Boston, MA – January 14, 2025 – Nicsa, a leading not-for-profit trade association connecting the global asset and wealth management industry, is thrilled to announce an exceptional lineup of speakers for its 2025 Strategic Leadership Forum (SLF), taking place March 5-7 in Fort Lauderdale, Florida. The conference will feature Cheri Belski, Executive Vice President and Head of Investment Management Solutions at LPL Financial; Ida Liu, Global Head of Citi Private Bank; and Eric Pan, President and CEO of the Investment Company Institute (ICI).
The Strategic Leadership Forum, renowned for advancing thought leadership and fostering collaboration, will bring together decision-makers from asset and wealth management firms to address pivotal trends and challenges in the industry, offering invaluable insights to attendees.
Cheri Belski – Executive Vice President, LPL Financial
Cheri Belski will contribute her wealth of expertise to the session “Leading the Charge: Next-Gen Product and Distribution Strategies,” scheduled for Wednesday, March 5, at 3:20 PM EST. With over 25 years of experience in the global asset and wealth management industry, Ms. Belski will offer perspectives on the industry’s transformation driven by shifting investor demands and the rise of personalized investment solutions.
Ida Liu – Global Head of Citi Private Bank
Ida Liu, one of the most influential figures in the wealth management sector, will headline the event with her session, “Face the Membership with Tyler Mathisen,” moderated by CNBC’s Tyler Mathisen. Scheduled for Friday, March 7, at 9:00 AM EST, Ms. Liu will share her expertise on emerging trends, leadership in the financial services industry, and strategies for navigating the evolving landscape of global wealth management. As Global Head of Citi Private Bank, she oversees the financial needs of Citi’s ultra-high net worth and family office clients, making her insights particularly relevant to the forum’s audience.
Eric Pan – President and CEO, Investment Company Institute
Eric Pan, a respected voice in regulatory and compliance matters, will present a session titled “Presidential Priorities, Regulatory Waves” on Friday, March 7, at 11:00 AM EST. Drawing on his leadership of the ICI, Mr. Pan will discuss the evolving regulatory environment, including cryptocurrency oversight, ESG mandates, and compliance challenges impacting the asset management industry globally.
A full speaker line up for SLF 2025 can be accessed here, and includes:
Michael Dembro, Lead Investment Strategist, MFS Investment Management
Jonathan Kingery, Senior Vice President and Head of US Wealth Management, Franklin Templeton
Morris Morrison, Inspirational disruption and leadership expert, futurist, author, entrepreneur
Brian Partridge, Managing Director, Head of Investment Solutions Specialists, Merrill Lynch
About the Strategic Leadership Forum
The Nicsa Strategic Leadership Forum connects professionals across the asset and wealth management industry to advance leading practices. This year’s event will feature networking opportunities and a robust agenda, including panel discussions focusing on:
- C-Suite Outlooks & Perspectives
- Next-Gen Product & Distribution Strategies
- Fund Board Priorities
- Retirement
- AI and other industry disruptors
- Outsourcing
- Corporate Culture, and more.
For more information about the Nicsa Strategic Leadership Forum, including registration details, please visit www.nicsa.org/SLF or contact info@nicsa.org.
About Nicsa
Nicsa is a not-for-profit trade association committed to connecting all facets of the global asset and wealth management industry. For over 60 years, Nicsa has fostered a collaborative environment to address the industry’s most vital issues and advance leading practices.
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