Speaker Line-Up for Nicsa’s GMM to Provide Critical Business Pathing for Asset and Wealth Managers
Boston, MA – September 25, 2023 – The Nicsa 2023 General Membership Meeting (GMM) will take place November 7 -8 at the Marriott Long Wharf in Boston, MA. The two days of on-site learning and networking will provide timely insights into critical business pathing for 2024 and beyond. Conference content will take deep dives into AI, product development, NextGen workforce, and […]
Boston, MA – July 21, 2023 — Nicsa has announced the winners of its 2023 Blackwell Scholarship Awards. Blackwell Scholars receive up to four years of scholarship support, a mentor from a Nicsa member company, and access to career networking and internship opportunities. 2023 marks the 25th year of Blackwell Scholarship awards. The 2023 Blackwell Scholarship recipients […]
Nicsa Announces Lifetime Achievement Award Recipient
Edward J. Falvey, retired industry leader and long-time NICSA supporter honored MIAMI, February 21, 2007 - The National Investment Company Service Association (NICSA) awarded it’s highest honor, the NICSA Lifetime Achievement Award, to Edward J. Falvey during a ceremony on Wednesday at the association’s 25th Anniversary Annual Conference and Expo at the Doral Golf Resort […]
Nicsa Releases 2019 Reference Guide for Transfer Agent Compliance Standards
Washington D.C. –April 9, 2019. NICSA announced today the release of the 2019 NICSA Transfer Agent Compliance Guide. The guide provides members of the global asset management industry with a onestop, comprehensive resource of current compliance updates and standards as they relate to the transfer agent function. NICSA’s Transfer Agent Committee, which meets regularly to […]
Nicsa Announces The Election Of Vice Chairman, Four New Members To The Board Of Directors
Wellesley, MA—June 29, 2005—The National Investment Company Service Association (NICSA) announced at the trade-association’s annual General Membership Meeting the election of a new officer, Vice-Chairman, and the election of four Directors to its Board. Peggy Schooley, President of Evergreen Service Company was elected to the new office, Vice Chairman. Peggy joined Evergreen in 2005 from […]
NICSA's General Membership Meeting Targets Innovation and Growth
McLean, VA, October 5, 2017—NICSA announces the kick off of its General Membership Meeting, Leveraging Innovation to Drive Growth, on October 5. Leaders in the asset management industry converge in Boston to share their insights regarding developments in innovation and opportunity. Attendees will have access to diverse perspectives from all segments of the industry on […]
Miami, Florida - February 18, 2008 - The National Investment Company Service Association (NICSA) announced today that Theresa Hamacher, CFA has been named President of the association, effective March 3, 2008. "NICSA is very fortunate to have Theresa joining the organization," said Peggy Schooley, President of Evergreen Service Company and Chairman of NICSA. "We are […]
Contact: Alyssa Gagen Director of Social Media and Marketing, NICSA 508-485-1500 McLean, VA, August 21, 2014—NICSA, in partnership with Money Management Executive, proudly announces the winners of the 2014 NICSA/NOVA Awards, the Robert L. Gould Award, and the NICSA Lifetime Achievement Awards. These individuals and firms will be honored on September 11, 2014 in Boston […]
Nicsa Announces Events Calendar – Not Business As Usual For Spring 2009
Contact: Ellen Weinraub Marketing Director, NICSA 508-683-1613 Marlborough, MA — April 9, 2009 — As the industry copes with the challenges of doing business in touch economic times, so must NICSA, a not-for-profit trade association which has served the mutual fund industry for over 47 years. “We are responding to the times”, says NICSA president, […]
Nicsa Releases White Paper - Broker/Custodian Resignations
McLean, VA, February 13, 2017 —NICSA is pleased to announce the release of a new white paper to its member firms: Broker/Custodian Resignations, An Assessment of Firm Preparedness and Current Practices. The Department of Labor’s fiduciary rule—whether delayed, altered, or implemented in April 2017—has thrust an increased complexity onto client servicing and puts critical process […]
Making The Business Case: Why Diversity Matters To ESG Investors
As investors become aware of the sustainability and ethical implications of their decision-making processes, the conversation around diversity and inclusion (D&I) has become all the more relevant to asset managers. Nicsa members had the opportunity to explore the intersection between Environmental, Social, and Corporate Governance (ESG) investing and D&I at a bonus breakfast sponsored by […]
Nicsa Announces Election of Nine New Members to their Board of Directors
Boston, MA – October 17, 2019 – Nicsa is announcing it has elected nine new members to their Board of Directors: Brandon Anderson – SS&C Patrick Curtin – Citi Clint Harris – Invesco Chris Keller – Harris Associates Frieda Lewis – Broadridge Dan Moorman – Wells Fargo Eileen Norton – TD Ameritrade David Rosen – […]
