Sanny Shaikh
Director, SaaS Operations - Application Management, Charles River Development, A State Street Company

Subbiah Subramanian
Senior Vice President, Global Head of Data Gx, State Street Global Exchange

Siva Subramaniam
Product Manager, Charles River

Puja Sachdev
Business Analyst, Charles River Development, A State Street Company

Chang Suh
Senior Product Manager, Charles River Development, A State Street Company

Glenn Taitz
Global Head of Fixed Income Trading, Invesco

Daniel Tobin
Senior Analyst, Compliance Services, Charles River Development, A State Street Company

Angelo Tomaino
Product Manager, Charles River Development, A State Street Company

Jason Turnock
Senior Business Consultant EMEA, Charles River Development, A State Street Company

Allen Zhang
Team Lead, Charles River Development, A State Street Company

Tim Woolley
Director of Business Solutions Technology, Glenmede

Carrie Benz
Global Head of Investment Services, Janus Henderson Investors

2019 Sponsors

DOUBLE PLATINUM:
• FX Connect

PLATINUM:
• 360 Trading Networks
• MSCI Inc.
• Rackspace
• Credit Suisse
• ICE Data Services

DIAMOND SPOSNORS:
• IntelligentCross
• Fenics USTreasuries

GOLD SPONSORS:
• Refinitiv

SILVER SPONSOR:
• DTCC

BRONZE SPONSOR:
• Eagle Investment Systems
• FINCAD
• The Yield Book by FTSE Russell
• Cassini Systems
• DASH Financial Technologies
• BT
• Hitachi Vantara
• Attunity