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NicsaTalk brings you conversations with C-suite and thought leaders from the asset and wealth management industry. Get insights into the personal backgrounds, career pathing, and mentors and sponsors that paved their professional journeys. Hear about some of the defining experiences of their careers, and the lessons they learned along the way. 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, sha ...
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Welcome to the Aguilar podcast, where we delve into the artistry, gear, and stories that define today's bass musicians. From insightful conversations with Aguilar team members to intimate interviews with renowned artists and skilled luthiers, we explore every facet of the bass universe. Tune in as we unravel the secrets, tools, and journeys that shape the modern bass experience.
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Head of US Fund Administration at Northern Trust, Gary Casagrande
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16:54
Gary Casagrande traces his path through the industry, highlighting the value of continued learning throughout your career, as well as the work you'd need to put into networking in order to get the best returns. Hear about all that and much more in this episode of NicsaTalk. For more, visit http://nicsa.org/podcasts…
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#5 - Finding your voice with Blu DeTiger
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42:45
In episode five of The Aguilar Podcast, we had the chance to sit down with bassist, singer-songwriter, and DJ Blu DeTiger! Blu has had an exciting year, from releasing her first solo album, to performing at Lollapalooza, to releasing her brand-new signature bass! She shares stories, bass tips and tricks, and so much more!…
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NicsaTalk - Schwab Asset Management President, CEO, & CIO, Omar Aguilar
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14:56
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14:56
Dr. Omar Aguilar, President, CEO, & CIO of Schwab Asset Management, reflects on his background and highlights the importance of being flexible about your career path. Recorded on-site at Nicsa Diversity Project North America’s Fearless Leadership Symposium 2024. For more, visit http://nicsa.org/podcasts…
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#4 - Being Undeniable with Ben Carr (Carrtoons)
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1:01:05
In episode four of The Aguilar Podcast, we got a chance to sit down with Bassist and Producer Ben Carr aka Carrtoons! Ben goes deep on his approach to bass playing, beat making, collaboration, and so much more!Aguilar Amplification
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NicsaTalk - CEO of ALFI, Serge Weyland
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10:43
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10:43
The Association of the Luxembourg Fund Industry’s new CEO Serge Weyland shares some of the challenges he overcame and lessons he learned along the way. Recorded on-site at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcastsNicsa
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#3 - Playing like a Producer Featuring Lex Sadler
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55:17
In episode three of “The Aguilar Podcast,” we got a chance to sit down with Bassist, MD, Producer Lex Sadler! Lex shares a wealth of wisdom and stories about his approach to electric and key-bass playing, takes us inside “Producer Monday’s”, one of the staple improv jams in NYC, and so much more!Aguilar Amplification
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NicsaTalk - CFO and EVP at MFS, Amrit Kanwal
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15:25
Hear from MFS CFO Amrit Kanwal about his background, lessons learned, and advice. Recorded on-site just after he came offstage at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcastsNicsa
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#2 - Exploring Cabinet IRs
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24:24
In episode two of “The Aguilar Podcast,” our own Jordan Cortese and Pete Iannitto dig into the new cabinet IRs featured in our AG and Tone Hammer amplifiers. Join us as we learn the backstory of creating the Aguilar IR library, how IRs play into the modern bassist’s gigging and recording life, and much more!…
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#1 - "What's the best amp... for me!?" Featuring Ian Martin Allison
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42:59
Episode 1 of the new Aguilar Podcast! Our own Jordan Cortese got a chance to sit down with Ian Martin Allison to check out our new AG and Tone Hammer amplifiers! They dig into the backstory, the specs, play some bass, and share a few laughs along the way. We're so excited to share the podcast with you! In future episodes we'll be featuring some of …
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NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung
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11:18
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…
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NicsaTalk Special Edition - Expect Miracles Foundation Distance Challenge May 14-21, 2024
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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 …
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NicsaTalk -Managing Partner at Edward Jones, Penny Pennington
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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 …
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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…
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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…
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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/podcastsNicsa
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NicsaTalk - Managing Director, Head of Retirement and Personal Wealth Solutions at Bank of America, Lorna Sabbia
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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/podcastsNicsa
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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…
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NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan
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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/podcastsNicsa
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NicsaTalk - Principal at Edward Jones, Steve Rueschhoff
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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/podcastsNicsa
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NicsaTalk - Chief Diversity, Equity and Inclusion Officer at MFS, Michelle Thompson-Dolberry
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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/podcastsNicsa
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NicsaTalk - Head of Financial Intermediaries at American Century Investments, Stacy Bernstein
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15:08
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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…
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NicsaTalk - Head of Wealth Management Platforms and Invesco Global Consulting, Clint Harris
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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.orgNicsa
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NicsaTalk - Head of Wealth Management Solutions at Ameriprise, Sandy Bolton
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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.Nicsa
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NicsaTalk - Host of the My CFA Charter Story Podcast and VP at American Century Investments: Sibil Patri
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14:10
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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…
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NicsaTalk - President and CIO at Hennion & Walsh: Kevin Mahn
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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.…
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NicsaTalk - Nicsa Chair and Head of Product Development and Strategy at Columbia Threadneedle: Scott Brady
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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.…
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The new NicsaTalk - Series Premiere - CEO Jim Fitzpatrick introducing host Justine Phoenix - November 2022
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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…
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Nicsa Podcast - Black History Month 2021
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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…
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Nicsa Podcast- Listen, Learn & Lead: Part 3: The Latinx Perspective
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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.Nicsa
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Nicsa Podcast - Listen, Learn, & Lead: Part 2: Race In the Global Asset Management Industry
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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.Nicsa
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Sales and Asset Forecasting: Modeling in an Evolving Global Economy
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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.comNicsa
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Women In Asset Management: Inclusivity In the Digital Landscape
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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…
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Listen, Learn, & Lead: A Dialogue on Authentic Allyship
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58:28
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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…
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Future of the Transfer Agency
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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.Nicsa
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Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structuresNicsa
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Fidelity's Tricia Haskins on Distribution Disruptors
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Fidelity's Tricia Haskins on distribution disruptors, and technology adaptationNicsa
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Collaborative Solutions to D&I
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10:14
Nicsa
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Distribution Landscape for Investment Funds
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Merrill Lynch’s Sandy Bolton on leading trends in product and distribution business modelsNicsa
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BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategiesNicsa
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Eric Johnson of DFIN shares insights on evolving customer and regulatory demandsNICSA
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The Who, Why and How of the Diversity Project North AmericaNicsa
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How data is impacting servicing modelsNICSA
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ETF Product and Distribution Trends
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Trends and opportunities on the ETF landscape.NICSA
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Next Gen Workforce in AM
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Recruitment and Retention Strategies for Asset Managers.NICSA
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Learn how asset managers can turn the digital transformation into opportunity.NICSA
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Live from SLF 2019 - Part 1: a conversation with Jack Tierney, Executive Director, Product Development at Invesco
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A conversation with Jack Tierney, Executive Director, Product Development at InvescoNICSA
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Importance And Scope Of European Esg RegulationsNICSA
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Product Proliferation and Accessibility
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How are firms addressing and modifying their product lineups?NICSA
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Transformative Technology in Asset Management
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A look at what’s trending in the asset management industry.NICSA
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