Nicsa Plans NYC Event Focused on DEI in Asset and Wealth Management

By Nicsa Admin posted 05-13-2024 10:04 AM


Boston, MA – May 13, 2024 — Nicsa, a leading global asset and wealth management trade organization, will be hosting its annual Fearless Leadership Symposium in NYC on June 12, 2024.


The in-person event will highlight business practices that promote long-term growth in the asset and wealth management industry. The event will bring together industry leaders to discuss talent acquisition and retention, corporate culture, and future-looking strategies to influence diversity, equity, and inclusion in asset and wealth management. 


Featured speakers include Bob Adams, Chief Operations Officer, Fidelity Investments; Omar Aguilar, PhD, President, Chief Executive Officer, Chief Investment Officer, Schwab Asset Management; Erika Irish Brown, Chief Diversity, Equity and Inclusion Officer and Global Head of Talent, Citi; Carol Fulp, CEO, Fulp Diversity LLC; Cinda Whitten, Head of Global Investment Operations, Nuveen; and Byron Pitts, Anchor & Chief National Correspondent at ABC News.

A full list of speakers can be found here.

The symposium will also host Nicsa’s Rising Stars Program, spotlighting diverse, aspiring leaders in the asset and wealth management industry. Honorees will be announced at a special ceremony and networking event the evening of June 12.

The symposium is powered by Nicsa’s Diversity Project North America a cross-company initiative that champions DEI as a strategic business priority within the asset and wealth management industry.

Attendees will include CEOs, senior business executives, and DEI leaders from asset managers, broker-dealers, consulting firms, custodians, executive search firms, fund accounting and audit firms, investment managers, law firms, private equity firms, technology providers, third-party service providers, and technology companies. View Diversity Project North America member firms here.


Details on speakers, panels, and other aspects of the Fearless Leadership Symposium can be found on the Nicsa website. Firms interested in attending or otherwise being involved in this event should contact Anne De May of Nicsa at Media interested in attending this event should contact Allison Lovett of 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 advance leading practices.

Nicsa member firms include asset managers, wealth managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance.

Nicsa aims to help firms operating in all segments of the global asset and wealth management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America.

About Diversity Project North America

Nicsa’s Diversity Project North America is a cross-company initiative that champions DEI as a strategic business priority within the asset and wealth management industry.

Through education, advocacy, and idea sharing, we promote the acceptance of diversity in all forms, the elimination of barriers and biases, and the creation of equitable opportunities.

We 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.