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...
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...
Nicsa's 2024 Strategic Leadership Forum offered a retrospective and forward-looking view of the asset and wealth management landscape. Industry veteran Marty Flanagan, Chairman Emeritus of Invesco, was presented with the prestigious Lifetime Achievement Award during the event....
Participants at Nicsa’s 2023 General Membership Meeting explored what’s driving the diverse landscape of alternative assets, from private equity to venture capital, hedge funds, and beyond. The session, What’s Driving the Alts Landscape , took a deep dive into the untapped...
Nicsa’s 2023 General Membership Meeting featured a thought provoking, debate-style discussion on the differences between “traditional” and “Next Gen” workforces. The different perspectives on the future of the workforce included moderator Kevin McCord, Sales Manager, National Quality...
Nicsa's 2023 General Membership Meeting offered a look into the advisor landscape and the shifting intermediary marketplace. Broadridge’s Tim Kresl and Columbia Threadneedle Investments’ Jim Bumpus, Head of Intermediary Markets, discussed key trends. With the increasing product...
A recent panel discussion at Nicsa's 2023 General Membership Meeting , A Confident Board , delved into the strategies for effective governance within the asset and wealth management industry, The panel was moderated by Amy Merrill, Senior Manager, EY. Panelists included Gary...
Nicsa’s 2023 General Membership Meeting featured an insightful panel discussion focused on the evolving relationship between the wealth management and retirement industries. Moderated by Bing Waldert, Managing Director, U.S. Research, Cerulli Associates, the panel featured Kevin Murphy,...
Overview: Nicsa’s 2023 General Membership Meeting kicked off with an eye-opening keynote: Mutual Funds 2030: Rising Expectations , led by PwC’s Peter Finnerty and Declan Byrne, Mutual Funds Practice Leader and Research & Analytics Leader, respectively. The session explored how ...
A familiar face helped kick off the last day of the Strategic Leadership Forum: CNBC Anchor Tyler Mathisen, a long-time moderator of Nicsa's Face the Membership session. The journalist's fireside chat with top leaders from the asset management industry centered on the pressing issues of...