Participants at Nicsa’s 2023 General Membership Meeting explored what’s driving the diverse landscape of alternative assets, from private equity to venture capital, hedge funds, and beyond. The session, What’s Driving the Alts Landscape, took a deep dive into the untapped opportunities that alts can offer. York Lo, Head of Alternative Product and LLCs, John Hancock […]
Nicsa's 2023 General Membership Meeting offered a look into the advisor landscape and the shifting intermediary marketplace. Broadridge’s Tim Kresl and Columbia Threadneedle Investments’ Jim Bumpus, Head of Intermediary Markets, discussed key trends. With the increasing product complexity and evolving investor expectations, advice models are being reshaped. The session’s audience included executives from across the […]
Industry Veteran Peter Kraus on Innovations in Client-first Fee Structures
Nicsa members kicked off the 2020 Strategic Leadership Forum in February with a deep dive into fee structures with Wall Street veteran Peter Kraus. For more than four decades, Kraus worked at major financial institutions — including Goldman Sachs, Merrill Lynch, and AllianceBernstein (AB). In 2018, as a vocal proponent of pay-for-performance compensation models, […]
Leaders in Global Wealth Management Share 2020 Business Planning Perspectives
Attendees at Nicsa's 2020 Strategic Leadership Forum gained insight into industry trends from the perspective of distributors during the Face the Membership Part II session, on Friday, February 28. The panel was moderated by professional investor and TV personality Guy Adami — one of the original “Fast Money Five” on CNBC’s Fast Money program. He […]
CNBC’s Guy Adami Heads Panel of Thought Leaders in Global Asset Management
Nicsa members gained insight into industry trends from the perspective of leading firms during a recent Face the Membership Roundtable at Nicsa's 2020 Strategic Leadership Forum. The Forum took place at the end of February 2020 in Fort Lauderdale, Florida. The highly anticipated event was spearheaded by professional investor and TV personality Guy Adami — […]
Nicsa Honors Volunteers of the Year at the 2020 Strategic Leadership Forum
Boston, MA –February 27, 2020— Nicsa announced the recipients of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26 - 28, 2020 at the Marriott Harbor Beach Resort and Spa in Fort Lauderdale, Florida. Nica’s Volunteer of the Year Awards recognizes the […]
Nicsa 2020 Strategic Leadership Forum to Focus on the Asset Management Industry’s Top Business Issues
Event will highlight technology trends, distribution evolution, and top-tier client service and investment management strategies Boston, MA–February 20, 2020 — One of the most important events on the asset management industry conference calendar, Nicsa’s 2020 Strategic Leadership Forum, is just days away. Taking place in Ft. Lauderdale, FL from February 26th through the 28th, […]
Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020
Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020 Nicsa is pleased to announce the winners of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26-28, 2020 in Fort Lauderdale, Florida. “We look forward to honoring Nicsa committee members who […]
