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Meet Our Asset Management Regulatory Specialists

The Center for Regulatory Strategies

Today's asset managers are working to understand how they can comply with new and existing regulations that were created in a banking context. The changes are profound and today’s investment firms need guidance on how the new rules apply to them. The Center for Regulatory Strategies' asset management team delivers critical insights from a powerful team of specialists and former regulators.

Toai Chin
Partner
Deloitte & Touche LLP

Toai is a partner in Deloitte’s Investment Management practice and has served hedge funds, mutual funds, and investment advisers. She performed audits of these entities, as well as other attest and agreed-upon services. Toai has also provided advisory services to clients in the asset management and broker-dealer industries. Read more.

Michael Chung
Director
Governance, Regulatory & Risk Strategies
Deloitte & Touche LLP

Michael Chung is a director in Deloitte & Touche LLP’s Governance, Regulatory & Risk Strategies practice and leads the organization's Investment Adviser Governance and Oversight services in the central region. He has more than 15 years of experience in asset management. Read more.

Karl Ehrsam
Principal
Deloitte & Touche LLP

Karl is a principal with Deloitte & Touche LLP and has more than 15 years of experience in developing and implementing strategic, organizational, regulatory, operational, and technology solutions for investment management organizations. Karl is recognized for process expertise in addressing regulatory requirements, operational efficiencies, risks, and controls. Read more.

Paul Kraft
Partner
Deloitte & Touche LLP

Paul serves as lead client service partner on a number of Deloitte's investment adviser, insurance, and banking clients. He has more than 20 years of experience helping clients develop solutions to accounting, financial reporting, operational, international, and regulatory compliance matters. Read more.

Elizabeth Krentzman
U.S. Mutual Fund Leader
Deloitte & Touche LLP

Elizabeth Krentzman serves as the U.S. Mutual Fund Leader of Deloitte & Touche LLP’s Asset Management Services group. She helps lead a seasoned consulting team who assist investment advisers, mutual funds, alternative investment firms, service providers, and financial intermediaries in developing and deploying integrated programs for measuring, controlling, and monitoring compliance risks and in meeting operational needs. Read more.

Jeannie Lewis
Principal
Governance, Regulatory & Risk Strategies
Deloitte & Touche LLP

Jeannie Lewis is a principal in Deloitte & Touche LLP‘s Governance, Regulatory & Risk Strategies practice. She has more than 20 years of experience in providing regulatory compliance, risk management, litigation support, and business advisory services to investment advisers, investment companies, service providers, financial intermediaries, hedge funds, and private equity firms. Read more.

Kevin McGovern
Managing Partner and U.S. Leader
Governance, Regulatory & Risk Strategies
Deloitte & Touche LLP


Kevin McGovern is a partner with Deloitte, the leader of the Governance, Regulatory & Risk Strategies practice, and a member of the Executive Committee of Deloitte. He focuses on providing regulatory compliance, operational, and technology consulting services and advice to organizations in the investment management industry, including investment management firms, mutual funds, transfer agents, banks, broker-dealers, and insurance companies. Read more.

Bryan Morris
Partner
Deloitte & Touche LLP

Bryan Morris is a partner in the Greater Washington, D.C. practice of Deloitte & Touche LLP and is the asset management industry leader for the Southeast Region. He currently serves a variety of investment management clients, including investment managers, registered investment companies, and private investment funds. Read more.

 

As used on this page, “Deloitte” means Deloitte & Touche LLP, a subsidiary of Deloitte LLP, Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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