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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
The alternative investment industry has seen tremendous growth and diversification, and currently represents 22 percent of total AUM
08-22-2024 | 03:00 PM - 04:00 PM ET
12 events in this series
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
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