IMpact: An investment management podcast series cover image

IMpact: An investment management podcast series

Latest episodes

undefined
May 22, 2025 • 39min

GenAI: The Future of Investment Management is Now: Navigating the New Era

In this episode of IMpact, explore the evolving landscape of AI in investment management—including its rapid advancements and foundational role in the industry. Listen in as host Reese Blair sits down with Mike Bechtel, Chief Futurist at Deloitte Consulting LLP, to discuss how the use of large language models (LLMs) and AI agents can enhance performance workflows. Learn more about the importance of ethical considerations and the potential for AI to elevate human capabilities, as well these technologies should be thoughtfully integrated while preserving trust and human judgment.
undefined
Apr 9, 2025 • 31min

The transformation of investable assets: Unlocking new investment opportunities in the age of digital innovation

Sandy Kaul, SVP and head of digital asset and industry advisory services at Franklin Templeton, is a thought leader in economic frameworks and financial services. She discusses the transition from a platform economy to a protocol economy, emphasizing the rise of tokenized investments and intellectual property portfolios. The conversation dives into the balance between innovation and caution in finance, the historical resistance to tech, and how emerging technologies enhance security and transparency, paving the way for democratized investment opportunities.
undefined
Feb 12, 2025 • 16min

Insourcing vs. outsourcing: Considerations for the investment management industry as it navigates this decision

As organizations grow, they often face the challenge of whether to outsource certain functions—which is not often an easy decision to make. In the latest episode of IMpact, host Reese Blair is joined by James Kearney, a Managing Director at Deloitte Consulting LLP, to delve into the strategic decision-making process between insourcing and outsourcing within the investment management industry. They highlight the significance of aligning these decisions with broader business strategies, underscoring the importance of ownership, accountability, and intentional planning.
undefined
Dec 9, 2024 • 37min

Where the ripple effect turns into major waves: How changes in tax policy can influence investment management landscape

In the latest episode of the IMpact, Deloitte’s investment management podcast, host Reese Blair, Audit & Assurance partner talks with Jillien Flores, head of Global Government Affairs at Managed Funds Association, and Jeff Kummer, managing director in Deloitte Tax LLP’s Tax Policy group, about the resulting impact of US election outcomes on tax policies and the investment management landscape. Throughout the conversation, explore how shifts in corporate and individual tax policies may influence market behavior, and potentially impact your financial decisions.
undefined
Nov 14, 2024 • 26min

Democratizing private markets: A more accessible investment landscape

Private markets are constantly evolving. On this episode of IMpact, we take a closer look at the unique opportunities that stem from private market investing, like higher returns and diversification, and how it can address traditional challenges such as liquidity constraints and transparency issues.
undefined
Nov 14, 2024 • 33min

Unlocking investment management insights: The power of alternative data

In this episode of IMpact, Deloitte’s investment management podcast, host and Deloitte partner, Reese Blair, dives into the transformative world of alternative data in investment management with Niall Hurley, former CEO of Eagle Alpha. Tune in as Niall shares his expertise on the evolution of alternative data, the operational challenges faced by data providers, and the pivotal role of AI and GPT models in processing and analyzing this data. Whether you're an industry veteran or new to the field, this episode offers valuable perspectives on leveraging alternative data for a competitive edge. Join us to discover how to harness the power of alternative data and make informed investment decisions.
undefined
May 14, 2024 • 40min

Navigating the ESG landscape in investment management: Future of responsible investing

Curious about how ESG efforts are affecting the investment management sector? Look no further. In the latest episode of IMpact, host Reese Blair is joined by Eugenia Jackson, the Global Head of ESG at PGIM to discuss the growth of ESG investing, as well as new strategies across the industry. Their conversation sheds light on the increasing materiality of ESG factors for companies, the challenges of navigating a rapidly evolving regulatory landscape, and the need for clear definitions and standardized practices to address current confusion surrounding ESG integration.
undefined
Mar 5, 2024 • 43min

Artificial intelligence in investment management: Consider it an evolution, not a revolution

In a new episode of IMpact, learn more about the potential benefits of Generative AI within the investment management industry, including how it can enhance customer experience and improve efficiency for investment management teams.
undefined
Dec 1, 2023 • 25min

Evolving landscape of investment management regulations: Taking a peek at what’s to come

As new regulations from the Securities and Exchange Commission (SEC) continue to roll in, experts and advisers alike are working hard to maintain the status quo. Find out how industry leaders are not just staying afloat, but finding new success in the midst of uncharted territory.
undefined
Nov 3, 2023 • 37min

The changing investment management landscape

The constantly evolving landscape of the investment management industry means that new ideas and insights are always emerging. Listen to the first episode of IMpact to learn more about the state of the industry, what it takes to drive success, and how leaders are continuing to utilize adaptive thinking to promote a culture of prosperity.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app