NICSA 2018 Strategic Leadership Forum




NICSA hosted its 2018 Strategic Leadership Forum, where over 350+ executives from across the global asset management spectrum—including asset management firms, broker dealers, and professional service providers—converged in Miami, Florida to share their insights on evolving business models within the financial industry.

Distribution and product trends took center stage at the event’s general sessions, while innovation and analytics was a significant focus during the interactive breakout sessions. The full agenda, including an overview of the 40+ speakers, can be found on the Association’s website. The conference featured keynote presentations by the first female U.S. Navy F-14 Tomcat fighter pilot, Carey Lohrenz, as well as Morningstar CEO Kunal Kapoor and Putnam Investments President and CEO, Bob Reynolds. NICSA’s annual Face the Membership Roundtable featured CEOs from Thornburg Investment Management, MFS Investment Management, and Northern Trust.

Dan Houlihan, Executive Vice President at Northern Trust, and Chairman of NICSA’s Board of Directors stated on the opening of the event: “With over 40 visionary speakers from our industry, we’re very pleased to offer the NICSA membership a content-rich event that will be critical to every attendee’s business planning in 2018.”


Jim Fitzpatrick, President of NICSA, added: “We’re focused on bringing a diverse group of industry participants to our events. We’re excited to showcase some great insights on the distribution and product landscapes this year. NICSA offers great value to its members as they take on strategic preparations for 2018 and beyond. Interactive forums like the ones being delivered at this year’s SLF provide great building blocks for innovation and leadership within the asset management industry.”


At the conclusion of the 2018 Strategic Leadership Forum, NICSA hosted a charity golf tournament in support of the NICSA William T. Blackwell Scholarship Program, which recognizes outstanding students of the NICSA family with financial and social support for postsecondary education.


The Strategic Leadership Forum was held at the Miami Doral in Florida from February 28 through March 2, 2018.


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