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Miss a session? Want to review and share information with your
staff? NICSA has archived the speaker presentations.
View/Download the presentations.
Who
Will Be There? |
| Senior-level
investment management industry executives and operations professionals
with responsibility for:
- Investment Management Operations
- Information Technology
- Compliance, Risk and Security Management
- Relationship Management
- Transfer Agency
- Transaction Processing
- Third Party Administration
- Fund Accounting
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- Legal
- Tax
- Human Resources
- Retirement Plans & Defined
Contributions Services
- Distribution and Marketing
- Shareholder Servicing
- Alternative Investments
- Industry Regulators
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It's a whole new world…
The events of the last quarter of 2008 were unprecedented, and
have resulted in Global economic upheaval. Market volatility, shrinking
assets under management, loss of investor confidence, and increased
government regulation represent the new reality for the mutual fund
industry.
What's ahead for the mutual fund industry? Together we forge into
a changed landscape with great optimism and enthusiasm about the
future. New opportunity abounds!
NICSA's highly-regarded signature event, the 27th Annual Conference
& Expo brings together the most influential thought leaders
and hundreds of industry professionals for a multiple-day event
showcasing up-to-the-minute information and relevant topics, engaging
keynote speakers, and formal and informal discussion opportunities-
all focusing on how to maximize the opportunities and brave this
new world.
Join the mutual fund industry on this journey. View the brochure
here.
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| Featuring Keynote
Addresses: |
Great Depression 2.0? The Credit Crunch in Historical Perspective
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Skirting the Bermuda Triangle: a New Asset Allocation Approach
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Adapting to the Challenges of Today and Tomorrow
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Face the Membership - The Future of the Mutual Fund Industry
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Niall Ferguson
Laurence A. Tisch Professor of History at Harvard University
Noted Author and Historian of the global economy
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Philipp Hensler
Chief Executive Officer & Chairman
DWS Investments Distributors Inc. |
John V. Murphy
Chairman
OppenheimerFunds, Inc. |
With CNBC's Tyler Mathisen moderating
a panel of C-level fund industry executives |
(video: Niall
Ferguson: The Global Financial Crisis)
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| More content
offered than ever before. Up to 14 CPE credits available for attending
sessions. |
| Topics Include:
- The Impact of the Credit Crisis on the Mutual Fund Industry,
Parts 1&2
- CITs and ETFs - The Changing Product Landscape
- Industry Update - Asset Valuation Hot Topics
- The Future of Global Distribution
- The Human Resources Challenge: Recalibrating Expectations in
a Changed Environment
- The Growth and Impact of Hybrid Hedge Fund Structures
- Understanding the Advisor of the Future
- Working with Your Board
Co-sponsored by the Mutual Fund Directors Forum
- Ask the Regulators
- International Executive Roundtable – Asia Pacific
- Creating Mutual Understanding and Shared Goals Across Cultures,
Genders and Generations
- Privacy and Confidentiality Challenges for Investment Companies
and their Service Providers
- The Impact of Omnibus Trends on the Transfer Agent Paradigm
- Making Web 2.0 Work
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Discussion Roundtables
- Paperless Legals
- Retirement Hot Topics
- Outsourcing
- Internal Cost Reduction Strategies in a Crisis Environment
- Red Flag Rule Preparation
- Cost Basis Rules
- Money Market Hot Topics
- Incentives and Perks to Retain High Performers
- Small Fund Firm Discussion Roundtable
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| Expert Speakers
from these leading firms: |
ALFI (The Association of the Luxembourg Fund Industry)
American Funds Service Company, Inc.
The Bank of New York Mellon
BlackRock
Boston Financial Data Services, Inc.
Citi
Citi Global Wealth Management
CNBC
Deloitte & Touche LLP
DST Systems, Inc.
DWS Investments
Edward Jones
Employee Benefits Security Administration/
United States Department of Labor
Ernst & Young LLP |
Fidelity Investments
FINRA
Goldman Sachs Funds
Henderson Global Funds
Homestead Funds, Inc.
Index Publications LLC
Interactive Data Pricing and Reference Data, Inc.
IFIA (Irish Funds Industry Association)
Janus Capital Group
John Hancock Mutual Funds
kasina LLC
KPMG LLP
Lord Abbett
Loyalty Factor, LLC
LPL Financial |
MFS Investment Management
Mirae Asset Global Investments
Mutual Fund Directors Forum
National Quality Review
Nicholas Applegate
OppenheimerFunds, Inc.
PIMCO
PNC Global Investment Servicing
PricewaterhouseCoopers LLP
Russell Investments
Russell Reynolds Associates
State Street Corporation
T. Rowe Price
U.S. Securities and Exchange Commission
Wells Fargo Funds Management, LLC
WilmerHale |
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