To the Nicsa Community: Happy 2024! I hope each of you rang in the new year with renewed optimism for the industry we all serve. I am very proud to be part of a community that has made impressive strides in servicing clients, supporting employees, and offering innovative investment solutions. Likewise, I am exceptionally proud […]
Boston, MA – January 3, 2024 – Nicsa, a leading Association in support of the asset and wealth management industry, recognizes eight new Committee Chairs. These individuals help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines and professionals. Nicsa’s committees are open to all employees of member firms and […]
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 […]
Tenured CEOs Offer Projections and Predictions for the Future
“The one thing I know for sure is that change will be constant,” Jeff Ringdahl, President and COO at Resolute Investment Managers told Nicsa members during a panel discussion at the 2020 Strategic Leadership Forum in February. The conversation, which was moderated by Paul Kraft, US Mutual Fund and Investment Adviser Practice Leader at […]
