Aaron Filbeck a Managing Director from the Chartered Alternative Investment Analyst Association (CAIA) spoke to Nicsa’s Alternative Investments Committee on recent thought leadership issued by CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry […]
Nicsa Announces Allison Walsh as Vice President, Sales and Member Engagement
Nicsa is pleased to announce that Allison Walsh will assume the role of Vice President, Sales and Member Engagement, effective June 2024. Allison’s primary responsibilities will be to drive engagement, recruit new members across the asset and wealth management industry, and act as the primary contact for all sponsorship opportunities. “Allie’s industry expertise and […]
McLean, VA, January 30, 2017—The National Investment Company Service Association (NICSA) announced at its annual General Membership Meeting in September 2016 the election of Dan Houlihan, Senior Vice President and Head of Global Fund Services at Northern Trust Company, as Chairman of its Board of Directors. As Chairman, Dan will preside over the governing body […]
How to Lead Change in Financial Services: Webinar Recap
We recently invited a panel of industry experts to share their insights on new technologies and the impact on client servicing and human capital management. The “Leading Change in Financial Services” webinar provided diverse perspectives on these important issues and resonated with our listeners. (NICSA members can access the replay here). Sandy Schwan of Evolving […]
Through our work across the financial services sector, it is clear to us that blockchain technology has the potential to transform our industry. During NICSA’s recent Strategic Leadership Forum, disruptor technologies were a focus, and blockchain applications seemed to attract real interest. During last week’s Blockchain Trends & Applications webinar, we invited several industry leaders […]
Industry Leaders: Transformation in Next Five Years Will Outpace the Last 50
Last week, NICSA President Jim Fitzpatrick sat down with several industry senior executives from OppenheimerFunds, American Funds, Fidelity and MFS to discuss the rapid pace of change within financial services and how these asset managers are evolving in response. We heard how these leaders are preparing their teams and operating models for both disruption and […]
Nicsa Announces The Winners Of The 2013 NOVA Awards
McLean, VA, August 21, 2013 -– NICSA and Money Management Executive are pleased to announce the winners of the 2013 NOVA Awards. To be honored at the 2013 NICSA General Membership Meeting on September 20, 2013 in Boston, these awards recognize outstanding service, leadership and innovation within the fund operations industry. Nominated by their fund […]
The Year of the Crescendo: Excitement Builds Around SLF
Boston Financial Data Services is excited about participating in NICSA’s upcoming Strategic Leadership Forum. Here’s why. NICSA Board Member Anne Hebard of BFDS weighs in on the concept of disruption and how it’s impacting financial services. As we enter 2017, it certainly feels as though certain themes are rising to a crescendo. But, as Anne […]
Today, the DOL fiduciary rule officially goes into partial effect. This ends weeks of speculation as to whether the Department of Labor would again delay its implementation. While the fiduciary rule itself has not been altered to date, the DOL has issued several transition exemptions in order to ease some of the burden associated with […]
“To live in the past is to die in the present.” Hey, if the motto is good enough for Bill Belichick, it’s good enough for me. Team loyalties aside, I think we can all agree that victory in business (as it is on the field) requires leaders who are change agents that promote teamwork and an unrelenting […]
Throughout the 2017 NICSA Strategic Leadership Forum, which took place January 29-31 in Hollywood, Florida, the theme of Disruptors Facing the Asset Management Industry prevailed. From new technology to uncertainty in the regulatory landscape, discussions focused on how financial professionals will handle strategic business planning in 2017 and beyond. Whether or not you were […]
NICSA to be Featured at ALFI Global Distribution Conference
NICSA will once again partner with ALFI for the Association of the Luxembourg Fund Industry’s Global Distribution Conference from September 25-26 , where 650+ senior representatives from the global distribution community will convene to learn about the latest developments on the global distribution landscape. The conference will reflect on 30 years of UCITS, explore the […]
