April 15, 2015
Keynote Speakers Include Madeleine K. Albright, Dr. Ben S. Bernanke, Derek Jeter and Leon E. Panetta
JERSEY CITY, N.J. - The growth of global wealth, new and wide ranges of investment solutions and changing client expectations are just a few of the factors that are rapidly redefining today’s business environment for advisors, broker-dealers and other professionals in our industry. They are also among the important developments in the marketplace that will be explored at INSITE 2015, the annual event for advisors hosted by Pershing LLC, a BNY Mellon company. This year’s conference will take place June 3-5 at a new location, The Hyatt Regency Orlando in Florida.
INSITE 2015 will feature nearly 40 sessions to provide attendees with actionable ideas and steps to navigate the industry’s emerging trends around technology, regulation and practice management. Each year, more than 2,000 attendees—composed of investment professionals, RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives, come to INSITE. Attendees will have the opportunity to make valuable connections with success-minded peers and learn from dynamic speakers consisting of the industry’s prominent thought leaders, top vendors, and Pershing executives.
This year INSITE will feature keynote remarks from:
The nature of the business landscape in 2015 calls for advisors to constantly identify new solutions and effective ideas to grow their business. Presentations and sessions will center on the conference’s key themes for 2015:
“Over the 16-year history of INSITE, the conference has evolved with the changing landscape of the industry and continues to be the event advisors turn to for actionable ideas to grow their business,” said Maureen Duff, global head of marketing at Pershing. “INSITE 2015 provides an opportunity for the profession to gather and gain tools and ideas to better serve the needs of investors in today’s era where consumer expectations are higher than ever. We are also excited to host this year’s conference at a new location to meet the growing demand from advisors and other investment professionals who wish to attend.”
INSITE2015 will provide attendees with a first-hand look at Pershing’s newest innovations and the chance to test drive them. The exhibit hall will feature over 140 industry leading organizations, including asset management and technology providers that are integrated into Pershing’s NetX360® platform. Attendees can receive continuing education credits from eligible educational sessions. This year Pershing is introducing a premier networking event, the INSITE Block Party at Pointe Orlando, an opportunity for attendees to connect and network with each other.
To learn more, stay-up-to date on the latest conference announcements and to register, please visit www.INSITE2015.com. Join the conversation by following @Pershing on Twitter and search for the hashtag #PershingINSITE.
About BNY Mellon's Pershing
BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.
Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting.
Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.
Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of June 30, 2021, BNY Mellon had $45.0 trillion in assets under custody and/or administration, and $2.3 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.