Host: Krissy Davis, partner, Deloitte & Touche LLP
As investment management firms plan and execute strategies for 2023, leaders must recognize that culture and purpose impact success on many levels. This is especially true in an environment defined by uncertainty. How should executives navigate current market challenges and invest for advantage? We’ll discuss:
- Optimizing the talent model: workplace, connections, and culture
- Delivering alpha and investing in client-centricity
- Optimizing operational efficiency, digital transformation, and governance
Meet the speakers
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).
Karl is the US Investment Management Leader for Deloitte Risk & Financial Advisory. He has over twenty years of experience developing and implementing solutions that address strategic, organizational, regulatory, operational, and technology business issues for investment management and wealth organizations. His primary focus is on developing and directing engagements to implement front, middle and back-office solutions at investment managers and their service providers. Karl is recognized for his process expertise and ability to develop solutions which address business requirements, compliance obligations, operational efficiencies, risks, and controls.
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.
Kevin, a principal with the Casey Quirk practice within Deloitte Consulting LLP, has more than 25 years of experience in the asset and wealth management industry. He oversees many key client relationships and plays a highly active role in developing cutting-edge thought leadership. Kevin's primary responsibilities are client-facing, personally advising CEOs and executive teams of leading asset and wealth management firms on their most pressing strategic issues. His areas of focus include global business strategy development, Mergers and Acquisitions/integration advisory, distribution organization design, investments capability assessment, and strategy. Prior to Deloitte, Kevin was the Chairman and founding managing partner of Casey Quirk. He earned a master's degree in business administration from the Stern School of Business at New York University and a bachelor's degree in political science from Providence College, where he is a member of the board of trustees.