July 8, 2020

Helping Traders Gain an Edge with Advanced Trade Analytics & Data Visualization

Join Charles River's Explore & Learn webinar series. Discover new ways to leverage the Charles River Investment Management Solution as our product experts discuss and demonstrate the latest product capabilities.

Charles River experts Michael Beattie, Jay Hinton and Nabin Sapkota continue our Explore & Learn webinar series with a look at the latest trade analytics and visualizations available to traders in the Order and Execution Management System. They also cover Charles River’s flexible approach to Transaction Cost Analysis across asset classes. Webinar highlights:

• Speeding time-to-information with ChartIQ-based data visualizations in the trade blotter
• Managing trade risk and finding opportunities with OTAS Technologies analytics
• Equity, Fixed Income and FX TCA in Charles River IMS

The webinar is a 35-minute presentation and discussion followed by Q&A. 

Presenters

Michael Beattie
Director, Product Strategy

Michael is responsible for Charles River Development’s global trading product strategy and plays a lead role in shaping the firm’s long term vision for global trading.  Michael has focused his 20 year career on financial services technology and the role it plays in shaping market structure.  In previous roles, Michael has held numerous roles at Fidelity Investments, most recently serving as the Head of Product Management for Fidelity Stock Plan Services. Michael earned an MBA from Babson F.W. Olin Graduate School of Business and a BS in Economics, Finance, and Econometrics from Boston College. 

Jay Hinton
Director, Product Management, Equities & FX Trading 

Jay covers Equity Trading, and is responsible for multi-asset core order management, equity trading, EMS, exchange traded derivatives, FX trading, and cash management workflows within the Charles River IMS.  Prior to joining Charles River, Jay held leadership positions for financial services firms and technology vendors in product, integrations, client support, and trading roles. Jay holds an MBA in Strategy and Finance from the Drucker School at Claremont Graduate University.

Nabin Sapkota
Sales Engineer 

Nabin is responsible for educating existing and prospective clients on the features and benefits of the Charles River solution.  Nabin is a financial service professional with 12+ years of experience. His knowledge and understanding of the front office workflows along with his technical expertise in supporting the business lines makes him very effective with creating business solutions.  Nabin has been with Charles River since 2010 and has held various roles including:  Senior Manager, Electronic Trading/Brokerage Operations; Implementation Consultant; and a Senior Product Specialist (Team Lead). Prior to Charles River, Nabin was at State Street Global Markets^® as a Trading Floor Operations Manager and has experience across the trading workflow operations spectrum. Nabin holds a BSBA in MIS from Northeastern University.

Registration is required. Charles River reserves the right to decline registrations.