Dbriefs
27 Jan.

2021 investment management outlook: Transforming to thrive

Investment Management

Wednesday, 11:00 a.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will discover how the experiences and necessities brought about by the COVID-19 pandemic have changed investment management firms’ priorities to emerge stronger and thrive in 2021.

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Key takeaways

Host: Jim Eckenrode, managing director Deloitte Services LLP

Presenters: Patrick Henry, Krissy Davis, Tony Gaughan, Tania Taylor

1 Overview CPE credit | Specialized Knowledge

2020 challenged the investment management industry, and the industry responded. How will the volatility, personal hardship, and the industry’s commitment to both customers and employees lead to a stronger, more digitally capable investment management industry? We’ll discuss:

  • Adjusting budget and financial strategies through 2021 to support continued planning for long-tail events.
  • Managing the return to the workplace, preserving the culture, and creating a diverse workforce.
  • Transforming digitally to enable cost savings, support operational change, and meet customer demands.

Meet the speakers

Jim Eckenrode

Jim Eckenrode

Managing director | Center for Financial Services

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.

Patrick Henry

Patrick Henry

US Investment Management practice leader

Patrick is a Deloitte vice chairman and leads the Investment Management practice in the United States. Patrick oversees all of Deloitte’s services provided to mutual funds, hedge funds, private equity, and private wealth clients. He also has extensive experience in SEC reporting and in serving public companies with significant global operations. Patrick is the treasurer and board member of The CityKids Foundation, a New York City–based youth outreach not-for-profit organization.

Tony Gaughan

Tony Gaughan

Partner

Tony is the UK Investment Management & Wealth Sector Leader and the Global Asset Management Leader. He leads some of Deloitte’s largest investment management relationships in EMEA, and works with global investment management, asset servicing and wealth management clients across strategy, distribution, operating model, investment operations & outsourcing. He has over twenty years’ industry experience, including holding senior distribution and operations roles at investment firms in Europe and Asia. Tony has held Financial Conduct Authority controlled functions, has Masters and Post Graduate degrees in Business Administration, and holds a range of investment professional qualifications. He is a Chartered Fellow of the Chartered Institute of Securities & Investment.

Krissy Davis

Krissy Davis

Partner | Deloitte & Touche LLP

Krissy is a partner within Deloitte & Touche LLP. Krissy joined the firm in 1997 and was admitted to the partnership in 2007. During her more than 20 year career with the firm, she has dedicated herself to serving some of the firm’s largest clients in the financial services industry, helping them to solve important and often complex challenges related to their business operations, compliance, and financial reporting. Krissy combines her deep knowledge of investment management operations with her extensive risk management experience to help clients design, implement, and maintain efficient and effective risk management programs and internal control systems. In addition to her passion for serving clients, Krissy has been a champion for many of the firm’s talent, diversity, and inclusion initiatives including serving as a leader of the firm’s Women’s Initiative and championing the development of many professionals as coach, mentor, and/or sponsor. Krissy also has a deep commitment to her community including a passion for accessibility of high quality early childhood education. She currently serves as a trustee for the United Way of Massachusetts Bay and Merrimack Valley and chairman of the board for Summit Montessori School. Krissy has held numerous leadership roles within the firm and currently serves as the managing partner for the Investment Management practice within Deloitte’s US Risk and Financial Advisory business. Krissy has received various recognitions for her leadership including the Boston Business Journal’s 40 Under 40, Boston Chamber of Commerce’s Ten Outstanding Young Leaders (TOYL), the United Way’s Live United Spirit Award, and the MSCPA’s Woman to Watch. Krissy lives in Hopkinton, MA, with her husband Evan and her two daughters, Emma (10) and Hannah (8).

Tania Lynn Taylor

Tania Lynn Taylor

National Investment Management Audit Leader

Tania is the National Investment Management (IM) Audit sector leader within the Audit & Assurance practice of Deloitte & Touche LLP. She has more than 20 years of public accounting experience serving clients across the IM industry sectors: mutual funds, hedge funds, and private equity and also has expertise serving investment advisers, fund of funds, family offices, broker-dealers, and investment banks. Tania has expertise related to accounting, financial reporting, valuation of financial instruments, and operational and regulatory matters, including being a specialist for the SEC Custody Rule. As a thought leader within the IM industry, Tania has led industry specific presentations to Deloitte professionals, clients, and industry groups while also co-authoring multiple publications. She previously worked in Deloitte’s Cayman Islands office giving her extensive experience in offshore fund issues and expertise in International Financial Reporting Standards (IFRS). Tania has represented Deloitte at the American Institute of Certified Public Accountants’ Investment Management Expert Panel meetings and is the past vice chair of the New York CFA Society Alternative Investments Committee. Tania serves on the board of directors for Christopher & Dana Reeve Foundation and on the Beneficiary Diligence Committee for 100 Women in Finance.

Dbriefs resources

Wednesday, 27 Jan 2021 11:00 a.m. ET
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