Boston, MA – October 16, 2023 – Nicsa, a leading provider of education and networking forums to professionals in the global asset and wealth management industry, announced its keynote and other speaker highlights for the 2023 General Membership Meeting taking place on November 7-8.
GMM sessions will kick off on Tuesday November 7 with a keynote presentation by Peter Finnerty, Mutual Funds Practice Leader, PwC and Declan Byrne, PwC Partner, Mutual Fund Research and Analytics Leader.
Their address, Rising Expectations: 2030, will provide attendees with predictions on how expectations from investors, employees, regulators, and society as a whole will fundamentally shape the future of the entire asset and wealth management industry. View full event agenda here.
The November 8 agenda will feature Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management, who will moderate a C-Suite Roundtable around industry innovation. The following thought leaders will participate:
· Lorna Sabbia, Managing Director, Head of Retirement & Personal Wealth Solutions, Bank of America
· Joe Schultz, Senior Vice President, Chief Client Officer, American Century
· Vadim Zlotnikov, Head of Fidelity Institutional, Fidelity Investments
In all, 30+ industry experts will take the stage at the 2023 Nicsa General Membership Meeting, with active engagement across Nicsa members, sponsors, and partners helping connect asset and wealth management professionals to industry best practices. View speakers here.
A preview of event highlights include:
Day 1 - Nov 7
Keynote: Rising Expectations | 2030
What's Driving the Alts Landscape
A Confident Board: Strategies for Effective Governance
The Convergence of Wealth & Retirement
Unleashing the Power of AI
Day 2 - Nov 8
A New Dawn for the Advisor Landscape
C-Suite Roundtable: Chartering Your Trajectory
Fireside Chat: Public Policy & Economic Indicators
Generational Debate: Workforce Evolution
View the full agenda here.
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, and advance leading practices. For over sixty years, Nicsa has promoted a collaborative environment where members come together to help strategically address the industry’s most vital issues.
Nicsa’s Diversity Project North America champions DEI as a strategic business priority within the asset and wealth management industry. The goal of the Diversity Project North America is to advance better business results for our member firms and positive long-term impact for the clients we all serve by fostering an industry where diversity is achieved, equity is the standard, and inclusion is celebrated.