INSITE 2015—Save the Date

June 3–5, 2015

Hyatt Regency Orlando
Orlando, Florida

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INSITE 2014 Highlights


  • June 4
  • June 5
  • June 6

WEDNESDAY, JUNE 4 AT INSITE™ 2014

We had an electric first day here in Florida! Following the engaging Pershing Spotlight sessions, Pershing Chief Executive Officer Ron DeCicco, addressing a full house, officially kicked off the conference discussing the state of our industry. Condoleezza Rice then shared compelling stories of her experiences and a sweeping look at global affairs during her tenure as secretary of state and national security advisor. Rob Dieterich presented results from Bloomberg Markets Global Investor Poll. After some networking, attendees gained powerful insights during nine unique, thought-provoking breakout sessions. Throughout the day, many donated their time to Feeding South Florida by stuffing back packs of food in MySite. The day concluded with a fantastic reception in a bustling exhibit hall showcasing over 150 sponsors.

 

1060

Attendees
Arrived

158

Sponsors
Attending

362

#INSITE2014
Tweets

1290

Minutes of
Breakouts

712

Hot Pretzels
Served



Photos




Newsflash

2014 Marks a Year of Innovation and Transformation for Pershing's Technology Solutions

June 4, 2014 - HOLLYWOOD, FL - At its annual INSITE™ 2014 conference, Pershing LLC, a BNY Mellon company, laid out the innovations that will have a transformative impact on advisor and investor technology. For the first time in the same calendar year, Pershing is launching new versions of all its major platforms – including NetX360®, NetX360® Mobile, NetXInvestor™ and NetXInvestor Mobile as well as new versions of Albridge Wealth Reporting and a new Managed Investments portal integrated into NetX360. The rollout of these various platforms reflects Pershing's technology strategy which puts particular emphasis on leveraging digital technology to achieve new business growth and opportunity.

Pershing Launches Alternative Investment Center at INSITE™ 2014, Adding New Capabilities to Existing Alternative Investment Solutions

June 4, 2014 - HOLLYWOOD, FL - Pershing LLC, a BNY Mellon company, today launched its Alternative Investment Center, the latest addition to an expanding suite of alternative investment solutions, at its INSITE™ 2014 conference in Hollywood, Florida. Pershing's Alternative Investment Center, which can be accessed through NetX360, the firm's technology platform, offers advisors the educational resources, research and tools required to provide solutions for their clients seeking alternative investment strategies. Pershing also announced today new alternative investment asset class additions to FundVest 200, the firm's research-driven list of no-transaction fee funds, including domestic and international real estate, credit/event-driven, and absolute return and multi-strategy funds.

Pershing Launches Integrated Next Generation Managed Investments Platform at INSITE™ 2014

June 4, 2014 - HOLLYWOOD, FL - At the INSITE™ 2014 conference in Hollywood, Florida, Pershing LLC, a BNY Mellon company, today announced the launch of its new, fully integrated, next generation managed investments platform available through NetX360®. A key attribute of the new platform is its ability to accommodate firms that custody with Pershing as well as firms that use other custodians.

THURSDAY, JUNE 5 AT INSITE™ 2014

INSITE day two is a wrap! The day began with an early morning 3K fun run/walk on the beach and, for every runner, we donated 10 meals through the FEED Foundation. After breakfast, Pershing executives shared our strategy to support your success during a dynamic panel. We were then treated to a keynote from Joe Torre as he discussed his journey to the Major League Baseball Hall of Fame while sharing insights on how to take advantage of opportunity and win in the business world. After another day of engaging, informative breakout sessions, Mark Tibergien focused on how we can all help build an industry to last. The day's keynotes ended with Jonah Berger's insightful discussion about why products and ideas become popular and how social influence works to drive popularity. The contagious energy continued with another engaging reception in the exhibit hall.

 

104

Miles
Run

974

Smoothies
Blended

30

Sessions Offering
CE Credit

1,620

Minutes of
Breakouts

15,400

Meals
Donated



Photos




Newsflash

Albridge Announces its New Albridge Wealth Reporting™™ Platform

June 5, 2014 - HOLLYWOOD, FL - Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the introduction of its new Albridge Wealth Reporting™ platform. The web-based data management platform will feature updated functionality that spans the full user experience and will improve the way advisors can leverage their clients’ portfolio data to provide accurate and insightful analysis.

The Most Successful Advisors Adapt to Client Communication Preferences, Pershing Study Says

June 5, 2014 - HOLLYWOOD, FL - While most advisors are enjoying greater success than they did a few years ago, many are challenged with how to best communicate with their clients, according to new research released today from Pershing LLC (Pershing), a BNY Mellon company. The Second Annual Study of Advisory Success: A New Age of Client Communications and Client Expectations explores the value of key client touchpoints and identifies opportunities for financial advisors to strengthen their connections and be more effective.

FRIDAY, JUNE 6 AT INSITE™ 2014

Another INSITE has successfully come to an end. Some of us began the day with an early morning yoga on the beach session. Over breakfast, the audience was enlightened by a discussion titled The Impact of 21st Century Technology on the Brain by Baroness Susan Greenfield. Then, Brian Shea, Chairman, Pershing and President, Investment Services, BNY Mellon shared his industry viewpoint and Peter Diamandis left us inspired to innovate and reminded us to not remain stagnant in this time of rapid technological growth. We echo Brian Ruane’s closing remarks and thank all of our sponsors and attendees who joined us for three informative, engaging days in Florida. See you next year in Orlando—June 3-5, 2015, at Hyatt Regency Orlando. Safe travels!

 

96

Gallons of
coffee consumed

84

Downward
Dogs

130

Keynote
Minutes

463

Photos
taken

9

Breakout
Sessions



Photos