Invitation Only: For Nicsa Board Members

Invitation Only: For Nicsa Board Members

Invitation only: For Nicsa Committee-Co-Chairs

Invitation only: For Nicsa Board Members and Committee Co-Chairs

More information coming soon.

Clint Harris, Nicsa Chairman, Invesco

This executive panel brings together C-suite leaders from across the industry for a candid, thought-provoking discussion on the opportunities and challenges facing firms today. From artificial intelligence and innovation to growth strategies, operational priorities, and changing investor needs, panelists will share their perspectives on what lies ahead and how organizations can position themselves for long-term success. 

More information coming soon. 

As investor demand for alternative investments continues to grow, firms are developing innovative approaches that bring private market capabilities to a broader range of investors through traditional wealth management channels. In this executive conversation, leaders from Capital Group and KKR will share insights from one of the industry's most significant strategic partnerships, examining the evolution of public-private investment solutions and the lessons learned from bringing them to market. The discussion will explore product innovation, advisor education, distribution strategy, model portfolio integration, and the operational considerations involved in delivering these solutions at scale.

Speakers: 
Holly Framsted, Head of Global Product Strategy for Capital Group
Daniel Celeghin, Chief Operating Officer for KKR

More information coming soon. 

More information coming soon. 

Each year, Nicsa recognizes industry leaders for innovation and leadership across a number of categories within the asset & wealth management industry. The Nicsa NOVA Awards aim to showcase best-in-class initiatives, technologies, and leadership in today's landscape. The 2026 Nicsa NOVA Award winners will be presented during the luncheon.

For the second year in a row, Nicsa will be conducting the Chairman’s Challenge which is designed to celebrate exceptional committee-driven initiatives and highlight the outstanding content produced by Nicsa volunteers. Through this awards program, Nicsa will recognize content that exemplifies thought leadership, industry collaboration, and educational impact. Selected committees will be honored from the main stage during the awards luncheon. 

More information coming soon. 

This panel examines the opportunities and practical challenges of incorporating alternative investments into defined contribution plans, including evolving regulatory considerations, participant education, product design, and implementation. Industry leaders will discuss how retirement platforms are evaluating alternatives and what broader adoption could mean for the future of retirement investing.

Speakers: 
Chris Wilson, Head of IM Product and Strategy at Voya Investment Management

More information coming soon.

More information coming soon.

This timely session will examine the policy landscape following the midterm elections and explore the implications for financial markets, regulation, monetary policy, and investor behavior. Attendees will gain valuable perspective on the macroeconomic trends and legislative priorities expected to shape the industry in the year ahead.

Featured Speaker: 
Nicholas Graham, Vice President of Government Affairs at Invesco

More information coming soon.

More information coming soon. 

This panel will examine the institutionalization of alternatives across the wealth ecosystem, including the growing influence of national RIAs, the expansion of due diligence capabilities, fintech-enabled distribution platforms, and the challenges of reaching increasingly sophisticated advisor networks. Panelists will discuss how firms are adapting their distribution strategies to meet changing market expectations.

Speakers: 
Dominick Carlino, Global Head of Alternative Investments at PGIM Global Wealth
Mark Mezzanotte, Managing Director and Head of Alternative Investments Distribution at iCapital
Ron Miller, Head of Relationship Management at CAIS

As demand for alternative investments accelerates, product structures continue to evolve to balance investor access, liquidity, and risk management. This discussion will examine the latest developments in product design, with a particular focus on private credit and other alternative investment strategies. Panelists will explore how firms are addressing liquidity considerations, investor expectations, regulatory requirements, and market conditions while developing solutions that support broader adoption across wealth management.

Speakers: 
Tom Burt, Managing Director & Head of Private Wealth Americas at Golub Capital
Ethan Corey, Senior Counsel, Eversheds Sutherland
George Stephan, Chief Operating Officer, Global Wealth Management Alternatives at Franklin Templeton

More information coming soon.