Podcast terbaik Nicsa (2024)

1
NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung 11:15

1M ago11:15

11:15

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…

1
NicsaTalk Special Edition - Expect Miracles Foundation Distance Challenge May 14-21, 2024 11:15

2M ago11:15

11:15

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 …

1
NicsaTalk -Managing Partner at Edward Jones, Penny Pennington 12:13

2M ago12:13

12:13

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 …

1
NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan 9:42

3M ago9:42

9:42

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…

1
NicsaTalk - Chief U.S. Economist at FS Investments, Lara Rhame 9:46

3M ago9:46

9:46

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…

1
NicsaTalk - Head of Alternative Products at John Hancock Investment Management, York Lo 9:31

4M ago9:31

9:31

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/podcastsOleh Nicsa

1
NicsaTalk - Managing Director, Head of Retirement and Personal Wealth Solutions at Bank of America, Lorna Sabbia 10:20

5M ago10:20

10:20

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/podcastsOleh Nicsa

1
NicsaTalk - SVP & Chief Client Officer at American Century, Joe Schultz 9:48

6M ago9:48

9:48

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…

1
NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan 14:22

8M ago14:22

14:22

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/podcastsOleh Nicsa

1
NicsaTalk - Principal at Edward Jones, Steve Rueschhoff 13:14

10M ago13:14

13:14

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/podcastsOleh Nicsa

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NicsaTalk - Chief Diversity, Equity and Inclusion Officer at MFS, Michelle Thompson-Dolberry 10:26

11M ago10:26

10:26

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/podcastsOleh Nicsa

1
NicsaTalk - Head of Financial Intermediaries at American Century Investments, Stacy Bernstein 15:08

1y ago15:08

15:08

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…

1
NicsaTalk - Head of Wealth Management Platforms and Invesco Global Consulting, Clint Harris 12:44

1y ago12:44

12:44

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.orgOleh Nicsa

1
NicsaTalk - Head of Wealth Management Solutions at Ameriprise, Sandy Bolton 10:14

1y ago10:14

10:14

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.Oleh Nicsa

1
NicsaTalk - Host of the My CFA Charter Story Podcast and VP at American Century Investments: Sibil Patri 14:10

1+ y ago14:10

14:10

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…

1
NicsaTalk - President and CIO at Hennion & Walsh: Kevin Mahn 15:52

1+ y ago15:52

15:52

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.…

1
NicsaTalk - Nicsa Chair and Head of Product Development and Strategy at Columbia Threadneedle: Scott Brady 17:19

1+ y ago17:19

17:19

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.…

1
The new NicsaTalk - Series Premiere - CEO Jim Fitzpatrick introducing host Justine Phoenix - November 2022 16:06

1+ y ago16:06

16:06

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…

1
Nicsa Podcast - Black History Month 2021 26:07

3+ y ago26:07

26:07

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…

1
Nicsa Podcast- Listen, Learn & Lead: Part 3: The Latinx Perspective 54:54

3+ y ago54:54

54:54

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.Oleh Nicsa

1
Nicsa Podcast - Listen, Learn, & Lead: Part 2: Race In the Global Asset Management Industry 57:53

3+ y ago57:53

57:53

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.Oleh Nicsa

1
Sales and Asset Forecasting: Modeling in an Evolving Global Economy 51:49

3+ y ago51:49

51:49

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.comOleh Nicsa

1
Women In Asset Management: Inclusivity In the Digital Landscape 36:53

3+ y ago36:53

36:53

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…

1
Listen, Learn, & Lead: A Dialogue on Authentic Allyship 58:28

3+ y ago58:28

58:28

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…

1
Future of the Transfer Agency 23:07

4y ago23:07

23:07

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.Oleh Nicsa

1
Invescos Nate Dierkling on the Evolving FA Practice 8:32

4y ago8:32

8:32

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

1
Fidelity's Tricia Haskins on Distribution Disruptors 10:15

4y ago10:15

10:15

Fidelity's Tricia Haskins on distribution disruptors, and technology adaptationOleh Nicsa

1
Collaborative Solutions to D&I 10:14

4+ y ago10:14

10:14

Oleh Nicsa

1
Distribution Landscape for Investment Funds 11:25

4+ y ago11:25

11:25

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

1
Evolution of Model Portfolios 9:40

4+ y ago9:40

9:40

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

1
Transforming Business Models in Asset Management 5:07

4+ y ago5:07

5:07

Eric Johnson of DFIN shares insights on evolving customer and regulatory demandsOleh NICSA

1
Diversity Project North America Town Hall 8:18

4+ y ago8:18

8:18

The Who, Why and How of the Diversity Project North AmericaOleh Nicsa

1
Aligning Operational Resources in the Digital Age 6:12

5y ago6:12

6:12

How data is impacting servicing modelsOleh NICSA

1
ETF Product and Distribution Trends 10:43

5y ago10:43

10:43

Trends and opportunities on the ETF landscape.Oleh NICSA

1
Next Gen Workforce in AM 12:24

5y ago12:24

12:24

Recruitment and Retention Strategies for Asset Managers.Oleh NICSA

1
Live from SLF 2019 - Part 2: Digitalization Brings Opportunity in AM 8:29

5y ago8:29

8:29

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

1
Live from SLF 2019 - Part 1: a conversation with Jack Tierney, Executive Director, Product Development at Invesco 11:06

5y ago11:06

11:06

A conversation with Jack Tierney, Executive Director, Product Development at InvescoOleh NICSA

1
ESG Initiatives in Europe 9:40

5y ago9:40

9:40

Importance And Scope Of European Esg RegulationsOleh NICSA

1
Product Proliferation and Accessibility 14:21

5y ago14:21

14:21

How are firms addressing and modifying their product lineups?Oleh NICSA

1
Transformative Technology in Asset Management 17:05

5y ago17:05

17:05

A look at what’s trending in the asset management industry.Oleh NICSA

1
Machine Learning Applications 12:42

5+ y ago12:42

12:42

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

1
AI in Asset Management 9:46

5+ y ago9:46

9:46

The current state of AI in Asset Management.Oleh NICSA

1
RULE 30e-3: Two Year Outlook 8:20

5+ y ago8:20

8:20

NOTICE, ACCESS & E-DELIVERY IN THE TRANSITION PERIODOleh NICSA

1
Live From GMM: Leveraging Data Analytics 7:58

5+ y ago7:58

7:58

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

1
Live From GMM: 30e-3 Action Plans for Asset Managers 9:33

5+ y ago9:33

9:33

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

1
Live From GMM: Building Better Advisor Relationships 3:55

5+ y ago3:55

3:55

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

1
Using Voice Biometrics to Combat Fraud 6:10

5+ y ago6:10

6:10

An overview of biometrics technologiesOleh NICSA

1
Social Engineering in the Call Center 13:31

5+ y ago13:31

13:31

Recognition and Response Best PracticesOleh NICSA

1
Staying Ahead of Trade Sanctions 12:25

6y ago12:25

12:25

How do compliance departments keep up?Oleh NICSA

1
MiFID II Six Months Later 5:28

6y ago5:28

5:28

Operationalizing MiFID IIOleh NICSA

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