In this episode of The Nine, we speak with Chris Bailey, Director of Retirement at Cerulli Associates, about the continued growth and evolution of Collective Investment Trusts (CITs) and their expanding role in the retirement marketplace. Chris shares perspective on the forces reshaping defined contribution plans and how CITs are influencing product strategy, pricing, and innovation across the asset and wealth management industry. In nine minutes, we cover key DC industry trends, the drivers ...
Apr 9
13 min
In this episode of The Nine, we speak with Mike Dembro, Lead Investment Strategist at MFS Investment Management, about the forces that have truly been shaping markets over the past year. Amid persistent headlines around policy shifts, rate volatility, and renewed inflation concerns, Mike shares perspective on the signals that actually mattered—and the ones that proved to be distractions. In nine minutes, we cover the biggest surprises in market behavior, the implications of upcoming midterm e...
Mar 19
10 min
In this episode of The Nine, Sarah Walter of Nicsa speaks with Jorge Rodriguez, Head of Sales & Marketing at Monterey Insight, in collaboration with ALFI, about the continued growth of Luxembourg as a leading global fund hub. Jorge shares perspective on what’s driving growth and which segments are shaping the next phase of expansion in the asset and wealth management industry. In nine minutes, we cover private market growth, ETFs, shifting global demand, and where global capital is flowin...
Mar 9
9 min
In this episode of The Nine, we turn to an urgent industry challenge: cybersecurity in the age of artificial intelligence. We sat down with Judith Pinto, Managing Director and U.S. Banking and Capital Markets Security Lead at Accenture, fresh off the stage at Nicsa’s Asset & Wealth Management Summit where she presented “The Next Era of Defense.” In just nine minutes, Judith shares How AI is changing cyber defense across financial servicesEmerging AI-driven threats that concern security le...
Feb 9
8 min
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...
Jan 9
10 min
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 technologies...
Dec 9, 2025
11 min
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? htt...
Oct 9, 2025
9 min
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
Sep 15, 2025
10 min
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 Dembro (MFS) puts political noise in perspective with a data-driven look at investing through election cycles Joanne Kane (SS&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 es...
Aug 9, 2025
6 min
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, dis...
Jul 9, 2025
7 min
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