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Participants will assess the insights and emerging trends, enhancing their understanding of these evolving topics and considering practical applications within their organization.
Host: Brian Liebman, Audit & Assurance managing director, Deloitte & Touche LLP
Presenters:
Mike Brodsky, Audit & Assurance managing director, Deloitte & Touche LLP
Mackenzie Dowd, Audit & Assurance senior manager, Deloitte & Touche LLP
Seth Connors, Audit & Assurance partner, Deloitte & Touche LLP
Adrian Costin, Consulting managing director, Deloitte Consulting LLP
Reynaldo Sylla, Audit & Assurance senior manager, Deloitte & Touche LLP
1.0 Overview CPE credit | Specialized Knowledge
Deloitte’s Investment Management practice invites transfer agent and asset servicing professionals to hear a panel of subject matter specialists speak about the latest developments and emerging trends shaping the transfer agency landscape. We’ll discuss:
- Leveraging the Nicsa Transfer Agent Compliance Guide as a compliance resource
- Insights and emerging trends in transfer agency, including fraud risks and mitigation strategies; oversight of outsourced transfer agent functions; considerations for tokenized assets; and artificial intelligence, technology, and product modernization
