NICSA 2019 General Membership Meeting | NICSA | 17 October 2019 | Royal Sonesta , 40 Edwin H Land Blvd, Cambridge, MA 02142, USA

Join us for the annual General Membership Meeting to address the top issues facing asset managers and financial service providers.

The NICSA 2019 General Membership Meeting is where global asset management industry experts provide the most up-to-date information on hot industry topics. Connect with peers, participate in lively discussions, network with professionals at all levels and experience, and enjoy dynamic and inspiring keynote speakers.

The General Membership Meeting is essential for:

• Asset Managers
• Audit Firms
• Broker-Dealers
• Consulting Firms
• Custodians
• Executive Search Firms
• Fund Accountants
• Investment Managers (traditional and alternative)
• Law Firms
• Technology Providers
• Third Party Service Providers
• Technology Companies
• Transfer Agents

Our attendees walk away with knowledge, inspiration, and contacts.

Learn. Discuss. Develop.
Gain your industry advantage.

2019 Speakers

KEYNOTE SPEAKERS:

Carolyn M. Clancy
Executive Vice President, Head of the Broker-Dealer Segment, Fidelity Clearing & Custody Solutions

Kunal Kapoor, CFA
Chief Executive Officer, Morningstar, Inc.

SPEAKERS:

Michael Andrews
Head of Investment Products Research and Consulting, SS&C

Cari Armstrong
Vice President, Business Information Resource Group, American Funds

Gary Bigley
Managing Director, Global Head of the Process Automation Center of Excellence, Blackrock

Sandy Bolton
Managing Director, Head of Managed Investments - Investment Solutions Group, Merrill Lynch

Glen Casey
Senior Vice President, Global Head of Products & Marketing, American Century Investments

Kelley Conway
Managing Director, Accenture

Eve Cout
Director, Model Portfolio Pillar, U.S. Wealth Advisory, Blackrock

Kelly Coyne
Vice President, Global Women's Strategies, Impax Asset Management LLC and Pax Ellevate Management LLC

Wilson D'Souza
Chief Technology Officer, Akoya

Thomas Faust, CFA
Chairman, CEO and President, Eaton Vance

Travis Farrenkopf
Senior Solutions Consultant - Financial Services, Pegasystems

Vipul Gautam
Senior Vice President and Research Director of Fidelity Workplace Investing, a division of Fidelity Investments

Ingrid Jacobs
Vice President, Chief Diversity Officer, Eaton Vance

Lisa Jones
Head of the Americas, Chairman, President and Chief Executive Officer, Amundi Pioneer Asset Management

Thomas Jones
Head of Strategic Relations, Columbia Threadneedle

Nick Lombardo
Vice President, Sales Executive, Citi Securities Services

Michael Mitchell
Vice President, Asset Servicing Operations, BNY Mellon

Lyndsay Noble
Director of Data Science, SS&C

Jeffrey Saut
Chief Investment Strategist, Capital Wealth Planning

Al Sears
Vice President, Global Client Group, Dimensional

Scott Smith
Director Advice Relationships, Cerulli Associates

John Stadtler
Partner, US Financial Services Industry Group, PwC

Carol Tannous
Managing Director, Deloitte Risk and Financial Advisory Practice

Pete Thatch
Managing Director, Deloitte Risk and Financial Advisory Practice, Capital Group

Michael Woodall
Chief of Operations, Putnam Investments

Robert Zembowicz
Chief Enterprise Architect, Vanguard

2019 Sponsors

• BNY Mellon
• Broadridge
• Citi
• Confluence
• Delta Data
• DFIN
• Fidelity Investments
• Mediant
• Northern Trust
• On Corps
• SS&C
• State Street