September 23, 2014 This presentation from the ALFI Global Distribution Conference in Luxembourg focused on how changing demographics are driving industry trends. (Be sure to watch the accompanying video.) Click here for the slides . . . 

June 24, 2014 This NICSA News blog post recaps my remarks as moderator of a panel about worldwide regulatory trends at the International Bar Association’s 25th annual Globalisation of Investment Funds Conference, held in Paris. Read the complete post . . .

September 12, 2013 A recap of my remarks during the social media panel at the ALFI Distribution Conference in Luxembourg. Read Part 1 and Part 2 . . .

February 25, 2013 A Money Management Executive summary of a NICSA webinar discussing the outlook for the fund industry, featuring panelists Bob Pozen and Paul Haaga, former chairs of MFS and American Funds, respectively, and moderated by Theresa Hamacher. Read the complete article […]

May 22, 2012 A look at 5 trends shaping the fund industry, presented at the RR Donnelly FundSuite User Conference: Alternative investments Product regulation Distribution Emerging markets Social media View the presentation slides . . .

May 9, 2012 This presentation at the ExpoNext 2012 Conference talks about the shift in NICSA’s programming toward online delivery. Take a look at the complete presentation . . .