NICSA Connect Newsletter : December 2017
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Your source for the latest insights into global asset management industry trends.
 
IN THIS ISSUE:
UPCOMING EVENTS
 
SLF 2018 Planning Underway: Back to the Future
 
February 28 - March 2, 2018 
The Doral | Miami, FL 
 
If you haven’t heard, NICSA is getting back to its roots this winter. The 2018 Strategic Leadership Forum will take place at the Doral Miami from February 28 to Mar 2. The agenda planning is well under way and a terrific program full of rich, value-added content is taking shape. The location will be familiar to many, but NICSA is looking to the future as we expand our reach and enhance our content in order to create a productive learning and meeting experience for our members.
 
What can the 2018 SLF deliver to its membership? Jim Fitzpatrick, President of NICSA, weighs in....READ FULL BLOG. 
 
NICSA's 2018 Blackwell Scholarship Charity Golf Tournament
 
March 2, 2018 | 1:15pm 
The Doral | Miami, FL 
 
Click here to register & secure your foursome today! The price goes up after December 31. 
 
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NICSA IN THE NEWS
 
Top Coverage of NICSA's 2017 General Membership Meeting
 
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NOVA AWARD SPOTLIGHT
 
Showcasing Excellence in Innovation and Leadership within the Asset Management Industry 
 
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The Emerging Leaders Award recognizes members of the field, under the age of 40, exemplifying the enthusiasm and skills to become a transformational leader in the asset management industry. as well as the creativity and passion to deliver meaningful results to clients.


The 2017 honorees were recognized at the NICSA GMM: 

 
Michael Akins, SVP & Head of ETFs, ALPS
Patrick Hurley, Vice President, OppenheimerFunds
Divya Mathew, Senior Manager, Deloitte
Kelli O’Brien, Vice President, J.P. Morgan

“This award underscores the importance of next-generation leaders, and rewards the development of both creativity and passion within the industry we serve.” - Jim Fitzpatrick, President of NICSA
MEMBER RESEARCH

NICSA members continue to generate valuable insight and stimulating discussions on the future of the wealth management industry.  Here’s a look at our top picks for the month:

PwC: Asset & Wealth Management Revolution

Morningstar: Making the Most of MiFID II

Blackrock: Active Strategies, Indexing and the Rise of ETFs

Want to submit content for our Member Research Corner?  Info@nicsa.org 
GUEST BLOG

By Raymond Groen in't Woud, Product Director, KNEIP
 
Distribution Oversight and Compliance Cannot Be Underestimated Under MIFID II
 
Setting the scene
Distribution compliance and oversight are set to become the responsibility of manufacturers under MiFID II. This is not to be underestimated. It will require two-way communication of data between the manufacturer and their distribution network. … READ FULL BLOG.
#ICYMI: IN CASE YOU MISSED IT

A look back at NICSA's recent webinars, blogs and Q&A's. 
 
           Countdown to MiFID II
           
Replay

 
           Global Distribution Strategies
           Replay | Blog
 
           Alternative Product Structures
           Replay | Blog | Q&A
 
           Data Analytics 
           Replay | Blog | 
Q&A
NICSAtalk: PODCAST SERIES
 
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Got ten minutes? Hear quick, on-the-go insights on critical business planning in the world of asset management.  It’s this simple: (1) Visit iTunes on your mobile device; (2) search “NICSAtalk”; and (3) subscribe.

New Episodes:  

Constructive Time for Alts?

Hear about top trends for alternative investment products and why non-correlated asset classes are becoming more mainstream.
 

Experts weigh in on how to choose the right fund structure for alternative asset classes.
 
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Tel: 508.485.1500 • Email: info@nicsa.org
 
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