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 […]
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 […]
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 […]
NICSA members enjoyed an update on one of the industry’s fastest-growing initiatives — the Diversity Project North America— during a recent #WebinarWednesday event. Shaelyn Otikor, Senior Vice President, Global Strategy, Corporate & Institutional Services at Northern Trust, moderated the event, which also featured forward-thinking representatives from NICSA and Aon. Jylanne Dunne, VP, Diversity Project North America at NICSA, kicked off the program […]
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 […]
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 […]
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 […]
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 […]
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 […]
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® […]
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 […]
