Insite 2010 - Pershing's Financial Solutions Conference

JUNE 9-11, 2010

The Westin Diplomat, Hollywood, Florida

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Countdown to Insite 2010

"INSITE is always a great conference with very timely topics and speakers."
"This conference is always the highlight of my year!"
— INSITE 2009 Attendees

Agenda

Wednesday, June 9

9:00 a.m.

Registration Opens

9:00 a.m. - 12:45 p.m. Interactive Solutions Center Open
11:30 a.m. - 12:30 p.m. Lunch
12:45 p.m. - 12:50 p.m. Welcome
Caroline O’Connell, Managing Director, Pershing LLC
12:50 p.m. - 1:00 p.m. Opening Remarks
Richard Brueckner, Chairman and Chief Executive Officer, Pershing LLC
1:00 p.m. - 2:00 p.m. A Conversation With Henry Paulson
Introduction: Richard Boyd, Senior Vice President, Federated Investors, Inc.
Moderator: Ted Bragg, Managing Director, Pershing LLC
The Honorable Henry M. Paulson Jr., Former United States Secretary of Treasury
2:00 p.m. - 2:30 p.m. Networking Break
2:00 p.m. - 2:30 p.m. Interactive Solutions Center Open
2:30 p.m. - 3:15 p.m. When Followers Lead
Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions LLC
3:15 p.m. - 4:00 p.m. GENERAL SESSION TBD
4:00 p.m. - 7:15 p.m. Interactive Solutions Center Open
4:15 p.m. - 5:15 p.m. Power Hour Sessions (attendees select 1 of 6)
  1. Broker-Dealer Solutions
  2. Global Solutions
  3. Managed Account Solutions
  4. Registered Investment Advisor Solutions
  5. Retirement Planning Solutions
  6. Technology Solutions
5:15 p.m. - 7:15 p.m. Reception in the Exhibit Hall
Thursday, June 10
7:45 a.m. - 8:30 a.m. Breakfast in the Exhibit Hall
7:45 a.m. - 8:30 a.m. Interactive Solutions Center Open
8:30 a.m. - 9:00 a.m. Pershing’s Strategy to Support Your Success
Brian Shea, President and Chief Operating Officer, Pershing LLC
9:00 a.m. - 9:45 a.m. Pershing’s Customer Interview Panel
Jim Crowley, Managing Director, Pershing LLC
9:45 a.m. - 10:30 a.m. Are You a Stock or a Bond: Making Important Financial Decisions in Your Life
Dr. Moshe Milevsky, Finance Professor, Schulich School of Business at York University, Toronto
10:30 a.m. - 11:00 a.m. Networking Break
10:30 a.m. - 3:00 p.m. Interactive Solutions Center Open
 
11:00 a.m. - 12:00 p.m. THURSDAY BREAKOUTS - SESSION 1
(attendees select 1 of 9)
  1. Asset Consolidation: Simplifying the Big Picture for Your Clients
  2. Building a Successful Advisor-Directed Managed Account Program
  3. Changes in the Regulatory Environment: What You Can Expect
  4. Executing Your Global Trading Strategy
  5. Find A New Niche: Become a Retirement Specialist
  6. Growing Your Business Using NetX360™
  7. The Latest Trends in Exchange-Traded Funds
  8. Money Market Funds and the Changing Landscape
     
  9. Protecting Your RIA Firm: Policies, Procedures and Client Communications
12:00 p.m. - 1:30 p.m. Lunch in the Exhibit Hall
1:30 p.m. - 2:30 p.m. THURSDAY BREAKOUTS - SESSION 2
(attendees select 1 of 9)
  1. Asset Consolidation: Simplifying the Big Picture for Your Clients
  2. Building a Successful Advisor-Directed Managed Account Program
  3. Changes in the Regulatory Environment: What You Can Expect
  4. Executing Your Global Trading Strategy
  5. Find A New Niche: Become a Retirement Specialist
  6. Growing Your Business Using NetX360™
  7. The Latest Trends in Exchange-Traded Funds
  8. Money Market Funds and the Changing Landscape
     
  9. Protecting Your RIA Firm: Policies, Procedures and Client Communications
2:30 p.m. - 3:00 p.m. Networking Break
3:00 p.m. - 4:00 p.m. Drive: What the Science of Motivation Can Teach You About High Performance
Daniel Pink, Best-Selling Author and Expert on Innovation, Competition and the Changing World of Work
4:00 p.m. - 5:00 p.m. Reaching New Heights
Ed Viesturs, America’s Leading High-Altitude Mountaineer
5:00 p.m. - 7:00 p.m. Reception in the Exhibit Hall
5:00 p.m. - 7:00 p.m. Interactive Solutions Center Open
 
Friday, June 11
8:30 a.m. - 9:00 a.m. Breakfast in the Exhibit Hall
9:15 a.m. - 10:15 a.m. FRIDAY BREAKOUTS
(attendees select 1 of 8)
  1. Accelerate Your Practice Using Best-of-Breed RIA Technology
  2. Estate Planning 2010: What’s Different and What’s Next
  3. Learn, Share, Influence: The Future of Pershing's Technology
  4. Leveraging Mutual Funds to Capitalize on Global Growth Trends
  5. Managed Account Solutions for a Changing Market
  6. Navigating Fixed Income Asset Allocation Solutions
  7. Redefining Your Value Proposition in Today's Market
  8. Rethinking Asset Allocation Using Alternative Investment Strategies
10:30 a.m. - 11:30 a.m. What's Next for the Markets and the Economy?
Introduction: Luciano Siracusano, Chief Investment Strategist, WisdomTree
Jeremy Siegel, Russell E. Palmer Professor of Finance, Wharton School of the University of Pennsylvania
11:45 a.m. Conference Concludes
 

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