Nicsa Announces Allison Walsh as Vice President, Sales and Member Engagement
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 […]
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, […]
Former Nicsa Chairman Dan Houlihan Weighs in on Industry Tech Transformations
The COVID-19 pandemic has highlighted the potential of technology and why it could reshape the asset management landscape. With a spotlight on digital client interaction and resiliency, asset managers are adapting to the increasing importance of technology, but the industry has a way to go in terms of intervention and innovation. Former Nicsa Chairman of […]
Diversity Project North America Member Firms Hold Round Table on Advancing Racial Equity.
Racial equity is a critical topic for the asset management industry with a renewed sense of urgency sparked by the death of George Floyd in Minneapolis earlier this year and the events that followed. The industry has acknowledged a shared responsibility to address inequity, as well as its impact to employees, investors, and the communities […]
Regulatory Outlook Reveals Impact to Asset Managers
Nicsa members received a generous dose of regulatory oversight during a panel event moderated by Frank Maresca, Vice President of Broadridge. “The SEC has been very busy this year, both proposing and enacting rules that impact reporting,” Maresca said. “It is interesting to examine how these rules converge in making information for investors more digestible and […]
Political and Economic Uncertainty in the Asset Management Industry
Uncertainty has been the name of the game in 2020 — and that trend that will likely continue as we head into 2021. But with uncertainty comes opportunities for competitive differentiation. To that end, panelists gathered to present a bird's-eye view of political and economic trends affecting the industry and during the final day of […]
Workplace Wellness and Inclusion Amid Social Change
Between a global pandemic impacting the physical and mental health of employees across the globe and a national reckoning with racial injustice, a focus on workplace culture has never been more important. Nicsa members explored these transformative forces through the lens of inclusion and wellness during the first day of GMM 2020, held virtually […]
Exploring the Asset Management Industry’s Return to Office
A forward-thinking virtual panel kicked off Nicsa’s 2020 General Membership Meeting October 7 by addressing the question on nearly every professional’s mind: What will it take for the asset management industry to reopen offices safely? Justin Hall, Partner at PwC, who moderated the session, said that over the past six months, he’s seen the […]
