65 episodi

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, share, implement, and advance leading practices. Learn more at http://nicsa.org.

NicsaTalk Nicsa

    • Economia

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, share, implement, and advance leading practices. Learn more at http://nicsa.org.

    NicsaTalk -Managing Partner at Edward Jones, Penny Pennington

    NicsaTalk -Managing Partner at Edward Jones, Penny Pennington

    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 Hung in our annual Face the Membership panel.


    For more, visit http://nicsa.org/podcasts

    • 12 min
    NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan

    NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan

    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, at which Marty received Nicsa’s Lifetime Achievement Award.

    For more, visit http://nicsa.org/podcasts

    • 9 min
    NicsaTalk - Chief U.S. Economist at FS Investments, Lara Rhame

    NicsaTalk - Chief U.S. Economist at FS Investments, Lara Rhame

    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://nicsa.org/podcasts.

    • 9 min
    NicsaTalk - Head of Alternative Products at John Hancock Investment Management, York Lo

    NicsaTalk - Head of Alternative Products at John Hancock Investment Management, York Lo

    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/podcasts

    • 9 min
    NicsaTalk - Managing Director, Head of Retirement and Personal Wealth Solutions at Bank of America, Lorna Sabbia

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

    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/podcasts

    • 10 min
    NicsaTalk - SVP & Chief Client Officer at American Century, Joe Schultz

    NicsaTalk - SVP & Chief Client Officer at American Century, Joe Schultz

    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

    • 9 min

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