Nicsa Plans Event Focused on Bold Action in DEI for the Asset Management Industry

By Nicsa Admin posted 09-07-2022 09:41 AM


Boston, MA – September 7, 2022 — Nicsa, a leading global asset management trade organization, will be hosting its second annual Fearless Leadership Symposium in Boston on October 6-7, 2022.


The pivotal two-day event will highlight leadership skills and sustainability practices that can enhance productivity and promote long-term growth in the asset management industry. The event will bring together an industry that has quickly come to terms with the “WHY?” of Diversity, Equity and Inclusion, and hone in on the “HOW.” 


Attendees will hear from industry leaders via powerful keynotes, interactive panel discussions, and succinct “Lightning Talks” aimed at providing insights into how fearless leadership practices support creativity and innovation while enhancing long-term growth.


Featured speakers include Ted Truscott, CEO, Columbia Threadneedle; Lisa Jones, Head of the Americas, President and CEO, Amundi US, Inc.; Carol Geremia, President, MFS Investment Management; Chris Perry, President, Broadridge Financial Solutions; Janell Woodward, President, MacKay Shields; and Byron Pitts, Anchor & Chief National Correspondent at ABC News.


The symposium will also host Nicsa’s Rising Stars Program, spotlighting individuals from member firms who have demonstrated business excellence and made notable contributions toward advancing inclusivity in the global asset management industry. These honorees, who will be announced at a special ceremony the evening of October 6, embody the values of Nicsa’s Diversity Project North America and demonstrate emerging leadership and intentionality for change.

Attendees will include CEOs, senior business executives, and DEI leaders from asset managers, broker-dealers, consulting firms, custodians, executive search firms, fund accounting and audit firms, investment managers, law firms, private equity firms, technology providers, third-party service providers, and technology companies. View Diversity Project North America member firms here.



Details on speakers, panels, and other aspects of the Fearless Leadership Symposium can be found on the Nicsa website. Firms interested in attending or otherwise being involved in this event should contact Anne De May of Nicsa at Media interested in attending this event should contact Allison Lovett of Nicsa at


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.


About Diversity Project North America

The Diversity Project North America promotes a diverse and inclusive asset management industry with the right talent to deliver the best possible results for our clients, reflect the society we serve, and ensure long-term business sustainability. We aim to achieve diversity across all dimensions through collaborative leadership from executive business leaders pooling resources from industry participants around challenges we all face.

The Project spans the entire range of the profession: asset managers, fund complexes, asset servicers, broker dealers, asset owners and professional service firms that support the industry. We seek to share best practices, identify gaps in our industry and initiate action to help solve or improve those inadequacies.

We strive to deepen the understanding and perception of what the asset management industry entails and the varied roles within it, to encourage a broader range of new candidates.