Jim Fitzpatrick, NICSA

Jim Fitzpatrick Jim Fitzpatrick serves as the President for NICSA, where he brings over 30 years of experience to this position and is a former NICSA board member. Previously, Jim was a Managing Director at Goldman Sachs Asset Management with responsibilities that included senior leadership responsibilities in both global operations and global sales roles during his career. In addition, he served as an officer of the Goldman Sachs Funds for fourteen years and currently serves as an Independent Trustee for the Hays Series Trust. Jim began his career with The Boston Company and later First Data Investor Services Group, a subsidiary of the surviving entity, First Data Corporation, where he held several senior management positions during his tenure.
09.15-09.35

A conversation with our partner associations: NICSA (USA) and HKIFA (Hong Kong)

  • Sally Wong

    Sally Wong CEO Hong Kong Investment Funds Association (HKIFA)


09.50-10.35

Spreading the investment funds gospel: Market and regulatory developments in key regions and jurisdictions

Regulatory reforms and internationalisation of markets offer new opportunities for fund distribution. An overview of what is in the pipeline in Asia, Brazil, Canada, South Africa and Australia


11.05-11.50

Please show me your passport

Today, there are 3 existing fund recognition/passport schemes in the Asia Pacific region. Latin America is now gearing towards joining the fund passport band wagon as well. What can we learn from these “glocal” passport business cases?

  • A reality check and current state on the Asian passports
  • The ‘LATAM passport’ and state of play for the region’s fund industries
  • What are the main challenges when rethinking a region/country’s fund footprint

11.50-12.10

Can we wrap it up now? So - Where is global distribution really going…?

An open discussion with Richard Garland who tells it like it is, on the outlook for global distribution


15.15-16.00

A Fireside chat – Europe 2.0 and the rest of the world

The changing face of Europe and the world with Brexit, the rise of populism, an enduring low-interest environment, the threat of climate change, changing investor demand…What are the impacts of major geopolitical and macroeconomics trends on our daily business? Is the core role of asset management changing? Leading political and AM public policy figures tell their stories, discussing their views on the current and future state of Europe.