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.

Abandoned Property Advisors, LLC
ACA Group
Accenture LLP
Alliance Advisors, LLC
Alpha Financial Markets Consulting
ALFI
American Century Investments
Arendt & Medernach SA
Baillie Gifford Overseas Ltd.
Bank of America / Merrill Lynch
Beacon Ridge Capital Management
BNP Paribas Securities Services
BNY Mellon
Boston Trust Walden
Broadridge Financial Solutions, Inc.
CAIA Association
Cambridge Associates
Capital Group | American Funds
Citi
Clarendon Partners
Columbia Funds
Columbia Threadneedle Investments
Commonwealth
Computershare Fund Services
Constitution Capital Partners
Delta Data
Depository Trust & Clearing Corporation, The (DTCC)
DFIN Solutions
Edward Jones
Envision Financial Systems Inc.
Ernst & Young LLP
Expect Miracles Foundation
Federated Hermes Inc.
Fenimore Asset Management Inc
Fidelity Investments
Financial Architectures
FIS
FLX Networks
Franklin Templeton Investments
FS Investments
GFT USA Inc.

















GMO, LLC
Goldman Sachs
Gregory FCA
Hartford Funds
HengTian Services
Hennion & Walsh Inc.
iCapital
Invesco
Jaid
John Hancock Investment Management
J.P. Morgan
KKR & Co. Inc.
KPMG LLP
Linedata
Lord Abbett & Co LLC
MFS Investment Management
Morgan Stanley Wealth Management
MUFG Investor Services
Mystic View
Natixis Global Asset Management
Northern Trust
Pensions and Investments
Putnam Investments
PwC
RBC US Wealth Management
Sodali & Co
SS&C Technologies, Inc.
State Street Corporation
State Street Global Advisors (SSGA)
STP Investment Services LLC
Temenos
Thrivent Financial Investor Services, Inc.
TIFIN
Touchstone Funds
Ultimus Fund Solutions, LLC
Unqork
U.S. Bank Global Fund Services
Vectara
Voya Investment Management
Wave Digital Assets
Weaver