2026 Strategic Leadership Forum

Our signature event for senior executives across the asset and wealth management industry.

Experience the energy of Miami at the JW Marriott Turnberry — a premier destination for forward-thinking discussion and meaningful connection.

High-impact leadership lessons from Emmy-winning Saturday Night Live producer Lindsay Shookus.
Annual Face the Membership session moderated by Tyler Mathisen, former CNBC Anchor and Correspondent, featuring Ed Murphy of Empower, and Cathie Wood of ARK Investment Management.
Deep dives into digital assets, AI, regulation, retirement innovation, and the future of wealth platforms.
Inclusive networking events, including the Nicsa Gives Back community experience, golf and pickleball tournaments, and the Future of the Industry Mixer uniting executives and rising stars.

Leadership & Resilience: Keynote by Emmy Award-winning Saturday Night Live producer Lindsay Shookus on creativity, transformation, and purpose.
Face the Membership: CNBC’s Tyler Mathisen sits down with the CEOs of Empower and ARK Investment Management for candid insights.
Markets in Motion: Insights from MFS Investment Management’s Mike Dembro on navigating volatility in a shifting political and economic landscape.
Digital Assets & Tokenization: Don Friedman of DACFP on crypto’s role in reshaping client demand.
Wealth Platform of the Future: Morgan Stanley and Edward Jones leaders discuss the intersection of innovation, collaboration, and investor experience.
Regulation & Compliance: Former SEC Commissioner Elad Roisman decodes emerging priorities.
Retirement Redefined: BlackRock, Broadridge, and Morgan Stanley leaders share how technology is driving smarter outcomes.
AI & the Workforce: SS&C experts unpack how AI is transforming productivity and engagement.
The New Age of Alts: Explore how technology and platforms are reshaping access to alternative investments.