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Upcoming Webinars

  • Return to the Office - The Future of the Workforce

    Contains 2 Component(s) Includes a Live Web Event on 05/19/2021 at 2:00 PM (EDT)

    2020 changed the landscape of the workplace indefinitely. Join us for an open discussion around the evolution of policies and processes for returning to the 'new normal' in a post-pandemic environment. Attendees will hear from three different perspectives: HR, operations and client relations as they talk candidly about new challenges and opportunities as employees begin to return to the office.

  • Listen, Learn & Lead: Who We are: The AAPI Community

    Contains 2 Component(s) Includes a Live Web Event on 05/26/2021 at 2:00 PM (EDT)

    Nicsa's Listen, Learn & Lead program is a series of important discussions around diverse segments in the asset management industry. As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with professionals from the AAPI Community about their personal journeys within the asset management industry including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Take away actionable guidance and tips that all business leaders - across all levels, racial identities and backgrounds - can leverage to address inequalities and prejudices in the workplace, to build more inclusive organizations, and harness the benefits of a diverse workforce.

  • ESG: Transforming Asset Management and Fund Distribution

    Contains 2 Component(s), Includes Credits Includes a Live Web Event on 06/02/2021 at 2:00 PM (EDT)

    Environmental, social, and governance (ESG) investing is a leading driver of change within the asset management industry. Join our panel of industry experts for distribution and product insights into one of the fastest growing segments of the fund industry. Our program is designed to provide value to Nicsa members with an up-to-the-minute assessment of opportunities available for asset managers and fund providers.

New Content

  • The Future of Relationship Management in Asset Management

    Contains 6 Component(s), Includes Credits Recorded On: 05/05/2021

    The events of the past year may have reshaped many ways in which asset managers interact with their clients and business partners. But changes in relationship management had already started pre-pandemic and the past year accelerated many trends. Clients continue to demand more custom solutions, advice driven relationships and simplicity. Asset managers have increasingly found ways to use technology to enhance and deepen relationships. Talent models for relationship managers have also evolved as have the way asset managers interact with clients. What is the future of relationship management and what trends will we see for the future and how to plan our resources to meet the changes?

  • Democratization of Alternatives

    Contains 6 Component(s), Includes Credits Recorded On: 04/28/2021

    Alternative investments continue to attract attention from investors around the globe. Join our panel of industry experts, sponsored by Ultimus Fund Solutions, as we take a deep dive into the global trends that are driving the alternatives market. Hear the latest insights on the variation of product structures and the evolving opportunities on the distribution landscape.

  • Diversity Data: What is at stake? Business, Reputation and Talent

    Contains 2 Component(s) Recorded On: 04/22/2021

    The effective collection of diversity data is not just a talent issue, it is also a critical business and reputation issue. The purpose of this virtual event is launch the ‘Holding up the mirror: diversity data in the investment, wealth management and savings industry’ report. Find out how to get ahead, and align diversity data at the core of your organization's purpose. This is an LGBT Great & EY Report, done in partnership with the Diversity Project UK and NICSA, the Diversity Project North America.

  • Research Report | Holding Up the Mirror: Diversity Data

    Contains 1 Component(s)

    An LGBT Great & EY Report, done in partnership with the Diversity Project UK and NICSA, the Diversity Project North America.

  • Decrypting the Hype: Cryptocurrency and Tokenized Assets

    Contains 2 Component(s), Includes Credits Recorded On: 04/07/2021

    Industry buzz regarding Cryptocurrency and Tokenized Assets abounds. In this installment of the Reality Behind Buzzwords series, we will discuss the opportunities and challenges for the asset management and financial services industries. Expert panelists will explore issues around regulatory, risk, data security, and tax considerations. Join us to take a deeper dive into the implications for traditional asset servicers in terms of accounting, custody, record-keeping, safekeeping, and regulatory reporting. Discover the growth opportunities over the next 2-5 years, and explore what it means for related technologies such as distributed ledger, and the implications to financial services as we know them.

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