Nicsa Unveils Full Speaker Lineup for 2020 GMM, Covering All Facets of Asset Management

By Nicsa posted 6 days ago


Thought leaders and industry innovators from across the asset management spectrum will convene at Nicsa’s virtual General Membership Meeting from October 7-9. The speaker lineup features leading experts from a diverse set of asset management firms, broker dealers, and an extensive group of financial services firms.


Thirty-seven speakers from 34 different companies will cover top-of-mind issues such as: returning to the workplace, inclusion and wellness, forward-looking business modeling, product trends and lifecycles, differentiation and competitive advantages, the economic and political landscape, and more.



  • Jamie Dimon, Chairman of the Board & CEO, JPMorgan Chase & Co. 
  • Mellody Hobson, Co-CEO & President, Ariel Investments, LLC
  • Jennifer Johnson, President & CEO, Franklin Resources, Inc. (Franklin Templeton)
  • Soledad O'Brien, Award-Winning Journalist & Entrepreneur 
  • Tyler Mathisen, Anchor, Correspondent, Program Host, CNBC



Whitfield Athey, Delta Data                            

Renee Baker, Raymond James

Dan Beckman, Columbia Threadneedle

Michelle Bruno, FIS

Gary Casagrande, Confluence

Glen Casey, American Century 

Regina Curry, Franklin Templeton

Brian Dean, T. Rowe Price

Rhonda Dixon-Gunner, Invesco

Erin Farrell Donnelly, Bank of America 

Margaret Farquharson, Nationwide

Jim Fitzpatrick, Nicsa

Paul Francisco, State Street

Catherine Goonetileke, EY

Justin Hall, PwC

Ben Huneke, Morgan Stanley

Stacy Korsak , Fidelity  

Matthias Kristol, JPMorgan Chase & Co. 

York Lo, John Hancock

Sarah Maynard, CFA Institute

Jay Nusblatt, DFIN

Robert Pettman, LPL Financial

Janelle Prevost, BNY Mellon

Kevin Quirk, Casey Quirk

Charles Rizzo, John Hancock

Robyn Tice, Eaton Vance 

Keith Totten, Aliter Investment Services

Greg Valliere, AGF Investments

Stacey Winning, Dimensional Fund Advisors

Candida 'Candi' Wolff, Citi

Cindy Wolpert, Results-Based Coaching

Linda York, Cogent Syndicated

Click here to preview the GMM Agenda, featuring 10+ hours of educational content. New this year, the 2020 GMM registration structure will be at the firm level, with unlimited registrations with your corporate pass. Check here to see if your firm is registered, or contact us to initiate a corporate registration.