Dbriefs Webcast

Investment management: Challenges and opportunities in the year ahead

Investment Management

January 22 | 11 a.m. ET | 16:00 GMT

Host: Jim Eckenrode, managing director, Deloitte Services LP
1 Overview CPE credit | Specialized Knowledge

Investment management continues to change radically, with margin compression, decreasing organic growth, shifting consumer preferences, regulatory developments, and advancing technologies being key drivers. What factors are likely to distinguish industry leaders from laggards in the next 12 months? We'll discuss:

  • Evaluating growth options and opportunities through diversification, market expansion, and product development.
  • Creating operational efficiencies through the use of emerging technologies that incorporate both internal and external factors.
  • Delivering next-level customer experience through the design and implementation of differentiated platforms that maximize engagement.

Participants will learn about industry and competitive pressures that are likely to unfold in 2019.

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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... More

Paul Kraft

Paul Kraft

Mutual Fund and Investment | Audit & Assurance

Paul leads Deloitte’s US Mutual Fund practice. He oversees the national development and delivery of mutual fund strategies across Deloitte & Touche LLP's audit & assurance, tax, consulting, and adviso... More