IMpact: An investment management podcast series

Deloitte US
  • 5.0 (9)
  • Investing

Welcome to IMpact, a podcast series from Deloitte's Investment Management practice, hosted by Reese Blair. Throughout the series, we'll hold enriching conversations with industry leaders where we'll explore challenges, opportunities and overall trends that are top of mind investment management professionals. Tune into IMpact and gain insights that can help you make an impact in the industry.

  1. Beyond capital: How PE firms create portfolio value

    Apr 3

    Beyond capital: How PE firms create portfolio value

    In this IMpact podcast episode, host Reese Blair speaks with Rafael Telahun (Managing Director, Altaline Capital Management) about how private equity firms drive value through hands-on operational support, including a "hybrid" approach that helps management execute time-bound transformation plans without overloading already-busy leaders. Telahun highlights value-creation levers that increase "product gravity" and mission criticality like embedding financial services, deep third-party integrations, and monetizable data/benchmark products plus community-building via certifications and conferences. He closes with two imperatives: fully integrate operating professionals into incentives and key decisions, and secure upfront management alignment on the 180-day/one-year agenda.

    38 min
  2. Complex markets, clear insights: A VUCA perspective

    Jan 15

    Complex markets, clear insights: A VUCA perspective

    Recent macroeconomic and policy changes alongside technological disruption have been impacting markets. In this episode host, Reese Blair and Michael Wolf, a Deloitte global economist, discuss how economic cycles and variables shape investment management using the VUCA (volatility, uncertainty, complexity, and ambiguity) framework. They emphasize the need for proactive strategies like diversification, disciplined data-driven processes, and scenario analysis to help investment managers navigate uncertain and interconnected market environments.

    14 min
  3. ETF abundance: Seizing opportunities in a crowded market

    11/04/2025

    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.

    39 min
  4. Risky Business: The Evolution of Operational Due Diligence

    09/08/2025

    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.

    18 min
  5. Summer collection: Revisiting vujà dé moments

    07/29/2025

    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.

    25 min
  6. The Future of Investment Management is Now: Navigating the New Era

    05/22/2025

    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.

    39 min
  7. The transformation of investable assets: Unlocking new investment opportunities in the age of digital innovation

    04/09/2025

    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.

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

    02/12/2025

    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.

    16 min
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5
out of 5
9 Ratings

About

Welcome to IMpact, a podcast series from Deloitte's Investment Management practice, hosted by Reese Blair. Throughout the series, we'll hold enriching conversations with industry leaders where we'll explore challenges, opportunities and overall trends that are top of mind investment management professionals. Tune into IMpact and gain insights that can help you make an impact in the industry.

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