Diverse Perspectives from Industry Experts

Our popular #WebinarWednesday series offers practically-focused programs on top-of-mind industry topics.

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  • Contains 6 Component(s), Includes Credits Recorded On: 12/01/2021

    As European tax reclaims, ECJ recoveries and IRS obligations evolve, funds and ETFs are challenged with navigating this complex landscape. During this webinar PwC, Invesco, First Eagle and Broadridge will discuss how asset managers are gearing up for these challenges and what to expect in 2022.

  • Contains 4 Component(s), Includes Credits Recorded On: 11/03/2021

    This webinar features key insights and dialogue from Nicsa's annual DEI perception study. Subject matter experts behind the survey and the DEI space will take a deep dive into the eight key takeaways from the report and where we go from here.

  • Contains 2 Component(s) Recorded On: 09/22/2021

    As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry in recognition of Hispanic Heritage month. This panel will discuss creating mutually beneficial partnerships with third party organizations. We will look at how these relationships were established and how they factor into the process for firms to source compelling, diverse candidates from the Latinx community. Speakers will stress the business case for developing these important partnerships to create a more diverse pipeline of employees and improving retention rates within the indusustry

  • Contains 3 Component(s), Includes Credits Recorded On: 09/16/2021

    Amid an evolving regulatory environment, asset management industry professionals are focused on SEC Rule 18f-4, a modernized regulatory framework for the use of derivatives by funds​. Our panel of experts featu​ring IHS Markit, the SEC, and the Mutual Fund Directors Forum, will discuss the 5 big questions we’re hearing from Chief Risk Officers and Chief Compliance Officers and how they relate to your firm.

  • Contains 3 Component(s), Includes Credits Recorded On: 09/15/2021

    Market turmoil has investment managers tracking and accounting for increased risks and has investors looking for timely portfolio updates. At the same time, firms are ramping up the use of data and analytics when making investment decisions. Our panel of industry experts will discuss how to strengthen your firm's measurement of investment performance, including ESG analysis, using data to make investment decisions and the impact of COVID-19.

  • Contains 6 Component(s), Includes Credits Recorded On: 08/25/2021

    By highlighting a variety of regulatory changes impacting asset managers, the program will help firms prepare for new and existing regulations. This panel will feature a combination of fund experts, legal professionals and compliance and regulatory executives.

  • Contains 2 Component(s) Recorded On: 08/18/2021

    Demographic changes are having a big impact on how people save for retirement. Explore the shifting consumer landscape and its impact to retirement plans with our panel of industry experts as they take a deep dive into emerging trends such as improving accessibility, evolving legislation, and enhanced communications for holistic financial planning and wellness.

  • Contains 2 Component(s)

    Marijuana Related Businesses may be one of the fastest growing industries in the United States. This webinar will evaluate MRBs as underlying holdings in RICs and other investment products. Industry participants with MRB offerings provide timely insights on this evolving topic.

  • Contains 6 Component(s), Includes Credits

    Firms across the global asset management industry are striving to be ‘data-driven.’ Do you have a clear understanding of how your organization’s data is being used in the field? Join our panel of Business Intelligence professionals and wholesalers and discover how to utilize business analytics, data mining, and infrastructure to quickly adapt to market changes and identify valuable business opportunities.

  • Contains 6 Component(s), Includes Credits Recorded On: 07/28/2021

    Get the latest insight into the 2021 advisor landscape. Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.

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.