2027 Strategic Leadership Forum

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Nicsa’s 2027 Strategic Leadership Forum

The Future of Investing

March 22–24 | Marriott Harbor Beach | Ft. Lauderdale, FL

Our signature event uniting senior executives across the asset and wealth management industry.

Explore what’s next, from private markets and product innovation to AI, digital assets, retirement, and the evolving relationship between asset and wealth management.

Candid executive perspectives during our signature Face the Membership session, moderated by Emmy-winning business journalist and commentator Tyler Mathisen.
A closer look at AI’s impact on talent and the workplace, plus a hands-on workshop designed to move AI from conversation to practical application.
Cross-industry perspectives on bridging asset and wealth management and delivering investment solutions that meet evolving advisor and investor expectations.
New conversations around leadership and the next generation of talent, bringing rising stars and established executives together to exchange perspectives on careers, culture, mentorship, and leadership.
Inclusive networking events, including the annual Nicsa Gives Back pickleball tournament, and the Future of the Industry Mixer uniting executives and rising stars.

Featured Speakers

Tyler Mathisen
Former CNBC Anchor
and Correspondent

Ed Murphy
President and CEO
Empower

Cathie Wood
CEO and CIO
Ark Invest

2026 Highlights

Leadership & Resilience: Keynote by Emmy Award-winning Saturday Night Live producer Lindsay Shookus on creativity, transformation, and purpose.
Face the Membership: CNBC’s Tyler Mathisen sits down with the CEOs of Empower and ARK Investment Management for candid insights.
Markets in Motion: Insights from MFS Investment Management’s Mike Dembro on navigating volatility in a shifting political and economic landscape.
Digital Assets & Tokenization: Don Friedman of DACFP on crypto’s role in reshaping client demand.
Wealth Platform of the Future: Morgan Stanley and Edward Jones leaders discuss the intersection of innovation, collaboration, and investor experience.
Regulation & Compliance: Former SEC Commissioner Elad Roisman decodes emerging priorities.
Retirement Redefined: BlackRock, Broadridge, and Morgan Stanley leaders share how technology is driving smarter outcomes.
AI & the Workforce: SS&C experts unpack how AI is transforming productivity and engagement.
The New Age of Alts: Explore how technology and platforms are reshaping access to alternative investments.

IWI Credits at SLF

Earn up to 8.5 IWI Continuing Education (CE) credits at Nicsa’s 2026 Strategic Leadership Forum (SLF). Attend expert discussions and networking sessions to enhance your professional development.
CE credits apply to CIMA®, CPWA®, RMA®, and CIMC® certifications.

Learn More About IWI

February 23-25

JW Marriott Miami Turnberry Resort & Spa
19999 W Country Club Dr, Aventura, FL 33180