The 2024 Asset & Wealth Management Summit, hosted by Nicsa, presented two days of dynamic content featuring key executives sharing insights on the most pressing issues in our industry today. In the session titled "Regulatory Shifts: What's Next for AI and Alts," industry experts provided a deep dive into the evolving regulatory landscape impacting artificial […]
Expert Perspectives on the Alts Boom from Nicsa’s Summit
Nicsa’s Asset & Wealth Management Summit examined the evolving landscape of alternative investments, including the niche firms, technology platforms, and service providers that are emerging to support the alts ecosystem. Marty Griffin, Managing Director at Beacon Ridge Capital Management, moderated the panel of thought leaders including: Andrew Barnum, Senior Vice President – Wealth Managers, iCapital Nick […]
Companies like Amazon, Uber, and Airbnb have radically altered customer expectations — and in doing so, they've raised the bar for everyone. As a result, people now expect Amazon-like conveniences across all industries and areas of practice, including financial services. Members of Nicsa explored this phenomenon at their 2022 General Membership Meeting. A recent […]
It’s one thing to hear about the latest emerging technologies — but entirely another to deploy and manage them across your firm. Leaders from top asset management companies recently showed attendees of Nicsa’s GMM how it’s done, detailing their experiences with new and innovative solutions built to advance firms worldwide. “Traditionally, we think of […]
Our Most Tangible Takeaways on Fearless Leadership
Guest Blog: DPNA Industry Engagement & Events The Diversity Project North America connects industry professionals to collaborate on the issues and opportunities that are driving DEI in asset management. The Engagement & Events Committee shares findings and ideas with the broader industry community. Recently, the Industry Engagement & Events Committee met to discuss the content […]
Nicsa Elects Five New Members To Its Board Of Directors
Boston, MA – November 2, 2022 – Nicsa announced at its 2022 General Membership Meeting the election of five new members to its Board of Directors. The new Board members are as follows: Mike Mastroianni, US Head of Relationship Management, SS&C Kelli O'Brien, Director, Citi Charles Rizzo, Chief Operations Officer, Americas and EMEA, Head of Global Fund Administration, John […]
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 […]
“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 […]
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 […]
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 […]
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 […]
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 […]
