Nicsa International Committee Reviews Opportunities in Chinese AWM Market
The International Committee hosted a discussion on developments in the China investment and funds industry. The Committee invited Dean Chisholm, who lead Invesco business in China & its wider region for many years, and Qing Ni, PwC’s Head of Asset & Wealth Management in Chinese Mainland, based in Beijing. The Committee also invited participation by […]
International Committee Explores Trends in Sustainability Investment Products
The ESG investing landscape is evolving fast. Nicsa’s International Committee, comprising executives in the international asset and wealth management community, recently invited Federated Hermes’ Head of Product Strategy & Development, Stuart Ballard to present findings around ESG & Sustainability investments. Recent trends reveal a nuanced picture: while demand for sustainability-aligned products remains significant, the market […]
Nisca Recognizes Committee Chairs for First Half of 2025
Boston, MA – December 19, 2024 – Nicsa, a leading association in support of the asset and wealth management industry, recognizes its Committee Chairs for the first half of 2025. These individuals will help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines. Nicsa’s committees are open to employees of […]
Nicsa Promotes Allison Walsh to Executive Director, Head of Membership, Sales & Marketing
Boston, MA – December 3, 2024 – Nicsa, a leading not-for-profit trade association serving the asset and wealth management industry, is pleased to announce the promotion of Allison Walsh to Executive Director, Head of Membership, Sales & Marketing. Ms. Walsh has been an integral part of Nicsa for over five years, demonstrating leadership and commitment […]
Nicsa Welcomes Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships
Boston, MA – December 3, 2024 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships. Ms. Walter brings an impressive track record in financial services and […]
Implementing Artificial Intelligence: Getting to Results
Nicsa’s 2024 Asset & Wealth Management Summit highlighted Artificial Intelligence’s (AI) promise to transformative the industry. Yet, the journey from concept to practical deployment is fraught with challenges. In the session "Implementing Artificial Intelligence: Getting to Results," a panel of experts unpacked their experiences, sharing both triumphs and trials in AI implementation. Vanessa Touma, […]
In a live session "Mastering Alternative Investments: Onboarding & Educating Advisors," asset and wealth management experts shared insights on effectively integrating alternative investments (alts) into financial advisory practices. The discussion, center stage at Nicsa’s 2024 Asset & Wealth Management Summit, focused on democratizing access to alts, the importance of specialized education for advisors, and practical […]
How AI Powers Entrepreneurs in Asset & Wealth Management
In an engaging session at Nicsa’s 2024 Asset & Wealth Management Summit, Brian Moran, CEO and Founder of FLX Networks, shared an inspiring “Entrepreneur's Story." Moran took the audience on a deep dive into how AI is fueling transformative growth. He identified industry inefficiencies and the need for innovation to revolutionize industry practices. Moran highlighted […]
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 […]
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 […]
Top Insights from Nicsa’s Alternative Investments Keynote
Nicsa’s Asset & Wealth Management Summit featured a deep dive into the growth of alternative investments. The Summit keynote featured expert insights on the integration of alts with traditional asset classes, distribution strategies, advisor education, and expanding access to non-traditional investments, aiming to support growth in alternative asset adoption. Speakers: Doug Krupa, Managing Director and […]
