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Summit 2024: Takeaways from Nicsa’s Powerhouse Panel

Nicsa’s Asset & Wealth Management Summit kicked off with a dynamic session featuring top C-suite executives in the asset and wealth management industry. Moderated by Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management, this session dove into the most pressing issues and innovations in our industry today. Panelists  Michelle Fuller, Independent Consultant, formerly […]
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Summit Keynote Reveals Key AI Lessons

Nicsa’s Asset & Wealth Management Summit in Boston featured a compelling keynote titled "The Artificial Intelligence Revolution," wherein David Wu, Head of Generative AI at Morgan Stanley Wealth Management, illuminated how AI is reshaping the asset and wealth management industry. Wu’s visionary insights underscored the transformative potential of AI, revealing both the opportunities and challenges […]
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Nicsa Honors its 2022 NOVA Award Winners

Boston, MA -- November 2, 2022 -- Nicsa, a leading asset management trade association, is proud to announce the winners of the 2022 Nicsa NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry. The 2022 award winners are as follows: Outstanding Service to the Fund Industry - Robert L. Gould […]
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Three Things Working Moms Want

“Never overlook the power of moms,” Chandra Sanders, VP of RISE at The Mom Project, said during a lightning session at Nicsa’s recent Fearless Leadership Symposium. “Why? Because moms are a force. A workforce.”   At The Mom Project, Sanders works to create economic opportunity for mothers and women of color by helping them live […]
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Supporting Transgender Colleagues

By the time Allie Shafer reached her mid-30s, she had transitioned socially as a transgender woman with one major exception: her workplace. Her company was located in Missouri, a state that to this day has no law prohibiting discrimination based on sexual orientation or gender identity.   Around the same time, Shafer’s wife was diagnosed […]
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DEI Means Sustainability for Asset Management

Like most goals worthy of pursuit in life, the asset management industry’s focus on diversity, equity, and inclusion (DEI) is not a one-time initiative but an ongoing effort requiring continuous commitment, compromise, and even course corrections.   “We have to fight hard against short-termism when talking about DEI — and serving our clients well from […]
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Actionable Tips for Embracing Inclusion

The key to gaining support for diversity, equity, and inclusion (DEI) across your organization is to clearly communicate the reasons "why" it is important: Faster innovation, better team-building, and increased profits are but a few examples.   Once everyone is on board, the tactical side of embracing DEI — the “how” — can be even […]
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C-Suite Leaders on Increasing Accountability in DEI

Between Airbnb, Uber, and Amazon, we’ve seen numerous companies recognize unmet client needs in recent years — and change the rules of the game entirely.   And, as was the case with hospitality, transportation, and retail, the asset management industry is ripe for innovation. What happens next is in our hands, according to Mel Lindsey, […]
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The Straight, White Male Dilemma

In the early 90s, before Bill Proudman founded his global leadership development consultancy, he began to notice a recurring pattern. Regardless of the industry he was working in, straight, white males like himself outsourced diversity initiatives to people who have been historically marginalized and underrepresented.   “If there were two women on the team, they […]
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A Radically Different Year: Don’t Miss This Chief Economist’s View on a Post-Pandemic Economy

Chief US Economist Lara Rhame from FS Investments has been announced as a keynote speaker at Nicsa’s 2022 General Membership Meeting, an annual in-person event for industry professionals across the asset management industry. The event will take place in Boston on November 2-3 at the Renaissance Boston Waterfront Hotel.   Lara Rhame is a Managing […]
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Speaker Line-Up for Nicsa GMM to Provide Bold Business Outlook for 2023

Boston, MA – October 11, 2022 – The Nicsa 2022 General Membership Meeting (GMM) will take place November 2 - 3 at the Renaissance Boston Waterfront Hotel.  With timely insights into critical business pathing for the global asset management industry, the two-day event will provide educational sessions on the strategic implementation of key business initiatives impacting asset […]
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An Evening with Ted Truscott to Kick Off Two-Day DEI Agenda

Leader and innovator Ted Truscott has been announced as a keynote speaker at this year’s Fearless Leadership Symposium, the second annual DEI-focused event for asset management professionals hosted by Nicsa’s Diversity Project North America. Mr. Truscott will enlighten the FLS audience with inspiration from his decades-long career during the evening’s Rising Stars dinner in Boston […]
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