Key Takeaways, Recaps, and Rundowns

Follow the Nicsa Blog for actionable takeaways from our events and programs.

  • Aaron Filbeck a Managing Director from the Chartered Alternative Investment Analyst Association (CAIA) spoke to Nicsa’s Alternative Investments Committee on recent thought leadership issued by CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous read more

  • Nicsa is pleased to announce that Allison Walsh will assume the role of Vice President, Sales and Member Engagement, effective June 2024. Allison’s primary responsibilities will be to drive engagement, recruit new members across the asset and wealth management industry, and act as the primary contact for all sponsorship opportunities. “Allie’s read more

  • A live panel discussion at Nicsa's 2024 Strategic Leadership Forum , M&A Hotbed , delved into the market-moving M&A deals that are dramatically altering the asset and wealth management industry. The panel was moderated by Jeff Stakel, Deloitte Consulting. Panelists included Jeb Doggett, Chief Administrative Officer, Polen Capital; Dan Houlihan, read more

  • Asset and wealth management executives gathered at Nicsa’s 2024 Strategic Leadership Forum to discuss the most pertinent topics affecting financial professionals worldwide. The popular “ Face the Membership ” session provided valuable insight into industry trends from two of the industry’s most influential women. Bob Pisani of CNBC moderated read more

  • A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum , Building Tomorrow’s Portfolio , delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset read more


May contain forward-looking statements subject to various uncertainties. Personal views and observations of individuals contained herein are as of the date of the live event or written material and do not necessarily reflect the views of Nicsa or any of its member organizations. Matters addressed in this work may touch upon legal or regulatory matters, however nothing herein is intended to be or should be construed as legal advice. You should contact your own counsel in order to obtain legal advice regarding these or any other matters. The information contained herein is for informational purposes only and does not constitute a recommendation of best practices.