The Nine
By Nicsa
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Category: Investing
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Episodes: 89
Description
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 leading practices. Learn more at http://nicsa.org.
| Episode | Date |
|---|---|
|
Cyber Defense in the Age of AI: Judith Pinto of Accenture
|
Feb 09, 2026 |
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AI-Powered Client Engagement: David Breakstone of ServiceNow
|
Jan 09, 2026 |
|
Agentic AI in Action: Bob Suh, CEO of OnCorps AI
|
Dec 09, 2025 |
|
The Secrets of Successful AI Adoption for Asset & Wealth Management Firms, with Olmstead's Anthony Whitford
|
Oct 09, 2025 |
|
Ramine Bigdeliazari on How Tokenization & Digital Assets are Shaping the Future of Asset & Wealth Management
|
Sep 15, 2025 |
|
Noise, Risk, and Readiness: Bite-sized Insights from 2025 Nicsa Live Events with Mike Dembro, Joanne Kane, and Tim Pitney
|
Aug 09, 2025 |
|
From Complexity to Clarity: Mike Mastroianni on What’s Next for Fund Innovation
|
Jul 09, 2025 |
|
What You Need to Know About Dual Share Class ETFs with Christopher Swansey and Daniil Shapiro of Cerulli Associates
|
Jun 09, 2025 |
|
Curiosity as a Superpower: Cheri Belski on Leading with Vision in a Changing Industry
|
May 09, 2025 |
|
Going the Distance: Fighting Cancer with Purpose and Community, with Expect Miracles Foundation's Frank Heavey
|
Apr 19, 2025 |
|
Helping Americans Live the Life They Want to Live, with ICI CEO Eric Pan
|
Apr 09, 2025 |
|
Rising Stars: Shaping the Future of Asset & Wealth Management
|
Mar 29, 2025 |
|
Mike Dembro, MFS's Lead Investment Strategist | Holding Steady In the Face of Market Uncertainty
|
Mar 09, 2025 |
|
Rob Kane, Commonwealth Financial Network’s Director of Alternative Investments | A Playbook for Success
|
Feb 09, 2025 |
|
BONUS: From Barista to Exec | Sarah Walter, Nicsa's Head of Asset & Wealth Management Relationships
|
Jan 29, 2025 |
|
David Wu, Morgan Stanley’s Head of GenAI | From Wall Street Dreams to AI Leadership
|
Jan 09, 2025 |
|
NicsaTalk - Consultant Michelle Fuller (former Head of US Private Wealth Distribution at John Hancock)
|
Dec 09, 2024 |
|
NicsaTalk - Partner at PwC, John Stadtler
|
Nov 11, 2024 |
|
Head of US Fund Administration at Northern Trust, Gary Casagrande
|
Oct 14, 2024 |
|
NicsaTalk - Schwab Asset Management President, CEO, & CIO, Omar Aguilar
|
Sep 09, 2024 |
|
NicsaTalk - CEO of ALFI, Serge Weyland
|
Aug 05, 2024 |
|
NicsaTalk - CFO and EVP at MFS, Amrit Kanwal
|
Jul 01, 2024 |
|
NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung
|
May 13, 2024 |
|
NicsaTalk Special Edition - Expect Miracles Foundation Distance Challenge May 14-21, 2024
|
Apr 29, 2024 |
|
NicsaTalk -Managing Partner at Edward Jones, Penny Pennington
|
Apr 15, 2024 |
|
NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan
|
Mar 25, 2024 |
|
NicsaTalk - Chief U.S. Economist at FS Investments, Lara Rhame
|
Mar 04, 2024 |
|
NicsaTalk - Head of Alternative Products at John Hancock Investment Management, York Lo
|
Feb 06, 2024 |
|
NicsaTalk - Managing Director, Head of Retirement and Personal Wealth Solutions at Bank of America, Lorna Sabbia
|
Jan 08, 2024 |
|
NicsaTalk - SVP & Chief Client Officer at American Century, Joe Schultz
|
Dec 11, 2023 |
|
NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan
|
Oct 12, 2023 |
|
NicsaTalk - Principal at Edward Jones, Steve Rueschhoff
|
Aug 14, 2023 |
|
NicsaTalk - Chief Diversity, Equity and Inclusion Officer at MFS, Michelle Thompson-Dolberry
|
Jul 10, 2023 |
|
NicsaTalk - Head of Financial Intermediaries at American Century Investments, Stacy Bernstein
|
Jun 12, 2023 |
|
NicsaTalk - Head of Wealth Management Platforms and Invesco Global Consulting, Clint Harris
|
May 09, 2023 |
|
NicsaTalk - Head of Wealth Management Solutions at Ameriprise, Sandy Bolton
|
Apr 11, 2023 |
|
NicsaTalk - Host of the My CFA Charter Story Podcast and VP at American Century Investments: Sibil Patri
|
Mar 07, 2023 |
|
NicsaTalk - President and CIO at Hennion & Walsh: Kevin Mahn
|
Feb 14, 2023 |
|
NicsaTalk - Nicsa Chair and Head of Product Development and Strategy at Columbia Threadneedle: Scott Brady
|
Dec 13, 2022 |
|
The new NicsaTalk - Series Premiere - CEO Jim Fitzpatrick introducing host Justine Phoenix - November 2022
|
Oct 31, 2022 |
|
Nicsa Podcast - Black History Month 2021
|
Mar 02, 2021 |
|
Nicsa Podcast- Listen, Learn & Lead: Part 3: The Latinx Perspective
|
Jan 20, 2021 |
|
Nicsa Podcast - Listen, Learn, & Lead: Part 2: Race In the Global Asset Management Industry
|
Jan 05, 2021 |
|
Sales and Asset Forecasting: Modeling in an Evolving Global Economy
|
Nov 18, 2020 |
|
Women In Asset Management: Inclusivity In the Digital Landscape
|
Oct 21, 2020 |
|
Listen, Learn, & Lead: A Dialogue on Authentic Allyship
|
Oct 15, 2020 |
|
Future of the Transfer Agency
|
Jul 28, 2020 |
|
Invescos Nate Dierkling on the Evolving FA Practice
|
Apr 10, 2020 |
|
Fidelity's Tricia Haskins on Distribution Disruptors
|
Apr 04, 2020 |
|
Collaborative Solutions to D&I
|
Dec 16, 2019 |
|
Distribution Landscape for Investment Funds
|
Dec 06, 2019 |
|
Evolution of Model Portfolios
|
Nov 25, 2019 |
|
Transforming Business Models in Asset Management
|
Nov 20, 2019 |
|
Diversity Project North America Town Hall
|
Sep 15, 2019 |
|
Aligning Operational Resources in the Digital Age
|
Sep 10, 2019 |
|
ETF Product and Distribution Trends
|
Jun 19, 2019 |
|
Next Gen Workforce in AM
|
Jun 06, 2019 |
|
Live from SLF 2019 - Part 2: Digitalization Brings Opportunity in AM
|
Apr 30, 2019 |
|
Live from SLF 2019 - Part 1: a conversation with Jack Tierney, Executive Director, Product Development at Invesco
|
Apr 23, 2019 |
|
ESG Initiatives in Europe
|
Apr 15, 2019 |
|
Product Proliferation and Accessibility
|
Apr 11, 2019 |
|
Transformative Technology in Asset Management
|
Apr 02, 2019 |
|
Machine Learning Applications
|
Jan 24, 2019 |
|
AI in Asset Management
|
Jan 15, 2019 |
|
RULE 30e-3: Two Year Outlook
|
Jan 08, 2019 |
|
Live From GMM: Leveraging Data Analytics
|
Nov 05, 2018 |
|
Live From GMM: 30e-3 Action Plans for Asset Managers
|
Nov 02, 2018 |
|
Live From GMM: Building Better Advisor Relationships
|
Oct 31, 2018 |
|
Using Voice Biometrics to Combat Fraud
|
Oct 03, 2018 |
|
Social Engineering in the Call Center
|
Oct 01, 2018 |
|
Staying Ahead of Trade Sanctions
|
Aug 09, 2018 |
|
MiFID II Six Months Later
|
Aug 07, 2018 |
|
GDPR Programs
|
Jul 06, 2018 |
|
Operationalizing GDPR
|
Jul 03, 2018 |
|
Penetrating the RIA/Family Office Space
|
May 29, 2018 |
|
Applications and Business Cases of RPA, BPM, AI
|
May 15, 2018 |
|
Confluence of Tech and Ops
|
May 10, 2018 |
|
Live from SLF: MiFID II Update
|
Apr 19, 2018 |
|
Live from SLF: Distribution Evolution
|
Mar 28, 2018 |
|
Liquidity Rule Readiness
|
Feb 20, 2018 |
|
China Capital Markets -- Index Inclusion
|
Jan 31, 2018 |
|
Global Distribution Trends
|
Dec 23, 2017 |
|
Alts: Choosing The Right Structure and Asset Class
|
Dec 01, 2017 |
|
Constructive Time for Alts?
|
Nov 28, 2017 |
|
Analytical Models
|
Oct 31, 2017 |
|
Clarity Project
|
Sep 13, 2017 |
|
Vulnerable Shareholders
|
Aug 24, 2017 |
|
Data Analytics Part 2
|
Aug 09, 2017 |
|
Data Analytics Part 1
|
Aug 09, 2017 |