Leading Asset and Wealth Management Firms Convene to Advance Diversity, Equity, and Inclusion in the Industry

By Nicsa Admin posted 05-04-2023 12:56 PM



On June 14, the asset and wealth management industry will come together for meaningful dialogue and action planning around key business initiatives that enhance productivity, promote growth, and drive bottom line results.

Nicsa’s Fearless Leadership Symposium – the premier DEI-focused conference for global asset and wealth management business leaders – will unite senior executives to explore the advancement of diversity, equity and inclusion in the industry. The event, powered by Nicsa’s Diversity Project North America (DPNA) and launched in 2021, was the first national conference focused on DEI issues specific to asset and wealth management professionals.

“We are excited about our 3rd annual Fearless Leadership Symposium and celebrating the five-year anniversary of our Diversity Project North America initiative in 2023. Nicsa continues to be at the forefront of the most important issues facing our member firms and it is our privilege to facilitate industry collaboration on issues like DEI,” said Jim Fitzpatrick, President & CEO.

A CEO Fireside Chat, as well as sessions on Leadership of Tomorrow, Igniting an Inclusive Culture, and From Moment to Movement, will feature speakers from some of the world's largest and most influential asset and wealth management firms. The event draws upon senior business executives to explore bold business practices that support the long-term sustainability of the industry. The conference will feature interactive workshops, panel discussions, and networking opportunities. Attendees will have the chance to participate in thought-provoking discussions, share their own experiences, and learn from their peers.

"We look forward to hosting this conference and bringing together innovative minds in the asset and wealth management industry to discuss diversity, equity, and inclusion," said Justine Phoenix, Head of Diversity Project North America. "Creating a more inclusive workplace is not only the right thing to do, but it also makes good business sense. By valuing and fostering diversity and equity, we can attract and retain the best talent and drive better outcomes for our clients."


Featured Speakers

Baroness Helena Morrissey

Lisa Jones, Head of the Americas, President & CEO, Amundi US, Inc.

Emily Portney, CEO, BNY Mellon’s Asset Servicing

Rachel Bellow, Co-founder & President, Bonfire

Bill Proudman, CEO, WMFDP LLC | FDP Global

Matt Cameron, Global Managing Director, LGBT Great

Moderator: Byron Pitts, Anchor & Chief National Correspondent, ABC News

Rising Stars Recognized

Nicsa’s Rising Star Program celebrates and cultivates the industry’s next generation of leaders. Honorees are diverse, emerging leaders within the industry that embody the values of the Diversity Project North America and demonstrate a commitment and intentionality for change. Awardees will be recognized at a reception during the Symposium and will receive mentorship, networking, and career development opportunities.

About Fearless Leadership Symposium

Visit to view the agenda and speakers, Individuals can purchase in-person registration passes which include access to all on-site programming and events. The conference is open to asset and wealth management professionals from all backgrounds and levels of experience. Attendees can register for the event on the Nicsa website. For media inquiries, please contact Allison Lovett, VP of Content &. Communications at Nicsa at

About Nicsa 

Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices.  For over sixty 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.


About Diversity Project North America

Nicsa’s Diversity Project North America promotes a diverse and inclusive asset and wealth 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. The Project spans the entire range of the profession: asset and wealth 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.


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