NicsaTalk brings you conversations with C-suite and thought leaders from the asset and wealth management industry. Get insights into the personal backgrounds, career pathing, and mentors and sponsors that paved their professional journeys. Hear about some of the defining experiences of their careers, and the lessons they learned along the way. Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, sha ...
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The Association of the Luxembourg Fund Industry’s new CEO Serge Weyland shares some of the challenges he overcame and lessons he learned along the way. Recorded on-site at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcastsBy Nicsa
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NicsaTalk - CFO and EVP at MFS, Amrit Kanwal
15:25
15:25
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Hear from MFS CFO Amrit Kanwal about his background, lessons learned, and advice. Recorded on-site just after he came offstage at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcastsBy Nicsa
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NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung
11:18
11:18
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Yie-Hsin Hung shares some of the defining moments of her career so far, and some of the lessons learned along her journey to be SSGA’s President & CEO. Recorded at Nicsa’s Strategic Leadership Forum 2024, where Yie-Hsin answered audience questions alongside Edward Jones’ Penny Pennington in our annual Face the Membership panel. For more, visit http…
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NicsaTalk Special Edition - Expect Miracles Foundation Distance Challenge May 14-21, 2024
11:15
11:15
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In this Special Edition episode of NicsaTalk, Expect Miracles Foundation Director of Development Maggie Dombroski joins Nicsa's Justine Phoenix to talk about EMF's annual Distance Challenge, a global peer-to-peer fundraiser where participants can run, walk, bike, or do anything else that gets them moving in support of cancer research. How far will …
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NicsaTalk -Managing Partner at Edward Jones, Penny Pennington
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Listen in as the top leader at Edward Jones, Managing Partner Penny Pennington, shares moments that defined her career, ways her family guided her, and her vision for the future of the asset and wealth management industry. Recorded at Nicsa’s Strategic Leadership Forum 2024, where Penny answered audience questions alongside State Street’s Yie-Hsin …
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NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan
9:42
9:42
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Our guest Marty Flanagan served as a director, President, and Chief Executive Officer of Invesco, one of the world’s leading investment management firms, for nearly twenty years. Join us for a frank conversation about his career and lessons learned in his long and high-reaching leadership journey. Recorded at Nicsa’s Strategic Leadership Forum 2024…
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NicsaTalk - Chief U.S. Economist at FS Investments, Lara Rhame
9:46
9:46
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FS's Chief US Economist, Lara Rhame, joins Justine Phoenix on the NicsaTalk Podcast, recorded in person at Nicsa's General Membership Meeting in November 2023. Tune in to hear a bit about her outlook on the economy, but stay to learn how she manages work/life balance and other lessons she's learned in her career. For more episodes, visit http://nic…
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NicsaTalk - Head of Alternative Products at John Hancock Investment Management, York Lo
9:31
9:31
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John Hancock's Head of Alternative Products, York Lo, shares insights from his career, and his unique perspective. This episode was recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023. For more, visit http://nicsa.org/podcastsBy Nicsa
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NicsaTalk - Managing Director, Head of Retirement and Personal Wealth Solutions at Bank of America, Lorna Sabbia
10:20
10:20
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Recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023, in this episode, Bank of America’s Lorna Sabbia shares her perspective and some of the key experiences and lessons that shaped her career. For more, visit http://nicsa.org/podcastsBy Nicsa
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NicsaTalk - SVP & Chief Client Officer at American Century, Joe Schultz
9:48
9:48
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Recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023, this episode features American Century’s Joe Schultz. In it, he delves into his background, and shares one big networking strategy that he would have done even more of if he could go back in time. For more, visit http://nicsa.org/podcasts…
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NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan
14:22
14:22
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Franklin Templeton's Co-Head of Retail Sales Mark Lavan joins Nicsa's Justine Phoenix to talk about his career path, how he found the right role for himself, and lessons learned along the way. http://nicsa.org/podcastsBy Nicsa
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NicsaTalk - Principal at Edward Jones, Steve Rueschhoff
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13:14
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Steve Rueschoff of Edward Jones shares his path to the upper reaches of the asset and wealth management industry, and how events that seem less than ideal at the time can turn out to be the best things to happen in your career. More at http://nicsa.org/podcastsBy Nicsa
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NicsaTalk - Chief Diversity, Equity and Inclusion Officer at MFS, Michelle Thompson-Dolberry
10:26
10:26
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Michelle Thompson-Dolberry of MFS shares her unique journey in the asset and wealth management industry, and what she’s learned about the importance and value of bringing one’s authentic self to the job. More at http://nicsa.org/podcastsBy Nicsa
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NicsaTalk - Head of Financial Intermediaries at American Century Investments, Stacy Bernstein
15:08
15:08
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Stacy Bernstein, Vice Chair of the Nicsa Board of Directors and Head of Financial Intermediaries at American Century Investments, shares how she turned challenges - such as 11 bosses in 10 years, and taking on a new leadership role fresh out of maternity leave - into growth and success. More at http://nicsa.org/podcasts…
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NicsaTalk - Head of Wealth Management Platforms and Invesco Global Consulting, Clint Harris
12:44
12:44
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This month’s guest is Clint Harris, CFA, EVP, Head of Wealth Management Platforms and Invesco Global Consulting at Invesco US, and Member of Nicsa’s Board of Directors. He shares lessons learned about leadership, and his take on where asset and wealth management is heading. For more, visit nicsa.orgBy Nicsa
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NicsaTalk - Head of Wealth Management Solutions at Ameriprise, Sandy Bolton
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In this episode, recorded live on the event floor of Nicsa's 2023 Strategic Leadership Forum during a networking breakfast, Ameriprise's Sandy Bolton shares the unexpected path of her career and how success is not always a straight line upward.By Nicsa
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NicsaTalk - Host of the My CFA Charter Story Podcast and VP at American Century Investments: Sibil Patri
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Meet Sibil Sebastian Patri, CFA, CAIA: VP of Strategy and Corporate Development at American Century Investments, and host of the CFA Institute's podcast series My CFA Charter Story. In this episode of NicsaTalk, she chats with Nicsa's Justine Phoenix about her background, what she's learned in her career, and how to foster a successful organization…
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NicsaTalk - President and CIO at Hennion & Walsh: Kevin Mahn
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15:52
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Justine chats with Kevin Mahn, President & CIO at Hennion & Walsh Asset Management. He shares how surviving the 9/11 terrorist attack changed the trajectory of his career and his life, alongside sharing some career advice and industry insights. Let us know what you think at https://www.linkedin.com/company/nicsa/ and visit nicsa.org to learn more.…
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NicsaTalk - Nicsa Chair and Head of Product Development and Strategy at Columbia Threadneedle: Scott Brady
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17:19
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Justine chats with Nicsa's Board Chairman and Head of Product Development and Strategy at Columbia Threadneedle, Scott Brady. They touch on hot product trends in the financial industry, career advice, and "Workplace Karma". Let us know what you think at https://www.linkedin.com/company/nicsa/ and visit nicsa.org to learn more.…
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The new NicsaTalk - Series Premiere - CEO Jim Fitzpatrick introducing host Justine Phoenix - November 2022
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NicsaTalk is relaunching with a whole new format! Every month, we'll share a 15-minute conversation with one of the global asset management industry's best and brightest. They will share stories of their personal and professional journeys, and give you access to important lessons they've learned, for both business success and professional developme…
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In honor of Black History Month, Nicsa’s Diversity Project North America asked three of our members to share their perspectives and personal stories as black women in the asset management industry They outline their career journeys, recount stories of how allies and mentors helped them along the way, provide tips for how colleagues can be effective…
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Nicsa Podcast- Listen, Learn & Lead: Part 3: The Latinx Perspective
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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.By Nicsa
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Nicsa Podcast - Listen, Learn, & Lead: Part 2: Race In the Global Asset Management Industry
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57:53
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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.By Nicsa
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Sales and Asset Forecasting: Modeling in an Evolving Global Economy
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51:49
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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. Nicsa.org, DeltaData.comBy Nicsa
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Women In Asset Management: Inclusivity In the Digital Landscape
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This panel from the 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 featured panelists from Nicsa and Nicsa's Diversity Project North America members. Panelists: Justine Phoenix, Nicsa Niamh Fitzgerald, BMO Global Asset Ma…
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Listen, Learn, & Lead: A Dialogue on Authentic Allyship
58:28
58:28
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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) Hosts: Allison Lovett and Justine Phoenix…
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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.By Nicsa
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Invescos Nate Dierkling on the Evolving FA Practice
8:32
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Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structuresBy Nicsa
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Fidelity's Tricia Haskins on Distribution Disruptors
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10:15
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Fidelity's Tricia Haskins on distribution disruptors, and technology adaptationBy Nicsa
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By Nicsa
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Distribution Landscape for Investment Funds
11:25
11:25
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Merrill Lynch’s Sandy Bolton on leading trends in product and distribution business modelsBy Nicsa
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BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategiesBy Nicsa
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Transforming Business Models in Asset Management
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5:07
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Eric Johnson of DFIN shares insights on evolving customer and regulatory demandsBy NICSA
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The Who, Why and How of the Diversity Project North AmericaBy Nicsa
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Aligning Operational Resources in the Digital Age
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6:12
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How data is impacting servicing modelsBy NICSA
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Trends and opportunities on the ETF landscape.By NICSA
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Recruitment and Retention Strategies for Asset Managers.By NICSA
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Live from SLF 2019 - Part 2: Digitalization Brings Opportunity in AM
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8:29
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Learn how asset managers can turn the digital transformation into opportunity.By NICSA
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Live from SLF 2019 - Part 1: a conversation with Jack Tierney, Executive Director, Product Development at Invesco
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11:06
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A conversation with Jack Tierney, Executive Director, Product Development at InvescoBy NICSA
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Importance And Scope Of European Esg RegulationsBy NICSA
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How are firms addressing and modifying their product lineups?By NICSA
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Transformative Technology in Asset Management
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17:05
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A look at what’s trending in the asset management industry.By NICSA
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Hands on applications of machine learning in today’s asset management industry.By NICSA
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The current state of AI in Asset Management.By NICSA
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NOTICE, ACCESS & E-DELIVERY IN THE TRANSITION PERIODBy NICSA
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DST Systems’ Lead Data Science Manager Lyndsay Noble on the restructuring of operating models based on data analytics.By NICSA
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Live From GMM: 30e-3 Action Plans for Asset Managers
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9:33
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Broadridge’s VP of Regulatory Products on Rule 30e-3 and the impact on asset managers.By NICSA
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Live From GMM: Building Better Advisor Relationships
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3:55
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PIMCO's Mary Hoppe on what asset managers can do to build better business relationships with the industry's top advisors.By NICSA
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An overview of biometrics technologiesBy NICSA
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Recognition and Response Best PracticesBy NICSA
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