Insite 2010 - Pershing's Financial Solutions Conference

JUNE 9-11, 2010

The Westin Diplomat, Hollywood, Florida

Presenters

We are pleased to host the following distinguished presenters at INSITE 2010 listed in order of appearance.

Click on a presenter's name to view their profile or simply scroll down the page
Henry M. Paulson, Jr.   |  David Gergen   |  Moshe Milevsky   |  Daniel Pink   |  Ed Viesturs  |  Jeremy Siegel

  • Henry M. Paulson photo

    The Honorable Henry M. Paulson, Jr.
    Former United States Secretary of Treasury

    The Honorable Henry M. Paulson, Jr., served under President George W. Bush as the 74th Secretary of the Treasury from June 2006 until January 2009. As Treasury Secretary, Mr. Paulson was President Bush's leading policy advisor on a broad range of domestic and international economic issues. Before his Treasury appointment, Mr. Paulson was Chairman and Chief Executive Officer of Goldman Sachs from the time of the firm’s initial public offering in 1999. He joined Goldman Sachs’ Chicago office in 1974, rising through the ranks while holding several positions, including: Managing Partner of the firm’s Chicago office, Co-Head of the firm's Investment Banking Division, President and Chief Operating Officer and Co-Senior Partner. Prior to joining Goldman Sachs, Mr. Paulson was a member of the White House Domestic Council, serving as Staff Assistant to the President from 1972 to 1973 and as Staff Assistant to the Assistant Secretary of Defense at the Pentagon from 1970 to 1972. Mr. Paulson graduated from Dartmouth College in 1968, where he majored in English, was a member of Phi Beta Kappa and an All Ivy, All East football player. He received a Masters of Business Administration from Harvard University in 1970.
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  • David Gergen photo

    David Gergen
    Senior Political Analyst, CNN

    David Gergen is Senior Political Analyst for CNN and Editor-at-Large for U.S. News & World Report. He is currently a Professor of Public Service at the John F. Kennedy School of Government and the Director of its Center for Public Leadership. Mr. Gergen served for 18 months in the Clinton administration, first as counselor to the president and then as special advisor to the president and the secretary of state. He served as director of communications for President Reagan and held positions in the administrations of Presidents Nixon and Ford. Mr. Gergen served as the moderator of two seasons of World @ Large, a 13-part PBS discussion series. He is the author of the best-selling book Eyewitness to Power: The Essence of Leadership, Nixon to Clinton and is currently working on a book that focuses on presidential transitions. Mr. Gergen earned a Bachelor of Arts degree from Yale University and a Bachelor of Law degree from the Harvard Law School. He is a member of the District of Columbia bar.
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  • Moshe Milevsky photo

    Dr. Moshe Milevsky, Ph.D.
    Finance Professor at the Schulich School of Business at York University, Toronto

    Dr. Moshe Milevsky is a tenured Finance professor at the Schulich School of Business at York University in Toronto. He is also the executive director of the non-profit IFID Centre and President and CEO of the QWeMA Group. Since 2002, he has been a fellow of the Fields Institute for Research in mathematical sciences and has lectured at universities in the U.S., Europe, South America and Asia. Dr. Milevsky is the author of seven books and co-author of over 50 peer-reviewed papers and 200 popular magazine and newspaper articles on the topics of insurance, investments, pensions and annuities, receiving two National Magazine (Canada) awards in 2003 and a Graham and Dodd scroll award for a 2006 article in the Financial Analysts Journal. His most recent book, Your Money Milestones: A Guide to Making the 9 Most Important Financial Decisions in Your Life will be published in 2010. He has received a lifetime achievement award for applied research from the Retirement Income Industry Association (RIIA), been named to Investment Advisor magazine’s (U.S.) ’IA25’ list of most influential people in the financial advisory business and was selected by Investment News magazine as one of the 'Investment News 20 of 2010.'
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  • Dan Pink photo

    Daniel Pink
    Best-Selling Author, A Whole New Mind: Why Right-Brainers Will Rule the Future

    Daniel Pink is a noted commentator on business, the economy and the concepts of work and working. He is the author of three books: Free Agent Nation, A Whole New Mind, a New York Times and BusinessWeek best seller, which charts the rise of right-brain thinking in modern economies; and, most recently, The Adventures of Johnny Bunko: the Last Career Guide You’ll Ever Need, which illustrates, the six core lessons of finding, keeping and flourishing in satisfying work. Mr. Pink also writes on work, business and technology for newspapers and magazines, and has provided analysis of business trends for a number of major television networks in the U.S. and abroad. As an independent business consultant, he has advised start-up ventures and Fortune 100 companies on recruiting, innovation and work practices. Mr. Pink served from 1995 to 1997 as chief speechwriter to Vice President Al Gore. Mr. Pink received a Bachelor of Arts degree, with honors, in Linguistics from Northwestern University, where he was elected to Phi Beta Kappa, and a Juris Doctor degree from Yale Law School.
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  • Ed Viesturs photo

    Ed Viesturs
    America’s Leading High-Altitude Mountaineer

    Ed Viesturs is widely regarded as the foremost high-altitude mountaineer in the United States. Mr. Viesturs is familiar to many from the 1996 IMAX Everest Expedition documentary. In 2002, he was awarded the historic Lowell Thomas Award by the Explorer’s Club for outstanding achievement in the field of mountaineering, joining an elite group of climbers, including Sir Edmund Hillary. In 1992, he was awarded the American Alpine Club Sowles Awards for his participation in two rescues on K-2. Mr. Viesturs has successfully reached the summits of the world’s 14 8,000-meter peaks without supplemental oxygen, an 18-year project he christened Endeavor 8000. His goal was completed on May 12, 2005, with his ascent of Annapurna, one of the world’s most treacherous peaks, placing him among only a handful of climbers in history (and the only American) to accomplish this feat. In 2005, Mr. Viesturs was awarded the National Geographic Society’s Adventurer of the Year. On May 19, 2009, he made his seventh ascent of Mount Everest. In addition to his career as a professional mountaineer, he works as a design consultant for several prominent outdoor equipment manufacturers, such as Eddie Bauer and Timberland.
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  • Jeremy Siegel photo

    Jeremy Siegel
    Russell E. Palmer Professor of Finance, Wharton School of the University of Pennsylvania

    Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University, received his Ph.D. in Economics from the Massachusetts Institute of Technology, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. Professor Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty. Professor Siegel is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, Financial Times, and other national and international news media. Professor Siegel served for 15 years as head of economics training at JPMorgan and is currently the academic director of the U.S. Securities Industry Institute. Professor Siegel is the author of numerous professional articles and three books.
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