Last week I keynoted the second annual Asset Management Seminar by BKD CPAs & Advisors. It was a phenomenal night with a sell-out crowd attending in-person and several hundred more registered for the simultaneous virtual event online.

BKD’s CEO Tom Watson kicked things off by sharing a glimpse into BKD’s nearly 100 years of history and how they have built up a leading global #assetmanagement practice in just the last few years.

In my remarks, I shared my outlook for the global economy. I discussed risks on the horizon, including the myriad supply chain challenges we are confronting right now and what it means for diverse industries over the next year.

I also shared my thoughts on several big trends confronting the #investment profession, including major demographic changes that could have a significant impact on wealth distribution, risk appetite, and the future of #philanthropy. I also discussed the changing role of government, the changing nature of going public, and how #ESG is redefining every organization.

I closed with a look into the future. The world is shifting from #digitization to #datafication and this has massive implications for the investment profession. Not just for the art and science of asset management, but also for what it means for the businesses that we invest in.

Following my remarks, BKD hosted two great panel discussions. The first was a conversation with #fundmanagers moderated by BKD’s Kislay (Sal) Shah, CPA. I really appreciated the transparency of the conversation and an honest look into the challenges they are confronting in a #COVID economy.

The final session covered some of the biggest topics in asset management with some of BKD’s leading authorities (Brian Matlock, BKD Partner, Debbie Scanlon, Murat Yasanliel, CPA, MST, Stephanie Rocco, CPA, Paul Russell, CPA, Howard Hong, CPA, and Jim Jordon) on topics like the future of #LIBOR (or a future without LIBOR), ESG, #SPACs, and #DEI.

Thoroughly impressed with BKD’s entire team of #TrustedAdvisors!

#future #event #economy #supplychain