About IMpact: An investment management podcast series
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.
Private capital assets in US defined contribution plans could exceed $1 trillion by 2030
This podcast episode discusses the potential integration of private capital assets into US defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, by 2030. It explores the market size, regulatory developments, product design, and operational considerations necessary for responsible adoption.
8 Sept 2026
Meaningful private capital exposure could reach one in six US retail investor funds by 2030
Private capital exposure in US registered funds is predicted to increase significantly by 2030, moving from a niche role to a more common feature in retail investing. This shift is driven by investor demand, regulatory changes, product innovation, and technology partnerships, but requires careful alignment of fund structure, investor education, and governance.
3 Apr 2026
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.
15 Jan 2026
Complex markets, clear insights: A VUCA perspective
Recent macroeconimic 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.
4 Nov 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.
8 Sept 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.
29 Jul 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.
22 May 2025
GenAI: The Future of Investment Management is Now: Navigating the New Era
Mike Bechtel, Deloitte's Chief Futurist, examines how large language models and AI agents improve investment management workflows, emphasizing ethical considerations and augmenting human capabilities in an interview with Reese Blair.
9 Apr 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.
12 Feb 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.
9 Dec 2024
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.
14 Nov 2024
Democratizing private markets: A more accessible investment landscape
IMpact host explores how private market investing democratizes access to higher returns and diversification, addressing traditional challenges of liquidity constraints and transparency issues.
14 Nov 2024
Unlocking investment management insights: The power of alternative data
Deloitte's Niall Hurley and host Reese Blair explore the transformative power of alternative data in investment management, leveraging AI and GPT models for a competitive edge.
14 May 2024
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.
5 Mar 2024
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.
23 Jan 2024
Breaking barriers and bridging gaps: DEI in the world of data and analytics
Curious how data and DEI intersect? Explore the evolving landscape of DEI in data and analytics within the investment management industry, and what DEI investing looks like when building a diverse, equitable, and inclusive community that fosters excellence and equality.
1 Dec 2023
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.
3 Nov 2023
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.
3 Nov 2023
IMpact Podcast Season 1 Teaser
Tune in to IMpact, a new financial services 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.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
9 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 29 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
35
Social presence
0
YouTube
0
Engagement
60
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