Friday, March 15
7:30am - 8:30am ET
Networking Breakfast | Sponsored by STP Investment Services
No reservations needed: mingle with colleagues and clients in the Nicsa Hub.
Sponsored by:
8:30am - 9:30am ET
Face the Membership
Speaker(s)
Penny Pennington, Edward Jones
Yie-Hsin Hung, State Street Global Advisors (SSGA)
Overview
Industry leaders exchange perspectives on the major themes shaping the future of the asset and wealth management industry in this candid fire-side chat exclusively for Nicsa members.
9:30am - 10:15am ET
Economic & Public Policy Outlook
Speaker(s)
Overview
An in-depth exploration of the economic indicators, election implications, geopolitical tensions, and other key drivers of global markets in the coming year.
10:15am - 10:30am ET
Networking Break
10:30am - 10:45am ET
Lightning Talk: Driving DEI in Asset and Wealth Management
Speaker(s)
Overview
Join us to explore the pivotal role of Diversity Project North America in reshaping the landscape of asset and wealth management. Discover how your firm’s participation can catalyze organizational growth, foster innovation, and enhance performance. Learn how you can help ignite change and propel our industry toward a more inclusive and prosperous future.
10:45am - 11:30am ET
M&A Hotbed
Speaker(s)
Jeff Stakel, Deloitte Consulting (moderator)
Dan Houlihan, STP Investment Services
Overview
A look at the market-moving AWM deals that will dramatically alter the industry by 2030. Learn how firms are turning to both scale and scope M&A to seize growth opportunities.
