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October 13-15, 2010
Gaylord National
National Harbor, Maryland
Sponsorship Inquiries
Questions? E-mail:
customerconference@pershing.com
| Thursday, October 15 | |
| 7:30 a.m. | Registration Opens Cyber Space Opens Sponsored by  |
| 7:30 a.m. - 9:00 a.m. | Breakfast Interactive Solutions Center Open Sponsored by  |
| 9:00 a.m. - 11:00 a.m. | General Session Welcome Michael Row, Managing Director, Pershing LLC Opening Remarks Richard Brueckner, Chairman and Chief Executive Officer, Pershing LLC Pershing’s Strategy to Support Your Success Brian Shea, President and Chief Operating Officer, Pershing LLC NetX360™: How Technology Changes the Game Moderator: Lucille Mayer, Managing Director, Pershing LLC Michelle Gutierrez, Director, iNautix (USA) LLC Gary Johnson, Managing Director, Pershing LLC Cheryl Mills, Director, Pershing LLC Trent Witthoeft, Director, Pershing Advisor Solutions LLC |
| 11:00 a.m. - 11:20 a.m. | Networking Break Sponsored by  Interactive Solutions Center Open Sponsored by |
| 11:20 a.m. - 12:15 p.m. | General Session Capitalizing on Market Trends and Opportunities James Crowley, Managing Director, Pershing LLC Creating a Dynamic Advisory Platform James Roth, Managing Director, Pershing LLC Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions LLC Maximizing Operational Performance John Colao, Managing Director, Pershing LLC Lisa Dolly, Managing Director, Pershing LLC |
| 12:15 p.m. - 1:15 p.m. | Lunch |
| Interactive Solutions Center Open Sponsored by | |
| 1:15 p.m. - 2:25 p.m. | General Session Capitalizing on Market Trends and Opportunities James Crowley, Managing Director, Pershing LLC Enhancing Client-Facing Opportunities Maura Creekmore, Director, Pershing LLC Natalie Wolfsen, Managing Director, Pershing LLC Addressing Changes in Fixed Income and the Global Markets Ted Bragg, Managing Director, Pershing LLC Craig Messinger, Managing Director, Pershing LLC How Bad Things Sometimes Happen To Good Firms—Lessons Learned Joan Schwartz, Director, Pershing LLC Lynn Young, Director, Pershing LLC |
| 2:25 p.m. - 2:45 p.m. | Networking Break Sponsored by Interactive Solutions Center Open Sponsored by |
| 2:45 p.m. - 4:50 p.m. | General Session Future Regulation and Structure of the Industry Moderator: Richard Brueckner, Chairman and Chief Executive Officer, Pershing LLC Richard Ketchum, Chairman and Chief Executive Officer, FINRA Karen McMillan, General Counsel, Investment Comapany Institute T. Timothy Ryan Jr., President and Chief Executive Officer, SIFMA SuperFreakonomics Introduction: John Ward, Managing Director, Pershing LLC Stephen Dubner, Bestselling Co-Author, Freakonomics and SuperFreakonomics Steven Levitt, Bestselling Co-Author, Freakonomics and SuperFreakonomics Closing Remarks John Ward, Managing Director, Pershing LLC |
| 5:00 p.m. - 7:30 p.m. | Reception With Exhibitors |
| Friday, October 16 | |
| 8:00 a.m. | Registration Opens Cyber Space Opens Sponsored by |
| 8:00 a.m. - 9:30 a.m. | Breakfast With Dr. Nouriel Roubini Opening Remarks and Introduction Francis La Salla, Managing Director, Pershing LLC Perspectives on the Global Economy Dr. Nouriel Roubini, Professor of Economics, New York University, Stern School of Business and Chairman, RGE Monitor |
| 9:45 a.m. - 11:30 a.m. | Business Segment Discussions (Attendees select one. Space is limited.)
|
| 11:30 a.m. | Conference Concludes |