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:
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:
INSITE 2017 will also feature networking opportunities including evening receptions and a block party in San Diego’s Gaslamp district.
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 March 31, 2020, BNY Mellon had $35.2 trillion in assets under custody and/or administration, and $1.8 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.