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Miss a session? Want to review what you learned at NICSA's 28th Annual Conference & Expo? Click here to download slides.

 

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
  • Legal
  • Tax
  • Human Resources
  • Retirement Plans & Defined Contributions Services
  • Distribution and Marketing
  • Shareholder Servicing
  • Alternative Investments
  • Industry Regulators
   

NICSA's highly-regarded signature event, the 28th 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 seeing beyond present circumstances to maximize the opportunities for successful tomorrows.

New for 2010:

  • Content from three distinct facets of the Investment Management Industry as NICSA co-locates 3 conferences in one!
    • Investment Management Operations
    • Technology Summit
    • Marketing and Distribution
  • More educational sessions on the most critical topics and latest regulatory developments facing the industry
  • More keynote addresses featuring the biggest names and newsmakers
  • More opportunities to learn and share best practices in small group settings and at roundtables
  • Fewer days out of the office – Sessions run Monday through Wednesday afternoon
  • Informal networking opportunities prior to the start of the conference at the Golf Tournament and 19th Hole on Sunday
  • Expanded exhibit hall to include Technology Demonstrations along with a complete line-up of Investment Industry Service Providers
  • Luncheon Roundtable Discussion groups featuring the hottest topics in Operations and Technology
  • All of your peers from Operations, Transfer Agency, Custody/Fund Accounting, Compliance/Risk Management, Retirement, Technology, Marketing/Distribution and Investment Operations will be there

Any way you look at it, NICSA’s 28th Annual Conference will be THE industry event of 2010. Plan now to be there!

Featuring Keynote Speakers

Abigail P. Johnson
Vice Chairman, FMR LLC
President, Personal and Workplace Investing, Fidelity Investments

Paul Schott Stevens
President and Chief Executive Officer
Investment Company Institute

Chris Brogan
President
New Marketing Labs
Co-Author of Trust Agents

Tom Steinert-Threlkeld
Editor-in-Chief
Securities Industry News

Tyler Mathisen
Managing Editor, CNBC Business News
CNBC

Additional keynotes to be announced…
Topics Include:
  • Face the Membership featuring MSNBC’s  Tyler Mathisen
  • Retirement Regulatory Changes: Operations, Marketing and Sales Implications
  • Providing Effective Sales & Marketing Support
  • Regulatory Update
  • Working with Your Board 
  • Culture as a Tool to Enhance Performance:   Tips and Tools for Adjusting to a Slower Growth Future
  • Omnibus Trends
  • The Portfolio Manager’s Perspective:  Strategies to successfully navigate through tumultuous financial times
  • What Can You Learn from Europe & Asia: Developments in Offshore Distribution / UCITS 
  • The Collateralization of Derivatives: Managing Risk in the Current Environment
  • CIO Roundtable
  • Collaboration Tools: Achieving Breakout Performance While Managing Risk
  • Taking Technology to the Bottom Line:  Using the latest Technology to do more with less
  • How Secure is Your Data?
  • Getting Your Head into Cloud Computing:   A primer in understanding how Cloud Computing and Software- as- a- Service can impact your business success

 

Expert Speakers from these leading firms:

Allianz
Boston Financial Data Services
Boston Consulting
Broadridge Financial Solutions, Inc.
Calamos Investments
Charles Schwab
Consere Solutions
Deloitte & Touche LLP
Dimensional Fund Advisors
DST
DTCC
Eaton Vance Management
Edward Jones
Ernst & Young LLP
Evergreen/Wachovia
Fidelity Investments
Franklin Templeton Investments


FRC 
Goldman Sachs Funds
Horsesmouth
ICI
ING Funds
Invesco Aim
J.P. Morgan
John Hancock Financial Services
kasina
MFS
Microsoft
Morgan Stanley
MSNBC
Mutual Fund Directors Forum
OppenheimerFunds Services
Pioneer Investments

PNC Global Investment Servicing
Putnam Investments
Russell Investments
Russell Reynolds
Salesforce
Securities Industry News
Siemens
State Street
T. Rowe Price
Transamerica/AEGON
UBS
US Bancorp
Van Kampen
Vanguard

And more