Boston, MA – April 20, 2021 – Nicsa is pleased to announce the launch of its Rising Star Program, a new mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset management industry.
Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders by creating a program that not only provides recognition and exposure for diverse employees, but develops and hones the skills critical for retention and advancement of valued talent within the industry.
One Rising Star will be nominated by each member firm of Nicsa’s Diversity Project North America and will receive the following benefits:
Justine Phoenix, Head of Diversity Project North America stated, “We are pleased to provide a platform through which member firms can support, develop, and retain future leaders of the global asset management industry. Nicsa is committed to cultivating the next generation of diverse leaders in the asset management sector.”
“The Rising Star Program offers Diversity Project North America member firms a high-profile and meaningful way to celebrate and cultivate the next generation of diverse leaders. We are very pleased to participate and look forward to offering networking and developmental opportunities to our aspiring leaders,” said Frieda Lewis, a member of Nicsa’s Board of Directors and Chief Commercial Diversity Officer at Broadridge Financial Solutions, a founding member of Diversity Project North America.
Rising Star nominees are in the early stages of their career with 5-8 years of industry experience, demonstrate leadership qualities, and are committed to diverse and inclusive work environments. More information about the criteria and other details about the program can be found here.
The Rising Star Program will launch with an announcement of award winners at Nicsa’s Fearless Leadership Symposium in June 2021 and will take place annually. Firms interested in joining the Diversity Project North America should contact Justine Phoenix at [email protected].
About Diversity Project North America
The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
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Boston, MA – April 1, 2021 – Nicsa announced the hiring of Kelly Sherrard as Executive Director and Head of Operations and Events.
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. Nicsa member firms include asset managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance. With broad industry participation, Nicsa serves a diverse set of industry professionals focused on a wide array of business lines including product, distribution, technology innovation, data, operations, risk management, and accounting.
Ms. Sherrard is responsible for managing Nicsa conferences and events and serves as liaison to Nicsa event committees. Prior to joining Nicsa, Kelly built expertise in the association industry supporting multiple clients in growing their membership and improving bottom-line performance. Kelly is a graduate of James Madison University.
Nicsa continues to expand its platforms and events for important industry dialogue on top-of-mind issues. President Jim Fitzpatrick said, “Nicsa is dedicated to providing a forum for executives within the industry to share best practices and build better businesses. Kelly has developed an exceptional talent in this area and brings a level of dedication to the organization that will surely help Nicsa deliver top quality programming to its member firms in 2021 and beyond.”
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
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If history has taught us anything, it’s that even the largest firms in the asset management industry had to start somewhere. So how can today’s smaller firms follow in their footsteps, gaining market share against the current backdrop of fewer resources and continued consolidation?
Attendees of Nicsa’s Strategic Leadership Forum took a deep dive into this topic during a session moderated by Kevin Mahn, President and CIO of Hennion & Walsh Asset Management.
“We have some modern-day Davids taking on the Goliaths in the asset management industry here with us today,” Mahn said of the panelists, who hailed from Foreside, Ironwood Capital Management, and O'Shares ETFs. “I can’t think of a better group to describe the unique journeys that smaller firms take to gain market share, increase sales, and continue to grow.”
Connor O'Brien, CEO and President at O'Shares ETFs, has grown his firm to $1.6 billion AUM with four ETFs over the last six years.
“Product differentiation has been key to our success,” he said. “A lot of the biggest ETF companies are essentially providing a generic set of products — the typical indexes that everybody knows of. Our index rules are designed to identify companies and stocks that have failing business models, declining profitability, and deteriorating balance sheets, and keep them out.”
Alison Sanger, COO at Ironwood Capital Management, said her firm successfully pivoted over the years — specifically around 2008 to 2009 when the group began serving the mass-affluent marketplace. Sanger said Ironwood wasn’t the first firm to cater to that sector’s needs, but it has been one of the more successful in getting products to market.
“We had to change everything about the way we did business, but we didn’t change anything about the way we handled investments,” Sanger said. “Our investment team viewed the core product that we made the same, but we adapted how we packaged our product for the shelf. We were an early adopter of this approach, and that has been part of our path to success. It has allowed us to stay relevant with our flagship fund and this newer fund, which we see more broadly distributed in the marketplace.”
As Senior Director at Foreside, Sonja Formato has provided firms with compliance consulting services for years.
“From a best practices perspective, you need to understand who you are — you can’t be everything to everyone,” she said. “You want a cohesive approach across your distribution resources, bringing together the field, the home office, and marketing messaging.”
Formato said it’s essential to be committed with your resources — leveraging technology and outsourcing where it makes sense for your firm. “And you need to be flexible,” she said. “What COVID has taught us is that you need to be able to respond to change.”
Between vaccine policies, office logistics, and unique threats to mental health, those leading today’s asset management industry often find themselves grappling with serious considerations.
Attendees of Nicsa’s Strategic Leadership Forum gained valuable insight on how they can support the transition to the post-pandemic workforce during a session moderated by Gayle Coluccio, Director at Aliter Investment Services.
Mark Leary, Executive Vice President, Chief HR Officer at MFS Investment Management, said the vaccine represents a sense of hope for most firms.
“We firmly believe at MFS that the essence of our culture (as is true for many firms) is connectivity, collaboration, and teamwork,” Leary said. “While we’ve been able to service our clients and work with each other virtually, it’s just not quite the same.”
At the same time, Leary pointed out that only six percent of executives in a recent survey said they would mandate the vaccine.
“We’re looking at the possibility of rapid antigen testing,” he said. “This will give those who want to come back but can’t get vaccinated due to health or religious reasons an opportunity to ensure their safety and the safety of everyone around them.”
Robin Benoit, Senior Vice President, Head of Global HR Strategy & Planning, said State Street is actively training managers on how to support employees in hybrid working environments.
“We need to be sensitive to the fact that a lot of pressure is on managers right now,” she said. “At the end of the day, they are employees too, and they have the same concerns about childcare and other issues that we all do.”
Coluccio agreed, adding that there’s a fine line between being available for your employees and micromanaging them.
“We’ve tried to establish a culture where employees feel empowered,” she said. “It’s all about building that trust and giving them the freedom to be productive in a way that works for them,” Coluccio said. “If they have to help their child log in to Zoom classes, let them take that half-hour and resume working when it is more convenient.”
Blair Williams, Managing Director Risk and Technology Services at SS&C Technologies, focused on the importance of successful reintegration in the workplace.
“There are stressors when you come together in person with people you’ve only connected with remotely for a long time,” Williams said. “Even those who are indicating on our surveys that they want to come back may find they were more productive at home upon returning to the office. In those cases, there may be an opportunity to make remote work an incentive.”
Those who joined together in Fort Lauderdale for Nicsa’s 2020 Strategic Leadership Forum had no way of knowing they would be attending the last industry conference before lockdown.
Soon after returning home, they — along with the rest of the industry — would rise to an unexpected challenge, implementing home office arrangements while working to deliver the most streamlined client experiences possible.
Come February 2021, attendees again convened for SLF, this time in a virtual manner open to all employees of corporate-registered firms. The three-day experience, set against the backdrop of a global pandemic and an era of social unrest, highlighted a range of perspectives on effective leadership in a profoundly changed industry.
Nearly 40 speakers shared more than 15 hours of educational content centered on creating meaningful relationships amid shifting operating environments — both inside and outside of firms.
Nicsa’s 2021 SLF also focused on fostering engagement, driving growth, and exploring emerging trends in team management, client communication, and product development.
BUILDING INTERNAL AND EXTERNAL TRUST
Throughout the three-day event, leaders explored how pandemic-altered learning environments have affected the asset management industry. The industry’s top thought-leaders shared their perspectives on building the skills and tools necessary to create meaningful engagement with employees, financial advisors, investors, and customers.
Leaders from across the asset management industry largely agreed that the pandemic has created opportunities for workplace improvement. Many said they are trading in high-cost real estate space for smaller offices backed by flexible working arrangements. One panelist noted that the office has become the center of gravity around which flexible working situations revolve.
After proving successful after a year working from home, many firms are confidently moving away from the five-day in-office week in favor of a mix of physical and virtual workspaces. The goal is to offer flexibility while providing a forum for in-person gatherings.
Several speakers agreed that virtual arrangements present a challenge when acclimating new employees to organizations, pursuing strategic initiatives, and onboarding customers. To help facilitate interpersonal connections in these scenarios, many leaders are turning to hybrid physical-virtual workplace models.
The speakers agreed that moving forward, there won’t be a one-size-fits-all solution, but rather a balance between encouraging people to come back to the office and offering flexible remote options.
Throughout the virtual event, industry veterans echoed the theme that effective communication is paramount. Asset management is already a people-centric business, but the speakers said the pandemic has forced them to become more vulnerable.
Their advice to other leaders? Overcommunicate on a systematic basis — and keep up the habit once the crisis is over. Force yourselves to expand your digital social circles by reaching out to people you regularly bumped into in the hallway pre-pandemic. Check in with employees across various departments to see how they are coping with change.
The past year has been an incredible test of leadership as firms focused on building relationships in an all-new environment — and many successfully mastered the pivot. For example, several speakers said they worked to successfully engage the customer on a personal and authentic, yet professional, level.
One CEO said that first impressions in direct sales are now less about personality and more about investment content. But while the Zoom world allows for accelerated communication in real-time without travel disruptions, many said the handshake will come back in some form.
Numerous speakers anticipate that the industry will be more strategic with travel moving forward. Travel costs have dramatically declined over the past year, and though they may increase again in the future, it likely won’t be to the same extent, they said. After all, the forced learning experiment that was 2020 has made the industry more comfortable with the power of technology.
CREATING BUSINESS OPPORTUNITIES
Industry experts also discussed a growing trend in aligning investments with values — both from an internal perspective and the client-investor standpoint.
As one seasoned executive said, the pandemic and recent social unrest have cast a spotlight on the social aspect of Environmental, Social, and Governance (ESG) criteria. Not only have asset managers been challenged to build social flexibility into their operations, but there is an increased awareness that a firm’s actions impact the lives of its employees and communities.
After 2020 proved that it is possible to implement change quickly, many leaders are working to reimagine other areas of the business. Some said they are leveraging the power of video conferences to bring together larger groups of clients for fun events, like virtual pizza-making challenges.
Many said that the pandemic accelerated digital transformation at firms worldwide, allowing them to achieve previously unattainable goals. One leader said that by adopting digital onboarding, she was able to go from taking two to three days to open a new client account to just seven minutes from start to finish.
That type of agility will prove valuable as the industry anticipates the largest wealth transfer in history. Many are adopting a full-family approach that’s not just about working with the patriarch or matriarch, but also with their kids and grandkids. Others are forming client advisory boards with next-generation clients to hear their feedback in real time.
FOSTERING A CULTURE OF DIVERSITY AND INCLUSION
This year’s SLF also focused on the urgent need to address diversity and inclusion in the asset management industry. Nicsa’s leadership explained their efforts to advance the movement throughout a handful of sessions.
Nicsa member firms have been working to drive measurable change through the Diversity Project North America since October 2018.
On February 24, 2021, the first day of SLF, Nicsa announced the launch of the Diversity Project North America’s 2021 DE&I Perception Survey of the Asset Management industry. Anonymous results from the survey will be compiled in an effort to advance industry diversity, equity, and inclusion.
Nicsa also announced that the industry’s first annual Fearless Leadership Symposium will be held on June 16 and 17. The event is being organized to highlight bold business practices
around diversity equity and inclusion. It will include an awards program for organizations leading the way on such initiatives.
Several SLF sessions discussed building diversity throughout employee ranks. The general consensus: While there’s been progress, there’s still a long way to go when it comes to fostering inclusive leadership.
One leader said his firm used the death of George Floyd and resulting social unrest as an opportunity to initiate hard, uncomfortable conversations. By soliciting and working to understand various opinions, the firm was able to foster a sense of belonging.
Panelists agreed that such exercises must be backed by action. Many pledged to focus on diversity, inclusion, and equity while recruiting new employees and developing existing talent through mentorships.
Fortunately, the increased acceptance of remote work opens up talent pools for diverse candidates. To begin hiring candidates who live in other states or countries and those who can’t leave the home regularly, some firms are reimagining HR policies around the way they post jobs.
Another key takeaway in terms of diversity and inclusion was that bringing in new employees is a meaningless action if you do not make them feel welcome and give them opportunities to thrive. Leadership must come from the top — only then can the incremental progress being made become exponential.
TACKLING 2021 WITH CONFIDENCE AND COMPASSION
Industry professionals wrapped up the third day of SLF 2021 by reflecting on the job of the asset manager — and how it’s more important today than ever before.
The industry’s underlying mission is to create a brighter financial future for clients, and everyone plays a different role in that regard. But in 2021, achieving that mission is not going to be easy.
We’ve already seen investors who are nervous that what goes up in the currently strong stock market must come down, and others sitting on cash.
Still, asset managers have an incredible influence over people’s dreams — and the speakers at SLF repeatedly indicated that failure is not an option. Moving forward, they said it’s imperative asset managers use all the tools they have to keep their promises to clients, shareholders, and employees.
Leaders will need to use their recently-acquired digital assets to project increased visibility and convey sincerity both internally and externally. As one panelist said, after all they’ve been through, people are most hungry for truth and facts.
“Transformation is a popular term these days, and data and technology are certainly foundational to doing it successfully,” EY’s Senior Manager of Wealth and Asset Management Cheryl Boyd told attendees during a panel discussion held virtually for Nicsa’s recent SLF. “As we’ve seen financial services evolve, we’ve seen the leadership positions in the data and technology spaces do the same.”
Boyd moderated the panel, which detailed how leaders are working to move their firms forward through the power of innovation in today’s ever-changing tech environment.
Hans Brown, Global Head of Enterprise Innovation and CIO for Corporate Technology at BNY Mellon, said that data now underpins nearly everything we do in the asset management industry.
“I’ve been with BNY Mellon for the last 11 years,” he said. “There are jobs that I hire for now that I never did in the past — data scientists, machine learning engineers, data architects. We’re looking at having data available in accessible structures and forms, running models, and ultimately using it to deliver real insights. Today, data is at the forefront of everything that we do.”
Bola Ajayi, Vice President, Advanced Analytics and Data Science at Fidelity Investments, said that in the past, data was viewed as something that could sit on the shelf for later reference — independent of business processes.
“Now, what we’re seeing is that data must be activated throughout the sales, marketing, and operations processes,” he said. “It’s ingrained in the DNA of how a company works, and that’s been a huge transformation.”
Marc Mallett, SVP, Director of Strategy, Americas Asset Servicing at Northern Trust, said that it’s essential to ask the right questions when using data to measure success or failure based on performance.
“It’s like looking at a score at the end of a football game but not paying attention to how the players actually executed the game,” he said. “Did they play well, or did they get lucky? Winning teams evaluate every last play to focus on continuous improvement. So if I want to know how well or poorly a portfolio manager is performing, I can’t just look at the score — I have to ask the right questions about their decision-making processes.”
Ajayi pointed out that firms can have the most advanced algorithms in the world, but without adoption on the part of managers and employees, they won’t be able to leverage the technology to better the business.
“Our goal is to foster a data-driven culture from the top-down and bottom-up,” he said. “From the top-down, we’ve worked to help senior management to see the value of using empirical, analytical evidence — rather than gut instinct — to identify business opportunities.”
To foster this culture from the bottom-up, Ajayi said his team pilot-tested a data-driven approach with groups willing to adopt the technology.
“Over time, the winners were the ones using the analytics, which inspired the laggards to jump on the bandwagon,” he said. “Changing behavior is such an important piece of the digital transformation process.”
There’s no doubt that last year’s events caused a paradigm shift in the way we foster meaningful connections with clients and prospects. Despite the challenges, the agile professionals in our industry have found clever ways to adapt to new operating environments.
“Wholesalers are leveraging technology more skillfully than they ever have,” said Jeff Duckworth, Head of Intermediary Distribution at John Hancock. “Even the folks who were the most resistant to technology realized they had to get on board or be left behind. I think that’s made them better, opening their eyes to the benefits of embracing change.”
Duckworth was one of three experienced sales and client management executives who shared their experiences turning barriers into opportunities during Nicsa’s Strategic Leadership Forum. Jim Bumpus, National Sales Manager at Columbia Threadneedle, moderated the virtual session, which also featured thought-leaders from Franklin Templeton and Wells Fargo.
Ronice Barlow, SVP, Co-Head of US Retail Sales at Franklin Templeton, said her firm started piloting new distribution and retail approaches in 2017 that ultimately served for a smoother transition in 2020.
“We knew our business and the way we needed to manage relationships was changing,” she said. “We took a few of our traditional wholesalers — who would typically spend close to 100 percent of their time in the field — and gave them the flexibility to spend more time within the home office. Through that experience, we trained them to successfully navigate the differences between virtual and in-person meetings.”
Franklin Templeton also began a digital training program for new hires that allowed the firm to think critically about effective instruction in a purely digital environment.
Bumpus noted that flexibility became a key theme for teams forced to make rapid changes in 2020. “The level of uncertainty in the markets required professionals to adapt quickly and frequently contact clients on a personal level,” he said.
Mike McLaughlin, Director of Business Development Group, Field Productivity at Wells Fargo, agreed, sharing his perspective from the wealth management arena.
“Market volatility forced our advisors to call all of their clients at a much faster clip to reassure them about the markets, but it was more personal than that,” he said. “It humanized our FAs because they were going through the same things their clients were. You wouldn’t think that we would have had our best net advisory flows in five years, but we did due to the frequency of FAs talking to their clients and reassuring them.”
NAVIGATING THE NEW NORMAL
The panelists agreed that digital meetings will make up the majority of client engagements moving forward. As employees continue to adjust to these changes, leaders must keep mental health top of mind.
“It almost seemed taboo to talk about mental health before the pandemic, and now the topic is at the forefront of conversations, which benefits everyone, to say the least,” Barlow said.
Duckworth said John Hancock is offering digital tools employees can access for help adjusting to the new normal.
“We’re offering a menu of options that people can dial in to access, such as meditation classes, health and fitness resources, and a speaker series,” Duckworth said. “It’s about providing tools for people to leverage at their discretion that are centered on topics that are them.”
“Everyone is going through this storm together, but we’re in very different boats,” McLaughlin said. “Understand where your team members are coming from and what they’re going through. Mental health is a real issue.”
The Diversity Project North America 2021 DE&I Perception Survey of the Asset Management industry is live!
As part of the Diversity Project North America's continued efforts to advance diversity, equity, and inclusion in the asset management industry, this survey is being conducted with EY to measure the industry’s perception of key diversity, equity, and inclusion (DE&I) trends.
Please visit this link to participate in the survey.
Key takeaways will serve to identify gaps and measure progress as the industry moves forward on the path toward a more inclusive working environment.
The survey is open to all employees of the asset management industry. It is anonymous, with questions centered on the perception of progress being made within the industry as a whole and within individual organizations. This is the second year Nicsa will conduct a survey focused on DE&I trends.
Justine Phoenix, Head of Diversity Project North America stated, “We are pleased to join forces with EY to evaluate the industry’s DE&I landscape. We are proud to be among our many and varied member firms who are collaboratively calling for greater diversity, equity and inclusion. We hope our efforts help position the global asset management industry for the workforce of the future.”
The survey was launched at the Nicsa Strategic Leadership Forum on February 24, and will be open through the Nicsa Fearless Leadership Symposium in June. A comprehensive report exploring the findings, to be co-written by Nicsa and EY, is expected to be published in the Fall of 2021.
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Boston, MA – March 2, 2021 — Nicsa announced its Volunteer of the Year honorees at the Strategic Leadership Forum last week. Nica’s Volunteer of the Year Awards recognize the outstanding efforts of members who are especially dedicated to servicing the Nicsa community.
“Each year, Nicsa recognizes volunteers who have tirelessly committed to furthering our mission of advancing best practices within the global asset management industry. We are proud to present the 2020 Volunteer of the Year Awards to this group of exceptional professionals. and thank them for their efforts to support the Nicsa community and the broader industry,” said Jim Fitzpatrick, President and CEO of Nicsa.
Nicsa’s many topic and event committees work to provide association members with educational resources on the issues that matter most to the global asset management industry. On behalf of Nicsa, committee members support the association’s mission of developing, sharing, and advancing leading practices among industry participants. Each year, Nicsa recognizes volunteers who have constantly gone above and beyond in their efforts to serve the Nicsa community in the last 12 months.
A list of this year’s honorees follows:
Alternative Investments
Dawn Rohde, Wells Fargo
Compliance & Risk Management
Stephanie Tyler, Franklin Templeton
Content
Michael Collins, Broadridge
Data Analytics
Laura Lutton, Morningstar
Diversity Project ‘Next’ Practices
LeAnn Trejo, Capital Group | American Funds
Diversity Project Benchmarking
Dianne Gallagher, American Century
Diversity Project Industry Engagement
Maggie Sullivan, Fiera Capital
Fund & Investor Services
John Keating, BlackRock
Fund Administration
Gary Casagrande, Confluence
General Membership Meeting
Gary Casagrande, Confluence
Next Gen
Alex Woodcock, SS&C ALPS
Product & Distribution
Mark Thomas, PIMCO
Retirement
Amy O’Leary, Capital Group | American Funds
SMA Working Group
Greg Weiss, BlackRock
Strategic Leadership Forum
Jon Maro, BlackRock
Technology & Innovation
Sach Diwan, Northern Trust
UIT
Beth Bull, First Trust Portfolios
Unclaimed Property
Dave Calvani, Fidelity
Webinar Advisory
Michelle Carlow, Accenture
President’s Awards
Dan Moorman, Wells Fargo Advisors
David Rosen, Morgan Stanley
Lynette Turner, BNY Mellon
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
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Boston, MA – February 22, 2021 — Nicsa’s Strategic Leadership Forum will take place via a virtual platform from February 24-26 and will feature some of the industry’s most influential innovators.
The theme of this year’s SLF is “2021: The Year of the Relationship.” The event will bring together industry thought leaders to explore dynamic and diverse perspectives on building the skills and tools necessary for creating (or re-creating) meaningful engagement with employees, advisors, investors, and the communities we serve.
Featured speakers include:
Nicsa’s Learning Clinics are planned to give participants clear and actionable insights on how:
“Nicsa’s SLF is open to all employees of corporate registrants. We are excited about the opportunity to deeply engage with member firms and to provide a platform for them to engage with some of the industry’s most influential thought leaders,” said Jim Fitzpatrick, President and CEO of Nicsa.
Tyler Mathisen, CNBC’s co-anchor of the popular “Power Lunch,” returns to the Nicsa stage to moderate the much anticipated annual Face the Membership session, and Jim Jessee leads an executive session about Asset Management in a New Age.
BlackRock’s Robert Kapito will headline as a closing speaker in a Fireside Chat with Justine Phoenix, Head of Diversity Project North America for Nicsa.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
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