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Are our strides towards a more diverse, equitable, and inclusive industry being sustained or regressing? Nicsa ’s Fearless Leadership Symposium tackled this hard-hitting question with an esteemed panel including T ommy Arnold , Principal, FSO Consulting Wealth & Asset Management, Ernst & Young LLP; Omar Aguilar , CEO and CIO, Schwab Asset Management ; and Michelle Thompson-Dolberry , Chief DEI Officer, MFS. The discussion on whether we are making progress in Diversity, Equity, and Inclusion (DEI) highlighted both positive strides and significant challenges. The conversation was centered around the pressing question: "Are we going ...
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During Nicsa ’s recent NYC-based Fearless Leadership Symposium , ABC correspondent Byron Pitts led a discussion among industry leaders about the pivotal issues shaping the DEI journey in asset and wealth management. Bob Adams , Chief Operations Officer, Fidelity Investments and Cinda Whitten , Head of Global Investment Operations, Nuveen provided invaluable perspectives on navigating today's complex challenges and seizing opportunities from industry trailblazers. These influential business leaders discussed their responsibility in fostering an inclusive environment within their organizations, emphasizing the critical role of creating a culture ...
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By the DPNA Industry Engagement & Events Committee In recent years, Juneteenth has gained significant recognition as a critical moment in American history, commemorating the end of slavery in the United States. As awareness of this pivotal day grows, many Diversity Project North America member firms are stepping up to honor it, not only as a celebration of freedom but also as an opportunity to educate and engage their employees about its significance. This movement reflects a broader commitment to diversity, equity, and inclusion within the asset and wealth industry. Many of our members have added Juneteenth to their list of paid company holidays, posted ...
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Boston, MA – June 4, 2024 – Nicsa is pleased to announce the winners of its Rising Star Program , a mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry. Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders with a program that not only provides recognition and exposure for diverse employees, but develops and hones the skills critical for retention and advancement of valued talent within the industry. The 2024 Rising Stars were nominated by member firms of Nicsa’s ...
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Boston, MA – May 13 , 202 4 — Nicsa , a leading global asset and wealth management trade organization, will be hosting its annual Fearless Leadership Symposium in NYC on June 12, 2024. The in-person event will highlight business practices that promote long-term growth in the asset and wealth management industry. The event will bring together industry leaders to discuss talent acquisition and retention, corporate culture, and future-looking strategies to influence diversity, equity, and inclusion in asset and wealth management. Featured speakers include Bob Adams , Chief Operations Officer, Fidelity Investments; ...
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Nicsa’s Diversity Project North America, an initiative that champions DEI as a strategic business priority within the asset and wealth management industry , is pleased to announce its impressive speaker lineup for its upcoming Fearless Leadership Symposium . The event will be held in NYC on June 12 and is an ideal opportunity to hear from asset and wealth management firms, broker dealers, and an extensive group of professional service firms. View the agenda here . The event will feature industry trailblazers discussing the pivotal issues shaping the DEI journey. The conference promises to be a powerful and inspiring event, where ...
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Nicsa’s committees are at the heart of our mission to connect all facets of the asset and wealth management industry to advance leading practices. Creating synergies among our various Diversity Project North America committees is one way to maintain positive momentum toward our mission of championing DEI as a business priority. Take a look at how our working committees are enriching our organization and advancing our initiative. If you are inspired by efforts below, reach out to learn how to get involved. Our Benchmarking Committee explores industry measurements and metrics around DEI standards. They are focused on benchmarking sources, internal ...
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Aaron Filbeck a Managing Director from the Chartered Alternative Investment Analyst Association (CAIA) spoke to Nicsa’s Alternative Investments Committee on recent thought leadership issued by CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. CAIA focuses on education, transparency and raising ethical standards in the alternative investments sector. The CAIA recently issued a thought leadership paper on the Total Portfolio Approach. Total Portfolio Approach The ...
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Nicsa is pleased to announce that Allison Walsh will assume the role of Vice President, Sales and Member Engagement, effective June 2024. Allison’s primary responsibilities will be to drive engagement, recruit new members across the asset and wealth management industry, and act as the primary contact for all sponsorship opportunities. “Allie’s industry expertise and deep relationships built over her tenure as VP of Marketing will enable Nicsa to expand our reach across an ever-evolving industry,” said Jim Fitzpatrick, President & CEO of Nicsa. The Nicsa leader added, “We plan to bring new members to our community with increased engagement, while ...
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A live panel discussion at Nicsa's 2024 Strategic Leadership Forum , M&A Hotbed , delved into the market-moving M&A deals that are dramatically altering the asset and wealth management industry. The panel was moderated by Jeff Stakel, Deloitte Consulting. Panelists included Jeb Doggett, Chief Administrative Officer, Polen Capital; Dan Houlihan, President, STP Investment Services; and Amrit Kanwal, Executive Vice President and Chief Financial Officer, MFS. The session explored the complexities and challenges involved with mergers and acquisitions (M&A) in the asset and wealth management industry. The speaker emphasized that unlike in ...
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Asset and wealth management executives gathered at Nicsa’s 2024 Strategic Leadership Forum to discuss the most pertinent topics affecting financial professionals worldwide. The popular “ Face the Membership ” session provided valuable insight into industry trends from two of the industry’s most influential women. Bob Pisani of CNBC moderated the highly anticipated session, featuring Yie-Hsin Hung, President & Chief Executive Officer of State Street Global Advisors, and Penny Pennington, Managing Partner of Edward Jones. The following offers some insights on the trends taking the spotlight. On Artificial Intelligence: The panel explored ...
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A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum , Building Tomorrow’s Portfolio , delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset Management Strategy Consulting . Panelists included Katie Fischer, Director, Equity, Fixed Income and Multi-Asset Pillars, US Wealth Advisory, BlackRock ; Alex Goldsmith, Chief Strategy Officer, First Eagle Investments ; and Ben Slavin, Global Head of Commercial Engagement & Strategic Growth, BNY ...
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Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization . The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of SS&C and included perspectives from Steve Harris, Edward Jones; Megan Miller, Allspring Global Investments; and Mark Zeitoun, Columbia Threadneedle. Panelists emphasized the paramount importance of understanding clients' individual needs and ...
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In a live session at the recent Nicsa 2024 Strategic Leadership Forum , Think Like a Futurist , participants explored the fascinating world of futurism and how to navigate the ever-evolving landscape of technological advances. Forward-thinking leadership perspectives from Matt Mackay, Executive Director, Platform Sales, Corporate & Investment Bank, J.P. Morgan and Debora Kantt, Strategic Foresight & Future Studies Director, JP Morgan discussed the mindsets that propel businesses forward. Advice from Nicsa’s future-focused session highlighted that b usiness leaders must embrace the capacity to imagine the unimaginable. ...
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A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum , Reshaping the Value Chain with AI , explored the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry. The panel was moderated by Michael Sands, Senior Manager, Strategy & Consulting - Capital Markets, Accenture and featured Joe Bonanno, Global Head of Data, Digital and Innovation, Citi; Vinay Nair, Founder and CEO, TIFIN; and Koren Picariello, Executive Director and Head of Generative AI Strategy and Execution, Morgan Stanley. The discussion highlighted how AI is revolutionizing existing practices and driving automation, consequently ...
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Nicsa's 2024 Strategic Leadership Forum offered a retrospective and forward-looking view of the asset and wealth management landscape. Industry veteran Marty Flanagan, Chairman Emeritus of Invesco, was presented with the prestigious Lifetime Achievement Award during the event. The Lifetime Achievement Award honors distinguished executives who, during their lifetimes, have made impactful contributions of outstanding leadership to the field of asset management. Nicsa Board Member Clint Harris, Head of Wealth Management Platforms and Institutional Consultant Relations at Invesco, sat down with Marty to share perspectives and lessons learned ...
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Boston, MA – February 20, 2024 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum in March. 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 and wealth management community, and advancing the broader industry. Nicsa’s committees work to provide association members with educational resources on the issues that matter most to the global asset and wealth management industry. On behalf of Nicsa, committee members support the association’s mission of developing, sharing, and advancing ...
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Boston, MA – February 6, 2024 – Nicsa, a leading provider of education and networking forums to professionals in the global asset and wealth management industry, announced its key speakers and session highlights for the 2024 Strategic Leadership Forum taking place on March 13-15 in Orlando, Florida. · Industry veteran Marty Flanagan , Chairman Emeritus of Invesco , will share perspectives from pivotal times in his career and explore how lessons learned can be applied to future "watershed" moments. · Bob Pisani of CNBC will moderate an intimate C-Suite Roundtable featuring Edward Jones’ Penny Pennington and Yie-Hsin ...
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Boston, MA – January 26, 2024 – Nicsa , a premier asset and wealth management association, is proud to announce a partnership with Expect Miracles Foundation (EMF) for its 2024 Nicsa Gives Ba ck Charity Golf Tournament . Nicsa will invite attendees of its Strategic Leadership Forum , executives from leading asset and wealth management firms, to participate in its March 14 event at Waldorf Astoria Orlando Golf Club in Orlando, Florida. Net proceeds from the Nicsa Gives Ba ck Charity Golf Tournament will go to Expect Miracles Foundation, a leading advocate in the fight against cancer within the financial services industry. ...
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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 of Nicsa’s role in that progress, and I’d like to take this opportunity to thank our members for their ongoing support of each other, our industry, and our association during the last twelve months. People Nicsa has always been about “the people,” and that is clearly where we shine. We have some exceptional ...
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