The Nine

Nicsa
  • 5.0 (2)
  • INVESTING

Connecting the asset & wealth management industry in nine minutes or less.Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less.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.

  1. JAN 9

    AI-Powered Client Engagement: David Breakstone of ServiceNow

    David Breakstone, Global Head of Wealth & Asset Management Go-to-Market at ServiceNow helps us unpack how artificial intelligence is redefining client engagement across the industry. In just nine minutes, David shares: ·       How to balance automation with authenticity, trust, and human judgment. ·       How to overcome operational barriers to scaling personalized service; and ·       Where firms should begin their AI journey to drive measurable impact. Listen for pragmatic insights on modernizing engagement while strengthening relationships in an increasingly digital environment.

    11 min

  2. 12/09/2025

    Agentic AI in Action: Bob Suh, CEO of OnCorps AI

    In this episode of The Nine, we sit down with Bob Suh, Founder and CEO of OnCorps AI, to unpack the rapid evolution of artificial intelligence across financial operations. Trading volumes have surged across the industry, but operational capacity hasn’t kept pace. Bob explains why a new wave of agentic AI is changing that trajectory. In just nine minutes, we explore: Why traditional outsourcing and automation haven’t kept paceWhat makes agentic AI fundamentally different from past technologiesHow learning agents reshape the economics of operationsHow agentic systems dramatically reduce false positives and operational noiseWhat “human oversight” looks like as AI assumes more autonomous responsibilitiesBob offers pragmatic, experience-driven insight from more than a decade of building production-grade AI systems for financial institutions. If you’re navigating the future of operational efficiency, this is an episode you won’t want to miss.

    11 min

  3. 10/09/2025

    The Secrets of Successful AI Adoption for Asset & Wealth Management Firms, with Olmstead's Anthony Whitford

    Olmstead's Head of Data, AI, and Technology Practice, Anthony Whitford, shares the secrets of successful AI adoption strategy ahead of his panel at Nicsa's Asset & Wealth Management Summit November 11+12 in Boston. For more, visit: http://nicsa.org and http://olmst.com And check out these articles for more detailed insights from Anthony: Clients demand FASTIR outcomes from their Data Operating Model https://www.olmst.com/fastir-data-outcomes/The Race Is On: Do You Have an AI Strategy? https://www.olmst.com/the-race-is-on-do-you-have-an-ai-strategy/Your Next Data Strategy Is Your AI Strategy https://www.olmst.com/your-next-data-strategy-is-your-ai-strategy/SPARTAH: Your Firm’s Guard Against AI Risk https://www.olmst.com/spartah-your-firms-guard-against-ai-risk/

    10 min

  4. 09/15/2025

    Ramine Bigdeliazari on How Tokenization & Digital Assets are Shaping the Future of Asset & Wealth Management

    Fidelity Digital Assets’ Ramine Bigdeliazari joins The Nine to discuss how digital assets and tokenization are reshaping asset & wealth management. From stablecoins to tokenized funds, he explores the opportunities, challenges, and future impact of this rapidly evolving space.  Hear more at https://www.fidelitydigitalassets.com and http:// http://nicsa.org/podcasts

    10 min

  5. 08/09/2025

    Noise, Risk, and Readiness: Bite-sized Insights from 2025 Nicsa Live Events with Mike Dembro, Joanne Kane, and Tim Pitney

    ​In this special compilation episode of The Nine, we’re bringing you bite-sized insights from live Nicsa events, featuring expert voices on three of the industry’s most talked-about topics. Mike De​m​bro (MFS) puts political noise in perspective with a data-driven look at investing through election cycles Joanne Kane (​S​S&C) delivers a plainspoken, no-nonsense breakdown of what firms need to know about managing AI risk Timothy Pitney (TIAA) highlights why longevity literacy is just as essential as financial literacy when planning for retirement These clips are pulled directly from Nicsa’s marquee forums and webinars—bringing real-time intelligence to your headphones in nine minutes or less. More at http://nicsa.org/podcasts

    7 min

  6. 07/09/2025

    From Complexity to Clarity: Mike Mastroianni on What’s Next for Fund Innovation

    In this episode of The Nine, Mike Mastroianni—Nicsa Board member and industry operations veteran—joins host Sarah Walter to unpack the forces reshaping the asset and wealth management landscape. With experience across service providers, asset managers, and client channels, Mike offers a unique lens on how firms can lead through change.  This conversation blends strategic foresight with grounded leadership—and is a must-listen for anyone helping to shape the future of fund operations, distribution, or innovation.  Find more episodes at nicsa.org/podcasts

    8 min

  7. 06/09/2025

    What You Need to Know About Dual Share Class ETFs with Christopher Swansey and Daniil Shapiro of Cerulli Associates

    In this timely episode of The Nine, we explore the growing interest in dual share class ETFs—a product structure that could significantly reshape the investment landscape. Host Sarah Walter is joined by Christopher Swansey and Daniil Shapiro of Cerulli Associates, who offer expert insights into why asset managers are filing for SEC exemptive relief, how this structure works, and what it will take for it to succeed. From operational complexities and intermediary concerns to fiduciary implications and platform readiness, this episode is a must-listen for anyone navigating product innovation in a rapidly evolving regulatory environment.

    9 min

  8. 05/09/2025

    Curiosity as a Superpower: Cheri Belski on Leading with Vision in a Changing Industry

    In this episode of The Nine, Sarah Walter welcomes Cheri Belski, Head of Investment Management Solutions at LPL Financial, for a dynamic conversation on leadership, adaptability, and the evolving future of asset and wealth management. Cheri shares how an unconventional path—from politics to portfolio strategy—fueled her growth and helped her develop a mosaic view of the industry. From betting on herself in pivotal career moments to leveraging curiosity as a strategic tool, her story is a masterclass in career agility. She also offers powerful insights on how firms can blend technology and human connection to create client experiences that truly stand out. More at nicsa.org/podcasts

    10 min
See All (88)

Ratings & Reviews

5
out of 5
2 Ratings

About

Connecting the asset & wealth management industry in nine minutes or less.Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less.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.

Information

  • Creator
    Nicsa
  • Years Active
    2017 - 2026
  • Episodes
    88
  • Rating
    Explicit
  • Copyright
    © 2026 The Nine
  • Show Website
    The Nine