Strategic Leadership Forum 2019 | NICSA | 3 April 2019 | Sawgrass Marriott Golf Resort & Spa, 1000 Pga Tour Blvd, Ponte Vedra Beach, FL 32082, USA

Join us in Florida to address the industry's most important issues head on. Let NICSA help solidify your 2019 business planning. Hear from All perspective- asset management firms, broker dealers, and an extensive group of firms that include technology, law, and service firms that support the industry.

2019 Speakers

Scott Anderson
Vice President, Research, BNY Mellon, Intermediary Analytics

Ken Arakelian
Head of Innovation Engagement, Nuance Communications, Inc.

Whitfield Athey
CEO, Delta Data

Scott Brady
Vice President, Head of Product Development and Strategy, Columbia Threadneedle Investments

Kelley Conway
Managing Director, Technology Advisory Practice, Accenture

Jonathan Crane
Chief Commercial Officer, IPsoft

Andrew Dougherty
Managing Director, Americas Head of Asset Managers and Alternative Investors, BNP Paribas Securities Services

Heather Fischer
Vice President, Mutual Fund and ETF Platforms, Charles Schwab & Co., Inc.

Chuck Gallant
Director, Asset Servicing, BNY Mellon

Mike Greene
Senior Vice President, Financial Planning and the Advisor Business Development Group, Ameriprise Financial Services

Dr. Stephen Horan
Managing Director, Credentialing, CFA Institute

Joanne Kane
Director, Operations & Transfer Agency, Investment Company Institute (ICI)

Amrit Kanwal
Executive Vice President and Chief Financial Officer, MFS Investment Management

Nadeem Khan
Head of Corporate Strategy & Development, Capital Group

Tim Kresl
Principal, Atom Analytics, Broadridge

Renee LaRoche-Morries
Chief Operating Officer, BNY Mellon Investment Management

Mark Lavan
Managing Director, Co-Head of Retail Sales, Legg Mason Global Asset Management

Shonyel Lyons
Vice President, Enterprise Data Governance, T. Rowe Price

Kevin Mahn
President and Chief Investment Officer, Hennion & Walsh Asset Management

Jaime Magyera
Managing Director - Head of National Accounts, Blackrock

Bill McManus, CIMA
Managing Director - Strategic Markets, Hartford Funds

Rick Moreno
Director of Business Development and Client Experience, Aperio Group, LLC

Lyndsay Noble
Head of Advance Analytics Practice, SS&C/DST

John Pavese
Managing Director, Head of Asset Manager Relationship Management, Bank of America/Merrill Lynch

Colleen Powell
Vice President, Director of Corporate Citizenship and Diversity, MFS Investment Management

Mia Puzo
Fraud and Biometric Executive, Nuance Communications, Inc.

Mona Sabet
Coach & Partner, Talking Cranes

Mark Schlesinger
Chief Information Officer, Broadridge

Jervis Smith
Luxembourg Head of Prime, Futures and Securities Services, Citi

Camille Thommes
Director General, ALFI

Jack Tierney
Head of Investment Policy and Governance, Invesco Unit Trusts

Robert Zembowicz
Chief Enterprise Architect, Vanguard

Megan Warren
Vice President, Global Head of Anti-Money Laundering and Fraud, T. Rowe Price

Sally Wong
Chief Executive Officer, Hong Kong Investment Funds Association

2019 Sponsors

SLF SPONSORS:
• alfi
• AST
• BNP PARIBAS
• Broadridge
• CELERA SYSTEMS LLC
• CFA Institue
• citi
• Citisoft
• Computer share
• Deloitte
• Delta Data
• DFIN
• doremus fp
• DTCC
• EQUITY INSTITUTIONAL
• FIDELITY CORPORATE ACTIONS SOLUTIONS
• FIS
• Heng Tian
• HSBC
• keppler Speakers
• MFS
• MUFG
• MUFG Investor Services
• NORTHERN TRUST
• SEI
• SS&C
• workiva