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Nicsa | Blogs

Nicsa Announces Keynote and Other Speaker Highlights For 2023 GMM

Boston, MA – October 16, 2023 – Nicsa, a leading provider of education and networking forums to professionals in the global asset and wealth management industry, announced its keynote and other speaker highlights for the 2023 General Membership Meeting  taking place on November 7-8. GMM sessions will kick off on Tuesday November 7 with a keynote presentation by Peter Finnerty, Mutual […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

Global AI Advisor and Former OpenAI Executive Zack Kass to Keynote Nicsa’s 2025 Asset & Wealth Management Summit

Get ready to look ahead.Nicsa has invited Zack Kass— Global AI Advisor and Former Head of Go-To-Market at OpenAI—to deliver the keynote address at the 2025 Asset & Wealth Management Summit, taking place November 11–12, with the keynote on Wednesday, November 12. As the asset and wealth management industry continues to navigate the transformative power […]
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Nicsa | Blogs

Nicsa International Committee Reviews Opportunities in Chinese AWM Market

The International Committee hosted a discussion on developments in the China investment and funds industry. The Committee invited Dean Chisholm, who lead Invesco business in China & its wider region for many years, and Qing Ni, PwC’s Head of Asset & Wealth Management in Chinese Mainland, based in Beijing. The Committee also invited participation by […]
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Nicsa | Blogs

International Committee Explores Trends in Sustainability Investment Products

The ESG investing landscape is evolving fast. Nicsa’s International Committee, comprising executives in the international asset and wealth management community, recently invited Federated Hermes’ Head of Product Strategy & Development, Stuart Ballard to present findings around ESG & Sustainability investments. Recent trends reveal a nuanced picture: while demand for sustainability-aligned products remains significant, the market […]
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Nicsa | Blogs

A Letter to Members from Jim Fitzpatrick, 2025

To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, […]
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Nicsa | Blogs

Nicsa Announces 2025 Rising Stars of the Asset & Wealth Management Industry

Boston, MA – June 5,2025 – Nicsa is pleased to announce the 2025 cohort of its annual Rising Star Program, an awards program aimed at providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry.   Nicsa’s Diversity Project North America supports emerging leaders with a program that not only […]
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Nicsa | Blogs

Navigating the Future

If you or someone from your firm is interested in having their voice heard on the ETF dual share class topic, please contact Sarah Walter ([email protected]) to learn more. Nicsa is proud to serve as a catalyst for collaboration across the asset and wealth management industry. As firms navigate a rapidly evolving landscape, we remain committed […]
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Nicsa | Blogs

Introducing Nicsa's State of Alternative Investments in Asset & Wealth Management Report

Nicsa's The State of Alternative Investments in Asset & Wealth Management report is now available! ...
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Nicsa | Blogs

Winning with Distribution Intelligence

A Guest Blog by Olmstead Associates Austin Lewis | Head of Client Experience | [email protected] In an era of industry consolidation and intense competition in asset management, the key to leading the market—or falling behind—often comes down to intelligence. Smarter distribution decisions, driven by technology
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Nicsa | Blogs

Nicsa Announces Volunteer of the Year Awardees

Boston, MA – January 30, 2025 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum on March 6 in Ft. Lauderdale, FL. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset
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Nicsa | Blogs

Driving Inclusion and Innovation: The Work of Diversity Project North America's Committees

In the ever-evolving landscape of asset and wealth management, fostering innovation through inclusivity is business imperative. The Diversity Project North America (DPNA) is at the forefront of this mission. At the heart of DPNA’s efforts are its committees, each working collaboratively to promote best practices, create meaningful initiatives, and drive lasting change. Here’s how each […]
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