President’s Address, Welcome Remarks and Opening Industry Keynote Presentation

Jim Fitzpatrick is the President and CEO of Nicsa, a global asset management trade association with a mission of connecting industry participants in order to advance leading practices. Jim joined Nicsa in 2015 with 30 years of experience in senior leadership roles within the asset management industry. Working closely with the Board of Directors, Jim has set the strategic direction of Nicsa, which includes the launch of the Diversity Project North America in late 2018. The Diversity Project promotes an inclusive asset management industry and seeks to achieve diversity across all dimensions through collaborative leadership from senior business executives.

Previously, Jim was a Managing Director at Goldman Sachs Asset Management with responsibilities that included senior leadership responsibilities in both global operations and global sales roles during his career. In addition, he served as an officer of the Goldman Sachs Funds for fourteen years and served as an Independent Trustee for the Hays Series Trust until December 2017. Jim began his career with The Boston Company and later First Data Investor Services Group, a subsidiary of the surviving entity, First Data Corporation, where he held several senior management positions during his tenure.

Mark Giuliano is Senior Managing Director and Chief Administrative Officer (CAO) for Invesco. In this role, his responsibilities include overseeing Technology, Investment Services, Global Security, North American Transfer Agency, Hyderabad Operations, Global Strategic Intelligence, Enterprise Services, Enterprise Data, and Internal Consulting.

Mr. Giuliano joined Invesco in 2015 as managing director and global head of security, technology, and operations and served as Invesco’s chief security officer (CSO). Prior to joining the firm, he spent 28 years with the Federal Bureau of Investigation (FBI). Mr. Giuliano served in several leadership roles at the FBI before retiring as deputy director and chief operating officer. He also served as a special agent in charge of the Atlanta division after serving as the executive assistant director (EAD) of the National Security Branch. As EAD, he was responsible for ensuring the FBI successfully executed its national security mission to defend the United States and its interests from threats. He also served as the FBI’s lead intelligence official, responsible for coordination and liaison with the US director of national intelligence and the broader intelligence community. Before his role as EAD, Mr. Giuliano held the position of assistant director of the counterterrorism division, where he oversaw the FBI’s global counterterrorism efforts.

Mr. Giuliano earned a bachelor's degree in business economics from the College of Wooster.