Strategies for Effective Governance Explored at GMM
A recent panel discussion at Nicsa's 2023 General Membership Meeting, A Confident Board, delved into the strategies for effective governance within the asset and wealth management industry, The panel was moderated by Amy Merrill, Senior Manager, EY. Panelists included Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust, Joanne Kane, […]
Nicsa’s GMM Explores the Convergence of Wealth & Retirement
Nicsa’s 2023 General Membership Meeting featured an insightful panel discussion focused on the evolving relationship between the wealth management and retirement industries. Moderated by Bing Waldert, Managing Director, U.S. Research, Cerulli Associates, the panel featured Kevin Murphy, Senior Vice President, Head of Workplace Retirement Distribution, Franklin Templeton, Jania Stout, Senior Vice President, OneDigital | Retirement […]
Educational Clinic Explores Disruption in the Distribution Landscape
FinTech firms are increasingly making an impact on the asset management landscape — but what specific forces are driving this disruption, and where will they lead the industry? Members explored this topic during an interactive educational clinic held at Nicsa’s latest SLF event in February of 2020, moderated by Dennis Gallant, Senior Analyst at Aite […]
Exploring the Role of the Data Scientist — and Whether Your Firm Needs One
Asset management firms know that a data-driven approach can help them make smarter, more informed decisions. But should they be searching for the elusive data science unicorn — a seemingly mythical leader in problem-solving, business, and technology? A panel of experts explored this question during a breakout session at Nicsa’s SLF in February 2020. Brian Foote, Vice […]
Exploring the Practical Challenges of Vendor Governance Oversight
Nicsa members received an in-depth look at vendor oversight programs from the perspective of both asset management firms that have outsourced key functions and the service providers they’ve hired. The event took place in February 2020. Marc Lotti, Partner, Division Head, Cybersecurity and Risk at ACA-Aponix moderated the event, which also featured thought leaders at […]
A diverse panel of tech experts took the stage at Nicsa’s recent SLF to share their perspectives on the asset management industry’s digital transformation trends — from blockchain and artificial intelligence (AI) to behavioral biometrics and cybersecurity. The session, moderated by Lyndsay Noble, Director of Data Science at SS&C, featured thought leaders from BNY Mellon, […]
Citi’s Candi Wolff Explores Unique Aspects of the 2020 Race
It’s no secret that the upcoming presidential election may have a significant impact on the asset management industry — but what should we expect? Candi Wolff, Head of Global Government Affairs at Citi, gave Nicsa members her perspective on the issue as a keynote speaker at Nicsa’s SLF in late February. Wolff, who served in […]
Global Perspectives on Investment Management Growth Trends
While the majority of today’s millionaires live in North America, the fastest growth is occurring in international markets. According to a 2019 study by Boston Consulting Group, revenue in Asia’s private banking sector alone could equal or exceed that of Western Europe by 2023. Jennifer Hoopes, Senior Managing Director and General Counsel at Foreside, pointed […]
