Boston, MA – September 25, 2023 – The Nicsa 2023 General Membership Meeting (GMM) will take place November 7 -8 at the Marriott Long Wharf in Boston, MA.
The two days of on-site learning and networking will provide timely insights into critical business pathing for 2024 and beyond. Conference content will take deep dives into AI, product development, NextGen workforce, and the retirement landscape. The event will also feature the Annual NOVA Awards Luncheon honoring industry change agents.
Conference participants will include industry executive from all facets of asset and wealth management including product development, distribution, technology, operations, compliance, talent management and client service.
Speakers include:
Brett Beranek
General Manager of the Security Business for Nuance Enterprise Division, Nuance Communications
Gary Casagrande
Senior Vice President - Head of US Fund Administration, Northern Trust
Elena Barone Chism
Deputy General Counsel for Retirement Policy, ICI
Jim Bumpus
Head of Intermediary Markets, Columbia Threadneedle Investments
Jason Cole
Head of Public Policy, FS Investments
Brendan Cuddihy
Chief Operating Officer, CAIS
Vanessa Fernandes
Head of Digital Experience and Delivery, BNY Mellon
Robert Fox
Senior Manager, Clarendon Partners
Priya Gore
Managing Director, Data & AI, US Financial Services & Insurance, Microsoft
Rima Haddad
Vice President, Hedge Fund Financial Reporting, JP Morgan
Joanne Kane
Chief Compliance Officer, SS&C Technologies
Kenny King
Head of Alternatives, Asset Servicing, BNY Mellon
Tim Kresl
Principal, Distribution Insight, Broadridge
Matt Labovich
US Data Analytics and AI Leader, PwC
Rosa Licea-Mailloux
Vice President and Head of Compliance, Americas, MFS Investment Management
York Lo, CAIA, CIMA
Head of Alternative Product and LLCs, John Hancock Investment Management
Kevin Mahn (Moderator)
President and Chief Investment Officer, Hennion & Walsh Asset Management
Cassie McCarthy
Senior Manager, Wealth and Asset Management Consulting, EY
Kevin McCord
Sales Manager, National Quality Review
Amy Merrill
Senior Manager, EY
Kevin Murphy
Senior Vice President, Head of Workplace Retirement Distribution, Franklin Templeton
Lara Rhame
Chief US Economist, FS Investments
Lorna Sabbia
Managing Director, Head of Retirement & Personal Wealth Solutions, Bank of America
Ninou Sarwono
VP, Head of Emerging Technology, Capital Group
Joe Schultz
Senior Vice President, Chief Client Officer, American Century
Scott Smith (Moderator)
Director, Cerulli Associates
Jania Stout
Senior Vice President, OneDigital | Retirement Services
LeAnn Trejo
Senior Vice President of American Funds Service Company (AFS), Capital Group
Nathan Voris
Head of Channel Strategy, Morningstar
Vadim Zlotnikov
Head of Fidelity Institutional, Fidelity Investments
Preview the GMM Agenda. See what firms are registered. Contact us to initiate a corporate registration.
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