NICSA strategic leadership forum

We’re excited to announce that we will be exhibiting at NICSA’s Strategic Leadership Forum (SLF) in Ponte Verde Beach, FL April 3-5, 2019. As the must-attend event for professionals in the global asset management industry, NICSA SLF will be a great opportunity to connect with peers and hear from all perspectives, such as asset management firms, broker-dealers, and an extensive group of firms that include technology, law, and service firms that support the industry.

In addition to exhibiting/sponsoring, our CEO, Whitfield Athey, will be speaking on Thursday, April 4th during the “Principles of Product” panel. More information on his session below:

The Principles of Product 
Get the latest insight on emerging trends in active and passive ETFs, SMAs, UITs, CITs and mutual funds, including model-driven allocation portfolios. Which products are meeting shifting investor sentiment? Product and distribution executives discuss development opportunities and hurdles, distribution challenges and solutions, and the implications of the current legislative environment. Find out what product trends have traction in 2019 and how investment managers and distributors are working together to support these trends.

Moderator:
Jack Tierney, Head of Investment Policy and Governance, Invesco Unit Trusts

Panelists:
Whitfield Athey
Chief Executive Officer, Delta Data
Scott Brady, Head of US Product Development and Strategy, Columbia Threadneedle Investments
Elaine Sullivan, Chief Marketing Officer, Eaton Vance Distributors

Attending NICSA SLF? We’d love for you to stop by booth #21. We look forward to seeing you there!