August 2020

Nicsa Connect | August 2020
Nicsa Connect Newsletter
 
We are excited to announce that Nicsa will be offering a virtual experience for the 2020 General Membership Meeting this fall. This year’s theme is The Path Forward, providing a stage for deep dives into The Human Element, The Future of Asset Management, and Hope on the Horizon – with candid, transparent discussions and actionable takeaways to help reimagine the business-critical road ahead.
 
Here are a few highlights:
  • THREE DAYS of virtual events
  • OPEN TO ALL EMPLOYEES of corporate registrants
  • TEN+ HOURS of educational content
  • SPANNING ALL FACETS of the asset management industry, including Diversity & Inclusion, Product & Distribution, Technology & Innovation, and more
  • Notable speakers include:
    • JPMorgan Chase & Co.'s JAMIE DIMON
    • CNBC’s TYLER MATHISEN
    • Award-Winning Entrepreneur SOLEDAD O’BRIEN

We are pleased to create an experience for all employees of our member firms and look forward to seeing you in October. Check out our website for the speaker line up.

 

Over the course of the last few months, leaders in the asset management industry have adapted to the new reality brought upon by the COVID-19 pandemic. In the face of continued uncertainty, firms are doing all they can to develop policies and processes that will ensure a safe return to the workplace. Read our blog, Business Continuity Experts on Developing a “Return to the Workplace” Roadmap. This is one of many themes we will be addressing in October; we are eager to hear from multiple perspectives of thought leaders throughout the industry. We hope you join us.

 

Sincerely,

 

Jim Fitzpatrick

President & CEO, Nicsa

Mark Your Calendars

Nicsa is a proud partner of the Women in Asset Management Virtual Summit

September 9-10 | Learn More & Register for Free

Registration for the Women in Asset Management Virtual Summit is now open! This global gathering of the asset management community will promote knowledge sharing and collective problem solving. Over 30 diverse and highly experienced speakers will share ideas, top tips and recommendations on how to navigate the COVID-19 pandemic, market volatility, regulations and how to maintain diversity efforts.

 

Diversity Project North America members will also be featured on the panel, "Inclusivity in the digital landscape."

A look at upcoming Nicsa events & programs:
 
Today at 2:00pm!
An important discussion about race in the global asset management industry.
 
     
    In Case You Missed It

    There’s still time to engage in these recent Nicsa programs. Here’s a look back at some of our more popular content:

    "On-the-go" content featuring timely insights and actionable solutions. Listen to our most recent episode:

     

    Future of the Transfer Agency

    FIS and other industry thought leaders discuss lessons learned from COVID-19 and how to enhance immunity of the transfer agency in the event of future crises. LISTEN

     

    Listen to past episodes.

    Member Corner 
     
    New Co-Chairs
    Thank you to all volunteers who took on New Committee Co-Chairs roles over the past six months.
     
    SMA Working Group

    Patrick Mullins, Columbia Threadneedle

     

    UIT Committee

    Scott Larsen, Guggenheim Investments

    Matthew Wolcott, Hennion & Walsh

     

    Diversity Project Benchmarking Committee

    Cheryl Reich, Broadridge

     

    Diversity Project Industry Engagement Committee

    Deirdre O'Connor, BlackRock

     

    Diversity Project Best Practices Committee

    Sarah Maynard, CFA Institute

     

    New Members
    Aliter Investment Services

    Eventum Enterprise Solutions, a DATAInc. Company.

     

    New Diversity Project  Founding Members

    Amundi Pioneer

     
    CFA Institute
     
    CFA Institute Collaboration: Did you know Nicsa members have access to materials from two CFA Institute programs: Investment Foundations and Certificate in Investment Performance Measurement (CIPM)? The Investment Foundation Program offers a clear understanding of the global investment industry and is an excellent resource for those new to the industry as well as those looking to refresh their knowledge of the essentials of finance, ethics and investment roles. You can enroll in this program anytime. Access free content for Nicsa members.
     
     
    Diversity Project North America
     
    NEWS & ANNOUNCEMENTS
    The latest D&I Insights is now available. READ
     
    Please follow the Diversity Project North America on LinkedIn! For every new follower we get until 9/15/2020, we will make a donation to Toigo Foundation and Girls Who Invest!
     
    SPOTLIGHT: INCLUSION IN ACTION
    Justine_1539953.pngFounding Member J.P. Morgan recently invited Justine Phoenix, Head of Diversity Project North America, to participate in an internal round table discussion led by their AsPIRE & BOLD Business Resource Groups, titled “Rediscovering Ourselves: Understanding Racism and Discrimination in the Workplace.” The event featured senior leaders from JPM and explored the biases that shape the way teams are led and managed. This program was a great example of how firms can demonstrate their commitment to cultivating an inclusive environment. Read Justine's blog, "Repeat After Me, Am I an Anti-Racist?"
     
    MARK YOUR CALENDARS

    TODAY AT 2:00PM! LISTEN LEARN & LEAD: AUG 13 | REGISTER

    A virtual event focused on listening, learning, and developing the skills needed to become an effective ally in the workplace. Today we will focus on ethnic diversity and inclusion, and the obstacles impacting Black people in the global asset management industry. The discussion will focus on useful and practical ways to drive real change.

     

    NICSA GMM: THE PATH FORWARD

    One full day dedicated to The Human Element: OCT 7 | LEARN MORE

    A quick peak at the agenda:

    All Together Now |  Join us for a forward-looking exploration of the asset management industry’s return to the office. We’ll explore the physical space (what do floorplans look like? how will elevators operate?) as well as the emotional toll on the workforce (do employees want to return?). Industry experts from across geographic regions and business lines will exchange perspectives on the path forward for BCP planning, work-from-home policies, resiliency plans, and employee wellness resources.

     

    All Eyes on the I: Inclusion in the Workplace |  Amid a global paradigm shift, businesses must build more meaningful levels of D&I practices. The “I” has never been more important. Join our panel of thought leaders to learn how to build inclusive policies and behaviors that create work environments that are more engaging and workforces that can grow and flourish. Speaker: Paul Francisco, Chief Diversity Officer, State Street

     

    Path to Wellness |  The events of the last several months surely have taken a toll on most everyone. Savvy business leaders will not only assess the impact to their people, but embrace the fact that each unique human perspective is valuable. Learn how firms across the industry are addressing wellness in the workplace with a candid discussion about building and leveraging employee assistance programs (EAP) aimed at helping employees resolve issues that may be adversely affecting their performance. Speakers: Catherine Goonetileke, Partner, EY; Michelle Bruno, VP of Global Benefits and Wellness; Stacy Korsak, Vice President, Strategic Programs, Fidelity; Cindy Wolpert, ACC, Founder Results Based Coaching Associates

     
    BOLD BUSINESS PROGRAMS
    Visit our Diversity & Inclusion Content Page for ideas on how to build bold, forward-looking business programs focused on diversity and inclusion.
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