Nicsa’s Asset & Wealth Management Summit examined the evolving landscape of alternative investments, including the niche firms, technology platforms, and service providers that are emerging to support the alts ecosystem. Marty Griffin, Managing Director at Beacon Ridge Capital...
Nicsa’s Asset & Wealth Management Summit featured a deep dive into the growth of alternative investments. The Summit keynote featured expert insights on the integration of alts with traditional asset classes, distribution strategies, advisor education, and expanding access to non...
The roundtable discussion provided insights into various aspects of the asset and wealth management industry, including market trends, investment vehicles, advisor distribution, and the growth of RIA channels. The discussion explored projected market share of different investment vehicles like...
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...
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...
Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization . The discussion highlighted the shift from basic alignment of client needs with...
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...
Each year, market intelligence provider Cerulli Associates surveys more than 10,000 affluent investors to identify investment product development trends. In early March, attendees of Nicsa's Strategic Leadership Form were given valuable takeaways from this research, as well as strategic insight...
A Guest Blog by Sanne-LIS, Luxembourg | ALFI Member Pierre Weimerskirch, Managing Director, Sanne-LIS, Luxembourg Over the last 10 years alternative investments have grown tremendously, with 2021 breaking records. Luxembourg, as a leading international hub for the distribution of...
Today’s Headlines and Tomorrow’s Trends: A Look at the Industry from the Viewpoints of Broker-Dealers and Asset Managers Nicsa members explored the here and now with an eye toward the future during the 2022 Strategic Leadership Forum (SLF) on March 30. The two-part session gave...