Boston, MA -- November 2, 2022 -- Nicsa, a leading asset management trade association, is proud to announce the winners of the 2022 Nicsa NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry.
The 2022 award winners are as follows:
Outstanding Service to the Fund Industry - Robert L. Gould Award
Rheeta Wise, President, MFS Service Center, MFS Investment Management
Strategic Leadership Award
Anne Hebard-Duduch, Strategic Client Executive, SS&C Technologies
Industry Innovation Awards
Innovation in Distribution | Eaton Vance Advisor Institute | Chasing Positivity®
Innovation in Product Development & Marketing | State Street | Total ESG Solutions
Innovation in Technology | Citi | Proprietary Advanced Citi ETF System (ACES)
Innovation in Technology | John Hancock/Manulife | Landscape DX
Operational Excellence | FIS | Global Transfer Agency Services
Emerging Leaders
Edmarie Leatherman, Product Owner, Capital Group, American Funds
Daryn Levesque, Senior Principal Consultant (ETP), ACA Foreside Distribution Operations, ACA Group
Sarah Mahmoud, Managing Consultant, SS&C
Xiaochun Zhu, Vice President, Insigma, HengTian Software
President’s Awards
Chuck Gallant, Director, Digital and Data Products, BNY Mellon
Mark Lavan, Co-Head Retail Sales, Franklin Templeton
Kelli O'Brien, Director, North America Fund Services Product Manager, Citi
“The 2022 Nicsa NOVA Award honorees are an exceptional group of industry professionals who have demonstrated dedication, excellence. and leadership. We are very proud of their contributions to the global asset management community,” said Jim Fitzpatrick, President & CEO of Nicsa.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
Boston, MA – October 11, 2022 – The Nicsa 2022 General Membership Meeting (GMM) will take place November 2 - 3 at the Renaissance Boston Waterfront Hotel. With timely insights into critical business pathing for the global asset management industry, the two-day event will provide educational sessions on the strategic implementation of key business initiatives impacting asset management firms, broker dealers, and financial services firms.
Amid a landscape of market volatility, high inflation, and policy changes, the industry is resetting expectations, goals, and business models. The Nicsa GMM will provide 10+ hours of educational content broken out over three themes that are making a holistic impact on the asset management industry: Digital Innovation, Data, and Product & Distribution. Conference content will focus on the elements of these themes that are affecting all employees across the spectrum of the industry. Conference participants will include industry peers from all facets of asset management including product development, distribution, technology, operations, compliance, talent management and client service.
Speakers include:
Jennifer Ball
Head of US Marketing, Franklin Templeton
Sanjay Balu
VP, Sr. Director Enterprise Applications Architecture, MFS Investment Mgmt.
Bill Beaulieu
Principal Director, Strategy & Consulting, Accenture
Katie D'Angelo
Managing Director, Head of Wealth & Investment Management Partnerships, Allspring Global Investments
Tony Davidow
President and Founder, T. Davidow Consulting, LLC
Ben Doob (Moderator)
Head of Market Intelligence, ISS
Jim Fanning
Director, Global Financial Services Leader for North America, Amazon Web Services
Francesca Federico
Co-Founder & President, Twelve Points
Matthew Goulet
Head of Asset Management Services & Business Development, Fidelity Investments
Justin Hansen
Managing Director, Global Strategic Accounts, Retail SMA, MFS Investment Management
Todd Hjerpe (Moderator)
Cyber Security - Financial Services Managing Director, EY
Fiona Horsewill
Managing Director, Global Head Data & Digital, Securities Services, Citi
Miro Kazakoff
Author of Persuading with Data and a Senior Lecturer, MIT
Brad Mahaney (Moderator)
Managing Consultant, Aliter Investment Services
Amy McDonald
Senior Associate, Morgan, Lewis & Bockius LLP
Dan Menicucci
Chief Security Advisor for Financial Services, Microsoft
John Miller
Investment Strategies Consultant, Allspring Global Investments
Gautam Moorjani
General Manager, Intelligent Automation Solutions, SS&C
Lara Rhame
Chief US Economist, FS Investments
Jeff Roedersheimer
SVP, Global Technology Strategy & Architecture, Capital Group
Leia Rudikoff
Global Anti-Fraud Officer, Manulife
Tim Savage
Senior Manager Fraud Nexus, Nuance Communications
Mark Smith
Senior Portfolio Manager, Senior Vice President, Wealth Advisor, Morgan Stanley
Scott Smith (Moderator)
Director, Advice Relationships, Cerulli Associates
Hadley Stern
Managing Director, Head of Digital Asset Custody, BNY Mellon
Nicsa is offering registrations for all industry participants, along with a streaming pass for our member firms. Preview the GMM Agenda. See what firms are registered. Contact us to initiate a corporate registration.
Boston, MA – September 15, 2022 – Nicsa is pleased to announce the 2022 awardees of its Rising Star Program, a mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset management industry. Watch video.
Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders with a program that not only provides recognition and exposure for diverse employees, but develops and hones the skills critical for retention and advancement of valued talent within the industry.
The 2022 Rising Stars were nominated by member firms of Nicsa’s Diversity Project North America and will receive the following benefits:
The 2022 Rising Stars (representing their Diversity Project member firms) are:
American Century Investments | David Livingston, Director of Compliance
Amundi US, Inc. | Jessica Southam, Executive Assistant
Aon | Lauren Durfey, Investment Consultant
Aviva Investors | Sau Mui, High Yield Portfolio Manager
Bank of America | Jason Park, Vice President
Bank of New York Mellon | Megan Pruss, Lead Analyst, Corporate Actions
BlackRock | Jennifer Asare, Associate
Broadridge | Alfonzo Willoughby, Manager, ICS Risk and Compliance
Calamos Investments | Ayesha Khalid, Marketing Associate
Capital Group | Tiffany Howard, Senior Manager Intern
CFA Institute | Jay Patel, Senior Manager, Professional Learning Business Operations
Columbia Threadneedle | Tim Reitzenstein, Institutional Sales Analyst
Confluence | Katie Abbott, Senior HR Business Partner
Dimensional Fund Advisors | Ashley Guzman, Senior Associate, Corporate Marketing
EY | Divya Tewari, Manager
Fidelity Investments | Stacie Ware, Quantitative Analyst
FS Investments | Kara O'Halloran, Director of Research
Hartford Funds | Young Kim, Compliance Consultant
HSBC Asset Management (USA) | Joseph Tomic, Portfolio Analyst
J.P. Morgan Asset Management | Michael Mannarino, Vice President, Assistant Treasurer
Janus Henderson Investors | Preena Popat, IT Security Engineer
John Hancock Investment Management | Ahmed Zegnine, Fund Reporting Supervisor
MFS Investment Management | Eli Gramajo, Equity Research Associate
Nationwide | Cristian Ensley, Sr. Analyst, Business Development – Investment Management
Northern Trust | Megan Lynch, Manager, 2nd Vice President
Payden & Rygel | Stephanie Walker, Senior Vice President
Polen Capital | Alexandra Choinski, Relationship Manager
Putnam Investments | Ashley Montanez-Pineiro, Manager Financial Projects
Russell Investments | Alyssa Skrivan, Senior Manager, Investment Operations
Schroders | David Chuang, Fund Operations Manager
SLC Management | Rawan El-Khatib, Senior Director, Derivatives & Quantitative Strategy
SS&C Technologies | Whitney Smith, Product Manager
State Street | Jose Brandao, Vice President - Business Risk Management
Thornburg Investment Management | Natasha Rippel, Director, Fund Operations
The annual Rising Star Program offers Diversity Project North America member firms a high-profile and meaningful way to celebrate and cultivate the next generation of diverse leaders. Questions about the Program, the Fearless Leadership Symposium, or how to join the Diversity Project North America can be sent to [email protected].
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America.
About Diversity Project North America
The Diversity Project North America promotes a diverse and inclusive asset management industry with the right talent to deliver the best possible results for our clients, reflect the society we serve, and ensure long-term business sustainability. We aim to achieve diversity across all dimensions through collaborative leadership from executive business leaders pooling resources from industry participants around challenges we all face.
The Project spans the entire range of the profession: asset managers, fund complexes, asset servicers, broker dealers, asset owners and professional service firms that support the industry. We seek to share best practices, identify gaps in our industry and initiate action to help solve or improve those inadequacies.
We strive to deepen the understanding and perception of what the asset management industry entails and the varied roles within it, to encourage a broader range of new candidates.
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Boston, MA – September 7, 2022 — Nicsa, a leading global asset management trade organization, will be hosting its second annual Fearless Leadership Symposium in Boston on October 6-7, 2022.
The pivotal two-day event will highlight leadership skills and sustainability practices that can enhance productivity and promote long-term growth in the asset management industry. The event will bring together an industry that has quickly come to terms with the “WHY?” of Diversity, Equity and Inclusion, and hone in on the “HOW.”
Attendees will hear from industry leaders via powerful keynotes, interactive panel discussions, and succinct “Lightning Talks” aimed at providing insights into how fearless leadership practices support creativity and innovation while enhancing long-term growth.
Featured speakers include Ted Truscott, CEO, Columbia Threadneedle; Lisa Jones, Head of the Americas, President and CEO, Amundi US, Inc.; Carol Geremia, President, MFS Investment Management; Chris Perry, President, Broadridge Financial Solutions; Janell Woodward, President, MacKay Shields; and Byron Pitts, Anchor & Chief National Correspondent at ABC News.
The symposium will also host Nicsa’s Rising Stars Program, spotlighting individuals from member firms who have demonstrated business excellence and made notable contributions toward advancing inclusivity in the global asset management industry. These honorees, who will be announced at a special ceremony the evening of October 6, embody the values of Nicsa’s Diversity Project North America and demonstrate emerging leadership and intentionality for change.
Attendees will include CEOs, senior business executives, and DEI leaders from asset managers, broker-dealers, consulting firms, custodians, executive search firms, fund accounting and audit firms, investment managers, law firms, private equity firms, technology providers, third-party service providers, and technology companies. View Diversity Project North America member firms here.
Details on speakers, panels, and other aspects of the Fearless Leadership Symposium can be found on the Nicsa website. Firms interested in attending or otherwise being involved in this event should contact Anne De May of Nicsa at [email protected]. Media interested in attending this event should contact Allison Lovett of Nicsa at [email protected].
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America.
About Diversity Project North America
The Diversity Project North America promotes a diverse and inclusive asset management industry with the right talent to deliver the best possible results for our clients, reflect the society we serve, and ensure long-term business sustainability. We aim to achieve diversity across all dimensions through collaborative leadership from executive business leaders pooling resources from industry participants around challenges we all face.
The Project spans the entire range of the profession: asset managers, fund complexes, asset servicers, broker dealers, asset owners and professional service firms that support the industry. We seek to share best practices, identify gaps in our industry and initiate action to help solve or improve those inadequacies.
We strive to deepen the understanding and perception of what the asset management industry entails and the varied roles within it, to encourage a broader range of new candidates.
#PressRelease
#NicsaEvents
#FeaturedEvent
#DiversityandInclusion
#PR-DiversityandInclusion
#DiversityProject
Boston, MA – August 29, 2022 – Leading trade association Nicsa is celebrating its 60th anniversary. The Boston-born association has expanded across geographies and business functions to cover all facets of the global asset management industry. View Anniversary Page. Watch Anniversary Video.
The organization announced it will celebrate the milestone at its upcoming General Membership Meeting on November 2-3 at the Renaissance Boston Waterfront Hotel in Boston.
Throughout its history, the association has evolved from a local Boston-based initiative to a globally focused organization focused on cutting-edge business themes such as product trends, digital innovation, and DEI.
Nicsa brings asset managers, intermediaries, and service providers to the same playing field to serve a wide array of business lines including product, distribution, technology, data, operations, risk management, compliance, and fund accounting & administration.
The association connects industry participants through committees, conferences, educational programs, and networking events. Nicsa’s initiatives include the Diversity Project North America, Blackwell Scholarship, Rising Stars, Nicsa NOVA Awards, and Accelerator – A Professional Development Program. Nicsa has been the asset management industry’s home for collaboration on important trends and can act as a valuable resource for the development of best practices.
“We are very proud of Nicsa’s legacy. The association has been on the forefront of vital changes in the asset management industry for 60 years, evolving along with its member firms,” said Jim Fitzpatrick, President and CEO of Nicsa. “We hope that this milestone underscores our continued mission to connect all areas of the global asset management industry as we collaborate to solve common industry problems with the best interest of our shareholders in mind.”
“This anniversary not only celebrates what Nicsa has accomplished over six decades, but also provides a solid foundation for even bigger and better things to come with our growing membership drawn from across the asset management industry,” said Scott Brady, Chairman of the Nicsa Board of Directors and Head of Product Development and Strategy at Columbia Threadneedle Investments. “I am excited about the future of Nicsa and look forward to all the contributions it will make to the industry we all serve.” Watch S. Brady’s Commentary on Nicsa’s Anniversary.
Among Nicsa’s founding firms were State Street Bank & Trust Company, Fidelity Investments, and Old Colony Trust (now part of Columbia Threadneedle Investments). Over the years, industry icons such as Jamie Dimon, Mellody Hobson, Jennifer Johnson, Lisa Jones, Joe Sullivan, Ted Truscott, and Tyler Mathisen have motivated audiences from the Nicsa stage. Watch T. Mathisen’s Commentary on Nicsa’s Anniversary.
Nicsa offers educational programs, professional development, industry awards, and networking opportunities for employees across all facets of the global asset management industry. To learn more about becoming a member firm, click here.
Boston, MA – July 25, 2022 — Nicsa has announced the winners of its 2022 Blackwell Scholarship Awards. Blackwell Scholars receive up to four years of scholarship support, a mentor from a Nicsa member company, and access to career networking and internship opportunities. 2022 marks the 60th anniversary of Nicsa, and the 24th year of Blackwell Scholarship awards.
The 2022 Blackwell Scholarship recipients are as follows:
Lizbeth Flores | University of Albany | Class of 2026
Brendan Ridge | University of Pittsburgh | Class of 2026
John Shen | University of Massachusetts Lowell | Class of 2026
Ruth Shiferaw | Massachusetts Institute of Technology | Class of 2025
Zuzanna Wheeler | Creighton University | Class of 2026
Nine additional students had their award renewed for the coming academic year. Awards are renewable for up to 4 years per student.
Maggie Banhart | Kansas State University
Berenika Belinkiy | Bryant University
Sebastian Cerro | Texas A&M University
E’Nyah Norris-Conley | Northern Arizona University
Jonathan Odima | University of Texas at Austin
Sofia Ostendorf | University of Illinois at Urbana-Champaign
Esha Thota | University of California, Los Angeles
Rayne Trevino | University of Texas – Rio Grande Valley
Olivia Tucker | Wichita State University
This year, eighty-six applications were submitted by children of employees representing twenty-one firms across the global asset management industry. Three out of the five 2022 awardees are first generation college students. Recipients were evaluated based on demonstrated excellence in leadership, community service and academic merit.
The five new awardees represent the following firms: Broadridge, Federated Hermes, MFS Investment Management, Edward Jones, and State Street.
The nine renewal awards represent American Century Investments, Broadridge, Calamos Investments, Capital Group, Invesco, and JP Morgan Chase & Co.
“Nicsa acknowledges the generous support its members for the Blackwell Scholarship Fund with their contributions and event participation over the course of the past year. We are very proud of the program, and we congratulate each of the 2022 Blackwell Scholars,” said Jim Fitzpatrick, President and CEO of Nicsa.
Each year, Nicsa’s Strategic Leadership Forum (SLF) features the Blackwell Scholarship Charity Golf Tournament. All proceeds from the tournament go toward the scholarship fund.
About the Nicsa/William T. Blackwell Scholarship Fund
The Nicsa/William T. Blackwell Scholarship Fund was established as a tribute to former Nicsa President Bill Blackwell’s commitment to education. Since the scholarship program's inception, the fund has made over $400,000 in awards to students with financial need. The Blackwell Scholarship Fund is endowed through donations by individuals and Nicsa member companies. Blackwell Scholars receive up to four years of scholarship support, a mentor from a Nicsa member company, and access to career networking and internship opportunities.
The Blackwell Scholarship is administered by The Philanthropic Initiative, in conjunction with The Boston Foundation.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over sixty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
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Boston, MA – June 30, 2022 – Nicsa welcomed eleven new Committee Chairs over the past six months who will each help support the nonprofit’s work to advance leading practices within the global asset management industry.
Nicsa supports a variety of committees that are open to all employees of member firms, providing an excellent opportunity for all divisions, all departments, and all levels of management to participate in the development of industry solutions across myriad business lines. View full list of Nicsa Committees here.
Committee Chairs are the visionaries responsible for establishing and tracking the mission of Nicsa Committees, as well as presiding over activities and content generation. Committee members include asset managers, broker dealers, custodian banks, transfer agents, and other professional service firms including audit, tax, law, technology, marketing, and compliance professionals.
With congratulations to new appointees:
Gary Casagrande, Confluence | Fearless Leadership Symposium
Donelle Chisholm, American Century | DPNA Industry Engagement & Events
Naomi Fink, Capital Group | Diversity Project Next Practices
Chuck Gallant, BNY Mellon | General Membership Meeting
Emily Lawrence, Northern Trust | DPNA Industry Engagement & Events
Mark Lavan, Franklin Templeton | General Membership Meeting
Dan Moorman, Wells Fargo Advisors | Strategic Leadership Forum
Kelli O’Brien, Citi | General Membership Meeting
Rhett Payne, J.P. Morgan | Fund & Investor Services
Alex Pire, Amundi | International
David Rosen, Morgan Stanley | Strategic Leadership Forum
In recognition of past service:
Deidre Boulware | Diversity Project Benchmarking
Gary Casagrande, Confluence | Diversity Project Education & Outreach
Sarah Maynard, CFA | Diversity Project Next Practices
Lyndsay Noble | Data & Analytics, Strategic Leadership Forum
Dana Terry, Georgeson | Unclaimed Property
“We’re excited to welcome all new Committee Chairs who will bring their expertise and insight to Nicsa’s mission. I’d also like to thank those professionals that are rolling off of Committee appointments. Their efforts have been instrumental in advancing best practices in the industry we all serve,” said Jim Fitzpatrick, President & CEO of Nicsa.
A full list of Nicsa’s Committee Chairs follows:
Topic Committees
Alternative Investments
JonMichael Butler, Bank of America
Dawn Rohde, Wells Fargo
Compliance & Risk Management
Chuck Booth, Citi
Stephanie Tyler, Franklin Templeton
Data Analytics
Todd Neese, Janus Henderson
Brian Foote, Broadridge
Fund Administration
Jon Gezotis, Citi
Victoria McGowan, JP Morgan Chase
Fund & Investor Services
Rhett Payne, J.P. Morgan
Andy Schlueter, Voya
International
Alex Pire, Amundi
Next Gen
Lesley-Anne Archibald, Baillie Gifford
Nicholas Lombardo, Citi
Product & Distribution
Scott Brady, Columbia Threadneedle
Alaina Giampapa, Natixis
Retirement
Alvin Hasegawa, Franklin Templeton
Brad Spolec, DST Systems
SMA & Model Portfolio
Patrick Mullins, Columbia Threadneedle
Technology & Digital Innovation
Gary Casagrande, Confluence
Chuck Gallant, BNY Mellon
Karym Murphy, HengTian Services
UIT
Scott Larsen, Guggenheim Investments
Matt Wolcott, Hennion & Walsh, Inc.
Unclaimed Property
LeeAnn Dionne, SS&C
Event Committees
General Membership Meeting
Chuck Gallant, BNY Mellon
Mark Lavan, Franklin Templeton
Kelli O’Brien, Citi
Fearless Leadership Symposium
Cheryl Boyd, EY
Gary Casagrande, Confluence
Strategic Leadership Forum
Dan Moorman, Wells Fargo Advisors
David Rosen, Morgan Stanley
Lynette Turner, BNY Mellon
Diversity Project North America
Benchmarking
Cassandra McCarthy , EY
Education & Outreach
Suzanne Cullinane, Janus Henderson
Industry Engagement & Events
Donelle Chisholm, American Century
Emily Lawrence, Northern Trust
Maggie Klimentova, Russell Investments
Next Practices
Naomi Fink, Capital Group
Ofelia Potter, Northern Trust
Advisory Committees
Awards
Karen Walsh, Putnam Investor Services
Content
Anne Hebard, SS&C;
Janet Bienkowski, MFS
Membership
David Whitaker, Foreside
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
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Boston, MA – February 3, 2022 — Nicsa’s annual Strategic Leadership Forum, a premier industry event tackling business critical issues facing the global asset management industry, will take place March 30 to April 1 at the Sawgrass Marriott Golf Resort & Spa in Ponte Vedra Beach, Florida.
Whether in person or via live-streaming content, participants will reunite and uncover new opportunities for 2022 and beyond. The event is designed for asset managers, broker dealers, banks, and professional service and consulting firms strategically positioning their firms for the future.
The event’s forward-looking themes include democratization of financial offerings, the blurring of public versus private markets, the evolution of distribution models, digital disruptors, hiring and retention strategies, and more. View the 2022 SLF Agenda for an up-to-date view of sessions and speakers.
Sue Herera, CNBC’s Anchor at Large, will offer a keynote address to the Nicsa community. “The First Lady of Wall Street,” Ms. Herera helped launch CNBC in 1989 and played a significant role in the network’s growth over the ensuing 30+ years. Read more.
The event will also feature “Nicsa Gives Back” events, including:
“We are extremely excited to be hosting our event in person, and we look forward to providing a platform where members can re-connect and engage in active exploration of the future of asset management,” said Jim Fitzpatrick, President and CEO of Nicsa.
In addition to its educational content and charity events, Nicsa’s SLF will feature experiences focused on building and strengthening relationships with industry peers. Attendees can explore various tastings, a specialty coffee bar, golf simulator, and headshot lounge and more onsite at the Nicsa Hub.
Nicsa will consider complimentary media registration to editors and reporters with valid press credentials. Submit inquiries here.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
Boston, MA – Jan 26, 2022 – One of CNN’s most dynamic thought leaders will address attendees of Nicsa’s 2022 Strategic Leadership Forum, taking place in Ponte Vedra Beach, Florida from March 30 – April 1.
Sue Herera, Anchor at Large, has more than 30 years with CNBC. Nicknamed “The First Lady of Wall Street,” she helped launch CNBC in 1989 and played a significant role in the network’s growth over the ensuing 30+ years.
She has anchored many of CNBC’s programs, including Power Lunch (2003 – 2015) and Business Center, CNBC’s first daily program broadcast from the floor of the New York Stock Exchange, as well as Nightly Business Report, the evening program produced by CNBC for public television.
Industry participants are encouraged to join Nicsa for this exclusive opportunity to hear Ms. Herera’s keynote address to the asset management industry and engage with her on top-of-mind trends impacting industry leaders.
For more information about the 2022 Strategic Leadership Forum, a full list of event speakers and a preview the agenda can be found here.
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
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Boston, MA -- December 13, 2021 -- Nicsa, a leading asset management trade association, is proud to announce the winners of the 2021 Nicsa NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry.
The 2021 award winners are as follows:
Lifetime Achievement Award
Michael (Mike) DeNofrio, Managing Director, Head of Global Transfer Agency Operations, BNY Mellon
Outstanding Service to the Fund Industry - Robert L. Gould Award
William (Bill) Galvin, Managing Director, President Invesco Investment Services, Global Head of Transfer Agency, Invesco
Strategic Leadership Award
Chuck Booth, Director of Regulatory Administration and Compliance Support Services, Citi Fund Services
Industry Innovation Awards
Innovation in Distribution | BNY Mellon | Growth Dynamics Application
Innovation in Product Development & Marketing | Proshares | Bitcoin Strategy ETF
Innovation in Technology | Equity Data Science | Cloud-based Digital Infrastructure
Operational Excellence | TIAA | National Contact Center
Emerging Leaders
David Byrne, VP, Fund Services Product Development, JP Morgan
Sarah Digirolamo, Senior Manager, Deloitte
Alex Dressman, Vice President of Implementations, Citi Fund Services
Matthew Fronczke, Senior Director, Business Strategy Consulting, SS&C Technologies
Andrew Jones, Associate Director, Foreside
Allison Walsh, Vice President, Marketing, Nicsa
“We are very proud to recognize these 2021 Nicsa NOVA Award honorees, who demonstrate dedication, excellence, and leadership within the global asset management community,” said Jim Fitzpatrick, President & CEO of Nicsa.
“Special congratulations to the winners of the Lifetime Achievement Award and the Outstanding Service to the Fund Industry Award, two of our most prestigious awards offered to industry leaders who have gone above and beyond the call of duty within their organizations and the industry as a whole.”
About Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.
Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.
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