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 […]
Five Trends from Nicsa’s Product-Focused SLF Session
A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum, Building Tomorrow’s Portfolio, delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset Management Strategy Consulting. Panelists included Katie Fischer, Director, Equity, Fixed Income […]
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 […]
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 […]
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 […]
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, […]
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 […]
If you or someone from your firm is interested in having their voice heard on the ETF dual share class topic, please contact Sarah Walter ([email protected]) to learn more. Nicsa is proud to serve as a catalyst for collaboration across the asset and wealth management industry. As firms navigate a rapidly evolving landscape, we remain committed […]
A Guest Blog by Olmstead Associates Austin Lewis | Head of Client Experience | [email protected] In an era of industry consolidation and intense competition in asset management, the key to leading the market—or falling behind—often comes down to intelligence. Smarter distribution decisions, driven by technology
Boston, MA – January 30, 2025 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum on March 6 in Ft. Lauderdale, FL. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset
Driving Inclusion and Innovation: The Work of Diversity Project North America's Committees
In the ever-evolving landscape of asset and wealth management, fostering innovation through inclusivity is business imperative. The Diversity Project North America (DPNA) is at the forefront of this mission. At the heart of DPNA’s efforts are its committees, each working collaboratively to promote best practices, create meaningful initiatives, and drive lasting change. Here’s how each […]
