NICSA Announces the Winners of the 2016 NOVA Awards

NICSA Announces the Winners of the 2016 NOVA Awards
Investment Management Industry Leaders Honored for Excellence MCLEAN, VA – September 7, 2016 – NICSA and Money Management Executive are pleased to announce the winners of the 2016 NOVA Awards.

Swing Pricing: What You Need to Know

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.

Building Bridges | Connecting Hearts, Minds and Wallets

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."

Jim Fitzpatrick Named President of 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

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

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

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

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

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!

Bitcoin to blockchain | Seeking the next killer app

Bitcoin to blockchain | Seeking the next killer app
NICSA 2015 General Membership Meeting Keynote Speaker Garrick Hileman provides a preview of his session on: Bitcoin and Monetary Innovation in the 21st Century: "According to Hileman, the exciting thing about bitcoin’s disruptive technology is not how it’s used now, but how it can be adapted going forward."

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