July 28, 2021

Meeting FX Challenges with Charles River®’s Cash Flow Forecast

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.

Accurate and timely cross-currency cash balances are increasingly critical for investment managers looking to minimize portfolio cash drag and unwanted FX exposures. Gaining a holistic view of cash across portfolios has traditionally proven difficult due to firm’s complex front office systems landscape. Charles River’s cash management solution automates the cash management lifecycle on a single platform, including forecasting, order generation and execution, providing clients with a number of operational efficiencies and helps reduce risk.

Join Charles River product experts Jay Hinton and Priyank Bhushan for a discussion and demonstration of Charles River’s cash management and forecasting capabilities, and how clients can leverage these tools to gain timelier insights into available and anticipated cash across currencies.

Webinar highlights

  • FX management challenges and the need for timelier insights
  • Overview of Charles River cash management and forecasting
  • Cash forecasting demo and roadmap

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



Jay Hinton
Director, Product Management

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.



Priyank Bhushan
Product Owner - FX, Cash & Listed Derivatives

Priyank is the Product Manager for the FX, Cash and Exchange-Traded Derivatives Trading team at Charles River.  Prior to Charles River, Priyank held product management positions at Integral Development Corp and Financial Technologies. Priyank holds a Bachelor’s degree in engineering.


Register to Watch a Replay

Charles River reserves the right to deny registrations.



Charles River would like to confirm your consent to share your name, title, company, location and email address with Charles River affiliates who may use your information to contact you or market their products and services to you. You have the right to withdraw your consent at any time, without such withdrawal affecting the lawfulness of the previous communication. Please note that some Charles River affiliates are located in jurisdictions outside the European Economic Area (EEA) that may not provide an adequate level of personal data protection, but Charles River has put in place appropriate safeguards to ensure the transfer is carried out in compliance with applicable law. Through your consent, you also consent to this transfer of the listed data outside of the EEA.

To learn more about Charles River's processing and about your rights with respect to such processing, including your right of access, correction and objection to the processing of your personal data for direct marketing purposes as well as your right to withdraw your consent at any time, please refer to our General Privacy Statement at https://www.crd.com/Privacy-Statement/