Celebrating Culture: How DPNA Member Firms Honored Hispanic Heritage Month 2024
Each year, from September 15 to October 15, National Hispanic Heritage Month celebrates the rich histories, cultures, and contributions of Hispanic and Latino communities. This period is a time to reflect on the profound influence Hispanic Americans have had on the history of the United States and the world. Many of Nicsa’s Diversity Project North […]
Nicsa Announces New Board Members to Advance Leading Practices in Asset and Wealth Management
Boston, MA – October 14, 2024 – Nicsa, a non-profit trade association dedicated to connecting all facets of the asset and wealth management industry to advance leading practices, is pleased to announce the appointment of several distinguished professionals to its Board of Directors. These new board members bring a wealth of expertise, diverse perspectives, and […]
On the Clock to Advance DEI Replay Session Nicsa’s Strategic Leadership Forum wouldn’t be complete without a deep dive into building genuinely equitable workplaces — after all, DEI has to be practiced at the top, not just on the front lines. Cassie McCarthy, Manager, EY’s Wealth and Asset Management Consulting Practice, moderated an important […]
How Industry Leaders are Transforming Challenge into Opportunity
The Great Reprioritization: How Industry Leaders are Transforming Challenge into Opportunity Replay Session Compared with the hardest-hit industries, asset management has emerged from the pandemic relatively strong — at least from a financial standpoint, according to Yariv Itah, Managing Principal at Casey Quirk, a Deloitte Business. “The industry has not managed more assets, generated […]
Industry Viewpoints of Broker-Dealers and Asset Managers
Today’s Headlines and Tomorrow’s Trends: A Look at the Industry from the Viewpoints of Broker-Dealers and Asset Managers Nicsa members explored the here and now with an eye toward the future during the 2022 Strategic Leadership Forum (SLF) on March 30. The two-part session gave attendees the perspectives of both broker-dealers and asset managers […]
Nicsa’s Strategic Leadership Forum will take place March 30-April 1 at the Sawgrass Marriott Golf Resort & Spa in Ponte Vedra Beach, FL. Here, thought leaders within the asset management industry will convene to discuss the top issues facing today’s asset management industry, including hiring and retention trends, product and distribution opportunities, DEI priorities, the […]
Nicsa’s SLF to Focus on Looking Forward and Giving Back
Boston, MA – February 3, 2022 — Nicsa’s annual Strategic Leadership Forum, a premier industry event tackling business critical issues facing the global asset management industry, will take place March 30 to April 1 at the Sawgrass Marriott Golf Resort & Spa in Ponte Vedra Beach, Florida. Whether in person or via live-streaming content, participants will […]
Sharing Powerful DEI Tips for Creating Workplace Change
Sharing forward-thinking ideas that help firms advance equitable opportunity and support business results is a crucial mission of the Diversity Project North America. It’s also the impetus behind the Diversity Project’s Next Practices Committee. The Next Practices Committee regularly seeks input from its member firms, as well as from external experts with different perspectives. […]
Sue Herera, “First Lady of Wall Street”, to Headline at Nicsa’s Strategic Leadership Forum in March
Boston, MA – Jan 26, 2022 – One of CNN’s most dynamic thought leaders will address attendees of Nicsa’s 2022 Strategic Leadership Forum, taking place in Ponte Vedra Beach, Florida from March 30 – April 1. Sue Herera, Anchor at Large, has more than 30 years with CNBC. Nicknamed “The First Lady of Wall Street,” […]
Nicsa 2021 NOVA Awards Recognize Leaders in Asset Management
Boston, MA -- December 13, 2021 -- Nicsa, a leading asset management trade association, is proud to announce the winners of the 2021 Nicsa NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry. The 2021 award winners are as follows: Lifetime Achievement Award Michael (Mike) DeNofrio, Managing Director, Head of […]
A Journey to Be Kept Alive: Harnessing the Power of ID&E in the Financial Services Sector
A Guest Blog by State Street | ALFI Member | Diversity Project North America Member Abdel Hmitti, Senior Vice President, Head of EMEA Private Equity & Real Assets Fund Services Joshua Lovell, Senior Vice President, Head of Global Transfer Agency Operations Every generation faces a new set of social and economic conditions. They […]
Build Deep Connections with These Forward-Thinking Asset Management Approaches
Between changing investor demands, a global pandemic, and advancements in technology, the past few years have brought profound change to the wealth management industry. Many of these trends existed pre-COVID-19, but most agree that the virus radically accelerated them, ushering in an inevitable future. Asset managers focused on building relevance and trust in this […]
