Private Market Valuations Take Center Stage at Nicsa’s Fund Administration Committee
By: Nicsa Fund Administration Committee Nicsa’s Fund Administration Committee continues to serve as a forum for timely, practical discussions on the evolving challenges facing fund operations. At our latest meeting, members came together to explore one of the most complex areas in the industry today: private market valuations. The session featured Liza Bowersox, Partner in Weaver’s […]
Inclusion in Finance Leaders Present Transformative Rebrand
In a recent global webinar, Inclusion in Finance (formerly the Diversity Project) introduced a transformative rebrand alongside an ambitious five-year strategy designed to accelerate inclusion, strengthen performance, and unify efforts across regions. This is not a cosmetic change. It is a strategic evolution. Learn more by watching the replay: Watch the recording A New Name, […]
In a live session "Mastering Alternative Investments: Onboarding & Educating Advisors," asset and wealth management experts shared insights on effectively integrating alternative investments (alts) into financial advisory practices. The discussion, center stage at Nicsa’s 2024 Asset & Wealth Management Summit, focused on democratizing access to alts, the importance of specialized education for advisors, and practical […]
How AI Powers Entrepreneurs in Asset & Wealth Management
In an engaging session at Nicsa’s 2024 Asset & Wealth Management Summit, Brian Moran, CEO and Founder of FLX Networks, shared an inspiring “Entrepreneur's Story." Moran took the audience on a deep dive into how AI is fueling transformative growth. He identified industry inefficiencies and the need for innovation to revolutionize industry practices. Moran highlighted […]
The 2024 Asset & Wealth Management Summit, hosted by Nicsa, presented two days of dynamic content featuring key executives sharing insights on the most pressing issues in our industry today. In the session titled "Regulatory Shifts: What's Next for AI and Alts," industry experts provided a deep dive into the evolving regulatory landscape impacting artificial […]
Expert Perspectives on the Alts Boom from Nicsa’s Summit
Nicsa’s Asset & Wealth Management Summit examined the evolving landscape of alternative investments, including the niche firms, technology platforms, and service providers that are emerging to support the alts ecosystem. Marty Griffin, Managing Director at Beacon Ridge Capital Management, moderated the panel of thought leaders including: Andrew Barnum, Senior Vice President – Wealth Managers, iCapital Nick […]
Key Learnings from Nicsa’s “AI Unleashed” Summit Session
Nicsa’s Asset & Wealth Management Summit featured an exploration of how to put Artificial Intelligence to work within industry organizations. The “AI Unleashed” session highlighted adoption trends, use cases, challenges, and future projections. Leaders in asset management and banking discussed AI’s evolving role, emphasizing the importance of thoughtful implementation, regulatory preparedness, and cultural adaptability. The panel […]
Nicsa’s Asset & Wealth Management Summit in Boston featured a compelling keynote titled "The Artificial Intelligence Revolution," wherein David Wu, Head of Generative AI at Morgan Stanley Wealth Management, illuminated how AI is reshaping the asset and wealth management industry. Wu’s visionary insights underscored the transformative potential of AI, revealing both the opportunities and challenges […]
