In-Person Registration Pass

Individuals can purchase an in-person registration pass to attend the Asset & Wealth Management Summit, which includes access to all on-site programming and events on Tuesday, 10/29 and Wednesday, 10/30. The agenda can be viewed here. 

Individual Nicsa Member: $1,695
Individual Non-Member: $1,995

CLICK HERE TO PURCHASE AN INDIVIDUAL PASS

If you register and are no longer able to attend, we encourage you to transfer your registration to another colleague. If you are unable to transfer your registration, we will honor all refund requests received by October 25. To transfer or cancel your registration, please email us at info@nicsa.org.

Firms That are Attending

We will be updating this list on an ongoing basis.

ACA Group
Accenture LLP
ALFI
Baillie Gifford Overseas Ltd.
Beacon Ridge Capital Management
BNP Paribas Securities Services
Boston Trust Walden
Broadridge Financial Solutions, Inc.
CAIA Association
Capital Group | American Funds
Charles Schwab Asset Management
Citi
Columbia Funds
Commonwealth
Computershare Fund Services
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
Edward Jones
Envision Financial Systems Inc.
Fenimore Asset Management Inc
Fidelity Investments
Financial Architectures
FIS
FLX Networks
FS Investments
GFT USA Inc.
GMO, LLC
Goldman Sachs











Hartford Funds
HengTian Services
Hennion & Walsh Inc.
Invesco
Jaid
John Hancock Investment Management
KKR & Co. Inc.
KPMG LLP
Lord Abbett & Co LLC
Manulife Financial
MFS Investment Management
Morgan Stanley Wealth Management
MUFG Investor Services
Mystic View
National Quality Review, a Delta Data Company
Natixis Global Asset Management
Northern Trust
PwC
RBC US Wealth Management
Sodali & Co
SS&C Technologies, Inc.
State Street Corporation
Temenos
TIFIN
Touchstone Funds
Ultimus Fund Solutions, LLC
Voya Investment Management
Wave Digital Assets