Nicsa Logo in White
Nicsa Logo in White
Sign In

Blogs

Content  /  Blog
Nicsa | Nicsa’s Fearless Leadership Symposium Draws Industry Powerhouses to the Stage

Nicsa’s Fearless Leadership Symposium Draws Industry Powerhouses to the Stage

By Nicsa posted Jun 01, 2021

Nicsa’s Fearless Leadership Symposium – the first and only national conference focusing solely on Diversity, Equity and Inclusion (DEI) issues specific to the global asset management and fund industry – is set to take place June 16-17. The program will bring together senior business executives to explore how inclusive leadership can enhance productivity, promote growth, and impact the bottom line.

 

Attendees will hear from industry visionaries via powerful keynotes, interactive panel discussions, and succinct “Lightning Talks” aimed at empowering business leaders to “own” DEI issues and embed inclusion into the day-to-day fabric of how they run their businesses — ideals synonymous with Nicsa’s Diversity Project North America (DPNA).

 

Featured speakers include:

 

Sandy Bolton (Moderator)

Managing Director, Head of Managed Investments - Investment Solutions, Bank of America Merrill Lynch

 

Marc Brookman

Chief Executive Officer, Schroders North America

 

Mandell Crawley

Chief Human Resources Officer, Morgan Stanley

 

Sharon Epperson (Moderator)

Senior Personal Finance Correspondent, CNBC

 

George Gatch

Chief Executive Officer, J.P. Morgan Asset Management

 

Shelly Heier

President, Senior Consultant, Verus Investments

 

Kim Hyland (Moderator)

Managing Director, Head of US Relationship Management Team, MFS Investment Management

 

Lisa Jones

Head of the Americas, President and Chief Executive Officer, Amundi US, Inc.

 

Frieda Lewis

Chief Commercial Diversity Officer, Broadridge Financial Solutions

 

Jun Li

Co-Leader Americas Wealth & Asset Management Sector, EY

 

George Madrigal

Founder and Chief Executive Officer, Penserra

 

Cassie McCarthy

Manager, EY’s Wealth and Asset Management Consulting Practice

 

Angela Miller-May

Chief Investment Officer, Chicago Teachers’ Pension Fund

 

Kristi Mitchem

Chief Executive Officer, BMO Asset Management

 

Justine Phoenix (Moderator)

VP, Distribution & Broker Dealer Engagement, Head of Diversity Project North America, Nicsa

 

Hiren Shukla

Director - Automation & Innovation, Neuro-Diverse Center of Excellence, EY

 

Shundrawn Thomas

President, Northern Trust Asset Management

 

Sue Thompson

Head of Americas Distribution for SPDR ETFs, SSGA

 

Kavya Vaghul

Senior Director of Research, JUST Capital

 

Richard Weil

Chief Executive Officer, Janus Henderson Investors

 

George Wilbanks (Moderator)

Managing Partner, Wilbanks Partners, LLC

 

J. Womack

Managing Director - Investment Products and Services, SEI

 

Shawn T. Wooden

Connecticut State Treasurer

 

Paul Zettl

Head of Global Marketing, Chief Marketing Officer, Cohen & Steers

 

Click here to preview the two-day agenda, Registration for the event is at the firm level, with unlimited registrations per corporate pass. Check here to see if your firm is registered, or contact us to initiate a corporate registration.

#DiversityProject

​

Read More Blogs from Nicsa

Nicsa's New ERG Impact Committee Delivers Practical Toolkit for the Industry

Inclusion in Finance North America's newest committee introduces a customizable framework to help asset and wealth management firms strengthen Employee Resource Groups, demonstrate business value, and share best practices across global markets. Employee Resource Groups (ERGs) have become an important component of workplace culture, employee engagement, and talent development across the asset and wealth management […]

Nicsa’s Mentorship Program Pairs Emerging Leaders with Member Firm Executives

By: Nicsa Next Gen Committee In 2026, the Nicsa Next Gen Committee relaunched its mentorship program, pairing emerging industry professionals with experienced leaders through a tailored survey designed to align shared interests, goals, and development needs. The program aims to help mentees develop their leadership skills, expand their networks, and achieve their professional development goals […]

Connecting the Dots: Nicsa’s Content Steering Committee Advances Industry Collaboration

By: Nicsa Content Steering Committee The issues shaping asset and wealth management rarely fit neatly within a single business function. Artificial intelligence raises questions across technology, data, compliance, operations, and talent. Tokenization touches product development, servicing, regulation, and investor education. Private markets require coordination across distribution, administration, technology, and the investor experience. For Nicsa, that […]
Copyright 2026. All rights reserved.

Website Design By Branophia LLC

LinkedIn IconMail Icon
magnifiercrossmenuchevron-down