Nicsa’s committees are at the heart of our mission to connect all facets of the asset and wealth management industry to advance leading practices. Creating synergies among our various Diversity Project North America committees is one way to maintain positive momentum toward our mission of championing DEI as a business priority. Take a look at […]
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’s Diversity Project North America Partners with LGBT Great on DEI Data Survey
Boston, MA – April 22, 2021 – Nicsa’s Diversity Project North America has partnered with LGBT Great on the release of Holding Up the Mirror: Diversity Data in the Investment, Wealth Management and Savings Industry, a survey of investment, wealth management and savings industry organizations on the collection and usage of DEI data (supported by […]
Nicsa’s Diversity Project North America Launches DEI Mentorship and Awards Program
Boston, MA – April 20, 2021 – Nicsa is pleased to announce the launch of its Rising Star Program, a new mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset management industry. Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders by […]
Nicsa Announces Kelly Sherrard as Executive Director, Head of Operations and Events
Boston, MA – April 1, 2021 – Nicsa announced the hiring of Kelly Sherrard as Executive Director and Head of Operations and Events. Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. Nicsa member firms include […]
If history has taught us anything, it’s that even the largest firms in the asset management industry had to start somewhere. So how can today’s smaller firms follow in their footsteps, gaining market share against the current backdrop of fewer resources and continued consolidation? Attendees of Nicsa’s Strategic Leadership Forum took a deep dive […]
Nicsa Empowers SLF Attendees to Deepen Relationships in a New Age
Those who joined together in Fort Lauderdale for Nicsa’s 2020 Strategic Leadership Forum had no way of knowing they would be attending the last industry conference before lockdown. Soon after returning home, they — along with the rest of the industry — would rise to an unexpected challenge, implementing home office arrangements while working […]
“Transformation is a popular term these days, and data and technology are certainly foundational to doing it successfully,” EY’s Senior Manager of Wealth and Asset Management Cheryl Boyd told attendees during a panel discussion held virtually for Nicsa’s recent SLF. “As we’ve seen financial services evolve, we’ve seen the leadership positions in the data and […]
