NICSA 2017 General Membership Meeting


Leaders in asset management gathered in Boston on October 5-6 to attend
NICSA's 2017 General Membership Meeting (GMM). More than 40 visionary speakers delivered compelling and timely discussions centered on driving growth through innovation and technology.

CTO Roundtable: Re-Imagining Asset Management 

Attendees received guidance on leveraging technology to power growth from leading chief technology officers in the asset management industry. Jib Wilkinson, Principal, Deloitte Consulting, led CTOs from Putnam Investments and Eaton Vance through the discussion, which focused on the business imperative for technology, challenges in talent management and a changing IT operating model. Read more...

Innovation Panel: Big Thinkers Share Insights on Fintech

Achieving success in an era of technological innovation often comes down to finding the best strategy, whether it's to build, buy or partner. Asset managers learned how to harness the power of FinTech as it shapes the financial service landscape. Christine Parker, Executive Director, Ernst & Young LLP moderated the panel, which featured experts from Vestigo Ventures, BlackRock, Accenture LLC and Fidelity.  Read more...

Regulation, Innovation and the Economy

A provoking pair of speakers kept the energy high during day two of NICSA's General Membership Meeting with a keynote on facilitating rapid technological change followed by an update on the U.S. economy.

Paul Schott Stevens, President and CEO of the Investment Company Institute (ICI), presented the morning keynote, which focused on advancing the relationship between regulators and technology. Burt White, Chief Investment Officer of LPL Financial Services, followed with an engaging and lively update on the economy, boldly asserting that the U.S. has not lived up to its GDP potential and has failed to improve the lives of average Americans. Read more...

Winning Strategies in Human Capital Management 

When it comes to emerging technologies, HR professionals are primarily concerned with the impact innovation will have on employees. ... From Baby Boomers—who are retiring in droves and leaving knowledge gaps in their wake—to the Millennial generation, there's a lot to consider.

Rory Melick, Director, People & Organization Practice at PwC, moderated this panel, which featured senior HR professionals from Vanguard, Northern Trust and JP Morgan.

Best Practices in Vendor Oversight 

While it's still important to manage traditional service providers (technology vendors, operational asset servicing partners, etc.) other business alliances such as those with PR firms and legal advisers should also be considered. The vendor management breakout session was led by Nick D'Angelo, Director at PwC. , Attendees heard from seasoned professionals from Old Mutual Asset Management, DST Systems, and Fidelity Investments. Read more ...

RPA: Balancing Man & Machine

This interactive breakout session examined the role of robotics and cognitive intelligence within the asset management industry. The conversation picked up where NICSA's Sept. 20 Midwest Regional Meeting, themed "De-Mystifying Robotics Process Automation," left off. John Sjosten, Senior Manager at Deloitte, moderated the panel of experts from DST Systems, FIS Global and Putnam. Read more...



Rethinking Distribution

Best Practices in Vendor Oversight

Product Trends & Opportunities 





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