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 […]
The Rise of Hyperpersonalization in Wealth Management
Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization. The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of […]
Nicsa Honors Volunteer of the Year Award Recipients
Boston, MA – March 2, 2021 — Nicsa announced its Volunteer of the Year honorees at the Strategic Leadership Forum last week. Nica’s Volunteer of the Year Awards recognize the outstanding efforts of members who are especially dedicated to servicing the Nicsa community. “Each year, Nicsa recognizes volunteers who have tirelessly committed to furthering our […]
Nicsa 2021 Strategic Leadership Forum to Focus on Foundations for Authentic Engagement
Boston, MA – February 22, 2021 — Nicsa’s Strategic Leadership Forum will take place via a virtual platform from February 24-26 and will feature some of the industry’s most influential innovators. The theme of this year’s SLF is “2021: The Year of the Relationship.” The event will bring together industry thought leaders to explore […]
Nicsa’s Strategic Leadership Forum will take place Feb 24-26. This year’s theme is “2021: The Year of the Relationship”. The program will focus on building foundations for authentic engagement with employees, advisors, investors, and the communities we serve. The virtual conference will feature 15+ hours of educational content covering all facets of the global asset […]
Nicsa president: The themes that will define 2021 in asset management | Article by Fund Intelligence
Trade association president and CEO Jim Fitzpatrick explains why 2021 is 'year of the relationship.' Read the full article from Fund Intelligence here. #PressRelease #DiversityProject #PR-DiversityandInclusion
BlackRock’s Robert Kapito to Headline at Nicsa SLF
A leader of one of the world’s premier providers of global investment management, risk management and advisory services, Robert Kapito is an industry innovator and thought leader on best practices in investment management. He was the recipient of the 2009 Joseph Wharton Leadership Award, the Marine Corps-Law Enforcement Foundation’s 2010 Semper Fidelis Award. Mr. Kapito […]
Strategic Leadership Forum Planning Underway: Relationships Take Center State
Nicsa has been hard at work shaping the agenda for this year’s Strategic Leadership Forum. Planning is well under way and a terrific program full of rich, value-added content is taking form. Nicsa encourages all members to join us in tackling 2021: The Year of the Relationship at the Nicsa SLF from February 24 - […]
