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Speaker Line-Up for Nicsa’s GMM to Provide Critical Business Pathing for Asset and Wealth Managers

By Nicsa posted Sep 25, 2023

Boston, MA – September 25, 2023 – The Nicsa 2023 General Membership Meeting (GMM) will take place November 7 -8 at the Marriott Long Wharf in Boston, MA

The two days of on-site learning and networking will provide timely insights into critical business pathing for 2024 and beyond. Conference content will take deep dives into AI, product development, NextGen workforce, and the retirement landscape. The event will also feature the Annual NOVA Awards Luncheon honoring industry change agents.

Conference participants will include industry executive from all facets of asset and wealth management including  product development, distribution, technology, operations, compliance, talent management and client service.


Speakers include:

 

Brett Beranek

General Manager of the Security Business for Nuance Enterprise Division, Nuance Communications

 

Gary Casagrande

Senior Vice President - Head of US Fund Administration, Northern Trust

 

Elena Barone Chism

Deputy General Counsel for Retirement Policy, ICI

 

Jim Bumpus

Head of Intermediary Markets, Columbia Threadneedle Investments

 

Jason Cole

Head of Public Policy, FS Investments

 

Brendan Cuddihy

Chief Operating Officer, CAIS

 

Vanessa Fernandes

Head of Digital Experience and Delivery, BNY Mellon

 

Robert Fox

Senior Manager, Clarendon Partners

 

Priya Gore

Managing Director, Data & AI, US Financial Services & Insurance, Microsoft

 

Rima Haddad

Vice President, Hedge Fund Financial Reporting, JP Morgan

 

Joanne Kane

Chief Compliance Officer, SS&C Technologies

 

Kenny King

Head of Alternatives, Asset Servicing, BNY Mellon

 

Tim Kresl

Principal, Distribution Insight, Broadridge

 

Matt Labovich

US Data Analytics and AI Leader, PwC

 

Rosa Licea-Mailloux

Vice President and Head of Compliance, Americas, MFS Investment Management

 

York Lo, CAIA, CIMA

Head of Alternative Product and LLCs, John Hancock Investment Management

 

Kevin Mahn (Moderator)

President and Chief Investment Officer, Hennion & Walsh Asset Management

 

Cassie McCarthy

Senior Manager, Wealth and Asset Management Consulting, EY

 

Kevin McCord

Sales Manager, National Quality Review

 

Amy Merrill

Senior Manager, EY

 

Kevin Murphy

Senior Vice President, Head of Workplace Retirement Distribution, Franklin Templeton

 

Lara Rhame

Chief US Economist, FS Investments

 

Lorna Sabbia

Managing Director, Head of Retirement & Personal Wealth Solutions, Bank of America

 

Ninou Sarwono

VP, Head of Emerging Technology, Capital Group

 

Joe Schultz

Senior Vice President, Chief Client Officer, American Century

 

Scott Smith (Moderator)

Director, Cerulli Associates

 

Jania Stout

Senior Vice President, OneDigital | Retirement Services

 

LeAnn Trejo

Senior Vice President of American Funds Service Company (AFS), Capital Group

 

Nathan Voris

Head of Channel Strategy, Morningstar

 

Vadim Zlotnikov

Head of Fidelity Institutional, Fidelity Investments

 

Preview the GMM AgendaSee what firms are registeredContact us to initiate a corporate registration.

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