November 2017 Newsletter

NICSA Connect Newsletter : November 2017

Your source for the latest NICSA insights into global asset management industry trends.

IN THIS ISSUE:

NICSA IN THE NEWS

Top Coverage of NICSA's 2017 General Membership Meeting

Ignites: Separating the Revolutionary from the Evolutionary in Tech

Ignites: 'Data Will Determine Your Future': Putnam Tech Chief

Delta Data: 3 Takeaways from NICSA's 2017 GMM

"....we gleaned some interesting insights into what the future of financial services may hold." - Delta Data on the NICSA GMM

Press Releases and Other News:

The MFWire: Fitzpatrick Extends NICSA's Reach

NICSA: NICSA Announces the Hiring of Justine Phoenix, Vice President - Distribution & Broker Dealer Engagement

NOVA AWARD SPOTLIGHT

Steve Duncan, President, American Funds

SteveDuncan1.png?r=1510339857819

Each year, the NICSA NOVA Awards showcase excellence in innovation and leadership within the asset management industry. The Lifetime Achievement Award recognizes members of the field who have devoted their professional lives to the development and betterment of the asset management industry.

The 2017 Lifetime Achievement Award was presented to Steve Duncan, President of American Funds, a long standing member of NICSA with over 40 years in the asset management industry.

“It’s been such a pleasure to work with a group of leaders that can set competition aside … to help improve the industry overall. … My industry experience has clearly proven that old axiom: it’s amazing what you can get accomplished if you don’t care who gets the credit.”
– Steven Duncan, American Funds

Click here to view the complete listing of the 2017 NICSA NOVA Award Honorees.

WEBINAR WEDNESDAYS

NICSA Webinar: "Glocal" Distribution Strategies
November 29, 2017 | 10:00am - 11:00am ET
> Learn more and register

Sponsored by ALFI

MEMBER RESEARCH

NICSA members continue to generate valuable insight and stimulating discussions on the future of the wealth management industry. Here’s a look at our top picks for the month:

Deloitte: Six Control Principles for Financial Services Blockchains

Delta Data: Distribution Oversight

DST Systems: Leveraging Alternative Portfolio Structures in a Dynamic Investment Market

Want to submit content for our Member Research Corner? [email protected]

#ICYMI: IN CASE YOU MISSED IT

A look back at NICSA's recent webinars, blogs and Q&A's.

Data Analytics 201: Modeling Techniques
Replay | Q&A

Ransomware: The Impact is Real

Replay

The Clarity Project: SSAE-18 Essentials
Replay

BEST PRACTICE GUIDES

NICSA outlines what your company can be doing to prepare for today’s top business initiatives.

“… under conditions of complexity, not only are checklists a help, they are required for success.” - Atul Gawande, The Checklist Manifesto: How to Get Things Right

NICSAtalk: PODCAST SERIES

If you’ve got ten minutes, we’ve got on-the-go, quick insights on critical business planning in the world of asset management. It’s this simple: (1) Visit iTunes on your mobile device; (2) search “NICSAtalk”; and (3) subscribe.

New Episode! Looking to maximize the effectiveness of your data Analytical Models? Learn how asset managers are sourcing data and measuring success of segmentation modeling.

Recent Episodes: Clarity Project | Vulnerable Shareholders

UPCOMING EVENTS

NICSA's 2018 Strategic Leadership Forum (SLF)

February 28 - March 2, 2018
The Doral | Miami, FL

Click here for registration, agenda, hotel info & more....

NICSA's 2018 Blackwell Scholarship Charity Golf Tournament

March 2, 2018 | 1:15pm
The Doral | Miami, FL

Click here to register & secure your foursome today!