JERSEY CITY,
N.J., April 27, 2016
/PRNewswire/ -- 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 a 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
www.PershingINSITE.com. Join the conversation by
following @Pershing on Twitter and search
for the hashtag #PershingINSITE.
About Pershing
Pershing and its
affiliates provide global financial business solutions to advisors,
asset managers, broker-dealers, family offices, registered
investment advisor firms and wealth managers. A financial services
firm located in 23 offices worldwide, Pershing provides
business-to-business solutions to clients representing 6 million
active investor accounts on the U.S. platform. Pershing affiliates
are members of every major U.S. securities exchange, and its
international affiliates are members of the Deutsche Börse,
Australian Stock Exchange, Irish Stock Exchange, London Stock
Exchange and Toronto Stock Exchange. Pershing LLC (member
FINRA/NYSE/SIPC) is a BNY Mellon company. 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 and more than 100 markets. As of March 31, 2016, BNY Mellon had $29.1 trillion in assets under custody and/or
administration, and $1.6 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.
Contact:
Cassandra Osei
+1 201 413 3394
cassandra.osei@pershing.com
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SOURCE BNY Mellon