Press Room

Boston, MA – Sep. 23, 2025 – Nicsa has announced a powerhouse lineup of speakers for its 2025 Asset & Wealth Management Summit, taking place November 11–12, 2025 at the Marriott Long Wharf in Boston. This year’s program, “Accelerating Innovation: AI Adoption & The Human Impact”, will bring together global thought leaders to explore how artificial intelligence is reshaping the asset and wealth management industry.

Featured Speakers

The Summit will showcase a distinguished group of thought leaders, including:

• Humera Qazi, Managing Director, Head of Wealth Management Operations Client Services Group, Morgan Stanley
• Zack Kass, Futurist, AI Thought Leader, and Former Head of Go-To-Market, OpenAI
• Tod McKenna, Head of Artificial Intelligence, Citi

These experts will share strategic perspectives on how firms can responsibly integrate AI, enhance operational efficiency, and balance innovation with trust in a rapidly evolving marketplace.

“Focused on industry innovation, this year’s Summit will provide attendees with tangible tools to enhance trust, streamline efficiency, and achieve long-term value for clients and investors,” said Kelly Sherrard, Executive Director, Head of Operations & Events.

The Summit offers 25 expert speakers, interactive panel discussions, and networking opportunities for asset and wealth management executives, fintech innovators, and service providers. Attendees can also earn up to 9 CE credits through the Investments & Wealth Institute™.

Attendees will benefit from:

• Executive-level insights into AI-driven transformation and its impact on investment strategies, client engagement, and workforce dynamics.
• Best practices in navigating governance, cybersecurity, and regulatory considerations.
• Opportunities to engage directly with top industry practitioners through panel discussions, case studies, and networking forums.

Full speaker lineup: www.nicsa.org/summit-2025/speakers

Press Contact:
Allison Lovett | Vice President, Content & Communications