INSITE 2017 Announces Its Conference Agenda; Brings Leading Financial Services Industry Conference to the West Coast

May 2, 2017

Keynote Speakers Include Former Secretary of the U.S. Treasury, Jack Lew; Reddit Co-Founder, Alexis Ohanian; and Tennis Champion, Serena Williams




JERSEY CITY, N.J.—May 2, 2017—BNY Mellon’s Pershing is pleased to announce the agenda and the main themes of its INSITE 2017 conference, taking place on June 14-16 at the Manchester Grand Hyatt in San Diego, California.

This year’s conference will bring together a lineup of economic minds, business leaders, financial industry experts and BNY Mellon executives to discuss how firms can accelerate growth, boost efficiency, deepen their talent bench, and navigate markets and regulations.

“The annual INSITE conference is a true testament to BNY Mellon’s investment across the enterprise in our clients’ success,” says Pershing CEO Lisa Dolly. “This year, we are bringing yet another group of exceptional speakers to offer clients unique insights and the latest thinking on macro trends impacting their business, as well as emerging issues and new technologies that are transforming the industry. We hope the insights from our event will help clients address the challenges of a complex marketplace and drive growth in an evolving environment.”

Each year, more than 2,000 investment professionals, broker-dealers, independent registered investment advisors (RIAs) and senior-level corporate executives attend INSITE.

As the industry continues to grapple with changes brought on by an evolving global economy, advances in technology, shifting demographics and the need to inspire the next generation of leaders, INSITE is bringing together a unique range of keynote speakers to help attendees face these new challenges:

  • Jack Lew, Former Secretary of the U.S. Treasury, who will shed light on the people and policies affecting the direction of the global economy, including the debt ceiling, trade sanctions, regulatory and tax policy.
  • Alexis Ohanian, Co-Founder, Reddit and Initialized Capital; Rana el Kaliouby, Co-Founder and Chief Executive Officer, Affectiva; and Oscar Salaazar, founding CTO, Uber, who will explore the science of innovative technology.
  • Platon, award-winning photographer and founder of The People’s Portfolio, who will provide an intimate look at humanity and leadership.
  • And tennis legend Serena Williams who will discuss her career and off-the-court work as an entrepreneur and philanthropist.

Further, attendees will have access to an exhibit hall featuring over 150 industry-leading organizations, including asset management and technology providers that are integrated into Pershing’s NetX360® technology platform. INSITE 2017 will also feature 30 unique industry leading breakout sessions designed to help attendees address key issues facing their business and inspire their thinking. Some of the sessions at this year’s conference include:

  • All Roads Lead to ETFs
    Hear from industry experts on trends in the global ETF industry, including the current regulatory environment, anticipated global growth, new innovations, smart beta investing and actively managed solutions.
  • Explore the State of Cybersecurity in Financial Services
    This session will offer insights on the ever-evolving cybersecurity threats, regulatory requirements, and the latest in privacy and information security best practices.
  • Gen Why? How to Succeed With Young, HNW Clients Who Question Everything
    The times are changing. This is a look at the psychographics of the generations of investors who are behind Baby Boomers, including differences in buying habits, technology and social media use, along with their views on retirement.
  • Global Markets: Bull, Bear or Bunny?
    What factors are weighing heavily on investors’ psyche? Investment managers from BMO Capital Markets, T. Rowe Price and Voya, discuss how to navigate a sentiment driven market.
  • The Winning Combination: Digital Relationships With a Human Touch
    Investors are looking for personalized service, financial planning, on-demand information, insights and performance. This session will explore how to increase value and enhance client engagement style by leveraging digital tools and human consultation.

INSITE 2017 will also feature networking opportunities including evening receptions and a block party in San Diego’s Gaslamp district.

The learn more and to register for INSITE 2017, please visit Join the conversation by following @BNYMellon and @Pershing on Twitter and the #realinsite hashtag.

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, 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 Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.