January 13, 2021
Maximizing Internal Liquidity Opportunities
Multi-Asset Trade Crossing in Charles River Investment Management Solution
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 product experts, Doana Guerrero, Jay Hinton and Tommy Driscoll discuss how the relentless cost pressures facing investment managers place a premium on surfacing operational efficiencies.
Firms managing multiple funds increasingly leverage internal crossing to minimize trading costs with external parties. In this webinar, we discuss and demonstrate how Charles River IMS helps desks identify crossing opportunities and streamline implementation.
- Using flexible crossing rules framework to capture all internal liquidity
- Improving transfers, in-kind and cashless transactions
- Optimizing external cross workflows
- New post cross finishing features
The webinar is a 35 minute presentation and discussion followed by Q&A.
Product Manager, Charles River Development
Doana is the product owner for the Order Management functionality, focused on multi-asset global trading strategy at Charles River Development. She covers various aspects of the trade life cycle, from order creation, to execution in the market, to order allocation and commission and fee management. Doana has over 10 years of experience at Charles River and also worked on regulatory reporting product solutions and fixed income trading. Doana holds a Bachelor of Science in Chemical Engineering from MIT, and earned a Master of Science in Investment Management from Boston University, Questrom School of Business.
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
Tommy is responsible for educating existing and prospective clients on the features and benefits of the Charles River solution. In his 5+ years at Charles River, Tommy has worked in various groups including product management, engineering, implementation and sales. With extensive knowledge of front and middle office workflows, and deep technical expertise, Tommy is highly effective in creating and implementing business solutions. Tommy holds a BS in Computer Science and Business from Lehigh University.