Meet Karl EhrsamPrincipal, Deloitte & Touche LLP |
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Karl is a principal with Deloitte & Touche LLP and has over fifteen 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.
Karl has led several engagements to establish and assess the compliance programs of traditional and alternative investment managers. Sample projects include an engagement to develop the compliance program for a large family office seeking to advise third party assets, the merger integration of compliance practices supporting a global asset management firm, multiple assessments of compliance programs under the Investment Advisors Act rules 206(4)-7 and 38a-1, assistance with the design and implementation of a shareholder disclosure process, assisting legal counsel in responding to Securities Exchange Commission (SEC) examinations, working with a wealth manager to enhance its compliance and control environment, and establishing a program management office to address resolution and recovery planning of a global investment bank.
Prior to joining Deloitte, Karl worked as a principal consultant in a major global consulting firm and as a pension analyst at a global financial services company.
Karl has a Masters of Business Administration from the University of Georgia and a Bachelor of Arts from Loyola University Maryland.
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