Nicsa Logo in White
Nicsa Logo in White
Sign In

Blogs

Content  /  Blog
Nicsa | Speakers Set for Nicsa’s Virtual Stage: SLF 2021

Speakers Set for Nicsa’s Virtual Stage: SLF 2021

By Nicsa posted Feb 16, 2021

Nicsa’s Strategic Leadership Forum will take place Feb 24-26. This year’s theme is “2021: The Year of the Relationship”. The program will focus on building foundations for authentic engagement with employees, advisors, investors, and the communities we serve. The virtual conference will feature 15+ hours of educational content covering all facets of the global asset management industry.

 

The speaker lineup features leading experts from a diverse set of asset management firms, broker dealers, and an extensive group of financial services firms.

 

Featuring:

  • Robert S. Kapito, President and Director of BlackRock
  • Terri Fiedler, President & Chief Executive Officer, AIG Financial Distributors
  • Suni Harford, President, Asset Management, UBS
  • David Kelly, Chief Global Strategist, JPMorgan Asset Management
  • Ida Liu, Chief Executive Officer, Citi Private Bank
  • Tyler Mathisen, Anchor, CNBC
  • William F. 'Ted' Truscott, Chief Executive Officer, Columbia Threadneedle

Our full speaker line-up includes:

Bola Ajayi, Fidelity Investments

Ronice Barlow, Franklin Templeton

Robin Benoit, State Street

Cheryl Boyd, EY

Hans Brown, BNY Mellon

Jim Bumpus, Columbia Threadneedle

Gayle Coluccio, Aliter Investment Services

Marc Dextraze, Morgan Stanley

Jeff Duckworth, John Hancock

Sonja Formato, Foreside

Sharon Hughes, Envestnet, Inc

Jim Jessee, MFS (Retired)

Mark Leary, MFS

Patty Loepker, Wells Fargo

Shawn Lytle, Macquarie Group

Kevin Mahn, Hennion & Walsh Asset Management

Marc Mallett, Northern Trust

Mike McLaughlin, Wells Fargo

Connor O'Brien, O'Shares

Justine Phoenix, Nicsa

Alison Sanger, Ironwood Capital Management

Doug Sieg, Lord Abbett Family of Funds

Greg Weiss, Blackrock

Blair Williams, SS&C

Click here to preview the SLF Agenda, featuring 15+ hours of educational content. 2021 SLF registration is at the firm level, with unlimited registrations with your corporate pass. Check here to see if your firm is registered, or contact us to initiate a corporate registration.

#NicsaEvents

 

​

Read More Blogs from Nicsa

Connecting the Dots: Nicsa’s Content Steering Committee Advances Industry Collaboration

By: Nicsa Content Steering Committee The issues shaping asset and wealth management rarely fit neatly within a single business function. Artificial intelligence raises questions across technology, data, compliance, operations, and talent. Tokenization touches product development, servicing, regulation, and investor education. Private markets require coordination across distribution, administration, technology, and the investor experience. For Nicsa, that […]

AI in Action: OpenAI, Anthropic, Microsoft Take the Stage at Nicsa’s Summit

Artificial intelligence is moving beyond experimentation across the asset and wealth management industry, and firms are increasingly focused on more practical questions. At the 2026 Nicsa Asset & Wealth Management Summit, taking place November 10–11 in Boston, industry leaders will move the conversation from AI’s potential to its application. Featured sessions will bring together perspectives […]

Building Practical AI Governance: Takeaways from Nicsa’s Compliance & Risk Management Committee

By: Nicsa Compliance & Risk Management Committee As artificial intelligence becomes increasingly embedded across asset and wealth management organizations, firms are moving beyond the question of whether to use AI and toward a more complex challenge: how to govern it effectively. Nicsa’s Compliance & Risk Management Committee recently convened professionals from across the industry for […]
Copyright 2026. All rights reserved.

Website Design By Branophia LLC

LinkedIn IconMail Icon
magnifiercrossmenuchevron-down