Thursday, March 14
8:00am - 8:45am ET
Breakfast Session | Sponsored by Broadridge
Making Magic Happen – Aligning Product, Marketing, and Sales
Speaker(s)
Overview
Discuss the critical need to enhance internal collaboration across functional areas to meet the needs of investors, advisors, and intermediaries.
Sponsored by:
8:45am - 8:55am ET
President’s Remarks & Presentation of Lifetime Achievement Award
Overview
Nicsa President & CEO Jim Fitzpatrick presents the prestigious Lifetime Achievement Award to Marty Flanagan, Chairman Emeritus, Invesco.
8:55am - 9:30am ET
Fireside Chat with Marty Flanagan
Speaker(s)
Overview
Nicsa Board Member, Clint Harris sits down with industry veteran and visionary Marty Flanagan, Chairman Emeritus of Invesco, to share perspectives and lessons learned at pivotal times in their careers and how that can be applied to future "watershed" moments in our industry.
9:30am - 10:20am ET
Building Tomorrow’s Portfolio
Speaker(s)
Davis Walmsley, Broadridge (moderator)
Alex Goldsmith, First Eagle Investments
Overview
Discover what trends are gathering steam—from investment themes to pricing and packaging—and gain insight into target investors and their preferences.
10:20am - 10:45am ET
Networking Break in Nicsa Hub
10:45am - 11:00am ET
Lightning Talk: Lessons Learned Through a Century of Investing
Speaker(s)
Overview
As MFS celebrates its centennial anniversary, CFO Amrit Kanwal reflects on what the firm has learned since establishing the US’ first open-end mutual fund in March 1924, opening the door for millions of investors to build wealth. He’ll look at how lessons learned over the past one hundred years can be applied to address the key issues facing investors today.
11:00am - 11:50am ET
The Quest for Hyper-Personalization
Speaker(s)
Megan Miller, Allspring Global Investments
Mark Zeitoun, Columbia Threadneedle
Overview
Hyper-personalization—increasingly in demand—provides a highly customized and unique experience to individual consumers. Find out how firms are leveraging technology, data analytics, and AI to deliver tailored investment advice and customized portfolios to hyper-personalize their offerings and services.
11:50am - 1:00pm ET
Lunch and Break
- A boxed lunch will be available for golfers at the club house
- Buffet lunch will be available in the Nicsa Hub for all other attendees and volunteers
1:00pm - 3:00pm ET
Nicsa Gives Back Volunteer Event | Sponsored by Capital Group
Volunteers gather for a fun, high-energy, and hands-on meal packaging event hosted by US Hunger and benefiting local children in need and their families. Learn more here.
Sponsored by:
1:00pm - 6:30pm ET
Nicsa Gives Back Golf Tournament
Foursomes tee up at the Waldorf Astoria Orlando Golf Club for a scramble format with a shotgun start. Learn more here.
Net proceeds will go to Expect Miracles Foundation, a leading advocate in the fight against cancer within the financial services industry.
6:30pm - 8:30pm ET
Nicsa Gives Back Dinner | Sponsored by Invesco
Everyone’s invited: celebrate a night of community and service under the stars with old friends and new connections.
President’s Address
Jim Fitzpatrick, President & CEO, reflects on Nicsa’s successes and looks ahead to our future.
Volunteer of the Year Awards
Congratulate committee volunteers who have driven Nicsa’s mission forward in 2023.
Tournament & Meal Train Awards
Cheer on winners of Longest Drive, Closest to the Pin, Best Foursome and more! Find out which Nicsa team prepared the most meals in the fastest time!
Sponsored by:
