The Changing Role of the Buy-Side Middle Office

March 19, 2019 10am U.S. EDT | 2pm London GMT Your Desk!

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Disclaimer: This webinar is open to Charles River clients and invited guests. Charles River retains the right to review all registrations and deny access accordingly.


Webinar Details

Supporting new investment products, keeping pace with expanded regulatory reporting requirements and providing the front office with timely cash and position data places increasing demands on the buy-side middle office. The industry drive toward shortened settlement times and collateralized derivatives transactions present additional challenges. Against this backdrop, firms need to consider whether to outsource their middle office or maintain these critical functions in-house.

Join Karl Kutschke and Chang Suh to hear how a unified front and middle office platform can help firms deal with these challenges while streamlining their investment processes and reducing operational risk and cost.

Topics Include

  • Regulatory and industry drivers impacting the middle office
  • Aligning front office requirements with middle office capabilities
  • Delivering real-time cash and position data with the Investment Book of Record
  • Moving toward T+0 with expedited post-trade and settlement
  • Middle office in-sourcing vs out-sourcing – advantages and disadvantages



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

Karl is responsible for product strategy for the OTC derivatives trading, compliance, post-trade, SWIFT, IBOR, and collateral management offerings at Charles River. He has also overseen fixed income trading, analytics, scenario analysis, PMA, and risk initiatives for the company. Karl has over 15 years of experience delivering global software projects and products. Prior to joining Charles River, Karl managed strategic data and evaluation services projects for Interactive Data Corporation. He holds a BS in Computer Science from Worcester Polytechnic Institute.

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

Chang manages the Investment Book of Record solution in Charles River IMS, including position/tax lot management, corporate action processing, reconciliation, position valuation, and P&L analysis. Prior to joining Charles River, Chang served in product management at Oracle and managed web services for Constant Contact. Chang holds an MBA from the F.W. Olin Graduate School of Business at Babson College, an MS in Information Science from Carnegie Mellon University, and a BS in Computer Science from Massachusetts Institute of Technology.