business
Hosted by Nicsa · business · EN
Connecting the asset & wealth management industry in nine minutes or less. Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less. 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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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchConnecting the asset & wealth management industry in nine minutes or less. Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry.
The Nine is hosted by Nicsa. The show has published 92 episodes to date.
Recent episodes include "The Rise of Collective Investment Trusts with Chris Bailey, Cerulli Associates" (9 April 2026, 14 minutes), "What’s Really Been Driving Markets with Mike Dembro, MFS Investment Management" (19 March 2026, 11 minutes), and "Luxembourg in Focus: Global Fund Hub with Jorge Rodriguez, Monterey Insight" (9 March 2026, 9 minutes).
The Nine publishes roughly monthly, with episodes averaging 9 minutes across 92 episodes.
Booking probability for The Nine is 32%, and the host is rated Selective on guests. The Nine requires a Pod Score of 80 or higher. The Nine's contact route on record: verified email.
The strongest fits for The Nine are Investing & Wealth Management and Investment Banking & Trading. The Nine has a business audience.
Nicsa hosts The Nine, a business podcast with 92 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #5
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...
Episode #4
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...
Episode #3
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...
Episode #1
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...
Episode #2
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...
Episode #14
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...
Episode #13
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...
Episode #12
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...
Episode #11
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...
Episode #10
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...
Episode #9
In this timely episode of The Nine , we explore the growing interest in dual share class ETFs —a product structure that could significantly reshape the investment landscape. Host Sarah Walter is joined by Christopher...
Episode #8
In this episode of The Nine , Sarah Walter welcomes Cheri Belski , Head of Investment Management Solutions at LPL Financial , for a dynamic conversation on leadership, adaptability, and the evolving future of asset and...
Episode #7
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...
Episode #6
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...
Episode #5
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...
Episode #4
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...
Episode #3
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...
Episode #2
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...
Episode #1
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...
Episode #24
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...
Recent guests on The Nine. Study who booked and why before you pitch.
Hyperfocus and Optimizing Your Productivity, Indianapolis Metropolitan Police Department
Head of Sales & Marketing, Department of Emergency Management of Sonoma County
President and CEO, International Cooperation Inc
LPC and guest speaker for the As in Heaven Conference, Alzheimer's Clinical Trials Consortium, Alzheimer's Therapeutic Research Institute, University of Southern California
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