Nicsa Unveils New Asset & Wealth Management Summit

By Nicsa Admin posted 3 days ago


Boston, MA – July 10, 2024 – Nicsa, a trade association connecting all facets of the global asset and wealth management industry, is evolving to better serve the changing needs of its clients by introducing a new Fall event. Nicsa is launching the Asset & Wealth Management Summit in October of 2024, featuring this year's theme: Reshaping the Industry with Artificial Intelligence (AI) & Alternative Investments.

Taking place October 29-30 at the Marriott Long Wharf in Boston, MA, this forward-thinking Summit offers a comprehensive perspective on the latest advancements in asset and wealth management.

The new Summit is designed to be a premier event for industry executives looking for subject matter expertise, visionary perspectives, and high-value networking opportunities within two high growth areas in asset and wealth management. The event will attract professionals across a wide array of business lines including product, distribution, technology, operations, risk management, and fund and investor servicing.

This year, attendees will explore how cutting-edge AI and alternative investments are revolutionizing asset and wealth management. Throughout the Summit, industry experts will take the stage to share strategic and tactical knowledge on onboarding, implementation, and ecosystem strategies. These insights will help organizations reshape their practices for the future, ensuring they remain at the forefront of the industry.

Jim Fitzpatrick, President & CEO of Nicsa said, "We are committed to providing our members with the knowledge and tools they need to navigate the rapidly changing landscape of asset and wealth management. This year's Summit theme reflects the most important topics our members are focused on in our rapidly changing industry.”

Registration for the event is open to Nicsa members and non-members. To join Nicsa at the Asset & Wealth Management Summit and gain the knowledge and connections needed to drive your organization forward, please visit

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. Nicsa serves a diverse set of industry professionals focused on a wide array of business lines including product, distribution, technology innovation, data, operations, risk management, and accounting.

For media inquiries, please contact:

Allison Lovett
Vice President, Content & Communications

Event Details:

  • Date: October 29-30, 2024
  • Location: Marriott Long Wharf, Boston, MA
  • Registrations Details can be found here.

We look forward to seeing you at the Summit!

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