ETF abundance: Seizing opportunities in a crowded market
The evolution of Exchange Traded Funds (ETFs), has offered new avenues for investors and advisors to balance opportunity and risk. In the latest episode of IMpact, host Reese Blair is joined by Joel Schneider, deputy head of portfolio management at Dimensional, for a discussion on the evolution of ETFs, how they are reshaping the investment management landscape, and considerations for leveraging ETFs for investment success.
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38:48
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38:48
Risky Business: The Evolution of Operational Due Diligence
The evolution of Operational Due Diligence (ODD) in investment management has been resulting in the adoption of new trends and approaches. In this episode host, Reese Blair, and Starrlight Advisory's founder, Richard Schnuerer highlight the shift from traditional practices to a more comprehensive approach that emphasizes investor experience, transparency, and technology integration. Listen in to their conversation.
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18:03
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18:03
Summer collection: Revisiting vujà dé moments
In a special summertime episode of IMpact, our investment management podcast, host Reese Blair offers a look back at some of the most insightful conversations from the series so far—covering everything from M&A and Generative AI to the democratization of private markets. Tune in for perspectives on the advancements and evolution in the investment management industry.
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25:23
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25:23
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.
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38:43
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38:43
The transformation of investable assets: Unlocking new investment opportunities in the age of digital innovation
The investment management industry is at the frontier of a shifting economic framework. In this episode of the IMpact Podcast, host Reese Blair chats with Sandy Kaul, SVP and head of digital asset and industry advisory services at Franklin Templeton and a thought leader in economic frameworks and financial services, about her insights into the shift from a platform economy to a protocol economy. They also discuss the emergence of new asset classes, such as tokenized investments and intellectual property portfolios, and how these innovations could democratize access to investments.
Sobre IMpact: An investment management podcast series
Welcome to IMpact, a podcast series from Deloitte's Investment Management practice. Hosted by Reese Blair, each episode explores rising trends, common concerns, and effective solutions in the investment management sector through conversations with leaders from across the industry. Tune into IMpact, learn something new, and walk away with insights that will help you make an impact.
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