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 […]
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 […]
Managing Client Relationships in a Virtual Environment
There’s no doubt that last year’s events caused a paradigm shift in the way we foster meaningful connections with clients and prospects. Despite the challenges, the agile professionals in our industry have found clever ways to adapt to new operating environments. “Wholesalers are leveraging technology more skillfully than they ever have,” said Jeff Duckworth, […]
Diversity Project North America 2021 DE&I Perception Survey is Live
The Diversity Project North America 2021 DE&I Perception Survey of the Asset Management industry is live! As part of the Diversity Project North America's continued efforts to advance diversity, equity, and inclusion in the asset management industry, this survey is being conducted with EY to measure the industry’s perception of key diversity, equity, and […]
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 […]
