April 27, 2016
Keynote speakers include George Blankenship, Donna Brazile, Dana Perino and Charlie Rose
JERSEY CITY, N.J. – April 27, 2016 – Pershing, a BNY Mellon Company, today announced the agenda and speaker lineup for INSITE 2016. Seeking to help attendees answer the question, “What’s your vision for the future,” this year’s conference will take place June 7-9 at the Hyatt Regency Orlando in Florida. Each year, more than 2,300 investment professionals, registered investment advisors (RIAs), and senior-level corporate executives attend INSITE.
“We are delighted to host our 18th annual INSITE conference. As the industry continues to evolve, INSITE has created a valuable opportunity for us to bring together leading advisors and other industry professionals to discuss key issues and trends,” said Lisa Dolly, chief executive officer at Pershing. “We look forward to helping our clients at INSITE 2016 with ideas designed to help them run their businesses more efficiently and serve their clients more effectively.”
The 2016 agenda is filled with more than 35 unique breakout sessions covering topics including, mergers and acquisitions, transforming big data into insights, navigating markets, staffing and compensation, the liquid alternative landscape, and the Department of Labor’s (DOL) conflict of interest rule and its implications.
INSITE is built around themes that are top of mind for those interested in driving successful businesses:
INSITE 2016 will feature the following keynote sessions:
Attendees will have access to an exhibit hall featuring over 140 industry-leading organizations, including asset management and technology providers that are integrated into Pershing’s NetX360® platform. INSITE 2016 will also feature multiple networking opportunities including coffee breakouts, evening receptions and a block party at Pointe Orlando.
About BNY Mellon's Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage, managed account technology and operations and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing more than seven million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Professionally advised managed accounts are offered through its affiliate, Lockwood Advisors, Inc., which is 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 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 management and investment services in 35 countries. As of September 30, 2019, BNY Mellon had $35.8 trillion in assets under custody and/or administration, and $1.9 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.