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Charles River to Host 2014 Global Client Conference in Boca Raton

Companies mentioned in this article: Charles River Development

BOSTON -- (BUSINESS WIRE) -- Charles River, a front- and middle-office investment management solution provider, today announced that the Charles River Global Client Conference 2014 will be held October 26–29 in Boca Raton, Florida. Over 400 Investment Executives, Portfolio Managers, Traders, Compliance, Risk and Operations Managers, and IT Executives are expected to attend this year’s event.

“Our global conference is a great opportunity for investment firms and wealth managers to understand how other clients are successfully using our solution and services to improve productivity, reduce risk and solve data challenges,” said Tom Driscoll, Global Managing Director, Charles River. “Clients can view new Charles River offerings first-hand, understand our roadmap, and provide valuable feedback on the future direction of our products.”

The two- and a half day, multi-track program will feature nearly 50 different sessions and demonstrations covering new Version 9.2 functionality of the private-cloud based Charles River Investment Management Solution (Charles River IMS), as well as expanded services, and current industry topics and trends. Isabella Fonseca, Research Director, Global Financial Services at Celent, will be a featured speaker for the Wealth Management track.

Registration is now open for the Charles River Global Client Conference 2014. For more information, visit

About Charles River

Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes on a single platform. The solution offers a simplified operating model that includes enterprise software, data, application management/upgrades, hosting and FIX network to improve investment professional productivity, control risk and lower technology costs. Charles River serves more than 350 investment firms in 43 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking, and pension markets.

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Media Contact:
Charles River Development
Marta von Loewenfeldt, +1 781-425-3032