Just in time for Black Friday, a Holiday Tech Guide

In anticipation of Black Friday, Cyber Monday, and the busiest shopping month of the year, I’m back with Boston Financial’s annual gadget guide. This year I have some truly unique new finds to share with you. Whether you’re starting your holiday shopping list, or perhaps your own wish list, you’re sure to find something for everyone!

Top 5 Reasons to Attend Networking Events

NICSA offers many networking opportunities throughout the year. The most heavily attended is our annual conference, the Strategic Leadership Forum – hosted in Hollywood, FL at the Diplomat Hotel & Spa.

Building Bridges | Connecting Hearts, Minds and Wallets

NICSA 2015 General Membership Meeting Keynote Speaker Darby Hobbs provides a preview of her session on: Global Trends in Social Innovation and Impact to Sustainable Living: "The investment management business has come a long way in terms of branding and marketplace engagement in today’s interconnected world. But, according to Darby Hobbs, founder and president of SOCIAL3, a disconnect remains. For individuals, that disconnect exists between understanding their value drivers—what matters most in their lives—and how to map that to their investment strategy."

NICSA Announces the Winners of the 2015 NOVA Awards

“The NOVA Awards program highlights NICSA’s commitment to innovation and achievement within the global investment management community through the recognition of industry leaders who have set their organizations apart by exemplifying outstanding service and embracing new technologies. This year’s winners once again highlight the best of the best in our industry.” said George Batejan, Chair, Board of Directors, NICSA.

Jim Fitzpatrick Named President of NICSA

Jim Fitzpatrick has been named the new president of NICSA. Jim brings over 30 years experience to the position, including being a former NICSA board member. Most recently was President of Executive Business Coaching, Inc. where he specialized in corporate strategy and executive development. Previously, Jim was a Managing Director within Goldman Sachs Asset Management at the time of his retirement in 2011.

Strategic Leadership Forum 2016 | Call for Presentations

NICSA member service providers are invited to submit breakout session proposals for NICSA's 2016 Strategic Leadership Forum. There are 12 breakout session spots available (3 consecutive breakouts in 4 different time slots).

Part II | Distribution Trends and Best Practices for Mutual Fund Firms

The asset management distribution landscape is undergoing rapid change. Share class definitions are shifting and use of “alternative” products is expanding. As a result, operational challenges abound.

Part I | Distribution Trends and Best Practices for Service Providers

The shifting landscape in asset management distribution is changing how managers define share class structures, leading to evolving operations and technology needs. Transfer agents and record keepers are particularly affected by shifts in service needs and pressure to reduce costs.

Science, not Art | Regulation and Technology in the Post-Crisis World

NICSA 2015 General Membership Meeting Keynote Speaker Robert Mathisen provides a preview of his session on: Embracing Transformational Change: Turning Uncertainty into Opportunity: "...BNY Mellon is often a first call for regulators working through complexconcepts. This constant contact has helped the firm embrace regulation as an opportunity. Mathisen will share insights from those exchanges along with the benefits of an open dialogue with regulatory agencies."

20.5 Reasons to Attend NICSA’s 2015 General Membership Meeting

The NICSA 2015 General Membership Meeting (GMM) will take place October 29 - 30, 2015 at the Hyatt Regency Boston. With 1.5 days, 3 tracks, 12 breakout sessions, 4 keynote speakers and endless networking opportunities, this is a must-attend event for anyone in the global investment management community!

NICSA: 8400 Westpark Drive, 2nd Floor McLean, VA 22102 • Tel: 508.485.1500 • Fax: 508.485.1560