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Speaker Line-Up for Nicsa GMM to Provide Bold Business Outlook for 2023

By Nicsa Admin posted 10-11-2022 09:40 AM

  

Boston, MA – October 11, 2022 – The Nicsa 2022 General Membership Meeting (GMM) will take place November 2 - 3 at the Renaissance Boston Waterfront Hotel.  With timely insights into critical business pathing for the global asset management industry, the two-day event will provide educational sessions on the strategic implementation of key business initiatives impacting asset management firms, broker dealers, and financial services firms.


Amid a landscape of market volatility, high inflation, and policy changes, the industry is resetting expectations, goals, and business models. The Nicsa GMM will provide 10+ hours of educational content broken out over three themes that are making a holistic impact on the asset management industry: Digital Innovation, Data, and Product & Distribution. Conference content will focus on the elements of these themes that are affecting all employees across the spectrum of the industry. Conference participants will include industry peers from all facets of asset management including  product development, distribution, technology, operations, compliance, talent management and client service.


Speakers include:

 

Jennifer Ball

Head of US Marketing, Franklin Templeton

 

Sanjay Balu

VP, Sr. Director Enterprise Applications Architecture, MFS Investment Mgmt.

 

Bill Beaulieu

Principal Director, Strategy & Consulting, Accenture

 

Katie D'Angelo

Managing Director, Head of Wealth & Investment Management Partnerships, Allspring Global Investments

 

Tony Davidow

President and Founder, T. Davidow Consulting, LLC

 

Ben Doob (Moderator)

Head of Market Intelligence, ISS

 

Jim Fanning

Director, Global Financial Services Leader for North America, Amazon Web Services

 

Francesca Federico

Co-Founder & President, Twelve Points

 

Matthew Goulet

Head of Asset Management Services & Business Development, Fidelity Investments

 

Justin Hansen

Managing Director, Global Strategic Accounts, Retail SMA, MFS Investment Management

 

Todd Hjerpe (Moderator)

Cyber Security - Financial Services Managing Director, EY

 

Fiona Horsewill

Managing Director, Global Head Data & Digital, Securities Services, Citi

 

Miro Kazakoff

Author of Persuading with Data and a Senior Lecturer, MIT

 

Brad Mahaney (Moderator)

Managing Consultant, Aliter Investment Services

 

Amy McDonald

Senior Associate, Morgan, Lewis & Bockius LLP

 

Dan Menicucci

Chief Security Advisor for Financial Services, Microsoft

 

John Miller

Investment Strategies Consultant, Allspring Global Investments

 

Gautam Moorjani

General Manager, Intelligent Automation Solutions, SS&C

 

Lara Rhame

Chief US Economist, FS Investments

 

Jeff Roedersheimer

SVP, Global Technology Strategy & Architecture, Capital Group

 

Leia Rudikoff

Global Anti-Fraud Officer, Manulife

 

Tim Savage

Senior Manager Fraud Nexus, Nuance Communications

 

Mark Smith

Senior Portfolio Manager, Senior Vice President, Wealth Advisor, Morgan Stanley

 

Scott Smith (Moderator)

Director, Advice Relationships, Cerulli Associates

 

Hadley Stern

Managing Director, Head of Digital Asset Custody, BNY Mellon

 

Nicsa is offering registrations for all industry participants, along with a streaming pass for our member firms. Preview the GMM AgendaSee what firms are registered. Contact us to initiate a corporate registration.

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