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 chair 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

US Investment Management Practice Leader

Krissy is a Deloitte vice chair and the leader of Deloitte’s US investment management industry practice. As the industry leader, Krissy is responsible for driving the integrated industry strategy across Deloitte’s businesses, Audit, Consulting, Risk & Financial Advisory, and Tax, and ensuring the strategy, solutions, and thought leadership meets the evolving market demands. Krissy also works with our client account teams to ensure we deliver the breadth and depth of the firm’s capabilities and talent to our clients. With over 550 partners, principals, and managing directors and more than 5,000 staff dedicated to the industry, her team has deep capabilities to assist clients as they grow and transform their business and meet regulatory and stakeholder expectations. In her 24 years with the firm, Krissy has had significant experience delivering complex and transformative projects to a variety of stakeholders. She has served a wide array of clients including mutual funds, private and public investment advisors, alternative asset managers, asset servicers, and broker/dealers. 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 a coach, mentor and/or sponsor. Krissy is also a member of the firm’s Retirement Committee. She has a deep commitment to her community including a passion for the accessibility of high-quality, early childhood education. She currently serves as a Trustee for the United Way of Massachusetts Bay and Merrimack Valley, and Summit Montessori School. Krissy earned her bachelor’s degree in Business Administration from Stonehill College. She lives outside Boston with her husband, Evan, and two daughters, Emma (13) and Hannah (10).

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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