Industry Leaders Outlook 2019

Wednesday, March 7, 2019


2:00 pm - 3:00 pm ET              







Jim Fitzpatrick
President, NICSA
 Scott Brady
Head of US Product Development & Strategy, Columbia Threadneedle
 Phil Kolb
Managing Director, Head of Product Group Services, Morgan Stanley
Kirk Reid
SVP, Head of Operations, Oppenheimer Funds


The global asset management industry is facing rapid evolution, sparking changes to existing business models. What are the industry’s biggest threats? Where do the biggest opportunities for differentiation lie? NICSA’s panel of thought leaders explores tech and ops trends, distribution and product evolutions, and human capital management issues that are expected to have the biggest impact on the industry in 2019. Get fresh perspective on how today’s business decisions will impact longer term strategic outlooks.

Learning Objectives:

- Gain insight into what trends are top of mind for operations, technology and distribution professional in our industry.
- Learn strategies for effecting and managing change within your organizations.
- Understand the increasingly interdependent nature of industry business lines.

CPE Information

NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For this webinar:
CPEs Earned: 0

Cancellations and Refunds

Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

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