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 Agenda. See what firms are registered. Contact us to initiate a corporate registration.
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