Tania Lynn Taylor
National Investment Management Audit Leader at Deloitte & Touche LLP

Profile

Tania is the National Investment Management (IM) Audit sector leader within the Audit & Assurance practice of Deloitte & Touche LLP. She has more than 20 years of public accounting experience serving clients across the IM industry sectors: mutual funds, hedge funds, and private equity and also has expertise serving investment advisers, fund of funds, family offices, broker-dealers, and investment banks. Tania has expertise related to accounting, financial reporting, valuation of financial instruments, and operational and regulatory matters, including being a specialist for the SEC Custody Rule.

As a thought leader within the IM industry, Tania has led industry specific presentations to Deloitte professionals, clients, and industry groups while also co-authoring multiple publications. She previously worked in Deloitte’s Cayman Islands office giving her extensive experience in offshore fund issues and expertise in International Financial Reporting Standards (IFRS).

Tania has represented Deloitte at the American Institute of Certified Public Accountants’ Investment Management Expert Panel meetings and is the past vice chair of the New York CFA Society Alternative Investments Committee.

Tania serves on the board of directors for Christopher & Dana Reeve Foundation and on the Beneficiary Diligence Committee for 100 Women in Finance.

Agenda Sessions

  • Cocktail roundtables

    3:45pm