Industry leaders joined us from Conestoga, Nasdaq, Hand Benefit & Trust, LGIMA, Morningstar, Wellington Management, Streamline Partners, American Funds, and Aon. This was an exclusive afternoon of comprehensive education, industry insights, and perspectives.
Our keynote speaker was Clifford Kirsch of the CIT Coalition who discussed the state of the industry.
Delta Data has conducted a multi-year study on data exchange, transparency, and communications used in the coordination of Collective Investment Trusts in the US Investment Management industry. An overview of the results of this research was presented during this event.