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Nicsa | Blogs

Private Market Valuations Take Center Stage at Nicsa’s Fund Administration Committee

Nicsa’s Fund Administration Committee continues to serve as a forum for timely, practical discussions on the evolving challenges facing fund operations. At our latest meeting, members came together to explore one of the most complex areas in the industry today: private market valuations. The session featured Liza Bowersox, Partner in Weaver’s Valuation Services practice, who […]
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Nicsa | Blogs

Inclusion in Finance Leaders Present Transformative Rebrand

In a recent global webinar, Inclusion in Finance (formerly the Diversity Project) introduced a transformative rebrand alongside an ambitious five-year strategy designed to accelerate inclusion, strengthen performance, and unify efforts across regions. This is not a cosmetic change. It is a strategic evolution. Learn more by watching the replay: Watch the recording  A New Name, […]
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Nicsa | Blogs

Governance Isn’t Glamorous, But It’s What Makes AI in Finance Work

Nicsa's Innovation & Technology Strategy Committee, comprising executives in the asset and wealth management community, presents the following insights around AI implementation:   Artificial Intelligence is no longer a side experiment in financial services. In asset and wealth management, it is quickly becoming strategic infrastructure. Firms are using AI to streamline client reporting, automate compliance […]
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Nicsa | Blogs

Global AI Advisor and Former OpenAI Executive Zack Kass to Keynote Nicsa’s 2025 Asset & Wealth Management Summit

Get ready to look ahead.Nicsa has invited Zack Kass— Global AI Advisor and Former Head of Go-To-Market at OpenAI—to deliver the keynote address at the 2025 Asset & Wealth Management Summit, taking place November 11–12, with the keynote on Wednesday, November 12. As the asset and wealth management industry continues to navigate the transformative power […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

A Letter to Members from Jim Fitzpatrick, 2025

To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, […]
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Nicsa | Blogs

Nicsa Announces 2025 Rising Stars of the Asset & Wealth Management Industry

Boston, MA – June 5,2025 – Nicsa is pleased to announce the 2025 cohort of its annual Rising Star Program, an awards program aimed at providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry.   Nicsa’s Diversity Project North America supports emerging leaders with a program that not only […]
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