Speaker Line-Up for Nicsa’s GMM to Provide Critical Business Pathing for Asset and Wealth Managers

By Nicsa Admin posted 09-25-2023 11:10 AM


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


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 AgendaSee what firms are registeredContact us to initiate a corporate registration.