NICSA will be back at the Royal Sonesta in Boston this fall for its annual General Membership Meeting from October 17-18 to address the top issues facing asset managers and financial service providers.  Here, NICSA members will have the opportunity to share time with two industry powerhouses: Fidelity’s Carolyn Clancy and Morningstar’s Kunal Kapoor

Upside & Opportunity with Fidelity’s Head of Broker Dealer Segment

Carolyn Clancy, EVP, Head of Broker-Dealer Segment at Fidelity Clearing & Custody Solutions® (FCCS), will offer her unique perspectives on why the advisor landscape must evolve amid a rapidly changing industry and how big data, digitization, and technology development can drive strategic partnerships and help your firm become a solution provider.   

Ms. Clancy is responsible for ensuring the satisfaction of FCCS’ diverse broker-dealer client base, and helps firms meet their business goals through disciplined, data-driven relationships.  Hear how she and her team provide guidance and support as clients evolve their business models and navigate the shift towards full financial planning-led practices. Get unique insights on how to help drive and develop next-generation technology stacks that meet the needs of both advisors and end-investors.

Architects of Innovation: Product Creation in Asset Management

Morningstar CEO Kunal Kapoor is set to deliver the latest perspectives on product development trends in the asset management industry. Get up-to-the minute insights on Environmental, Social and Governance priorities, non-transparent ETFs, and other disruptive trends. Kunal’s presentation will be immediately followed by a panel discussion with the industry’s top product and distribution leaders focused on which trends are gaining the most traction, what determines success in those niches, and how companies can stay competitive on the product development front.

This is a great opportunity for NICSA members to hear from an industry leader who has served a variety of diverse roles during his tenure, including leadership positions in product development, sales and marketing, and research and innovation. Join us and take home actionable advice on how to help drive strategic prioritization at your firm. 

Secure your spot today! Check out the full agenda and register here.

Note: Although the observations contained in this work represent the best thoughts of the individuals comprising the NICSA panel, they do not necessarily reflect the views of NICSA or any of its member organizations. Matters addressed in this work may touch upon legal or regulatory matters, however nothing herein is intended to be or should be construed as legal advice. You should contact your own counsel in order to obtain legal advice regarding these or any other matters.

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