Steering Committee Members
Aberdeen Standard Investments is a global asset management company focused on meeting the investment needs of institutions, private investors and financial advisers. Listed on the London Stock Exchange since 1991, we manage investments across the full spectrum of asset classes and geographic markets. Based in or close to the markets in which we invest, we are dedicated to first-hand research to deliver investments that enable our clients to achieve their goals. In March 2017 we announced a merger with Standard Life PLC which, subject to shareholder approval, aims for completion by the end of September 2017.
BBD provides a complete suite of solutions for the investment management industry’s accounting, audit and tax needs, including for Mutual Funds & ETFs, Private Funds, Investment Advisors & Broker-Dealers and Investment Management Industry Service Providers.
Our professionals have dedicated their careers to the investment management industry and to delivering a valuable audit and tax experience. They ensure our clients are always serviced by a team with significant industry expertise and always receive the highest level of service. Stay current on the audit and tax issues important to your funds at bbdcpa.com.
Deloitte’s Greater Philadelphia practice is focused on emerging growth, middle market and Fortune 1000 clients with more than 1,700 professionals specializing in audit, advisory, consulting and tax services. Our professionals are part of a global network with access to thought leadership and subject matter specialists, work across more than 20 industry sectors delivering solutions that focus on the cutting edge of emerging trends, challenges, and opportunities driving growth and success for organizations. We help reinforce public trust in capital markets, inspire clients to make challenging business decisions with confidence, and help lead the way toward a stronger economy and a healthy society.
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. EY’s Global Wealth & Asset Management Sector brings together a worldwide team of dedicated professionals to help you succeed – a team with deep technical experience in providing assurance, tax, transaction and advisory services. The Sector team works to anticipate market trends, identify their implications and develop points of view on relevant sector issues. Working together, we can help you meet your goals and compete more effectively.
Faegre Drinker is a top 50 firm designed for clients. We opened our doors on February 1, 2020, uniting Faegre Baker Daniels and Drinker Biddle & Reath, two firms known for exceptional legal and consulting capabilities and a commitment to service excellence. Clients are at the start — and the heart — of everything we do. With more than 1,300 experienced attorneys, consultants and professionals in 22 locations across the United States, United Kingdom and China, we have the strength to solve your most complex transactional, litigation and regulatory challenges wherever you need us. We partner with clients ranging from emerging startups to multinational corporations, delivering comprehensive and customized advice that advances your most ambitious business objectives.
FS Investments is a leading asset manager dedicated to helping individuals, financial professionals and institutions design better portfolios. The firm provides access to alternative sources of income and growth, and focuses on setting industry standards for investor protection, education and transparency. FS Investments is headquartered in Philadelphia, PA with offices in New York, NY, Orlando, FL and Leawood, KS. Visit www.fsinvestments.com to learn more.
KPMG LLP’s U.S. Asset Management practice provides audit, tax and advisory services that are delivered through nearly 4,000 professionals, including 460 partners, that are part of a global network of member firms whose financial services presence of more than 35,000 partners and professionals spans 115 jurisdictions covering the world’s most prominent financial centers. For more information, visit us at KPMG.com.
Macquarie Investment Management (MIM) is a global asset manager with offices throughout the US, Europe, Asia, and Australia. We are active managers who prioritize autonomy and accountability at the investment team level in pursuit of opportunities that matter for clients. Our conviction-based, long-term approach guides us in managing assets on behalf of investors worldwide, across fixed income, equities, listed real estate, listed infrastructure, hedge funds, and multi-asset solutions. In the US, retail investors recognize our Delaware Funds℠ by Macquarie as one of the longest-standing mutual fund families, with more than 75 years in existence.
Morgan Lewis counsels more than 60 mutual fund, exchange-traded fund (ETF), and closed-end fund complexes, comprising well over 1,000 investment portfolios, and represents the independent directors or trustees of more than 20 fund complexes. Our fund clients range from those sponsored and advised by some of the world’s largest banks, insurance companies, and broker-dealers, to funds advised by independent investment advisers. Our fund clients collectively manage more than $1 trillion. We also represent their administrators, custodians, distributors, listing markets, subadvisers, transfer agents, and other service providers.
At PwC, our purpose is to build trust in society and solve important problems. We're a network of firms in 157 countries with more than 223,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com.
After 50 years in business, SEI remains a leading global provider of investment processing, investment management and investment operations solutions for the financial services industry. Through our Investment Manager Services (IMS) division, SEI supplies investment organizations of all types with an open-architecture operating platform that integrates best-in-class technologies to accommodate a wide range of complex investment vehicles, strategies and jurisdictions. Our services enable investment managers to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. SEI currently partners with more than 550 traditional and alternative asset managers, as well as sovereign wealth funds and family offices, representing nearly $30 trillion in assets. For more information, visit www.seic.com/ims.
Stradley Ronon’s nationally recognized investment management practice represents more than 1,500 investment companies with assets under management exceeding $2 trillion. Our investment management clients include retail and institutional open-end funds, closed-end funds and ETFs that market shares through every distribution channel, as well as investment advisers, hedge fund sponsors, administrators and underwriters/distributors. Our investment management lawyers also serve as independent legal counsel to independent directors/trustees of registered funds, and as special counsel to other law firms with regard to complex issues arising under the Investment Company Act of 1940.
Tait Weller is the region’s leading full-service, independent accounting firm specializing in the financial services sector. We provide pro-active Audit & Assurance, Tax and Advisory services to regulated investment companies (RICs) and related and associated companies such as alternative investment funds, underwriters, investment managers, transfer agents, related financial institutions, and independent broker-dealers. We expertly guide you through complex financial and regulatory issues, including strategic and business planning, compliance and regulatory assistance, tax services, service provider evaluation and selection, information technology, and start-up mutual fund planning and registration. Our commitment to continuity of client service and learning extends from partner involvement to multi-year team assignments.
Troutman Pepper is a national law firm known for its higher commitment to client care. With more than 1,100 attorneys in 23 U.S. cities, the firm partners with clients across every industry sector to help them achieve their business goals. Our approach to investment fund matters is business-centric, responsive, and efficient. We advise on fund services, including fund formation and operation; fund transactions, including acquisitions, investments, and financings; and fund regulation and regulatory compliance. Our multidisciplinary team brings deep subject matter knowledge to our clients’ most significant investment fund matters. To provide comprehensive counsel, we draw upon the experience of members of our corporate, tax, finance, securities, mergers and acquisitions, real estate, energy, intellectual property, employee benefits, and labor and employment practices, as appropriate.