Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇩🇰DK · Investing#2610K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
5K to 15K🎙 ~2x weekly·92 episodes·Last published 2mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
10K to 30K🇩🇰100% - Active Followers
Loyal subscribers who consistently listen
4K to 12K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 1 epsHost
Recent guests
Recent episodes
The Rise of Collective Investment Trusts with Chris Bailey, Cerulli Associates
Apr 9, 2026
13m 38s
What’s Really Been Driving Markets with Mike Dembro, MFS Investment Management
Mar 19, 2026
10m 44s
Luxembourg in Focus: Global Fund Hub with Jorge Rodriguez, Monterey Insight
Mar 9, 2026
9m 13s
Cyber Defense in the Age of AI: Judith Pinto of Accenture
Feb 9, 2026
8m 36s
AI-Powered Client Engagement: David Breakstone of ServiceNow
Jan 9, 2026
10m 50s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/9/26 | The Rise of Collective Investment Trusts with Chris Bailey, Cerulli Associates✨ | Collective Investment Trustsretirement marketplace+3 | Chris Bailey | Cerulli Associates | — | Collective Investment TrustsCITs+5 | — | 13m 38s | |
| 3/19/26 | What’s Really Been Driving Markets with Mike Dembro, MFS Investment Management | 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... | 10m 44s | ||||||
| 3/9/26 | Luxembourg in Focus: Global Fund Hub with Jorge Rodriguez, Monterey Insight | 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... | 9m 13s | ||||||
| 2/9/26 | Cyber Defense in the Age of AI: Judith Pinto of Accenture | 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... | 8m 36s | ||||||
| 1/9/26 | AI-Powered Client Engagement: David Breakstone of ServiceNow | 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... | 10m 50s | ||||||
| 12/9/25 | Agentic AI in Action: Bob Suh, CEO of OnCorps AI | 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... | 11m 04s | ||||||
| 10/9/25 | The Secrets of Successful AI Adoption for Asset & Wealth Management Firms, with Olmstead's Anthony Whitford | 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... | 9m 58s | ||||||
| 9/15/25 | Ramine Bigdeliazari on How Tokenization & Digital Assets are Shaping the Future of Asset & Wealth Management | 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 | 10m 22s | ||||||
| 8/9/25 | Noise, Risk, and Readiness: Bite-sized Insights from 2025 Nicsa Live Events with Mike Dembro, Joanne Kane, and Tim Pitney | 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... | 6m 36s | ||||||
| 7/9/25 | From Complexity to Clarity: Mike Mastroianni on What’s Next for Fund Innovation | 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... | 7m 57s | ||||||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 6/9/25 | What You Need to Know About Dual Share Class ETFs with Christopher Swansey and Daniil Shapiro of Cerulli Associates | 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 Swansey and Daniil Shapiro of Cerulli Associates, who offer expert insights into why asset managers are filing for SEC exemptive relief, how this structure works, and what it will take for it to succeed. From operational complexities and intermediary concerns to fiduciary implicati... | 9m 06s | ||||||
| 5/9/25 | Curiosity as a Superpower: Cheri Belski on Leading with Vision in a Changing Industry | 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 wealth management. Cheri shares how an unconventional path—from politics to portfolio strategy—fueled her growth and helped her develop a mosaic view of the industry. From betting on herself in pivotal career moments to leveraging curiosity as a strategic tool, her story is a mast... | 10m 09s | ||||||
| 4/19/25 | Going the Distance: Fighting Cancer with Purpose and Community, with Expect Miracles Foundation's Frank Heavey | 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 Challenge. Learn how this global, virtual movement brings the financial services industry and beyond together to raise funds, build community, and ... | 9m 29s | ||||||
| 4/9/25 | Helping Americans Live the Life They Want to Live, with ICI CEO Eric Pan | 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, and generational preferences are reshaping the investment world. From navigating regulatory change to embracing uncertainty in his own career path,... | 6m 54s | ||||||
| 3/29/25 | Rising Stars: Shaping the Future of Asset & Wealth Management | 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. Tune in to gain insights on leadership, mentorship, and the evolving landscape of asset and wealth management. | 6m 14s | ||||||
| 3/9/25 | Mike Dembro, MFS's Lead Investment Strategist | Holding Steady In the Face of Market Uncertainty | 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 times. More at http://nicsa.org/podcasts | 9m 16s | ||||||
| 2/9/25 | Rob Kane, Commonwealth Financial Network’s Director of Alternative Investments | A Playbook for Success | 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 alternative investments. He also dives into the future of the industry, from the rise of younger investors to the growing impact of AI and innovati... | 7m 33s | ||||||
| 1/29/25 | BONUS: From Barista to Exec | Sarah Walter, Nicsa's Head of Asset & Wealth Management Relationships | 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 the power of mentorship, navigating industry challenges, and adapting to constant change. Sarah also offers her perspective on the future of asse... | 8m 19s | ||||||
| 1/9/25 |  David Wu, Morgan Stanley’s Head of GenAI | From Wall Street Dreams to AI Leadership | 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 management and his advice for navigating an ever-evolving industry. For more, visit http://nicsa.org/podcasts | 9m 28s | ||||||
| 12/9/24 | NicsaTalk - Consultant Michelle Fuller (former Head of US Private Wealth Distribution at John Hancock) | 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 challenge that initially seemed career-ending into a net positive for her work trajectory - a real testament to how shifting our expectations can pay off.... | 9m 02s | ||||||
| 11/11/24 | NicsaTalk - Partner at PwC, John Stadtler | 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/podcasts | 10m 54s | ||||||
| 10/14/24 | Head of US Fund Administration at Northern Trust, Gary Casagrande | 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 | 16m 54s | ||||||
| 9/9/24 | NicsaTalk - Schwab Asset Management President, CEO, & CIO, Omar Aguilar | 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 | 14m 56s | ||||||
| 8/5/24 | NicsaTalk - CEO of ALFI, Serge Weyland | 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/podcasts | 10m 43s | ||||||
| 7/1/24 | NicsaTalk - CFO and EVP at MFS, Amrit Kanwal | 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/podcasts | 15m 25s | ||||||
Showing 25 of 92
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
Chart Positions
2 placements across 1 market.
Chart Positions
2 placements across 1 market.