Webinars / Events Archives

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...

Webinars / EventsOctober 22nd NICSA Webinar: Sales and Asset Forecasting – Modeling in an Evolving Global Economy

September 2, 20200

Webinars / EventsJuly 14th Webinar: Technology Platforms Supporting Remote Workforce and Pooled Investment Asset Management Distribution Oversight

June 24, 20200

Webinars / EventsJune 23rd Virtual Roundtable: Bringing Together Industry Professionals with Insights to Share on Issues Facing the Pooled Investment Community

June 5, 20200

HomeCategoryWebinars / Events

Webinars / EventsOctober 17th – 19th: ABA Annual Convention

Webinars / EventsSeptember 29th – October 1st: TBA Wealth Management Trust Conference

Webinars / EventsJuly 28th Webinar: Delta Data’s First Annual CIT Study: Exclusive Industry Panel Webinar

Webinars / EventsMarch 30th Webinar: How to Manage Increasing Corporate Activities with Automated Solutions

Webinars / EventsFebruary 24th and 25th ABA WMTC: Would You Like to Automate Your Account Transfer Process? Let’s Chat!

Webinars / EventsJanuary 26th Webinar: Account Transfers: Issues and Opportunities

Webinars / EventsDelta Data’s Activate 2020: The Biggest Roundtable in the CIT Industry

Webinars / EventsOctober 22nd NICSA Webinar: Sales and Asset Forecasting – Modeling in an Evolving Global Economy

Webinars / EventsJuly 14th Webinar: Technology Platforms Supporting Remote Workforce and Pooled Investment Asset Management Distribution Oversight

Webinars / EventsJune 23rd Virtual Roundtable: Bringing Together Industry Professionals with Insights to Share on Issues Facing the Pooled Investment Community

September 17, 2021October 17th - 19th: ABA Annual Convention

September 17, 2021September 29th - October 1st: TBA Wealth Management Trust Conference

September 7, 2021Delta Data's Mutual Minute with Nasdaq: Transparency in Collective Investment Trusts

August 30, 2021Tempus: Delta Data's 6th Annual 2021 Roundtable Recap

August 10, 2021It’s Time to Rethink ETFs Over Mutual Fund Investments for Tax Reasons

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