Applications Now Being Accepted for the Blackwell Scholarship

The NICSA / William T. Blackwell Scholarship Fund recognizes outstanding students of the NICSA family with financial and social support for postsecondary education. The program is designed to support students pursuing degrees in the global investment management industry during their junior and senior years of college.  

Swing Pricing: What You Need to Know

On Sept. 22, 2015, swing pricing gained attention in U.S. markets when the Securities and Exchange Commission (SEC) proposed to permit its use as an anti-dilution mechanism for mutual funds.

Money Market Reform – the Future of the Prime Money Market Fund

After 6 years of discussion and deliberations the Securities and Exchange Commission issued final regulations in July 2014 consisting of 869 pages of rules and requirements aimed at reducing risk and protecting investors in money market funds, which become effective in October 2016.

NICSA Annual Conference | Review in Photos

Industry Panel | Regulatory and Compliance NICSA’s 34th annual conference, the Strategic Leadership Forum, was held January 31 – February 2 in Hollywood, Florida. The event featured: three keynote speakers, including retired four-star General John Allen, Russ Koesterich, from BlackRock, and Ken Schmidt, the former director of communications at Harley Davidson; two industry panels; and twelve breakout sessions.

NICSA Announces the Recipients of the 2015 MVP Awards

During its 34th annual conference, held in Hollywood, Florida, January 31 – February 2, 2016, NICSA announced the recipients of the 2015 MVP awards.  

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.

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