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INSITE™ 2011, Pershing's Financial Solutions Conference

Issue 19, 2011

INSITE™ 2011, Pershing’s Financial Solutions Conference took place
June 8-10, 2011, at the Westin Diplomat in Hollywood, Florida. This dynamic, three-day event provided action-oriented solutions designed to address your business challenges. The conference featured keynote presentations by a number of prominent world and industry leaders:

  • George W. Bush, 43rd President of the United States and Founder of the
    George W. Bush Foundation
  • The Rt. Hon. Gordon Brown, MP, Former Prime Minister of Great Britain and Northern Ireland and Former Chancellor of the Exchequer
  • Richard Hoey, Chief Economist, BNY Mellon and The Dreyfus Corporation
  • Bill Belichick, Head Coach of the New England Patriots

The conference included a choice of 32 educational breakout sessions covering topics from practice management to market regulation, a world-class exhibit hall featuring 114 exhibitors and a showcase of products and innovative solutions at the Pershing Pavilion. The overall program was approved for 12 non-IMCA-sponsored CE hours.

With over 2,100 in attendance, the conference provided a wide variety of participants—including investment professionals, registered investment advisors, dually registered representatives, home office professionals and executives—an opportunity to network with their peers. This year’s conference was truly global with attendees representing 20 countries and 46 states.

Bloomberg Television, the official conference media sponsor, provided instant coverage on its networks. Michael McKee, co-host of “Bloomberg on the Economy,” served as the moderator for an informative panel of leading chief executive officers. Press coverage of the event included Bloomberg Television, InvestmentNews, Registered Rep and RIABiz, among other leading industry publications.

Also this year, Pershing’s INSITE mobile app was downloaded to mobile devices by over 63% of attendees. Approximately 1,300 people used the app to access their custom agendas, provide feedback, view presenter biographies or find out additional conference details. Additionally, attendees and others were given a glimpse into the subjects being covered at INSITE through our blog and were able to follow comments from attendees at the conference on Twitter. For people to follow and comment on the conference, Pershing created a hashtag “#Insite2011” that was distributed to attendees.

Check out the educational sessions featuring action-oriented solutions for your business by visiting; enter the password INSITE2011 to gain access. The webpage also includes Brian Shea's presentation, video highlights and pictures from the event. Thank you to those who attended—we hope the conference met your expectations. We encourage you to send any suggestions to enhance INSITE 2012 to

If you were unable to attend, we encourage you to mark your calendar for INSITE 2012, taking place June 6-8, 2012, at The Westin Diplomat in Hollywood, Florida. If you have any questions about INSITE, please contact your home office.

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