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2018 Strategic Leadership Forum (SLF)
February 28 - March 2, 2018
The Doral | Miami, FL
40+ Speakers - A convergence of industry thought leaders and innovators:
• Don Andrews | Reed Smith
• Whitfield Athey | Delta Data
• Noreen Beaman | Brinker Capital
• Dan Beckman | Columbia Threadneedle
• Deanna Belczak | Northern Trust
• Kamal Bhatia | OppenheimerFunds
• Sandy Bolton | Bank of America Merrill Lynch
• Jason Brady | Thornburg Investment Management
• Jim Bumpus | Columbia Threadneedle
• Timothy Butcher | BNY Mellon
• Roel Campos | Hughes Hubbard & Reed LLP
• Olivier Carre | PwC Luxembourg
• Patrick Curtin | Citi
• Dan Cwenar | Data and Analytics Access Data Corp., a Broadridge Company
• Katie Firth | John Hancock
• Gary Gallagher | Fidelity Institutional - Investments and Technology Solutions
• Chuck Gallant | BNY Mellon
• Carol Geremia |,MFS Investment Management
• Lee Godfrey | KNEIP
• Brad Henderson | The Boston Consulting Group
• Scott Howes | BlackRock
• Kathleen Joaquin | SEC
• Burton Keller | Delta Data
• Kunal Kapoor | Morningstar, Inc.
• Paul Kraft | Deloitte
• Will Leahey | SIFMA
• Carey Lohrenz | Keppler Speakers
• Barry Mandinach | Virtus Investment Partners
• Scott Marcus | Delta Data
• Bradley Moore | Albridge Analytics, a division of Albridge, a BNY Mellon Company
• Lyndsay Noble | DST Systems
• Michael O'Grady | Northern Trust
• Bob Reynolds | Putnam Investments
• Lisa Shea | Northern Trust
• John Siciliano | PwC
• Sarah ten Siethoff | SEC
• Scott Smith | Cerulli Associates, Inc.
• John Stadtler | PwC
• Frank Strauss | Accenture LLC
• Camille Thommes | ALFI
• Steve Tomasheski | Delta Data
• Karen Walsh | Putnam Investments
• Jing Wang | Vanguard Group, Inc.
• Tony Warren | FIS
• Paul Williams | Northern Trust
A Keynote Not to be Missed
In her Wall Street Journal best-selling book, "Fearless Leadership: High-Performance Lessons from the Flight Deck,” Carey Lohrenz delivers a unique perspective on how to supercharge performance in competitive business environments. And, on March 1, Lohrenz will share her insights with the NICSA membership at the Strategic Leadership Forum in Miami Florida. …
Workshop | Mutual Fund Reg-Tech
Fund Intelligence - A NICSA Industry Partner
Date Change! Thursday, April 5 | Boston
Open to all NICSA Members: Pageant Media (Fund Intelligence), in partnership with Broadridge and K&L Gates, offers this one-day workshop, Charting the Evolution of Compliance and Technology, as an opportunity to explore the changing developments that technology is bringing to mutual fund compliance and operations. Exclusively by invite only, it is a unique opportunity for senior operations, compliance and technology professionals from mutual funds to update their knowledge on the fast changing technology developments impacting their roles and their firms. The Summit, which is limited to the first 100 respondents, will feature panels, interviews and interactive roundtables, allowing delegates to gain an in-depth understanding of the key issues from a range of mutual fund experts.
For more information and to register, please click here.
Roadshow | Raising Capital in Europe & Beyond
ALFI - A NICSA Industry Partner
April 17, Networking; April 18, Seminar | NYC
Open to all NICSA Members: ALFI offers the opportunity to explore how to approach setting up and marketing funds in the EU and how current geopolitical considerations, such as Brexit and US tax reform, may impact business strategies. Don’t miss out on this unique opportunity to participate in a focused discussion on alternative investments in the presence of HE Pierre Gramegna, Luxembourg Minister of Finance.
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