Nicsa

🚀 Ready to Explore European Investment Platforms? 🌍 Join us for an exclusive PwC-sponsored webinar: "An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers" 📅 Live Event: January 29, 2025 ⏰ Time: 1:00 PM (EST) Whether you're new to European investment platforms or looking to expand your knowledge, this session is tailored for US Asset Managers ready to tap into the fund-raising opportunities in Ireland and Luxembourg—Europe’s leading jurisdictions for investment funds. 💡 Key Takeaways: ✅ Overview of Ireland and Luxembourg as top fund jurisdictions. ✅ Regulatory, tax, and operational insights for successful fundraising and platform management. ✅ Practical solutions to navigate challenges in the European market. 👉 Don’t miss this chance to gain the tools and knowledge you need to confidently enter Europe’s investment landscape! 🔗 Register here: https://lnkd.in/gvfpjPCF #NicsaEvents #InvestmentManagement #AssetManagement #Webinar #PwC #Ireland #Luxembourg #GlobalInvestments #EuropeanMarkets

✨ Plan ahead for 2025: Join us at the Strategic Leadership Forum in sunny Florida! ✨ 📍 Fort Lauderdale Marriott Harbor Beach Resort & Spa 📅 March 5–7, 2025 Before you set your Out of Office for the holidays, make sure you’re set for March! ✅ Register for SLF - https://lnkd.in/e_GimVYx ✅ Book your hotel - https://lnkd.in/epJXHWg7 #NicsaSLF #Leadership #Networking #AssetManagement #WealthManagement

🚨 Mark Your Calendar: Nicsa’s 2025 Strategic Leadership Forum 🚨 🔗 Reserve your place today: https://lnkd.in/e_GimVYx 📅 March 5–7, 2025 📍 Fort Lauderdale Marriott Harbor Beach Resort & Spa Connect with industry leaders, gain valuable insights, and prepare for the future of asset and wealth management. 🎉 Special Members-Only Offer: Register by January 31 for a complimentary Companion Pass with every paid registration! Some restrictions apply. 💡 Why You Can’t Miss It: ✅ Learn from C-Suite and expert perspectives on game-changing trends like AI, retirement, and more. ✅ Network with key decision-makers across product, compliance, and technology sectors. ✅ Explore exclusive opportunities, including: - Over 10 hours of thought leadership - Cocktail hours and Pickleball Tournament - Nicsa Gives Back philanthropy event #NicsaSLF #Networking #AssetManagement #WealthManagement

🌟 Session Spotlight: Leading the Charge – Next-Gen Product and Distribution Strategies 🌟 Discover actionable insights to navigate the rapidly evolving investment landscape. This high-level discussion will explore: 🔹 The proliferation of ETFs 🔹 The rise of Tokenized Assets 🔹 The growing popularity of Alternative Products (Alts) 🔹 The shift towards personalized investment solutions 🎤 Speakers: Cheri Belski, EVP & Head of Investment Management Solutions, LPL Financial Brian Partridge, Managing Director, Head of Investment Solutions Specialists, Merrill Lynch Jonathan Kingery, CFP®, AIF®, SVP & Head of US Wealth Management, Franklin Templeton Moderator: Scott Smith, Director, Cerulli Associates 📅 March 5–7, 2025 📍 Nicsa’s 2025 Strategic Leadership Forum – Fort Lauderdale Marriott Harbor Beach Resort & Spa 🔗 Register now: https://lnkd.in/e_GimVYx Don’t miss this opportunity to stay ahead of the curve! #NicsaSLF #Leadership #Innovation #AssetManagement #WealthManagement

🎧 Don’t Miss This Episode! 🎧 🔗 Listen now: https://lnkd.in/eBKsgEx7 On #NicsaTalk, we feature the inspiring story of Michelle Fuller, CIMA®, CETF®, CEPA®. After an impactful leadership role at John Hancock, Michelle is now steering growth in her family’s auto business. 🚘✨ In this episode, Michelle dives into: 🌟 The key people and moments that shaped her career 🌟 How a family challenge turned into an incredible growth opportunity 🌟 Lessons on resilience and redefining expectations Recorded live at Nicsa’s 2024 Asset and Wealth Management Summit, this conversation is a must-listen for anyone looking for inspiration on navigating life’s twists and turns. Catch it today and be inspired! #Podcast #NicsaTalk #Leadership #Resilience #NicsaEvents

🌟 Spotlight on Featured Speakers at Nicsa’s 2025 Strategic Leadership Forum! 🌟 ➡️ Registration Now Open: https://lnkd.in/e_GimVYx We’re thrilled to welcome these incredible leaders to the stage: 🎤 Ida Liu – Global Head, Citi Private Bank 🎤 Tyler Mathisen – Anchor, Correspondent & Program Host, CNBC 🎤 Morris Morrison, Professional Keynote Speaker – Leadership Expert, Futurist, Author, and Entrepreneur 📅 March 5–7, 2025 📍 Fort Lauderdale Marriott Harbor Beach Resort & Spa Don’t miss the opportunity to hear from these industry trailblazers! #NicsaSLF #Leadership #Innovation #AssetManagement #WealthManagement

🚨 Happening Today! 🚨 Webinar: The Virtues of Corporate Culture 📅 Today, December 11, 2024 | 🕐 1:00 PM EST 🔗 Last Chance to Register! https://lnkd.in/ejSrPGf4 💡 Learn how corporate culture attracts, retains, and empowers top talent. 🎙️ Monica M Smith – Tradewinds Career Consulting & Coaching 🎙️ Alan Kolp – Baldwin Wallace University 🎙️ Rosa Licea-Mailloux (Moderator) – MFS Investment Management ✨ Don’t Miss These Insights: Shaping culture, aligning values, and adapting to generational shifts. Sponsored by Diversity Project North America’s Next Practices Committee. #Webinar #CorporateCulture #Leadership #TalentManagement #DEI #NicsaEvents

🌟 Mastering Alternative Investments: Onboarding & Educating Advisors 🔗 Read the Blog Here: https://lnkd.in/er6Znhee At Nicsa’s 2024 Asset & Wealth Management Summit, the live session "Mastering Alternative Investments: Onboarding & Educating Advisors" delivered actionable strategies for integrating alternative investments (alts) into financial advisory practices. Top Takeaways: 🔹 Democratization of Alts: Innovative platforms are making alts accessible to a broader audience, including retail investors. 🔹 Specialized Education: Tailored learning solutions empower advisors to confidently integrate alts into portfolios, addressing diverse expertise levels. 🔹 Goal-Based Strategies: Positioning alts as tools for specific client objectives, like growth or tax efficiency, drives better alignment. 🔹 Innovative Fund Structures: Interval and evergreen funds simplify access, addressing liquidity concerns and streamlining processes. 🔹 Support Team Knowledge: Educating support staff ensures smoother implementation and advisor success. 🎙️ Speakers: Joanna Berg, CFA (BNY), Adam Pennacchio, CIMA (Morgan Stanley), Claire Sawyer (CAIA Association) 🎙️ Moderated by: Kirsten Pickens (FS Investments) From breaking down complex strategies to creating customized roadmaps, this session showcased how specialized education and innovation are revolutionizing the alts landscape. #NicsaSummit #AlternativeInvestments #WealthManagement #FinancialEducation #Innovation #PortfolioStrategy

🎙️ New Episode Alert! 🎙️ 🔗 Listen now and get inspired: https://lnkd.in/eBKsgEx7 This week on #NicsaTalk, we’re thrilled to share an extraordinary conversation with Michelle Fuller, CIMA®, CETF®, CEPA®, fresh off a leadership role at John Hancock and now accelerating growth in her family’s auto business. 🚗✨ In this episode, Michelle reflects on: ✨ The pivotal people and circumstances that shaped her journey ✨ How a family challenge once seen as career-ending became a growth opportunity ✨ Lessons on resilience and the power of shifting expectations Her story is a true testament to the unexpected paths that can define success. Don’t miss this inspiring discussion, recorded in person at Nicsa's 2024 Asset and Wealth Management Summit! #Podcast #NicsaTalk #CareerJourney #Leadership #Resilience

🚨 2025 Strategic Leadership Forum 🚨 🔗 Registration is Open: https://lnkd.in/e_GimVYx 📅 March 5–7, 2025 📍 Fort Lauderdale Marriott Harbor Beach Resort & Spa