Each year, the GMM brings together innovative and forward-thinking asset management industry leaders for robust discussions on the topics shaping the space. On October 17, experts from across each of the key disciplines in the fund business arrived in Boston to share thoughts on emerging technologies, navigating the regulatory landscape, and staying ahead of the rapid pace of change in asset management.

“The asset management industry is undergoing a period of tremendous change and now, more than ever, it is important for participants across all facets of the business to connect and help advance best practices,” said Jim Fitzpatrick, President and CEO of Nicsa. “We have an exciting program planned for the GMM and I look forward to all of the compelling discussions and actionable next steps/strategies that will help move our industry forward.”

Jylanne Dunne, Vice President of Nicsa's Diversity Project North America, added, “Diversity and inclusion should be a top priority for the asset management community. I am proud of our strong efforts to move the needle forward on this critical issue through the Diversity Project North America initiative, which has an increased presence at the GMM this year.”
Spread across two days, the GMM’s educational content provided attendees with valuable insights into emerging trends in distribution, product development, artificial intelligence, asset allocation models, fraud prevention, Next Gen clients, diversity and inclusion, and more.

Speaker highlights included:

• Fidelity Investments’ Carolyn Clancy, EVP, Head of Broker-Dealer Segment, who will share insights on how businesses can thrive amid a rapidly changing technology environment and shifts in what investors value in advice.

• Capital Wealth Planning’s Chief Investment Strategist, Jeffrey Saut, who will discuss fundamental shifts in the investment landscape that are shaping the future of the global asset management industry.

Morningstar CEO Kunal Kapoor, who will deliver the latest perspectives on product development trends in the asset management industry, such as insights on Environmental, Social and Governance (ESG) priorities and non-transparent ETFs.

• Goldman Sach’s Managing Director of Equity Research, Alexander Blostein, who will provide insight on the numerous factors are impacting the traditional model of sell-side research within in the asset management industry.

Also, the Nicsa C-Suite Summit, a headline panel event, featured CEOs Tom Faust of Eaton Vance and Lisa Jones of Amundi Pioneer, along with John Hailer, President of 1251 Capital Group (formerly CEO of Natixis Global Asset Management) . This in-depth discussion focused on top issues for executive teams, ranging from talent management to product development to client services.


ollow our Instagram page (nicsa_news) to view photos from the event and keep up with us on-the-go. If you are looking for a specific picture from the event, please contact Allie Walsh at awalsh@nicsa.org.


The following presentations from the conference are available to Nicsa members only. Due to compliance reasons, not all speakers were allowed to share their presentation outside of the conference.


Prioritizing Your Tech Spend: A Guide to Strategic Sourcing

Mapping the Future with Fidelity's Head of Broker Dealer Segment - Carolyn Clancy

Sharpen Your Tools Against Fraud - Coming Soon

Developments in Asset Management Allocation Models

Architects of Innovation: Product Creation in Asset Management - Featuring Kunal Kapoor


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