January 22, 2020

Explore & Learn: Portfolio & Risk Analytics Mini-series

Portfolio & Risk Analytics Provider Ecosystem

Steven Milanowycz, Senior Product Director and Susan Madigan, Sales Engineer at Charles River will launch our 2020 Q1 “Explore & Learn” webinar series focusing on Portfolio and Risk Analytics.  This webinar will highlight the role our provider ecosystem plays in helping investment managers, insurers, asset owners and hedge funds access “fit for purpose” analytics. Webinar highlights:

• Enabling leaner portfolio construction & management with factor-based insights
• Using factor models to inform risk management, from scenario analysis to ex-ante risk forecasts
• Extending portfolio optimization to incorporate transaction cost and compliance constraints

Presenters

Steven Milanowycz
Senior Director, Product Management

Steven has been with Charles River for over 14+ years and currently oversees the product development of Portfolio Management related applications, including the latest version of Manager Workbench.  Previously as a sales engineer at Charles River, he led pre-sales efforts, leveraging extensive knowledge of business drivers and the relationship to product design requirements. Prior to joining Charles River, Steven was a business analyst at DST International, and an investment consultant at UBS PaineWebber. Steven holds a BS in Finance from Lehigh University - College of Business and Economics.

Susan Madigan
Sales Engineer

Susan is responsible for educating existing and prospective clients on the features and benefits of the Charles River solution. Susan has over 15 years of experience in the financial services/technology industry. Prior to joining Charles River, Susan held Portfolio and Risk analytics positions at Bloomberg and Standard & Poor's.  Susan holds a bachelor's degree in Business Administration from the University of Delaware and an MBA from Long Island University. Susan is a CFA charter holder.