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A Letter to Members from Jim Fitzpatrick, 2025

By Nicsa Admin posted 15 days ago

  

To the Nicsa Community,

I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape.

With over 30 committees covering front-to-back-office business functions, Nicsa has seen growing engagement and new volunteers. The success we enjoy is primarily a result of the passion and energy of these communities, collaborating on today’s top-of-mind industry issues. 

Looking ahead, I’m excited to share the dates for our 2025 signature events. These events will provide incredible opportunities to connect, learn, and lead. I encourage you and your teams to join us.

  • Strategic Leadership Forum | March 5–7 | Fort Lauderdale
  • Fearless Leadership Symposium | June 3–4 | New York City
  • Asset & Wealth Management Summit | November 3–5 | Boston

We accomplished much together over the last year; these achievements reflect the unwavering commitment of our members to advancing excellence within our industry.

We launched the Asset & Wealth Management Summit, a transformative event featuring deep dives into Artificial Intelligence (AI) and Alternative Investments. If you missed this incredible event, you can revisit key takeaways on our blog at nicsa.org. Here’s a sample: Takeaways from Nicsa’s Powerhouse Panel.

Our podcast series relaunched this year as “The Nine” to deliver industry insights in 9 minutes or less. Episodes are released at 9 AM Eastern on the 9th day of every month. We have some exciting guests lined up for 2025 that I’m sure you won’t want to miss!

We continue to expand our philanthropic efforts, creating ways for our members to give back. Our new philanthropic partnership with The Expect Miracles Foundation is exciting and one I hope you all get involved with throughout the year. 

The Diversity Project North America (DPNA) celebrated its 6th year with measurable growth in engagement, education, and mentorship. Our most recent Impact Report showcases the strides we’ve made in helping firms create corporate cultures that attract the best talent to our industry.

None of these accomplishments would have been possible without the extraordinary professionals in our network. Over the past 12 months, we welcomed and celebrated:

We extend our heartfelt appreciation to Scott Brady of Columbia Threadneedle Investments, former Chair of Nicsa, for his dedicated service and leadership. During his years on Nicsa’s Board of Directors, he played a pivotal role in guiding our professional community through a period of growth and impact. As we welcome Clint Harris of Invesco as the incoming Chairman, we look forward to his leadership and the continued advancement of our mission.

We also introduced key leadership updates to the Nicsa staff this past year. Please join me in congratulating Allison Walsh on her promotion to Executive Director, Head of Membership, Sales & Marketing, and welcoming Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships.

With gratitude, we bid farewell to Anne De May and Justine Phoenix, Nicsa team members who retired after years of remarkable service. Their contributions have left an indelible mark on our association, and we wish them all the best in their next chapters.

Throughout 2024, our committees delivered exceptional content and programming. Highlights include:

Podcast Guests:

Blogs:

Webinars:

As we embark on another year together, thank you for your continued support, collaboration, and commitment to Nicsa and our industry. Here’s to a year filled with continued growth, innovation, and success.


Jim Fitzpatrick
President & CEO

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