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Thursday, March 2

7:15am – 8:15am ET
Sponsored Bonus Breakfast

Overview

Delivering the Digital Experience

In today’s investment environment, investors expect nothing short of a full digital experience. To effectively win and retain investors, firms need capabilities like omni-channel, real time self-servicing, access to useful and predictive business data intelligence, secure and interactive virtual assistance and digital asset investing. Transformative digital technologies have matured such that these expectations can now be met by your firm. Come and hear successful hands-on case studies as to how your firm can leverage these digital capabilities to improve your service levels, attract and retain assets and position for the latest capabilities coming in our industry like tokenized assets and distributed ledger technology.

Moderator

Chuck Gallant, Director, Digital Strategy


Sponsored by:

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7:30am – 8:20am ET
General Breakfast in Nicsa Hub

8:20am – 8:30am ET
Chairman’s Address and Opening Remarks

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Overview

More information to come.

8:30am – 9:15am ET
Keynote Presentation: Economic & Election Impact

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Overview

Dr. David Kelly, one of the industry’s most respected authorities on capital markets, will address Nicsa members at the 2023 Strategic Leadership Forum in Ft Lauderdale this March.

Dr. Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With a focus on investment implications of an evolving environment, Dr. Kelly will share his views on the economic landscape and prospective asset class returns.

Attendees will benefit from this Economic & Election Impact Masterclass and have an opportunity to ask questions that will shed light on an environment of rapid market change, evolving political policy, and increasing investor expectations.

Speaker(s)

Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management


Sponsored by:

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9:15am – 10:15am ET
View from the Boardroom

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Overview

Hear from industry executives and past Nicsa board members who have made successful transitions onto Fund boards at top asset management firms. This panel will share how their unique industry and Nicsa experience has been instrumental in providing governance and increased value for fund shareholders.

In addition to sharing thoughts on top priorities for their respective fund boards, this panel will discuss changes to governance practices in the post-Covid era, third party oversight practices, and challenges with new regulatory initiatives including ESG, valuation and derivatives rules.

Moderator

Carolyn McPhillips, President, Mutual Fund Directors Forum

Speaker(s)

Barry Benjamin, Independent Trustee, Morningstar Funds Trust Board

Maureen Leary Jago, Independent Director, Edward Jones, Bridge Builder Funds

Fred Naddaff, Lead Independent Director, Symmetry Funds

10:15am – 10:35am ET
Break in Nicsa Hub

10:35am – 10:50am ET
DEI Lightning Talk

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Overview

More information to come.

Speaker(s)

Sabaha Ahmed, CFA, VP, Credit Research, HSBC Asset Management

10:50am – 11:50am ET
Rethinking Your Product Pipeline

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Overview

Asset managers and distributors discuss key product trends identified by Cerulli Associates. Get fresh insights on development and distribution planning for mutual funds, ETFs, and alternatives as well as customized and packaged products.

Moderator

Scott Smith, Director, Cerulli Associates

Speaker(s)

Sandy Bolton, Executive Vice President, Head of Wealth Management Solutions, Ameriprise Financial Services

Eve Cout, Managing Director, US Wealth Advisory, BlackRock

Stephen Patrickakos, Managing Director, Head of Managed Investments, Bank of America/Merrill Lynch

11:50am – 12:30pm ET
Lunch to-go and Break

1:00pm – 5:00pm ET
Nicsa Gives Back Afternoon

  • Blackwell Scholarship Charity Golf Tournament
  • Volunteer Event

6:30pm – 8:30pm ET
Nicsa Gives Back Dinner

  • Volunteer of the Year Awards
  • Golf Awards
  • Volunteer Event Overview


Sponsored by:

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