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 […]
A live panel discussion at Nicsa's 2024 Strategic Leadership Forum, M&A Hotbed, delved into the market-moving M&A deals that are dramatically altering the asset and wealth management industry. The panel was moderated by Jeff Stakel, Deloitte Consulting. Panelists included Jeb Doggett, Chief Administrative Officer, Polen Capital; Dan Houlihan, President, STP Investment Services; and Amrit Kanwal, Executive Vice President and Chief Financial Officer, […]
Pearls of Wisdom from Morgan Stanley’s Carla Harris
Industry powerhouse Carla Harris, Managing Director and Senior Client Advisor at Morgan Stanley, shared “hard earned and hard learned” pearls of wisdom from her 32-year career on Wall Street during NICSA’s Strategic Leadership Forum this month. “I dare say that I’ve learned a few things about not only surviving, but more importantly, thriving, in the […]
C-Suite Summit: How to Stay Relevant & Bolster Client Value
Frontline industry executives from 1251 Capital Group, Amundi Pioneer Asset Management USA, Capital Group, Easton Vance, and PwC gathered during Nicsa's 2019 General Membership Meeting in Boston to share insights on how to stay relevant and bolster client value. John Stadtler, Partner, US Financial Services Industry Group at PwC, moderated the event, which focused on […]
In June, NICSA hosted a well-attended panel on ESG in New York. This event covered a great deal of ground, and in Part 1 of this three-part series, we discussed how the panelists described learning about ESG as being akin to “Learning a New Language.” Rosetta Stone secured, the audience was then treated to discussion […]
We’ve all seen the headlines touting blockchain’s industry-disrupting capabilities, but what the asset management industry really needs is a firm understanding of the technology’s practical uses. Experts from Foreside and Citisoft broke through the hype late last month with the latest edition of Nicsa’s webinar-based “Reality Behind Buzzwords Series,” which clearly defined blockchain, its use in cryptocurrency, and the implications […]
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 […]
The asset management industry should take a closer look at unconscious bias and pay more attention to nuances within employee demographics to foster inclusion, industry pros said at a recent Fund Intelligence breakfast briefing. “Sometimes when we speak about women, we neglect women of color,” Shaunice Hawkins, principal at Evolutions Consulting and adjunct professor at New York University, said. “When we […]
The Next-Gen Workforce in the Asset Management Industry
The group of individuals we typically classify as the “next generation” is changing. For a long time, the phrase was relatively specific to Generation Y (Millennials), born between 1977 and 1995. But today, Generation Z (Centennials) — or those born after 1995 — are entering the workforce, joining Millennials, Generation X, and Baby Boomers. “Discussions […]
Is the Asset Management Industry ‘Data Driven’ Yet?
When it comes to data and analytics, Lyndsay Noble, Head of Advance Analytics Practice, SS&C, said asset managers should know where to channel their efforts. “When people think about data-driven companies, they often consider what is known as FAANG: Facebook, Apple, Amazon, Netflix, and Google,” Noble said during a breakout session at NICSA’s recent Strategic […]
UCITS Assets Could Quadruple by 2048, According to ALFI’s 30th Anniversary Report
According to the report issued today by ALFI to mark ALFI’s 30th anniversary, UCITS assets have the potential to grow at a compound rate of 5% in the next three decades, with average annual net sales flows rising from €201 billion in 2017 to €860 billion in thirty years. As long as certain risk factors […]
Asset managers gained valuable insight on how to capture advisors’ attention and leave a lasting impression during a recent #WebinarWednesday presentation on the topic. Meredith Lloyd Rice, Vice President at Cogent Reports, Market Strategies International, moderated the session. “I’ll be sharing highlights from two of our syndicated research products: our Advisor Brandscape® and our Advisor Touchpoints® […]
