Bi-weekly conversations on important issues for the pooled investment industry.
Bi-weekly conversations on important issues for the pooled investment industry.
Mutual MinuteDelta Data’s Mutual Minute with Nasdaq: Transparency in Collective Investment Trusts
September 7, 20210
Bi-weekly conversations on important issues for the pooled investment industry.
Delta Data BlogDelta Data CEO Whitfield Athey Addresses Account Transfers at 2021 ABA WMTC
February 26, 20210
Whitfield Athey joined Gauri Sharma, VP Professional Certifications – ABA, in an exclusive podcast to discuss account transfers. In this video, you will learn the answers to the following questions: What have been the barriers to adopting automated processes in the past? What are the forces which are driving this need for transparency? If the...
Delta Data BlogDelta Data CEO Whitfield Athey Addresses Standardizing your International Oversight Program at NICSA SLF
February 25, 20210
Whitfield Athey, CEO and technology architect for Delta Data, joined NICSA during a pop-up session to discuss International Dealer Oversight. In this video, you will learn the following: Not only can you run your domestic oversight program in our platform, but now standardize your International Oversight program as well. Create your questionnaire Send out to...
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