Driving Inclusion and Innovation: The Work of Diversity Project North America's Committees
In the ever-evolving landscape of asset and wealth management, fostering innovation through inclusivity is business imperative. The Diversity Project North America (DPNA) is at the forefront of this mission. At the heart of DPNA’s efforts are its committees, each working collaboratively to promote best practices, create meaningful initiatives, and drive lasting change. Here’s how each […]
Industry Leaders Belski, Pan to Speak at Nicsa’s 2025 Strategic Leadership Forum
Boston, MA – January 14, 2025 – Nicsa, a leading not-for-profit trade association connecting the global asset and wealth management industry, is thrilled to announce an exceptional lineup of speakers for its 2025 Strategic Leadership Forum (SLF), taking place March 5-7 in Fort Lauderdale, Florida. The conference will feature Cheri Belski, Executive Vice President and […]
Five Trends from Nicsa’s Product-Focused SLF Session
A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum, Building Tomorrow’s Portfolio, delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset Management Strategy Consulting. Panelists included Katie Fischer, Director, Equity, Fixed Income […]
The Rise of Hyperpersonalization in Wealth Management
Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization. The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of […]
Industry Veteran Marty Flanagan Shares Lessons Learned
Nicsa's 2024 Strategic Leadership Forum offered a retrospective and forward-looking view of the asset and wealth management landscape. Industry veteran Marty Flanagan, Chairman Emeritus of Invesco, was presented with the prestigious Lifetime Achievement Award during the event. The Lifetime Achievement Award honors distinguished executives who, during their lifetimes, have made impactful contributions of outstanding leadership to the […]
In a live session at the recent Nicsa 2024 Strategic Leadership Forum, Think Like a Futurist, participants explored the fascinating world of futurism and how to navigate the ever-evolving landscape of technological advances. Forward-thinking leadership perspectives from Matt Mackay, Executive Director, Platform Sales, Corporate & Investment Bank, J.P. Morgan and Debora Kantt, Strategic Foresight & Future […]
A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum, Reshaping the Value Chain with AI, explored the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry. The panel was moderated by Michael Sands, Senior Manager, Strategy & Consulting - Capital Markets, Accenture and featured Joe Bonanno, Global Head of Data, Digital and Innovation, […]
Boston, MA – February 6, 2024 – Nicsa, a leading provider of education and networking forums to professionals in the global asset and wealth management industry, announced its key speakers and session highlights for the 2024 Strategic Leadership Forum taking place on March 13-15 in Orlando, Florida. · Industry veteran Marty Flanagan, Chairman Emeritus of Invesco, will share perspectives from pivotal […]
