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"On-the-go" content for asset managers and professional service providers looking to inform business decisions with timely insights and actionable solutions. You can also subscribe to the podcast and listen directly from your phone: (1) Visit iTunes on your mobile device; (2) search "NICSAtalk"; and (3) subscribe.
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Join us for an important discussion about race in the asset management industry. Hear from a range of generational perspectives about what it means to be a Black senior leader, mid-level manager, or new entrant in the industry.
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Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs, to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies. http://www.deltadata.com
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This panel from Women in Asset Management Virtual Summit in September 2020 goes in-depth on how to make the asset management industry more inclusive in this era of digital and remote work. It features panelists from Nicsa and Nicsa's Diversity Project North America members. Nicsa.org/Diversity womeninassetmanagement.uk/new-york/ Panelists: Justine Phoenix, Nicsa Niamh Fitzgerald, BMO Global Asset Management Paul Olschwanger, Aon
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Contains 1 Component(s) Recorded On: 09/21/2020
A conversation about how allies can promote Diversity, Equity, and Inclusion, and a candid look at the obstacles impacting black people in the asset management industry. Featuring: Steve Duncan (BNY Mellon), India Gary-Martin (Leadership for Life), Maurice Tsuro (BlackRock), and Jason Tyler (Northern Trust)
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Contains 1 Component(s) Recorded On: 07/28/2020
FIS and other industry thought leaders discuss lessons learned from COVID19 and how to enhance immunity of the transfer agency in the event of future crises.
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Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
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Contains 1 Component(s) Recorded On: 02/27/2020
Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
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Contains 1 Component(s) Recorded On: 12/16/2019
American Century’s Chris Lahna on why collaboration is so important when tackling diversity and inclusion issues
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Contains 1 Component(s) Recorded On: 12/06/2019
Merrill Lynch’s Sandy Bolton on leading trends in product development and distribution models
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Contains 1 Component(s) Recorded On: 11/25/2019
BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies.
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May contain forward-looking statements subject to various uncertainties. Personal views and observations of individuals contained herein are as of the date of the live event or written material and do not necessarily reflect the views of Nicsa or any of its member organizations. Matters addressed in this work may touch upon legal or regulatory matters, however nothing herein is intended to be or should be construed as legal advice. You should contact your own counsel in order to obtain legal advice regarding these or any other matters. The information contained herein is for informational purposes only and does not constitute a recommendation of best practices
