?? Top Takeaways from Nicsa’s Powerhouse Panel at the Asset & Wealth Management Summit! Our C-suite panel at the Summit, led by Kevin Mahn, tackled the trends shaping our industry, from economic insights and rising demand for alternative investments to the transformative role of AI and the strategic importance of DEI. Key insights: ?? Economic Outlook: Positive indicators for market recovery ?? Alternative Investments: Strong demand for diversification ?? AI Opportunities: Efficiency gains with caution ?? DEI’s Impact: Essential for long-term growth Read the full recap to dive into these insights and see how leaders are navigating the future of wealth management. ?? https://lnkd.in/ebHcG5yC.. #NicsaSummit #WealthManagement #Innovation #DEI
Nicsa
金融服务
Boston，Massachusetts 3,979 位关注者
A not-for-profit trade association connecting all facets of the global asset and wealth management industry.
关于我们
Nicsa is a not-for-profit trade association that connects global asset & wealth management industry participants in order to develop, share, and advance leading practices. For over fifty years, the Association has offered a collective, timely view on evolving themes shaping the financial services industry. Deep expertise and unique perspectives come together in an open and collaborative environment to tackle the strategic implementation of the industry’s most vital issues. Our goal is to help asset management firms and financial service providers meet the changing needs of their clients and our industry by aligning and educating industry participants through: - Formal education programs that provide collaborative insights from diverse perspectives - Interactive forums that allow members to exchange ideas and business solutions - Networking opportunities that connect members from all segments of the financial industry
- 网站
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https://www.nicsa.org
Nicsa的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Boston，Massachusetts
- 类型
- 非营利机构
- 创立
- 1962
- 领域
- Mutual funds、Best practices、Investment management、Regulation、Compliance和Asset Management
地点
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主要
获取路线
101 Federal Street
Suite 1900
US，Massachusetts，Boston，02110
Nicsa员工
动态
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?? Just Days Away! Don’t Miss Our Upcoming Webinar: "Ask Me Anything: Your AI Questions Answered by an AI Expert" ?? November 13, 2024 | ?? 1:00 PM EST ?? Register now: https://lnkd.in/eAz92v6i Get ready to dive into all things AI with an interactive Q&A led by Tod McKenna, Global Head of Data Science and AI at Citi Securities Services! This is your chance to ask your pressing AI questions and gain insights into real-world applications and challenges in asset and wealth management. Moderated by Marissa Huertas-Crespo, Assistant Vice President - Citi Securities Services and 2024 Nicsa Rising Star Award winner, this session will explore real use cases, key strategies, and practical steps to maximize AI’s potential. What You’ll Learn: ?? Strategies to overcome AI implementation challenges ?? Best practices for launching successful AI initiatives ?? Insights into AI use cases in investment strategies and operational efficiency ?? Practical advice on overcoming AI adoption barriers #NicsaEvents #AI #WealthManagement #FinancialServices #TechInnovation #BusinessGrowth #Webinar
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?? Congratulations to Satnam Gambhir, Founder and CEO of Envision Financial Systems, Inc., on receiving Nicsa’s Lifetime Achievement Award! ?? A true pioneer, Satnam’s visionary leadership and dedication over 25+ years have transformed asset and wealth management, inspiring countless professionals along the way. #NicsaLifetimeAchievement #NicsaNOVA #IndustryLeader
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?? A big congratulations to Leigh Ann Aldrige, one of our 2024 Emerging Leader NOVA Award winners! ?? Your passion, innovation, and dedication are paving the way for the future of our industry. We’re inspired by your achievements and look forward to seeing what’s next! #NicsaEmergingLeaders #NicsaNOVA #FutureofFinance
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?? A big congratulations to Sarah Norman, one of our 2024 Emerging Leader NOVA Award winners! ?? Your passion, innovation, and dedication are paving the way for the future of our industry. We’re inspired by your achievements and look forward to seeing what’s next! #NicsaEmergingLeaders #NicsaNOVA #FutureofFinance
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?? A big congratulations to Michael Spitaletta, one of our 2024 Emerging Leader NOVA Award winners! ?? Your passion, innovation, and dedication are paving the way for the future of our industry. We’re inspired by your achievements and look forward to seeing what’s next! #NicsaEmergingLeaders #NicsaNOVA #FutureofFinance
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?? A big congratulations to Kaisha Lourens Schnoll, one of our 2024 Emerging Leader NOVA Award winners! ?? Your passion, innovation, and dedication are paving the way for the future of our industry. We’re inspired by your achievements and look forward to seeing what’s next! #NicsaEmergingLeaders #NicsaNOVA #FutureofFinance
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?? A big congratulations to Freddy Rosas, one of our 2024 Emerging Leader NOVA Award winners! ?? Your passion, innovation, and dedication are paving the way for the future of our industry. We’re inspired by your achievements and look forward to seeing what’s next! #NicsaEmergingLeaders #NicsaNOVA #FutureofFinance
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?? A big congratulations to Nathaniel Richey, one of our 2024 Emerging Leader NOVA Award winners! ?? Your passion, innovation, and dedication are paving the way for the future of our industry. We’re inspired by your achievements and look forward to seeing what’s next! #NicsaEmergingLeaders #NicsaNOVA #FutureofFinance
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?? A big congratulations to David Likens, one of our 2024 Emerging Leader NOVA Award winners! ?? Your passion, innovation, and dedication are paving the way for the future of our industry. We’re inspired by your achievements and look forward to seeing what’s next! #NicsaEmergingLeaders #NicsaNOVA #FutureofFinance
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