Blogs

Content  /  Blog
Nicsa | Speakers Set for Nicsa’s Virtual Stage: SLF 2021

Speakers Set for Nicsa’s Virtual Stage: SLF 2021

By Nicsa posted Feb 16, 2021

Nicsa’s Strategic Leadership Forum will take place Feb 24-26. This year’s theme is “2021: The Year of the Relationship”. The program will focus on building foundations for authentic engagement with employees, advisors, investors, and the communities we serve. The virtual conference will feature 15+ hours of educational content covering all facets of the global asset management industry.

 

The speaker lineup features leading experts from a diverse set of asset management firms, broker dealers, and an extensive group of financial services firms.

 

Featuring:

  • Robert S. Kapito, President and Director of BlackRock
  • Terri Fiedler, President & Chief Executive Officer, AIG Financial Distributors
  • Suni Harford, President, Asset Management, UBS
  • David Kelly, Chief Global Strategist, JPMorgan Asset Management
  • Ida Liu, Chief Executive Officer, Citi Private Bank
  • Tyler Mathisen, Anchor, CNBC
  • William F. 'Ted' Truscott, Chief Executive Officer, Columbia Threadneedle

Our full speaker line-up includes:

Bola Ajayi, Fidelity Investments

Ronice Barlow, Franklin Templeton

Robin Benoit, State Street

Cheryl Boyd, EY

Hans Brown, BNY Mellon

Jim Bumpus, Columbia Threadneedle

Gayle Coluccio, Aliter Investment Services

Marc Dextraze, Morgan Stanley

Jeff Duckworth, John Hancock

Sonja Formato, Foreside

Sharon Hughes, Envestnet, Inc

Jim Jessee, MFS (Retired)

Mark Leary, MFS

Patty Loepker, Wells Fargo

Shawn Lytle, Macquarie Group

Kevin Mahn, Hennion & Walsh Asset Management

Marc Mallett, Northern Trust

Mike McLaughlin, Wells Fargo

Connor O'Brien, O'Shares

Justine Phoenix, Nicsa

Alison Sanger, Ironwood Capital Management

Doug Sieg, Lord Abbett Family of Funds

Greg Weiss, Blackrock

Blair Williams, SS&C

Click here to preview the SLF Agenda, featuring 15+ hours of educational content. 2021 SLF registration is at the firm level, with unlimited registrations with your corporate pass. Check here to see if your firm is registered, or contact us to initiate a corporate registration.

#NicsaEvents

 

Read More Blogs from Nicsa

Nicsa International Committee Reviews Opportunities in Chinese AWM Market

The International Committee hosted a discussion on developments in the China investment and funds industry. The Committee invited Dean Chisholm, who lead Invesco business in China & its wider region for many years, and Qing Ni, PwC’s Head of Asset & Wealth Management in Chinese Mainland, based in Beijing. The Committee also invited participation by […]

International Committee Explores Trends in Sustainability Investment Products

The ESG investing landscape is evolving fast. Nicsa’s International Committee, comprising executives in the international asset and wealth management community, recently invited Federated Hermes’ Head of Product Strategy & Development, Stuart Ballard to present findings around ESG & Sustainability investments. Recent trends reveal a nuanced picture: while demand for sustainability-aligned products remains significant, the market […]

A Letter to Members from Jim Fitzpatrick, 2025

To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, […]
Copyright 2025. All rights reserved.

Website Design By Branophia LLC

Nicsa | Speakers Set for Nicsa’s Virtual Stage: SLF 2021Nicsa | Speakers Set for Nicsa’s Virtual Stage: SLF 2021
magnifiercrossmenuchevron-down