Sales and Asset Forecasting: Modeling in an Evolving Global Economy

Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs, to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies.

Learning objectives:

  • Overview of the state of the industry
  • Evolution of economic modeling during periods of global unrest
  • Modeling scenarios from multiple macro-economic inputs
  • Best practices for modeling efficiencies

Who should attend:

Front office individuals involved in macro-economic, sales, and asset forecasting; middle office finance professionals managing and budgeting forecasting processes.


This program is sponsored by:

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CPE INFORMATION:
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1
CPE Field of Study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None


CANCELLATIONS AND REFUNDS:
Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Jason Davenport (Moderator)

VP Sales, Delta Data

Jason Davenport is VP of Sales at Delta Data.  His role consists of leading the strategic direction of our Asset Management suite of products. 

Prior to joining Delta Data,  he spent over 13 years in delivering reporting and business intelligence solutions for one of the world’s largest credit card processing firms.  He also spent several years working at an analytics consulting firm, specializing in the financial industry.

He received his Masters of Science in Predictive Analytics from Northwestern University and a Bachelor of Science in Information Systems from Brewton Parker College. In Jason’s spare time, he enjoys spending time with his family and playing golf. 

Whitfield Athey

CEO, Delta Data

Innovative thought leader in Mutual Fund middle and back office technology with 20 years of experience as a technologist in the pooled investment industry. At Lehman Brothers, Athey was the chief architect of a cross-selling platform for managed strategies. During his tenure at Delta Data, he has transformed the company from a software provider to a core infrastructure service that connects the largest counterparties in the industry and is currently the vanguard for advanced, industry leading applications, including Artificial Intelligence and Machine Learning. Under his tenure, Delta Data was named one of the Top 40 Innovative Technology Companies in Georgia in 2013, 2016, and again in 2018. Delta Data products support over $2T in mutual fund assets. And our data services underpin over 9T in US pooled investment trading.

Tyler Cloherty

Senior Manager - Head of Knowledge Center, Casey Quirk, a Deloitte Business

Tyler Cloherty is a senior manager with Casey Quirk, a Deloitte Business. Tyler advises global asset and wealth management firms worldwide. His areas of expertise include growth strategy, distribution design, investment organization assessment, product development, acquisition due diligence, and incentive alignment.

As a leader of the firm’s Knowledge Center, Tyler manages thought leadership for the firm, leads proprietary research, and advises on client engagements. He conducts hundreds of interviews a year with C-suite professionals and professional investors throughout the industry.

Prior to joining Casey Quirk, Tyler was an associate director and head of retail research at Cerulli Associates in Boston. Tyler also worked at Fidelity Investments within their institutional group, supporting both broker/dealers and registered investment advisors, and in wealth management at Citigroup Smith Barney.

Tyler is a graduate of the University of Maryland and a Chartered Financial Analyst.

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Webinar
10/22/2020 at 2:00 PM (EDT)   |  60 minutes
10/22/2020 at 2:00 PM (EDT)   |  60 minutes
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Certificate
1.00 CPE Credits credit  |  Certificate available
1.00 CPE Credits credit  |  Certificate available