As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry about their personal journeys, including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Join us for actionable guidance on how to reach young Latinx talent and create a support system that allows people the opportunity to develop and grow in an inclusive environment.

Join Nicsa's Diversity Project North America for a Town Hall Meeting on the growing momentum behind the Diversity Project North America. You’ll hear a first-hand update on the Project’s goals and recent initiatives, including the 2020 Pulse Survey Report, a benchmark for DEI progress in the asset management industry. Our leadership panel will outline the new operating committees and workstreams being put into action in 2021 and share how your firm can get involved in one of the industry’s fastest growing initiatives. Don’t miss this opportunity for members and potential members to ask questions of Diversity Project North America’s leadership, and see what's on the horizon for 2021 and beyond. All participants will receive a complimentary copy of our 2020 Pulse Survey Report.

Confluence and the Nicsa Technology and Innovation Committee are proud to present a webinar on how to stay ahead of the curve as you build you digital strategy and incorporate disruptive technologies into your ecosystem.

How is the “new normal” shaping the future of financial wellness? Research shows that financial advisors are accelerating their shift to holistic financial planning, looking for support from asset managers and technology solutions. Join our panel of experts, hosted by Broadridge, for a deep dive into the latest trends in financial wellness.

Join us for a thorough exploration of recent research conducted by EY around asset managers’ distribution strategies. Members of the Nicsa Product & Distribution Committee participated and provided valuable contributions to this distribution research. A not-to-be-missed program for Nicsa members interested in learning about the key distribution trends identified during the research:

A best practices approach to developing tangible business policies in support of racial equity in the asset management industry.

Join us for a continued discussion about race in the global asset management industry.

The transition from LIBOR is gathering pace. Preparedness inquiries from clients and vendors have increased. Regulatory requirements, market dynamics, and business implications have evolved. Join our panel of industry experts to help assess your firm’s transition readiness.

Join leaders from Ultimus and a panel of industry experts, including trustee, operating officer and general counsel perspectives, for a look at best practices for vendor selection in our new normal. From navigating virtual site visits to enhancing due diligence processes, explore how industry professionals are maximizing the advantages and minimizing disadvantages of virtual vendor selection.

Join us for an important discussion about race in the global asset management industry.

By highlighting a variety of regulatory changes impacting asset managers, the program will help firms prepare for new and existing regulations. This panel will feature a combination of fund experts, legal professionals and compliance and regulatory executives.

We are learning quickly that responding to a global pandemic goes beyond standard BCP/DR plans. Join our panel of crisis management experts for an organizational risk review through a COVID-19 lens. Engage in a fluid discussion about trends and responses we are seeing across the industry.

Learn more about the industry in motion and how TAs can prepare for the post-crisis recovery period. Join our panel of experts to learn how the COVID-19 crisis has impacted the future of the TA and explore best practices for enhancing the immunity of the transfer agency in the event of another crisis.

Alternative investments continue to attract attention from investors around the globe. To help asset managers plan for the future, we have assembled a panel of global experts to review the likely changes in the alts landscape over the coming years and the key business imperatives to keep on the radar in 2020 and beyond.