NICSA To Recognize Volunteers of the Year at Strategic Leadership Forum

NICSA To Recognize Volunteers of the Year at Strategic Leadership Forum

NICSA is pleased to announce the winners of its 2019 Volunteer of the Year Awards. Volunteers will be honored at the NICSA Strategic Leadership Forum held from April 3-5, 2019 at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL. “NICSA’s Volunteer of the Year Awards recognize the outstanding efforts of members…

A Look At NICSA’s 2019 Strategic Leadership Forum Speaker Line-Up

A Look At NICSA’s 2019 Strategic Leadership Forum Speaker Line-Up

NICSA’s Strategic Leadership Forum will take place April 3-5, 2019 at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL. Here, thought leaders within the asset management industry will convene to discuss the top issues facing today’s asset management industry. Here’s a sneak peek at the innovative firms taking the stage at…

Sharpen Your Perception with Amy Herman at NICSA’s SLF

Sharpen Your Perception with Amy Herman at NICSA’s SLF

For nearly fifteen years, Amy Herman has provided training to top officers in the US military, law enforcement, medicine, education and numerous other industries. Now, Amy Herman offers her unique guidance to the asset management industry! NICSA members will have the opportunity to hear her unique perspective at the Strategic Leadership Forum at the Sawgrass…

Morgan Stanley’s Carla Harris to Keynote at the NICSA SLF in April

Morgan Stanley’s Carla Harris to Keynote at the NICSA SLF in April

NICSA members will have the opportunity to hear the unique perspective of an industry powerhouse in an intimate setting during the Strategic Leadership Forum at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL this April. Carla Harris is the Vice Chairman, Managing Director and Senior Client Advisorat Morgan Stanley. Carla will…

2019 Strategic Leadership Forum Focus Revealed

2019 Strategic Leadership Forum Focus Revealed

Join us in Florida from April 3rd to 5th to address the industry’s most important issues head on. Let NICSA help solidify your 2019 business planning.  Hear from all perspectives—asset management firms, broker dealers, and an extensive group of firms that include technology, law, and service firms that support the industry.  We’ve got a line-up of…

Data Analytics: The Value of Business Intelligence Reporting

Data Analytics: The Value of Business Intelligence Reporting

Firms across the asset management industry are increasingly focused on transforming into customer-centric, data-driven organizations. NICSA members discussed this movement and gained a deeper understanding of trends in business intelligence during a breakout session at the 2018 GMM. Lyndsay Noble, Lead, Analytics Consulting Practice, DST Systems, moderated the panel, which featured experts from BNY Mellon,…

Protecting the Franchise: Managing Risk in the Global Economy

Protecting the Franchise: Managing Risk in the Global Economy

NICSA members learned strategies for surviving and thriving in uncertainty during a session on the topic at last month’s General Membership Meeting. Antonio Crombie, Strategic, Regulatory and Operational Risk Management Leader at Deloitte, lead a panel of experts from Foreside, Putnam, and SEI through the discussion, which was centered on best practices. TRENDS IN RISK MANAGEMENT…

Advisor Feedback: Success Strategies from Top Performers

Advisor Feedback: Success Strategies from Top Performers

“There’s no better way to up your game than to listen to your clients,” said Mary Kralis Hoppe, CIMA, Senior Vice President, Field Sales, US Global Wealth Management at PIMCO Investments, during a panel on advisor feedback during the NICSA GMM last month. “Oftentimes, there are a lot of disconnects as to what we think…

Fraud Alert: Current Trends & Prevention Techniques

Fraud Alert: Current Trends & Prevention Techniques

The latest technological innovations are bringing enhanced customer experiences to financial organizations, but with those milestones come new cybersecurity threats. As protecting firms and clients becomes a growing and evolving concern, it’s more important than ever to stay one step ahead of cyber criminals. NICSA members tackled this topic during a breakout session on best…

Digitize Me: The Evolving Client Experience

Digitize Me: The Evolving Client Experience

NICSA members learned about technological trends poised to transform the asset management landscape and how they can enhance the client experience during the 2018 General Membership Meeting last month. Chuck Gallant, Managing Director at BNY Mellon, moderated the panel, which featured experts from BlackRock, DTCC, and Northern Trust. Barbara O’Malley, Senior Vice President at Northern…

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