JERSEY CITY, N.J., May 14, 2019 /PRNewswire/ -- BNY Mellon's
Pershing ("Pershing") today announced the agenda and speakers at
its annual INSITE conference, which will take place Wednesday, June 12, through Friday, June 14, at the Phoenix Convention Center in Phoenix, Arizona.
INSITE 2019 will bring together financial experts, leaders,
influencers, and innovators for three days of inspiration,
education and networking. This year, attendees can expect more
breakouts, more variety in session formats, and more networking and
learning opportunities, all of which are designed to make the
conference more impactful, productive and interactive than ever
before.
"As our industry continues to evolve, we are constantly looking
to reinvent ourselves," said Jim
Crowley, chief operating officer of Pershing. "For 20 years,
INSITE has been the quintessential conference for the financial
advice community. This year, we have reimagined our flagship event
to deliver our clients an exceptional experience and a multitude of
opportunities to learn from, engage with and be inspired by each
other. These enhancements are further proof of our commitment to
listening to our clients and advancing their ongoing evolution in a
complex business environment."
More than 140 sponsors, including asset managers and technology
providers, along with 2,000 attendees will participate in INSITE
2019.
At the main stage, attendees will hear from highly respected
business leaders and visionaries, including BNY Mellon Chairman
and CEO Charlie Scharf, as well
as:
- Alan Mulally, former
president and CEO of the Ford Motor Company,
- Steve Nash, two-time
National Basketball Association (NBA) Most Valuable Player,
eight-time NBA All-Star, and an inductee of the Naismith Memorial
Basketball Hall of Fame, and
- Simon Sinek, optimist and
best-selling author.
This year, the main stage will also feature a panel of
powerhouse female leaders, including Valerie Brown, executive chairman, Advisor
Group, Inc.; Catherine
Keating, CEO, BNY Mellon Wealth Management; and
Megan Smith, CEO, Shift7, and
third chief technology officer of the
United States. The "Futureproofing Your Business" panel will
cover topics including technology, developing next-gen and
millennial talent, competition and personal stories of the
panelists' rise to success.
Breakout sessions will feature industry leaders and influencers
such as Dale Brown, CEO of
FSI, and Michael Kitces,
partner and director of wealth management at Pinnacle Advisory
Group.
Among the key topics covered in the sessions will be disruptive
trends shaping the industry, strategies for driving business
growth, and deploying technology to deliver a better client
experience and realize greater efficiencies. Examples of breakout
sessions include:
- Bridging the Gap to the Next Generation of Advisors and
Clients
- Driving Gender Balance
- Harnessing Digital Technology to Personalize the Client
Experience
- Growth Opportunities in the LatAm Wealth Management
Industry
- What's on the Mind of the Regulators?
- Role of Alternative Investments in Volatile Markets
- Cybercrime and Privacy and How to Be a Defender
Further, INSITE 2019 will feature a host of enhancements,
including:
- A reimagined Exhibit Hall, featuring a brand new "Tech Central"
area, which will showcase cutting-edge fintech solutions from
leading providers and offer hands-on demonstrations.
- A new Learning Hub in the technology area of the Pavilion
located in the center of the Exhibit Hall.
-
- The Learning Hub will feature 22 classes throughout the event,
providing attendees with an opportunity to get hands-on training on
Pershing's NetX360® platform.
- An expanded variety of session formats, which—in addition to
keynotes and the traditional panel breakouts—will include:
-
- Showcase sessions, which are 20-30 minute TED-style talks,
- Workshops, which are two-hour action-oriented, hands-on
professional development sessions, and
- One-on-ones with industry leaders and influencers.
Attendees at the event will also be able to fulfill their
continuing education requirements for CFP® Certified Financial
Planner™ and IWI Investments & Wealth Institute™ (formerly
IMCA®) by attending qualifying sessions.
Finally, attendees will have the opportunity to attend various
evening receptions throughout the three-day event and a closing
night celebration at The Duce.
For more information about INSITE 2019—including a full agenda
of speakers, sessions and events—or to register, please visit
bnymellonINSITE.com.
Join the conversation on social media by following
@BNYMellon and @Pershing on Twitter and the #realinsite
hashtag.
About BNY Mellon's Pershing
BNY Mellon's Pershing and
its affiliates provide a comprehensive network of global financial
business solutions to advisors, broker-dealers, family offices,
hedge fund and '40 Act fund managers, registered investment advisor
firms and wealth managers. Many of the world's most sophisticated
and successful financial services firms rely on Pershing for
clearing and custody; investment, wealth and retirement solutions;
technology and enterprise data management; trading services; prime
brokerage 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
approximately 7 million investor accounts globally. 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. As of
March 31, 2019, BNY Mellon had
$34.5 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.
Sanuber Grohe
+1 201 413 2247
sanuberbilguvar.grohe@pershing.com
View original
content:http://www.prnewswire.com/news-releases/bny-mellons-pershing-reimagines-insite-its-flagship-event-announces-2019-agenda-300849852.html
SOURCE BNY Mellon