Blogs

Nicsa’s DPNA Committees at Work

By Nicsa Admin posted 2 days ago
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Nicsa’s committees are at the heart of our mission to connect all facets of the asset and wealth management industry to advance leading practices. Creating synergies among our various Diversity Project North America committees is one way to maintain positive momentum toward our mission of championing DEI as a business priority. Take a look at how our working committees are enriching our organization and advancing our initiative. If you are inspired by efforts below, reach out to learn how to get involved. Our Benchmarking Committee explores industry measurements and metrics around DEI standards. They are focused on benchmarking sources, ...
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Nicsa’s Alts Committee Gets Insights from CAIA

By Nicsa Admin posted 16 days ago
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Aaron Filbeck a Managing Director from the Chartered Alternative Investment Analyst Association (CAIA) spoke to Nicsa’s Alternative Investments Committee on recent thought leadership issued by CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. CAIA focuses on education, transparency and raising ethical standards in the alternative investments sector. The CAIA recently issued a thought leadership paper on the Total Portfolio Approach. Total Portfolio Approach The ...
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Nicsa Announces Allison Walsh as Vice President, Sales and Member Engagement

By Nicsa Admin posted 17 days ago
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Nicsa is pleased to announce that Allison Walsh will assume the role of Vice President, Sales and Member Engagement, effective June 2024. Allison’s primary responsibilities will be to drive engagement, recruit new members across the asset and wealth management industry, and act as the primary contact for all sponsorship opportunities. “Allie’s industry expertise and deep relationships built over her tenure as VP of Marketing will enable Nicsa to expand our reach across an ever-evolving industry,” said Jim Fitzpatrick, President & CEO of Nicsa. The Nicsa leader added, “We plan to bring new members to our community with increased engagement, while ...
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Nicsa Members Gain Insight on Industry M&A Trends

By Nicsa Admin posted 24 days ago
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A live panel discussion at Nicsa's 2024 Strategic Leadership Forum , M&A Hotbed , delved into the market-moving M&A deals that are dramatically altering the asset and wealth management industry. The panel was moderated by Jeff Stakel, Deloitte Consulting. Panelists included Jeb Doggett, Chief Administrative Officer, Polen Capital; Dan Houlihan, President, STP Investment Services; and Amrit Kanwal, Executive Vice President and Chief Financial Officer, MFS. The session explored the complexities and challenges involved with mergers and acquisitions (M&A) in the asset and wealth management industry. The speaker emphasized that unlike in ...
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Nicsa’s “Face the Membership” Session Featured Two of the Industry’s Most Influential Women

By Nicsa Admin posted 25 days ago
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Asset and wealth management executives gathered at Nicsa’s 2024 Strategic Leadership Forum to discuss the most pertinent topics affecting financial professionals worldwide. The popular “ Face the Membership ” session provided valuable insight into industry trends from two of the industry’s most influential women. Bob Pisani of CNBC moderated the highly anticipated session, featuring Yie-Hsin Hung, President & Chief Executive Officer of State Street Global Advisors, and Penny Pennington, Managing Partner of Edward Jones. The following offers some insights on the trends taking the spotlight. On Artificial Intelligence: The panel explored ...
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Five Trends from Nicsa’s Product-Focused SLF Session

By Nicsa Admin posted 30 days ago
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A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum , Building Tomorrow’s Portfolio , delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset Management Strategy Consulting . Panelists included Katie Fischer, Director, Equity, Fixed Income and Multi-Asset Pillars, US Wealth Advisory, BlackRock ; Alex Goldsmith, Chief Strategy Officer, First Eagle Investments ; and Ben Slavin, Global Head of Commercial Engagement & Strategic Growth, BNY ...
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The Rise of Hyperpersonalization in Wealth Management

By Nicsa Admin posted 30 days ago
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Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization . The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of SS&C and included perspectives from Steve Harris, Edward Jones; Megan Miller, Allspring Global Investments; and Mark Zeitoun, Columbia Threadneedle. Panelists emphasized the paramount importance of understanding clients' individual needs and ...
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Nicsa Members Learn How to Be Futurists

By Nicsa Admin posted 03-25-2024
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In a live session at the recent Nicsa 2024 Strategic Leadership Forum , Think Like a Futurist , participants explored the fascinating world of futurism and how to navigate the ever-evolving landscape of technological advances. Forward-thinking leadership perspectives from Matt Mackay, Executive Director, Platform Sales, Corporate & Investment Bank, J.P. Morgan and Debora Kantt, Strategic Foresight & Future Studies Director, JP Morgan discussed the mindsets that propel businesses forward. Advice from Nicsa’s future-focused session highlighted that b usiness leaders must embrace the capacity to imagine the unimaginable. ...
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SLF Attendees Learn AI Tips and Trends

By Nicsa Admin posted 03-25-2024
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A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum , Reshaping the Value Chain with AI , explored the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry. The panel was moderated by Michael Sands, Senior Manager, Strategy & Consulting - Capital Markets, Accenture and featured Joe Bonanno, Global Head of Data, Digital and Innovation, Citi; Vinay Nair, Founder and CEO, TIFIN; and Koren Picariello, Executive Director and Head of Generative AI Strategy and Execution, Morgan Stanley. The discussion highlighted how AI is revolutionizing existing practices and driving automation, consequently ...
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Industry Veteran Marty Flanagan Shares Lessons Learned

By Nicsa Admin posted 03-25-2024
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Nicsa's 2024 Strategic Leadership Forum offered a retrospective and forward-looking view of the asset and wealth management landscape. Industry veteran Marty Flanagan, Chairman Emeritus of Invesco, was presented with the prestigious Lifetime Achievement Award during the event. The Lifetime Achievement Award honors distinguished executives who, during their lifetimes, have made impactful contributions of outstanding leadership to the field of asset management. Nicsa Board Member Clint Harris, Head of Wealth Management Platforms and Institutional Consultant Relations at Invesco, sat down with Marty to share perspectives and lessons learned ...
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Nicsa Announces Volunteer of the Year Awardees

By Nicsa Admin posted 02-20-2024
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Boston, MA – February 20, 2024 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum in March. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset and wealth management community, and advancing the broader industry. Nicsa’s committees work to provide association members with educational resources on the issues that matter most to the global asset and wealth management industry. On behalf of Nicsa, committee members support the association’s mission of developing, sharing, and advancing ...
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Nicsa’s 2024 SLF to Unite Industry Visionaries

By Nicsa Admin posted 02-06-2024
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Boston, MA – February 6, 2024 – Nicsa, a leading provider of education and networking forums to professionals in the global asset and wealth management industry, announced its key speakers and session highlights for the 2024 Strategic Leadership Forum taking place on March 13-15 in Orlando, Florida. · Industry veteran Marty Flanagan , Chairman Emeritus of Invesco , will share perspectives from pivotal times in his career and explore how lessons learned can be applied to future "watershed" moments. · Bob Pisani of CNBC will moderate an intimate C-Suite Roundtable featuring Edward Jones’ Penny Pennington and Yie-Hsin ...
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Nicsa Partners with Expect Miracles Foundation on 2024 Nicsa Gives Back Golf Event

By Nicsa Admin posted 01-26-2024
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Boston, MA – January 26, 2024 – Nicsa , a premier asset and wealth management association, is proud to announce a partnership with Expect Miracles Foundation (EMF) for its 2024 Nicsa Gives Ba ck Charity Golf Tournament . Nicsa will invite attendees of its Strategic Leadership Forum , executives from leading asset and wealth management firms, to participate in its March 14 event at Waldorf Astoria Orlando Golf Club in Orlando, Florida. Net proceeds from the Nicsa Gives Ba ck Charity Golf Tournament will go to Expect Miracles Foundation, a leading advocate in the fight against cancer within the financial services industry. ...
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A Letter to Members from Jim Fitzpatrick, 2024

By Nicsa Admin posted 01-17-2024
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To the Nicsa Community: Happy 2024! I hope each of you rang in the new year with renewed optimism for the industry we all serve. I am very proud to be part of a community that has made impressive strides in servicing clients, supporting employees, and offering innovative investment solutions. Likewise, I am exceptionally proud of Nicsa’s role in that progress, and I’d like to take this opportunity to thank our members for their ongoing support of each other, our industry, and our association during the last twelve months. People Nicsa has always been about “the people,” and that is clearly where we shine. We have some exceptional ...
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Nicsa Recognizes New Committee Chairs

By Nicsa Admin posted 01-03-2024
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Boston, MA – January 3, 2024 – Nicsa, a leading Association in support of the asset and wealth management industry, recognizes eight new Committee Chairs. These individuals help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines and professionals. Nicsa’s committees are open to all employees of member firms and comprise professionals across divisions, departments, and all levels of management. A full list of Nicsa Committee Chairs follows, with recent appointees appearing in bold: BOD/Executive Committee Scott Brady, Columbia Threadneedle | Chair Stacy Bernstein, American ...
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What's Driving the Alts Market?

By Nicsa Admin posted 11-28-2023
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Participants at Nicsa’s 2023 General Membership Meeting explored what’s driving the diverse landscape of alternative assets, from private equity to venture capital, hedge funds, and beyond. The session, What’s Driving the Alts Landscape , took a deep dive into the untapped opportunities that alts can offer. York Lo, Head of Alternative Product and LLCs, John Hancock Investment Management moderated the panel which comprised Brendan Cuddihy, Chief Operating Office, CAIS; Kenny King, Head of Alternatives, Asset Servicing, BNY Mellon; and Meisan Lim, Investment Managing Director, Hedge Funds, Cambridge Associates Alternative investments have emerged ...
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Workforce Evolution Across Asset and Wealth Management

By Nicsa Admin posted 11-21-2023
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Nicsa’s 2023 General Membership Meeting featured a thought provoking, debate-style discussion on the differences between “traditional” and “Next Gen” workforces. The different perspectives on the future of the workforce included moderator Kevin McCord, Sales Manager, National Quality Review, alongside panelists Robert Fox, Senior Manager, Clarendon Partners; Rima Haddad, Vice President, Hedge Fund Financial Reporting, JP Morgan; and LeAnn Trejo, Senior Vice President of American Funds Service Company (AFS), part of Capital Group (CG). The conference session highlighted key learnings and insights into generational work preferences, particularly ...
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A New Dawn for the Advisor Landscape

By Nicsa Admin posted 11-21-2023
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Nicsa's 2023 General Membership Meeting offered a look into the advisor landscape and the shifting intermediary marketplace. Broadridge’s Tim Kresl and Columbia Threadneedle Investments’ Jim Bumpus, Head of Intermediary Markets, discussed key trends. With the increasing product complexity and evolving investor expectations, advice models are being reshaped. The session’s audience included executives from across the asset and wealth management industry. The discussion offered the following takeaways: Financial advisors are increasingly diversifying their allocations, including alternatives (liquid and non-liquid), separately managed ...
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The Power of AI Awakens in Asset and Wealth Management

By Nicsa Admin posted 11-21-2023
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A recent panel discussion at Nicsa's 2023 General Membership Meeting , Unveiling the Power of AI , delved into the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry and the unique dynamics at play, giving rise to this technological wave. The panel was moderated by Matt Labovich, US Data Analytics and AI Leader, PwC. Panelists included Vanessa Fernandes, Head of Digital Experience and Delivery, BNY Mellon, Amie Fleming, Data & AI Director, Microsoft, and Ninou Sarwono, VP, Head of Emerging Technology, Capital Group. An AI Revolution: The panel discussed the significant paradigm ...
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Strategies for Effective Governance Explored at GMM

By Nicsa Admin posted 11-21-2023
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A recent panel discussion at Nicsa's 2023 General Membership Meeting , A Confident Board , delved into the strategies for effective governance within the asset and wealth management industry, The panel was moderated by Amy Merrill, Senior Manager, EY. Panelists included Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust, Joanne Kane, Chief Compliance Officer, SS&C Technologies, and Rosa Licea-Mailloux, Vice President and Head of Compliance, Americas, MFS Investment Management The discussion revolved around the critical interplay between board oversight, compliance, and operational understanding ...
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