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Boston January 31 - February 2, 2016 2016 Strategic Leadership Forum Hollywood, FL View Archives October 29 - 30, 2015 2015 General Membership Meeting Boston View Archives September 21 - 22, 2015 Midwest Regional Meeting Denver View Archives June 3, 2015 Regulatory & Risk Hot Topics San Fransisco View Archives April 14, 2015 Cybersecurity | Managing 21st Century Risk Boston February 8-10, 2015 Strategic Leadership Forum Hollywood, FL September 11-12, 2014 General Membership Meeting Boston July 22, 2014 Managing Innovation and the Changing Competitive Landscape Chicago May 7, 2014 Megatrends in the Fund Industry | A NICSA Perspective Los Angeles April 22, 2014 The NICSA Liquid Alternatives Workshop Jersey City February 9-11, 2014 Strategic Leadership Forum Hollywood, FL November 20, 2013 NICSA Risk Management Workshop San Francisco September 19-20, 2013 General Membership Meeting Boston September 12, 2013 NICSA NextGen: Investing in Tomorrow's Leaders Today Denver June 26, 2013 Midwest Regional Meeting Chicago May 9, 2013 West Coast Regional Meeting Los Angeles April 18, 2013 NICSA in the Middle: Discussion of Middle Office Topics Boston February 10-13, 2013 31st Annual Conference & Expo Miami
With congratulations to recent appointees: Linda Azzara, GMO, LLC | Fund & Investor Services Ann Carpenter, State Street Global Advisors (SSGA) | DPNA Education & Outreach Chuck Gallant, BNY Mellon | General Membership Meeting ‘22 Nicole Green, SS&C Technologies | Fearless Leadership Symposium ‘23 Mark Lavan, Franklin Templeton | General Membership Meeting ‘22 Michael Murtaugh, Wells Fargo | Alternative Investments Kelli O’Brien, Citi | General Membership Meeting ‘22, Strategic Leadership Forum ‘23 Steven Rueschhoff, Edward Jones | Strategic Leadership Forum ‘23 Deb Sealy, Aegon | DPNA Benchmarking In recognition of past service: JonMichael Butler | Alternative Investments Gary Casagrande | Technology & Digital Innovation Donelle Chisholm | DPNA Industry Engagement & Events Jordan Lopez | DPNA Benchmarking Dan Moorman | General Membership Meeting ‘21 Todd Neese | Data Analytics Dawn Rohde | Alternative Investments David Rosen | General Membership Meeting ‘21 Andy Schlueter | Fund & Investor Services Lynette Turner | Strategic Leadership Forum ‘22 David Whitaker | Membership A full list of Nicsa Committee Chairs follows: TOPIC COMMITTEE CHAIRS: Alternative Investments Michael Murtaugh, Wells Fargo Compliance & Risk Management Chuck Booth, Citi Stephanie Tyler, Franklin Templeton Data Analytics Brian Foote, Broadridge Fund Administration Jon Gezotis, Citi Victoria McGowan, J.P
With congratulations to recent appointees: Ryan Burns | Northern Trust | Membership Heidi Lastoria | MFS Investment Management | Unclaimed Property Rosa Licea-Mailloux | MFS Investment Management | DPNA Next Practices Anish Mazumdar | Aliter Investment Services | Technology & Digital Innovation Cassie McCarthy | EY | DPNA DEI Perception Study Kirstin Pickens | FS Investments | General Membership Meeting ‘23 In recognition of past service: Charles Booth | Compliance & Risk Management LeeAnn Dionne | Unclaimed Property Naomi Fink | DPNA Next Practices Maggie Klimentova | DPNA Industry Engagement & Events Mark Lavan, Franklin Templeton | General Membership Meeting ‘22 Cassie McCarthy | EY | DPNA Benchmarking Kelli O’Brien | Citi | General Membership Meeting ‘22 Alex Pire | Amundi | International *DPNA: Diversity Project North America, a Nicsa initiative
08-22-2024 | 03:00 PM - 04:00 PM ET
12 events in this series
Boston, MA – April 22, 2021 – Nicsa ’s Diversity Project North America has partnered with LGBT Great on the release of Holding Up the Mirror: Diversity Data in the Investment, Wealth Management and Savings Industry , a survey of investment, wealth management and savings industry organizations on the collection and usage of DEI data (supported by EY)
Contact: Michele Liston Deputy Executive Director, NICSA 508-485-1500 McLean, VA (October 22, 2012)—NICSA announces that it has elected five new members to its Board of Directors: George Batejan, EVP and Global Head of Technology and Operations at Janus; Barry Benjamin, US & Global Leader of PwC’s Asset Management Practice; Lisa Klassen, Principal, Mutual Funds Operations at Edward Jones; Ian McCoy, SVP, Franklin Templeton Investor Services LLC; and Cindy Schreiner, Managing Director at Morgan Stanley Smith Barney
Only 30% of respondents name the estate as the default beneficiary, while 43% designate a surviving spouse and then the estate, and 22% distribute first to a surviving spouse and then to children -- and only after that to the estate
Boston, MA – February 22, 2021 — Nicsa’s Strategic Leadership Forum will take place via a virtual platform from February 24-26 and will feature some of the industry’s most influential innovators
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