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, […]
Nicsa’s “Face the Membership” Session Featured Two of the Industry’s Most Influential Women
Asset and wealth management executives gathered at Nicsa’s 2024 Strategic Leadership Forum to discuss the most pertinent topics affecting financial professionals worldwide. The popular “Face the Membership” session provided valuable insight into industry trends from two of the industry’s most influential women. Bob Pisani of CNBC moderated the highly anticipated session, featuring Yie-Hsin Hung, President […]
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 […]
It’s been more than half a year since the Markets in Financial Instruments Directive (MiFID II) came into effect, and in that time, the legislation has fundamentally reshaped the financial landscape for EU firms, as well as non-EU firms that distribute products via affected intermediaries. “MiFID II has brought enormous complexity to asset managers in […]
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 […]
Join us in Florida from April 3rd to 5th to address the industry’s most important issues head on. Let NICSA help solidify your 2019 business planning. Hear from all perspectives—asset management firms, broker dealers, and an extensive group of firms that include technology, law, and service firms that support the industry. We’ve got a line-up of […]
It’s been a decade since the global financial crisis, and the industry remains in the midst of a changing regulatory environment. NICSA members heard a panel of experts discuss the future of these regulations during NICSA’s 2018 Strategic Leadership Forum. The panel, moderated by Don Andrews, Partner & Global Practice Leader for Risk and Compliance […]
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 […]
