Webinars

Diverse Perspectives from Industry Experts

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

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Upcoming Programming

  • FinReg Outlook 2021

    Contains 2 Component(s) Includes a Live Web Event on 03/10/2021 at 10:00 AM (EST)

    Asset managers from both sides of the Atlantic are offered a timely view on global legislative timelines for 2021, including updates and action plans from regulatory experts. This webinar is aimed at providing information on new developments, regulations, and trends that global asset managers should be tracking for the year ahead.

  • Listen, Learn & Lead: Empowering and Sponsoring Women

    Contains 2 Component(s) Includes a Live Web Event on 03/11/2021 at 2:00 PM (EST)

    Nicsa's Listen, Learn & Lead program is a series of important discussions around diverse segments in the asset management industry. In acknowledgment of International Women's Day on March 8, this installment will focus on empowering and sponsoring women both within your organization and throughout the global asset management industry. Advocating for the advancement of women is crucial for improving gender balance and diversity in leadership teams, while sponsorship can create successful pathways for women at different stages in their careers.

  • ETFs: Optimizing Your Product and Distribution Strategy

    Contains 2 Component(s), Includes Credits Includes a Live Web Event on 03/24/2021 at 2:00 PM (EDT)

    Join our panel of industry executives as they discuss ETF trends, and how to fully optimize your product and distribution strategy. The panel will review current trends in ETFs in terms of sales growth, demand and new product opportunities. We will discuss new products in the ETF space such as non-transparent and active ETFs and show how advisor and investor preferences are driving demand for ETFs.

  • A Tech Transformation

    Contains 2 Component(s) Includes a Live Web Event on 03/31/2021 at 2:00 PM (EDT)

    Technology is changing the very nature of investing. Asset managers and asset allocators need their investment processes to be repeatable, digital, and measurable if they want to compete and succeed. It’s simply not enough for investment processes to live in spreadsheets. Digitizing the process of developing and executing investment ideas can help asset managers better measure, compare, and refine the effectiveness of those ideas. Investment Data Science (IDS) capabilities can help managers and allocators digitize, measure, and refine their investment process. Join our panel of industry experts sponsored by Northern Trust as we explore how to leverage the power of data in 2021 and beyond.

On-Demand Webinars

  • Fraud Prevention in High Risk Environments

    Contains 2 Component(s), Includes Credits Recorded On: 02/10/2021

    Want to stay ahead of the emerging trends and get key insights on both developing and enhancing your firm's fraud recognition programs? Our panel of industry thought leaders share their experiences and lead participants through a discussion around recognizing and addressing the most recent fraud threats.

  • Investment Data Science: A World Outside of Spreadsheets

    Contains 2 Component(s), Includes Credits Recorded On: 01/27/2021

    Technology is changing the very nature of investing. Asset managers and asset allocators need their investment processes to be repeatable, digital, and measurable if they want to compete and succeed. It’s simply not enough for investment processes to live in spreadsheets. Digitizing the process of developing and executing investment ideas can help asset managers better measure, compare, and refine the effectiveness of those ideas. Investment Data Science (IDS) capabilities can help managers and allocators digitize, measure, and refine their investment process. Join Nicsa and Northern Trust as we explore how to leverage the power of data in 2021 and beyond.

  • Mutual Fund Modernization and Liquidity Risk Management

    Contains 1 Component(s)

    Mutual fund sponsors and their service providers are reevaluating their operating models to support compliance with the SEC?s Mutual Fund Modernization reporting requirements and Liquidity Rule. This discussion explores the challenges that fund sponsors and administrators are facing, as well as insights on how they are responding to each of these emerging regulatory requirements.

  • Leveraging Efficiencies Within the Mutual Fund Supply Chain Ecosystem

    Contains 1 Component(s)

    Fund companies, distributors, BDs, and TAs explore the pitfalls and opportunities that exist to enhance counterparty efficiencies. A panel of stakeholders unearth the most significant pain points of the communication process and the risks/costs associated with them. A forward-looking discuss will focus on leveraging resources to ensure transparency within the mutual fund supply chain.

  • Investing in Chinese Capital Markets

    Contains 1 Component(s)

    ​China has become the second-largest economy worldwide. The country?s equity market ranks second, and its fixed income market ranks third among world markets.

  • The Future of Financial Wellness

    Contains 2 Component(s), Includes Credits Recorded On: 01/20/2021

    How is the “new normal” shaping the future of financial wellness? Research shows that financial advisors are accelerating their shift to holistic financial planning, looking for support from asset managers and technology solutions. Join our panel of experts, hosted by Broadridge, for a deep dive into the latest trends in financial wellness.

  • Intelligent Technology: Where are the Opportunities for Global Asset Managers?

    Contains 2 Component(s) Recorded On: 01/13/2021

    AI is driving operational efficiencies, enhancing compliance and informing investment decisions. Join a candid discussion with some of today’s leading experts on where budget dollars are going, which trends are being successfully implemented, and which technologies promise to shape the next decade within the global asset management industry.

  • Creating a Digital Ecosystem

    Contains 2 Component(s), Includes Credits Recorded On: 12/09/2020

    Confluence and the Nicsa Technology and Innovation Committee are proud to present a webinar on how to stay ahead of the curve as you build you digital strategy and incorporate disruptive technologies into your ecosystem.

  • Town Hall | Diversity Project North America 2020 Update

    Contains 2 Component(s) Recorded On: 12/08/2020

    Join Nicsa's Diversity Project North America for a Town Hall Meeting on the growing momentum behind the Diversity Project North America. You’ll hear a first-hand update on the Project’s goals and recent initiatives, including the 2020 Pulse Survey Report, a benchmark for DEI progress in the asset management industry. Our leadership panel will outline the new operating committees and workstreams being put into action in 2021 and share how your firm can get involved in one of the industry’s fastest growing initiatives. Don’t miss this opportunity for members and potential members to ask questions of Diversity Project North America’s leadership, and see what's on the horizon for 2021 and beyond. All participants will receive a complimentary copy of our 2020 Pulse Survey Report.

  • Listen, Learn & Lead | The Latinx Perspective

    Contains 2 Component(s) Recorded On: 12/03/2020

    As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry about their personal journeys, including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Join us for actionable guidance on how to reach young Latinx talent and create a support system that allows people the opportunity to develop and grow in an inclusive environment.

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.