April 7, 2021

Multi-Asset Trade Automation and Analytics 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.

Charles River’s experts Kyle Pedrotty, Jay Hinton and Pete Alagna continue our Explore & Learn webinar series on Trade Automation in Charles River IMS. Focusing on multi-asset automation and analytics, they discuss and demonstrate new capabilities and improved workflows, and share our trade automation product vision. As institutional portfolios grow in complexity, trade automation helps desks augment the associated workflows and asset-class specific nuances required to support these investments.

Webinar highlights include:

  • Automating Program Orders, CFD-Hybrid Orders, and FX Blocks
  • Creating rules for Assigning Desks and Traders to incoming orders
  • Reclassifying and Declassifying Orders
  • Integrating Pre-trade TCA Data into the Order Classification and Auto Routing process

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

 

 

Presenters

Kyle Pedrotty
Product Manager, Trade Automation

Kyle is responsible for Charles River’s multi-asset trade automation product suite.  He joined Charles River in 2019, and has spent 16+ years in the OEMS industry with leadership positions in product management, business development, account management, and technical implementations.  Before joining Charles River Kyle was with J.P. Morgan’s CIB for nine years in buy-side technology in the Neovest EMS division, and prior to that for six years with the former BNY ConvergEx’s buy-side technology division in the Eze OMS.  He holds a BS in Economics from Virginia Polytechnic Institute and State University.  

 

Jay Hinton
Director, Product Management, Equities & FX Trading

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

 

Pete Alagna
Sales Engineer

Pete is responsible for educating existing and prospective clients on the features and benefits of the Charles River solution. Pete has over 12 years of experience in the financial services/technology industry.  Prior to joining Charles River, Pete served in senior consulting, sales engineering and product management roles for various firms.  Pete holds a bachelor’s degree in Business Administration and Information Technology from Suffolk University.

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