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Nicsa | Blogs

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 […]
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Nicsa | Blogs

Key Learnings from Nicsa’s “AI Unleashed” Summit Session

Nicsa’s Asset & Wealth Management Summit featured an exploration of how to put Artificial Intelligence to work within industry organizations. The “AI Unleashed” session highlighted adoption trends, use cases, challenges, and future projections. Leaders in asset management and banking discussed AI’s evolving role, emphasizing the importance of thoughtful implementation, regulatory preparedness, and cultural adaptability. The panel […]
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Nicsa | Blogs

Rethink Your Product Pipeline

Each year, market intelligence provider Cerulli Associates surveys more than 10,000 affluent investors to identify investment product development trends. In early March, attendees of Nicsa's Strategic Leadership Form were given valuable takeaways from this research, as well as strategic insight into demand, distribution, and innovation across packaged investment vehicles.   Scott Smith, Director at Cerulli […]
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Nicsa | Blogs

CEOs Forecast the Trajectory of the Asset Management Industry

A familiar face helped kick off the last day of the Strategic Leadership Forum: CNBC Anchor Tyler Mathisen, a long-time moderator of Nicsa's Face the Membership session.   The journalist's fireside chat with top leaders from the asset management industry centered on the pressing issues of 2023, from how technology will continue to shape financial […]
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Nicsa | Blogs

Financial Inclusion: Why and How to Take Action

Inclusion in the workplace —a practice that prioritizes empathetic leadership and a universal sense of belonging — is a vital characteristic of a healthy company culture. But there’s a related piece of the puzzle our industry must keep top of mind: Financial inclusion.   “We define that as the intentional focus on creating products, services, […]
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Nicsa | Blogs

Financial Services in the Metaverse

A session on the potential of the metaverse in the global asset and wealth management industry closed out Nicsa’s Strategic Leadership Forum in March — proving that science fiction is inching its way much closer to fact.   John W. Stadtler, Partner, Financial Services Industry, PwC, moderated the panel, which focused on how the metaverse […]
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Nicsa | Blogs

Nicsa Announces Volunteer of the Year Awardees

Boston, MA – February 9, 2023 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum at the beginning of March. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset management […]
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Nicsa | Blogs

A Letter to Members from Jim Fitzpatrick, 2023

As we move along into this new year, I’d like to take a moment to thank you for your ongoing support of each other, our industry, and Nicsa during the last twelve months.     2022 was a very special year for Nicsa as we celebrated our 60th anniversary. I’d like to highlight some of […]
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