What We Learned About AI's Impact on Asset & Wealth Management
Nicsa’s Asset & Wealth Management Summit in Boston brought together industry leaders to explore the dynamic role of AI in investment management. Kaushal Vinodchandra Sheth, Chief Architect Officer at GFT delivered a compelling session on the transformative potential of Artificial Intelligence within asset and wealth management. Following are key takeaways from the session, highlighting AI’s […]
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 […]
Healthy Minds: The Next Big ESG Issue? Replay Session Moderator Marty Griffin, Vice President Operations, Northeast Retirement Services, kicked off the last session of Nicsa’s 2022 SLF with a quote from Blackrock CEO Larry Fink: “In addition to upending our relationship with where we physically work, the pandemic also shone a light on issues […]
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 […]
Several CEOs spearheading the future of asset management kicked off the last day of Nicsa’s Strategic Leadership Forum with a fireside chat covering the industry’s hottest topics. The event was moderated by Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management, and featured leadership from Allspring Global Investments, BNY Mellon, and Columbia […]
Industry disruption: It’s thrilling when your organization is causing it — and quite the opposite if your organization is lagging behind. Attendees of Nicsa’s Strategic Leadership Forum got the opportunity to stay on the cutting edge by exploring the latest tech solutions, ecosystems, and configurations during a general session moderated by Phil Andriyevsky, Partner, […]
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,” […]
