63 episodes

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

    • Business
    • 5.0 • 2 Ratings

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 - 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
    NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan

    NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan

    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/podcasts

    • 14 min
    NicsaTalk - Principal at Edward Jones, Steve Rueschhoff

    NicsaTalk - Principal at Edward Jones, Steve Rueschhoff

    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/podcasts

    • 13 min

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