February 23-25
Nicsa’s 2026 Strategic Leadership Forum
Cerulli’s Chris Bailey is pleased to speak at the 2026 Strategic Leadership Forum hosted by Nicsa in Aventura, FL, from February 23rd to 25th. This signature event is for senior executives across the asset and wealth management industry.
Join his session, "Lightning Talk: CITs at Speed," on Tuesday, February 24, for a rapid-fire tech spotlight on how automation is revolutionizing collective investment trusts and scaling them for tomorrow’s investors.
- Date
- Monday, February 23
- Time
- 12:00PM EST
- Where
- Aventura, Florida
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This Event is Hosted By
Featured Speakers
Chris Bailey
Director
Bio →
Chris Bailey
Director
Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research examines market sizing, product adoption and utilization, the influence of advisors and consultants, participant behavior, and more. In this capacity, he regularly engages with key players in the retirement industry, including executives within recordkeepers and asset managers, investment consultants, and financial advisory firms. In addition, his team collects data and perspectives from plan sponsors and participants annually.
Full biography here.
Presentation:
Lightning Talk: CITs at Speed
Featured Speaker: Chris Bailey
Date/Time: Tuesday, February 24 | 12:00PM - 12:15 PM ET
A rapid-fire tech spotlight on how automation is revolutionizing collective investment trusts to enable scale for tomorrow’s investors.
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February 23–25, 2026
2026 Strategic Leadership Forum
This event, hosted by the Nicsa, will address the industry's most important issues head-on and solidify your business planning for the upcoming year.
Click here to learn more >