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.
 
Webinar highlights:  

  • 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. 

 

Presenters

Doana Guerrero
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.

 

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

 

Tommy Driscoll
Sales Engineer

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.

 

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Charles River reserves the right to decline registrations. The material and images presented is for informational purposes only; no live data being used. All Charles River Development stats are current as of 2020. Webinars posted are information classification: general. The development, release and timing of any product, features or functionality described remain at the sole discretion of Charles River and are subject to the firm’s internal governance and due diligence approval process. The views expressed in this material by Charles River's partners and 3rd party providers are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

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