NicsaTalk

Jul 01 2024 5
NicsaTalk Podcast artwork

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.

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NicsaTalk - CFO and EVP at MFS, Amrit Kanwal

Jul 01 2024 15 mins  
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/podcasts

NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung

May 13 2024 11 mins  
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://nicsa.org/podcasts

NicsaTalk Special Edition - Expect Miracles Foundation Distance Challenge May 14-21, 2024

Apr 29 2024 11 mins  
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 you go to leave cancer behind?http

NicsaTalk -Managing Partner at Edward Jones, Penny Pennington

Apr 15 2024 12 mins  
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 Me

NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan

Mar 25 2024 9 mins  
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 Nics

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

Mar 03 2024 9 mins  
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.

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

Feb 06 2024 9 mins  
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

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

Jan 08 2024 10 mins  
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

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

Dec 11 2023 9 mins  
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

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

Oct 12 2023 14 mins  
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