Investment Management

Jim is the managing director of the Deloitte Center for Financial Services, where he is responsible for defining the marketplace positioning and development of the Center’s eminence and key activities. Jim is frequently a keynote speaker at major industry and client conferences. Prior to joining Deloitte, Jim served in several research and consulting leadership roles at TowerGroup.

Michelle Canaan is the insurance research leader at the Deloitte Center for Financial Services. As a subject matter specialist for the insurance industry, Canaan produces thoughtware on current and future trends, including strategies and solutions for our clients. Several papers most recently authored are, Life and annuity insurers consider the path less traveled: Core-system modernization is becoming table stakes and 2024 global insurance outlook: Insurers evolving to address changing operating environment and precipitate even greater societal impact.

Patty is a senior manager and chief of staff at the Deloitte Center for Financial Services, Deloitte Services LP, where she leads the strategy and operations functions of the center. She has more than 20 years of experience in operations and research. She is based in New York.

Doug Dannemiller is the investment management research leader at the Deloitte Center for Financial Services. He is responsible for driving the Center's research platforms and delivering world-class research for our clients. Dannemiller has more than 20 years of experience in research, strategy, and marketing in the investment management and wealth management industries.

Val Srinivas is the banking and capital markets research leader at the Deloitte Center for Financial Services. He leads the development of our thought leadership initiatives in the industry, coordinating our various research efforts and helping to differentiate Deloitte in the marketplace. He has more than 20 years of experience in research and marketing strategy.

Tim Coy is the research manager for the Commercial Real Estate industry within Deloitte’s Center for Financial Services who’s based out of New York City. Prior to Deloitte, he served as a lead researcher for commercial real estate brokerages CBRE and Cushman & Wakefield.