Nicsa

The Nine

Business EN ↓ 92 episodes

Connecting the asset & wealth management industry in nine minutes or less. Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less. 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, share, implement, and advance...

Author

Nicsa

Category

Business

Podcast website

nicsa.org

Latest episode

Apr 9, 2026

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Episodes

Invescos Nate Dierkling on the Evolving FA Practice 10.04.2020

Invesco's Nate Dierkling   on the evolving FA practice, relationships, and model structures

Fidelity's Tricia Haskins on Distribution Disruptors 04.04.2020

Fidelity's Tricia Haskins   on distribution disruptors, and technology adaptation

Collaborative Solutions to D&I 16.12.2019

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

Distribution Landscape for Investment Funds 06.12.2019

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

Evolution of Model Portfolios 25.11.2019

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

Transforming Business Models in Asset Management 20.11.2019

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

Diversity Project North America Town Hall 15.09.2019

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

Aligning Operational Resources in the Digital Age 10.09.2019

How data is impacting servicing models

ETF Product and Distribution Trends 19.06.2019

Trends and opportunities on the ETF landscape.

Next Gen Workforce in AM 06.06.2019

Recruitment and Retention Strategies for Asset Managers.

Live from SLF 2019 - Part 2: Digitalization Brings Opportunity in AM 30.04.2019

Learn how asset managers can turn the digital transformation into opportunity.

Live from SLF 2019 - Part 1: a conversation with Jack Tierney, Executive Director, Product Development at Invesco 23.04.2019

A conversation with Jack Tierney, Executive Director, Product Development at Invesco

ESG Initiatives in Europe 15.04.2019

Importance And Scope Of European Esg Regulations

Product Proliferation and Accessibility 11.04.2019

H ow are firms addressing and modifying their product lineups?

Transformative Technology in Asset Management 02.04.2019

A look at what’s trending in the a sset m anagement industry.

Machine Learning Applications 24.01.2019

Hands on applications of machine learning in today’s asset management industry.

AI in Asset Management 15.01.2019

The current state of AI in Asset Management.

RULE 30e-3: Two Year Outlook 08.01.2019

NOTICE, ACCESS & E-DELIVERY IN THE TRANSITION PERIOD

Live From GMM: Leveraging Data Analytics 05.11.2018

DST Systems’ Lead Data Science Manager Lyndsay Noble on the restructuring of operating models based on data analytics.

Live From GMM: 30e-3 Action Plans for Asset Managers 02.11.2018

Broadridge’s VP of Regulatory Products on Rule 30e-3 and the impact on asset managers.

Live From GMM: Building Better Advisor Relationships 31.10.2018

PIMCO's Mary Hoppe on what asset managers can do to build better business relationships with the industry's top advisors.

Using Voice Biometrics to Combat Fraud 03.10.2018

An overview of biometrics technologies

Social Engineering in the Call Center 01.10.2018

Recognition and Response Best Practices

Staying Ahead of Trade Sanctions 09.08.2018

How do compliance departments keep up?

MiFID II Six Months Later 07.08.2018

Operationalizing MiFID II

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