August 25, 2021

Managing OTC Derivatives in Charles River® IMS

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.

OTC derivatives play an important role across capital markets, helping asset managers hedge interest rate, currency and credit risks, and gain exposure to certain asset classes in a cost-effective manner.

Making optimal use of these versatile instruments requires technology, data and analytics that help asset managers automate workflows and make better-informed trading decisions.

Charles River’s Investment Management Solution provides full lifecycle support on a single platform, including portfolio construction, scenario analysis, trading, compliance and collateral management

Join Charles River product experts Lars Gunnilstam​, Ephraim Hirschfeld​, Satendra Tiwari​ and Naveed Ahmad​ for a discussion and demonstration of Charles River’s latest capabilities for supporting OTC derivatives.

Webinar highlights

  • Portfolio swaps – constituent management
  • Equity total return swaps – advanced analytics and corporate actions processing
  • Reducing operational risk with trade execution intelligence
  • Electronic trading capabilities and enhancements

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

 

Presenters

Lars Gunnilstam
Senior Product Manager

Lars is currently a Senior Product Manager for OTC Derivatives at Charles River. Previously, Lars worked in Charles River’s Professional Services group, working on assessments and implementations for clients in the derivatives space. Prior to joining Charles River, Lars was a Product Manager for equity derivatives and structured products at Calypso Technology. Lars has a M.Sc. in Electrical Engineering with a concentration in financial mathematics from The Royal Institute of Technology in Stockholm.

 

Ephraim Hirschfeld
Product Owner - FX, Cash & Listed Derivatives

Ephraim is responsible for managing the Analytics product team at Charles River.  Ephraim has over 10 years’ experience in buy-side financial services, specializing in ex-ante risk modeling, analytics, derivatives and fixed income securities. Prior to joining Charles River, Ephraim served in product management and risk management consulting roles at Intercontinental Exchange and Wilshire Associates respectively. Ephraim holds an MS in Mathematical Finance from the University of Southern California.

 

Naveed Ahmad
Product Manager

Naveed is responsible for managing and driving Charles River’s product strategy for OTC derivatives. Prior to joining Charles River, Naveed served as a product manager at Calypso Technology, LCH SwapClear, and more recently at JP Morgan. Naveed has a degree in Machine Learning from University College London (UCL).

 

 

Satendra Tiwari
Senior Business Analyst

Satendra is a Senior Business Analyst on the OTC Derivatives product management team. He is mainly responsible for managing and enhancing electronic trading integrations for OTC Derivatives Instruments with various trading platforms. Prior to joining the Charles River, Satendra co-founded a firm offering corporate credit cards to start-ups. Satendra has over 10 years of experience in the financial services and banking industry developing quantitative and analytical models for statistical analysis, credit risk and interest rate risk management, fair valuations and cash flow forecasts for fixed income securities, and OTC derivatives instruments.  Satendra holds Bachelor’s and Master’s Degrees in Mechanical Engineering from the Indian Institute of Technology in Mumbai. Satendra also holds a Master’s degree in Finance with a concentration in Management and Regulation of Risk from the London School of Economics. Satendra is also a CFA charter holder.

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