CFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian Marlow
plannerdao.substack.com
Listen now (36 min) | The Compliance Working Group has produced a first for the industry - an SMA Due Diligence Checklist that standardizes the information needed to review the different investment options in crypto.
CFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian Marlow
CFP Podcast: Introducing the PlannerDAO SMA…
CFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian Marlow
Listen now (36 min) | The Compliance Working Group has produced a first for the industry - an SMA Due Diligence Checklist that standardizes the information needed to review the different investment options in crypto.