Nicsa

🚨 Registration is NOW OPEN for Nicsa’s 2025 Strategic Leadership Forum! ➡️ Register now: https://lnkd.in/e_GimVYx 🎉 Exclusive offer: Receive (1) complimentary registration (a companion pass) for every in-person registration. Bring a colleague, client, or emerging leader to experience everything Nicsa SLF has to offer! Upon registering, you’ll receive a one-time discount code for a second registration. 📅 Save the date: March 5-7, 2025 📍 Location: Fort Lauderdale Marriott Harbor Beach Resort & Spa in Ft. Lauderdale, FL 💡 Why attend? ✔ Gain C-Suite perspectives ✔ Explore AI and industry disruptors ✔ Discover next-gen strategies ✔ Learn about corporate culture, fund boards, and more! Don’t miss this premier in-person event to network, learn, and lead with the industry’s senior leaders. #NicsaSLF #Leadership #AssetManagement #WealthManagement

🌟 Expert Insights on the Alts Boom at Nicsa’s Summit 🔗 Read the Blog Here: https://lnkd.in/ewjJqJye At the 2024 Asset & Wealth Management Summit, experts examined the growth of alternative investments and their integration into wealth management strategies. 📊 Top Takeaways: 🔹 Rising demand for diversification and income fuels alts growth. 🔹 Simplified structures like interval and tender offer funds improve accessibility. 🔹 Technology platforms are key to streamlining advisor workflows. 🎙️ Panelists: Andrew Barnum, CAIA, Nickolaus Darsch, York Lo, CAIA, CIMA, Justin Schwartz 🎙️ Moderated by: Marty Griffin #NicsaSummit #AlternativeInvestments #WealthManagement #Innovation

🚨 New Webinar Alert: Post-Election Insights: Impact on Global Policies, Markets, and Regulations 🔗 Register Now: https://lnkd.in/efRPhuRt Join industry experts Jennifer Flitton (Invesco US), Rachel A. Stanley Nguyen (Principal Financial Group), and Michael Dembro (MFS Investment Management) on December 4, 2024, at 1:00 PM (EST) to explore how the 2024 election will impact financial regulations, markets, and global policies. Gain actionable insights on: 🔍 Regulatory shifts 📉 Market implications 💡 Strategies for adapting This webinar is sponsored by Invesco US. Don’t miss out – register today! #Webinar #ElectionImpact #FinancialServices #AssetManagement #PolicyShifts #Nicsa #Invesco #MFS #PrincipalFinancial

🚀 Key Insights from Nicsa’s “AI Unleashed” Summit Session 🔗 Read the Blog Here: https://lnkd.in/e6VFVGX5 At the 2024 Asset & Wealth Management Summit, experts explored AI’s transformative impact on financial services—from enhancing client engagement to streamlining operations. 📊 Top Takeaways: 🔹 AI adoption is accelerating, with a focus on efficiency and insights. 🔹 Regulatory prep and cultural shifts are key to success. 🔹 The future promises hyper-personalized, AI-driven solutions. 🎙️ Panelists: Kate Chatzopoulos, Carl Lingenfelter, Tod McKenna 🎙️ Moderated by: Michael Sands #NicsaSummit #AI #Innovation

🚨 Webinar Today! 📢 Exploring the Recent Amendments to Regulation S-P 🗓️ Today | 🕐 1:00 PM EST 🔗 Register Now: https://lnkd.in/ek4MNxUV Join us for expert insights on rule revisions, incident management, and practical tips for implementation. Perfect for compliance, legal, IT security, and operations leaders! #Webinar #Compliance #RegulationSP #DataProtection

🔍 Upcoming Webinar: Exploring the Recent Amendments to Regulation S-P 🔗 Register: https://lnkd.in/eRePcfYG.. Join us on Wednesday, Nov 20, 2024, at 1:00 PM (EST) to explore recent changes to Regulation S-P! This session covers: 🔹 Key rule revisions 🔹 Practical tips for implementation 🔹 Effective incident management strategies 💼 Who should attend? Compliance, Operations, Legal, IT Security, and Third-Party Professionals. ✨ Also Coming Up ✨ Post-Election Insights: Impact on Global Policies, Markets, and Regulations 🔗 Register: https://lnkd.in/eEzxtWVk.. 📅 Dec 4, 2024, at 1:00 PM (EST) Gain expert analysis on election results’ impact on financial policies and market trends, and what it means for asset and wealth managers. Sponsored by Invesco US The Virtues of Corporate Culture 🔗 Register: https://lnkd.in/eKRDgFw2.. 📅 Dec 11, 2024, at 1:00 PM (EST) Learn from culture experts about defining, nurturing, and protecting your organization’s unique culture to attract and retain top talent. Don’t miss these valuable sessions—save your spot today!

📈 Top Insights from Nicsa’s Alternative Investments Keynote 🔗 Read the Blog Here: https://lnkd.in/e35vSGeD.. At Nicsa’s Summit, leaders from KKR and Capital Group shared insights on making alternative investments more accessible and beneficial. Here’s a quick recap: 🔹 Evolving Market Demand: Hybrid portfolios of private and public assets are in demand, especially among institutional and high-net-worth investors. 🔹 Broadening Access: Efforts are underway to simplify access with evergreen fund structures and lower minimums to encourage broader use of alternatives. 🔹 Education for Advisors: Firms are focused on equipping advisors with knowledge on semi-liquid structures to confidently present these options to clients. 🔹 Innovative Solutions in Private Credit: Collaboration in private credit and fixed income offers diverse income sources and balanced risk. #NicsaSummit #AltInvestments #WealthManagement

🎙️ Hear from PwC’s John Stadtler! 🎙️ Tune in: https://lnkd.in/e-X29vWC On this #NicsaTalk episode, we’re thrilled to feature John Stadtler, Partner at PwC, sharing his expert take on the trends shaping asset and wealth management today. 🌍 Listen as John dives into: ✨ Key career lessons from his journey ✨ Actionable advice for navigating today’s industry ✨ Insights on the challenges and opportunities on the horizon Whether you're a long-time professional or new to the field, John’s insights are not to be missed. #Podcast #NicsaTalk #AssetManagement #WealthManagement #CareerAdvice

🚨 📢 Webinar: Exploring the Recent Amendments to Regulation S-P 🗓️ Date: November 20, 2024 | Time: 1:00 PM EST 🔗 Register Now: https://lnkd.in/e_gMrYrW Join industry experts as they unpack the latest changes to Regulation S-P, focusing on rule revisions, incident management, and practical tips for implementation. 🎙 Speakers: Stefanie Kutch, Director of Regulatory Compliance, SS&C Technologies Eric Russo, Data Protection Officer, Franklin Templeton Kenn Kern , Executive Director, Legal & Compliance, Morgan Stanley Kim Cookman (Pascalau), Sr. Director Compliance, SS&C Technologies Moderator: Stephanie T., Franklin Templeton Perfect for compliance, legal, IT security, and operations leaders!

🤖 Key Lessons from the AI Revolution in Wealth Management 🔗 Read the Blog Here: https://lnkd.in/eqTCFZ-t.. At Nicsa’s Summit, H. David Wu, Head of Generative AI at Morgan Stanley Wealth Management, shared pivotal insights into AI’s role in transforming asset and wealth management. Here are the takeaways: 🔹 Client Engagement as a Cornerstone: AI helps advisors prioritize interactions, enhancing relationships. 🔹 Efficient Knowledge Retrieval: AI tools streamline information access, boosting productivity. 🔹 Building Trust: AI empowers advisors while keeping the essential human touch. 🔹 Preparing for the Future: Integrating AI effectively is key to meeting client expectations. Explore how AI is shaping the future of finance! #NicsaSummit #AI #WealthManagement #Innovation