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NICSA Recognizes Innovators in Asset Management at General Membership Meeting

NICSA will be recognizing outstanding leadership in the global asset management industry at its 2019 GMM in Boston this October. The NICSA NOVA award ceremony is one of our most anticipated events, and we very much look forward to recognizing this year’s winners. Nominated by their colleagues within the asset management industry, award winners are […] read more

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The Diversity Project North America

NICSA members enjoyed an update on one of the industry’s fastest-growing initiatives — the Diversity Project North America— during a recent #WebinarWednesday event. Shaelyn Otikor, Senior Vice President, Global Strategy, Corporate & Institutional Services at Northern Trust, moderated the event, which also featured forward-thinking representatives from NICSA and Aon. Jylanne Dunne, VP, Diversity Project North America at NICSA, kicked off the program […] read more

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GMM Attendees Invited to Join the Diversity Movement

NICSA members closed out NICSA’s 2018 General Membership Meeting with an intellectually honest discussion about the challenges and realities of diversity and inclusion within the industry. Dan Houlihan, Executive Vice President, Head of Global Fund Services, North America, Northern Trust, moderated the panel, which included forward-thinking representatives from Confluence, Fidelity, and Northern Trust. Houlihan began […] read more

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NICSA to be Featured at ALFI Global Distribution Conference

NICSA will once again partner with ALFI for the Association of the Luxembourg Fund Industry’s Global Distribution Conference from September 25-26 , where 650+ senior representatives from the global distribution community will convene to learn about the latest developments on the global distribution landscape. The conference will reflect on 30 years of UCITS, explore the […] read more

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2019 Strategic Leadership Forum Focus Revealed

Join us in Florida from April 3rd to 5th to address the industry’s most important issues head on. Let NICSA help solidify your 2019 business planning. Hear from all perspectives—asset management firms, broker dealers, and an extensive group of firms that include technology, law, and service firms that support the industry. We’ve got a line-up of […] read more

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Preparing for the Next-Gen Client Base

Affluent millennials — defined as individuals born from 1982 to 2000 who have $100,000 or more in investible assets — are a nascent but quickly expanding population, and learning how to successfully engage them is of increasing importance to asset management firms. According to a recent study by Cogent Reports, more than a third of […] read more

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Jim Fitzpatrick Recognized as Leader in Diversity, Influential LGBT Ally

LGBT Great Launches 50For50 Pride Campaign NICSA is delighted to announce that President and CEO Jim Fitzpatrick is featured in LGBT Great’s #50For50 Executives campaign. The campaign showcases 50 executive leaders across the asset management industry pioneering a diverse and inclusive environment. Jim is a proud ally of the LGBT community and has been recognized for […] read more

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Advisor Feedback: Success Strategies from Top Performers

“There’s no better way to up your game than to listen to your clients,” said Mary Kralis Hoppe, CIMA, Senior Vice President, Field Sales, US Global Wealth Management at PIMCO Investments, during a panel on advisor feedback during the NICSA GMM last month. “Oftentimes, there are a lot of disconnects as to what we think […] read more

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Nicsa 2018 Strategic Leadership Forum Highlights Distribution, Product Trends

McLean, VA, March 2, 2018—NICSA announces the launch of its 2018 Strategic Leadership Forum, where over 350+ executives from across the global asset management spectrum—including asset management firms, broker dealers, and professional service providers—converged in Miami, Florida to share their insights on evolving business models within the financial industry. Distribution and product trends take center […] read more

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Nicsa Welcomes New Vice Chair And Four New Members To Board Of Directors

Contact: Alyssa Gagen Director of Social Media and Marketing, NICSA 508-485-1500 Boston, MA (September 23, 2013) -–NICSA announced the appointment of a new vice chair, George Batejan, Global Head of Technology & Operations, Janus Capital Group, and four new members to its 2013-2014 Board of Directors roster, including: Peter Poulin, Principal, Deloitte; Bob Wallace, Managing […] read more

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