Nicsa 2020 Strategic Leadership Forum to Focus on the Asset Management Industry’s Top Business Issues

By Nicsa posted 02-20-2020 08:50 AM


Event will highlight technology trends, distribution evolution, and top-tier client service and investment management strategies


Boston, MA–February 20, 2020 — One of the most important events on the asset management industry conference calendar, Nicsa’s 2020 Strategic Leadership Forum, is just days away.


Taking place in Ft. Lauderdale, FL from February 26th through the 28th, the Strategic Leadership Forum brings together more than 300 senior leaders from all areas of the asset management industry to share perspectives and debate head on the most pressing issues facing the space. The event targets executive-level leaders strategically positioning their firms for growth in an evolving and fiercely competitive environment.


“Every year, we look to put together the most robust agenda possible, so our members can not only engage with their peers and learn about the latest trends but also leave with actionable ideas that will help them and their firms gain an edge in this highly competitive space,” said Jim Fitzpatrick, President and CEO of Nicsa.


Justine Phoenix, Vice President of Nicsa’s Broker Dealer Engagement initiatives said, “Product and distribution themes are a huge priority for Nicsa’s members and I’m very excited about the topics and speakers we’ll be covering in Florida this month. Attendees will come away with not only an understanding of the critical business issues, but how they can implement effective strategies.”


Highlighting the agenda are expert panels on innovations in client-first fee structures; distribution strategies, data management, and regulatory demands in 2020; major technology trends such as artificial intelligence (AI) and machine learning; and projections and predictions for the industry in 2020. Additionally, there will be highly focused “learning clinics” that will include deep dives into the advisor landscape, effective vendor governance oversight programs, and key trends impacting financial advisors.


Wall Street veteran and one of CNBC’s original “Fast Money Five,” Guy Adami will be moderating Nicsa’s much anticipated annual Face the Membership talks featuring C-Suite executives within the global asset management industry. The Forum will also feature an inspiring keynote by leadership expert and author Jimmy Blackmon.


The speaker line-up for the 2020 Strategic Leadership Forum includes:

  • Guy Adami, CNBC
  • Whitfield Athey, Delta Data
  • Jason Brady, Thornburg Investment Management
  • Jimmy Blackmon, Author, Leadership & Military Expert 
  • Sheila Butze, Putnam
  • Jane Conway, T Rowe Price
  • David Cook, SS&C
  • Michael Demissie, BNY Mellon
  • Nathan Dierking, Invesco
  • Will Dolan, Financeware
  • Carlos Domingo, Securitize
  • Brian Foote, Broadridge
  • Ryan Louvar, Wisdom Tree
  • Marc Lotti, ACA-Aponix
  • Dennis Gallant, Aite Group
  • Laura Gonzalez, Allfunds
  • Sarah Hampton, 6Meridian
  • Tricia Haskins, Fidelity Investments
  • Deborah Hazell, HSBC Global Asset Management (USA)
  • Jennifer Hoopes, Foreside
  • John Ingold, T Rowe Price
  • Dawn James, Vanguard
  • Paul Kraft, Deloitte
  • Peter Kraus, Aperture Investors 
  • Shonyel Lyons, T. Rowe Price
  • Steven Mattus, UBS
  • Michael McLaughlin, Wells Fargo
  • Edmund Murphy III, Empower Retirement
  • Todd Neese, Janus Henderson
  • Lyndsay Noble, SS&C
  • Jeff Ringdahl, Resolute Investment Managers 
  • Jonathan Schuman, Matthews Asia
  • Matthew Scott, Morgan Stanley
  • Scott Smith, Cerulli Associates
  • Shundrawn Thomas, Northern Trust
  • Camille Thommes, ALFI
  • Michael West, Fidelity
  • Candida “Candi” P. Wolff, Citi


“The Strategic Leadership Forum offers attendees a unique opportunity to hear diverse perspectives on the latest trends and challenges around strategic business planning in 2020. The actionable insights gained through this forum will serve to further advance and strengthen the global asset management industry,” said Dan Houlihan, Nicsa’s Chairman of the Board of Directors and Executive Vice President, Head of Asset Servicing for the Americas at Northern Trust Company.


At the conclusion of the Strategic Leadership Forum on February 28th, Nicsa will host the 2020 Blackwell Scholarship Charity Golf Tournament. All net proceeds from the tournament will go towards supporting the Nicsa William T. Blackwell Scholarship Program, which recognizes outstanding students from the Nicsa-member community with financial and social support for postsecondary education. Blackwell Scholars are provided with four years of scholarship support, a mentor from a Nicsa member company and access to career networking and internship opportunities.


The 2020 Strategic Leadership Forum is being held at the Marriott Harbor Beach Resort and Spa in Ft. Lauderdale, FL from February 26-28, 2020. For the complete program agenda, including sessions and speakers, click here.


About Nicsa 

Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices.  For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.


Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.