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Future of the Transfer Agency

Nicsa Talk

Release Date: 07/28/2020

Nicsa Talk - Women In Asset Management: Inclusivity In the Digital Landscape show art Nicsa Talk - Women In Asset Management: Inclusivity In the Digital Landscape

Nicsa Talk

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.

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Listen, Learn, & Lead: A Dialogue on Authentic Allyship show art Listen, Learn, & Lead: A Dialogue on Authentic Allyship

Nicsa Talk

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 Producer: Jeff Lamoreaux

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Future of the Transfer Agency show art Future of the Transfer Agency

Nicsa Talk

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.

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Invescos Nate Dierkling on the Evolving FA Practice show art Invescos Nate Dierkling on the Evolving FA Practice

Nicsa Talk

Invesco's Nate Dierkling on the evolving FA practice,

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Fidelity's Tricia Haskins on Distribution Disruptors show art Fidelity's Tricia Haskins on Distribution Disruptors

Nicsa Talk

Fidelity's Tricia Haskins on distribution disruptors,

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Collaborative Solutions to D&I show art Collaborative Solutions to D&I

Nicsa Talk

American Century’s Chris Lahna on why collaboration is so important when tackling diversity and inclusion issues

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Distribution Landscape for Investment Funds show art Distribution Landscape for Investment Funds

Nicsa Talk

Merrill Lynch’s Sandy Bolton on leading trends in product and distribution business models

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Evolution of Model Portfolios show art Evolution of Model Portfolios

Nicsa Talk

BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies

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Transforming Business Models in Asset Management show art Transforming Business Models in Asset Management

Nicsa Talk

Eric Johnson of DFIN shares insights on evolving customer and regulatory demands

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Diversity Project North America Town Hall show art Diversity Project North America Town Hall

Nicsa Talk

The Who, Why and How of the Diversity Project North America

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More Episodes
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.