May 3, 2018
James Comey, director of the FBI (2013-2017), will deliver the opening keynote and Jay Leno, former host of The Tonight Show, will give the closing keynote
Breakout sessions to cover topics ranging from latest wealth management trends to building effective teams and embracing digital experiences
Jersey City, N.J. — BNY Mellon’s Pershing is pleased to announce the agenda and the main themes of its 20th annual INSITE conference, taking place Wednesday, June 6, through Friday, June 8, at the Hyatt Regency Orlando in Florida.
This year’s conference will provide attendees with actionable strategies for and insights into navigating a rapidly changing wealth management industry and feature in-depth discussions on:
“Even as our industry has evolved quite significantly since the first INSITE two decades ago, the event’s mission has remained the same,” said Lisa Dolly, CEO of BNY Mellon’s Pershing. “Our goal has always been to create a platform for industry leaders to exchange ideas, explore innovative solutions to drive sustainable growth and stay ahead of a rapidly changing business and competitive landscape. We look forward to bringing together our clients, industry experts and leaders for another landmark event that will generate new, breakthrough thinking for our industry.”
This year, 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 2018 will also feature 40 unique, industry-leading breakout sessions to help attendees address key issues facing their business.
Sessions at this year’s conference include:
This year INSITE will also feature keynote remarks from:
INSITE 2018 will also feature networking opportunities, including evening receptions and a block party at Pointe Orlando.
To learn more, including announcements of additional speakers, and to register for INSITE 2018, please visit bnymellonINSITE.com. Join the conversation by following @BNYMellon and @Pershing on Twitter and the #realinsite hashtag.
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 and wealth management and investment services in 35 countries. As of Dec. 31, 2020, BNY Mellon had $41.1 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 www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.