Best Nicsa Podcasts (2025)

1
Going the Distance: Fighting Cancer with Purpose and Community, with Expect Miracles Foundation's Frank Heavey 9:29

18d ago9:29

9:29

In this inspiring episode of The Nine, host Sarah Walter is joined by Frank Heavey, Executive Director of the Expect Miracles Foundation (EMF). Frank shares the mission behind EMF—from raising over $23 million for cancer research to supporting young adult survivors—and offers a look into the Foundation’s most powerful initiative: the 2025 Distance …

1
Helping Americans Live the Life They Want to Live, with ICI CEO Eric Pan 6:54

28d ago6:54

6:54

In this episode of The Nine, we're joined by Eric Pan, President and CEO of the Investment Company Institute (ICI), for a timely and insightful conversation on the evolving landscape of asset and wealth management. Fresh off the stage at Nicsa’s Strategic Leadership Forum, Eric shares his thoughts on how political shifts, technological innovation, …

1
Rising Stars: Shaping the Future of Asset & Wealth Management 6:14

1M ago6:14

6:14

In this special episode, we sit down with five exceptional professionals from Nicsa’s Rising Stars program to discuss their transformative experiences at the 2025 Strategic Leadership Forum. From building powerful networks to embracing authenticity in the workplace, these future industry leaders share key takeaways that are shaping their careers. …

1
Mike Dembro, MFS's Lead Investment Strategist | Holding Steady In the Face of Market Uncertainty 9:16

2M ago9:16

9:16

In this episode of The Nine, Mike Dembro, Lead Investment Strategist at MFS Investment Management, shares his journey from early investing lessons to navigating major financial crises. Fresh off the stage at Nicsa’s Strategic Leadership Forum, he discusses the importance of resilience, industry shifts, and why staying the course matters in volatile…

1
Rob Kane, Commonwealth Financial Network’s Director of Alternative Investments | A Playbook for Success 7:33

3M ago7:33

7:33

In this episode of The Nine, we sit down with Rob Kane, Director of Alternative Investments at Commonwealth Financial Network, to explore his unconventional path into asset & wealth management. Rob shares how his background in sports shaped his path to this industry, the pivotal moments that defined his leadership, and why he gravitated toward alte…

1
BONUS: From Barista to Exec | Sarah Walter, Nicsa's Head of Asset & Wealth Management Relationships 8:19

3M ago8:19

8:19

In this bonus episode of The Nine, host Justine Phoenix sits down with Sarah Walter, Nicsa's new Head of Asset & Wealth Management Relationships. Sarah shares her unconventional journey from studying agricultural economics in Montana to becoming a leader in the financial services industry. She reflects on pivotal moments in her career, including th…

1
David Wu, Morgan Stanley’s Head of GenAI | From Wall Street Dreams to AI Leadership 9:28

4M ago9:28

9:28

We chat with David Wu, Head of Generative AI at Morgan Stanley Wealth Management. From his unconventional path inspired by the film "Wall Street" to leading in AI without a tech degree, David shares pivotal career moments, the importance of mentorship, and lessons in leadership. Discover how he envisions AI empowering human connection in wealth man…

1
NicsaTalk - Consultant Michelle Fuller (former Head of US Private Wealth Distribution at John Hancock) 9:02

5M ago9:02

9:02

Fresh from leaving a leadership role at John Hancock to accelerate growth in her family’s auto business, Michelle Fuller talks to us in person at Nicsa's 2024 Asset and Wealth Management Summit, reflecting on the people and circumstances she encountered along the way. You won’t want to miss the extraordinary story of how she turned a family challen…

1
NicsaTalk - Partner at PwC, John Stadtler 10:54

6M ago10:54

10:54

Join us in a discussion with PwC's John Stadtler that includes lessons learned, career advice, and his take on some of the asset and wealth management industry’s most important topics. For more, visit http://nicsa.org/podcastsBy Nicsa

1
Head of US Fund Administration at Northern Trust, Gary Casagrande 16:54

7M ago16:54

16:54

Gary Casagrande traces his path through the industry, highlighting the value of continued learning throughout your career, as well as the work you'd need to put into networking in order to get the best returns. Hear about all that and much more in this episode of NicsaTalk. For more, visit http://nicsa.org/podcasts…

1
NicsaTalk - Schwab Asset Management President, CEO, & CIO, Omar Aguilar 14:56

8M ago14:56

14:56

Dr. Omar Aguilar, President, CEO, & CIO of Schwab Asset Management, reflects on his background and highlights the importance of being flexible about your career path. Recorded on-site at Nicsa Diversity Project North America’s Fearless Leadership Symposium 2024. For more, visit http://nicsa.org/podcasts…

1
NicsaTalk - CEO of ALFI, Serge Weyland 10:43

9M ago10:43

10:43

The Association of the Luxembourg Fund Industry’s new CEO Serge Weyland shares some of the challenges he overcame and lessons he learned along the way. Recorded on-site at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcastsBy Nicsa

1
NicsaTalk - CFO and EVP at MFS, Amrit Kanwal 15:25

10M ago15:25

15:25

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/podcastsBy Nicsa

1
NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung 11:18

12M ago11:18

11:18

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…

1
NicsaTalk Special Edition - Expect Miracles Foundation Distance Challenge May 14-21, 2024 11:15

1y ago11:15

11:15

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 …

1
NicsaTalk -Managing Partner at Edward Jones, Penny Pennington 12:13

1y ago12:13

12:13

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 …

1
NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan 9:42

1y ago9:42

9:42

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…

1
NicsaTalk - Chief U.S. Economist at FS Investments, Lara Rhame 9:46

1y ago9:46

9:46

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://nic…

1
NicsaTalk - Head of Alternative Products at John Hancock Investment Management, York Lo 9:31

1y ago9:31

9:31

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/podcastsBy Nicsa

1
NicsaTalk - Managing Director, Head of Retirement and Personal Wealth Solutions at Bank of America, Lorna Sabbia 10:20

1+ y ago10:20

10:20

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/podcastsBy Nicsa

1
NicsaTalk - SVP & Chief Client Officer at American Century, Joe Schultz 9:48

1+ y ago9:48

9:48

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…

1
NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan 14:22

1+ y ago14:22

14:22

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/podcastsBy Nicsa

1
NicsaTalk - Principal at Edward Jones, Steve Rueschhoff 13:14

1+ y ago13:14

13:14

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/podcastsBy Nicsa

1
NicsaTalk - Chief Diversity, Equity and Inclusion Officer at MFS, Michelle Thompson-Dolberry 10:26

2y ago10:26

10:26

Michelle Thompson-Dolberry of MFS shares her unique journey in the asset and wealth management industry, and what she’s learned about the importance and value of bringing one’s authentic self to the job. More at http://nicsa.org/podcastsBy Nicsa

1
NicsaTalk - Head of Financial Intermediaries at American Century Investments, Stacy Bernstein 15:08

2y ago15:08

15:08

Stacy Bernstein, Vice Chair of the Nicsa Board of Directors and Head of Financial Intermediaries at American Century Investments, shares how she turned challenges - such as 11 bosses in 10 years, and taking on a new leadership role fresh out of maternity leave - into growth and success. More at http://nicsa.org/podcasts…

1
NicsaTalk - Head of Wealth Management Platforms and Invesco Global Consulting, Clint Harris 12:44

2y ago12:44

12:44

This month’s guest is Clint Harris, CFA, EVP, Head of Wealth Management Platforms and Invesco Global Consulting at Invesco US, and Member of Nicsa’s Board of Directors. He shares lessons learned about leadership, and his take on where asset and wealth management is heading. For more, visit nicsa.orgBy Nicsa

1
NicsaTalk - Head of Wealth Management Solutions at Ameriprise, Sandy Bolton 10:14

2y ago10:14

10:14

In this episode, recorded live on the event floor of Nicsa's 2023 Strategic Leadership Forum during a networking breakfast, Ameriprise's Sandy Bolton shares the unexpected path of her career and how success is not always a straight line upward.By Nicsa

1
NicsaTalk - Host of the My CFA Charter Story Podcast and VP at American Century Investments: Sibil Patri 14:10

2y ago14:10

14:10

Meet Sibil Sebastian Patri, CFA, CAIA: VP of Strategy and Corporate Development at American Century Investments, and host of the CFA Institute's podcast series My CFA Charter Story. In this episode of NicsaTalk, she chats with Nicsa's Justine Phoenix about her background, what she's learned in her career, and how to foster a successful organization…

1
NicsaTalk - President and CIO at Hennion & Walsh: Kevin Mahn 15:52

2y ago15:52

15:52

Justine chats with Kevin Mahn, President & CIO at Hennion & Walsh Asset Management. He shares how surviving the 9/11 terrorist attack changed the trajectory of his career and his life, alongside sharing some career advice and industry insights. Let us know what you think at https://www.linkedin.com/company/nicsa/ and visit nicsa.org to learn more.…

1
NicsaTalk - Nicsa Chair and Head of Product Development and Strategy at Columbia Threadneedle: Scott Brady 17:19

2+ y ago17:19

17:19

Justine chats with Nicsa's Board Chairman and Head of Product Development and Strategy at Columbia Threadneedle, Scott Brady. They touch on hot product trends in the financial industry, career advice, and "Workplace Karma". Let us know what you think at https://www.linkedin.com/company/nicsa/ and visit nicsa.org to learn more.…

1
The new NicsaTalk - Series Premiere - CEO Jim Fitzpatrick introducing host Justine Phoenix - November 2022 16:06

2+ y ago16:06

16:06

NicsaTalk is relaunching with a whole new format! Every month, we'll share a 15-minute conversation with one of the global asset management industry's best and brightest. They will share stories of their personal and professional journeys, and give you access to important lessons they've learned, for both business success and professional developme…

1
Nicsa Podcast - Black History Month 2021 26:07

4y ago26:07

26:07

In honor of Black History Month, Nicsa’s Diversity Project North America asked three of our members to share their perspectives and personal stories as black women in the asset management industry They outline their career journeys, recount stories of how allies and mentors helped them along the way, provide tips for how colleagues can be effective…

1
Nicsa Podcast- Listen, Learn & Lead: Part 3: The Latinx Perspective 54:54

4+ y ago54:54

54:54

As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry about their personal journeys, including career growth opportunities, business relationships, entry into finance.By Nicsa

1
Nicsa Podcast - Listen, Learn, & Lead: Part 2: Race In the Global Asset Management Industry 57:53

4+ y ago57:53

57:53

Join us for an important discussion about race in the asset management industry. Hear from a range of generational perspectives about what it means to be a Black senior leader, mid-level manager, or new entrant in the industry.By Nicsa

1
Sales and Asset Forecasting: Modeling in an Evolving Global Economy 51:49

4+ y ago51:49

51:49

Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs. Nicsa.org, DeltaData.comBy Nicsa

1
Women In Asset Management: Inclusivity In the Digital Landscape 36:53

4+ y ago36:53

36:53

This panel from the Women in Asset Management Virtual Summit in September 2020 goes in-depth on how to make the asset management industry more inclusive in this era of digital and remote work. It featured panelists from Nicsa and Nicsa's Diversity Project North America members. Panelists: Justine Phoenix, Nicsa Niamh Fitzgerald, BMO Global Asset Ma…

1
Listen, Learn, & Lead: A Dialogue on Authentic Allyship 58:28

4+ y ago58:28

58:28

A conversation about how allies can promote Diversity, Equity, and Inclusion, and a candid look at the obstacles impacting black people in the asset management industry. Featuring: Steve Duncan (BNY Mellon), India Gary-Martin (Leadership for Life), Maurice Tsuro (BlackRock), and Jason Tyler (Northern Trust) Hosts: Allison Lovett and Justine Phoenix…

1
Future of the Transfer Agency 23:07

5y ago23:07

23:07

FIS and other industry thought leaders discuss lessons learned from COVID19 and how to enhance immunity of the transfer agency in the event of future crises.By Nicsa