BNY Mellon’s Pershing Announces INSITE 2016 Agenda to Help Clients Position Themselves for Growth, Navigate New Regulation, Build Strategic Relationships and Boost Efficiency

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:

  • Positioning Yourself For Growth: Discover new wealth management strategies that allow you to deliver more for your clients.
  • Decoding Risk, Regulation and Responsibility: Learn what will impact your clients and business tomorrow, from the Department of Labor ruling to cybersecurity.
  • Building Strategic Relationships: Reach for new heights through the power of human capital.
  • Boosting Your Efficiency: Explore emerging technology and best practices to increase your operational efficiency.

INSITE 2016 will feature the following keynote sessions:

  • Bringing Your Boldest Self to Your Biggest Challenges: Some of life’s biggest hurdles call for moments of sincerity and control. Easier said than done. Presence author Amy Cuddy shares revolutionary research and tips to harness the power of presence and perform with confidence.
  • From the Battlefield to the Boardroom: Secrets to Lead and Succeed in Business: Organizations face unpredictability every day. The military does, too. Retired Colonel Jill Morgenthaler, an award-winning speaker and storyteller, shares what a leader must be, know and do to achieve success.
  • We Turn the Table: Interviewing Charlie Rose: Charlie Rose is usually the one doing the interviewing as host of PBS’s The Charlie Rose Show and Charlie Rose—The Week and co-host of CBS This Morning. But this time, we’ll be asking the tough questions.
  • Is It Innovation or Disruption? You Decide: Charlie Rose moves back behind the desk as he interviews top innovators in their respective fields: George Blankenship, former executive at Tesla Motors, Apple Computer and GAP Inc. and Neil Blumenthal, co-founder and co-chief executive officer of Warby Parker.
  • She Said/She Said: What to Make of This Election Year: Donna Brazile is a renowned political strategist and commentator and a leader in the Democratic National Committee. Dana Perino is a former Republican White House Press Secretary and co-host of The Five, on the Fox News Channel. It is sure to be a lively conversation as we hear their points of view on this election year.

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.

To learn more and to register, please visit . Join the conversation by following @Pershing  on Twitter and search for the hashtag #PershingINSITE.

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, 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 and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 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 Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.