The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:1200 FAs Gather in Orlando Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 6, 2016

1200 FAs Gather in Orlando

Reported by Neil Anderson, Managing Editor

Nearly 1,200 financial advisors and 1,000 of their allies are gathering in Florida this week.

Solon “Bud” Person
Federated Investors, Inc.
Executive Vice President
Tomorrow morning BNY Mellon's Pershing team will kick off their 18th annual INSITE conference. For the second year in a row, the conference is being held at the Hyatt Regency Orlando. By Pershing's current count, 2,264 people (including 1,199 FAs) will attend the conference.

Featured speakers slated to appear at the conference include: George Blankenship, an alumnus of Apple, GAP, and Tesla; Neil Blumenthal, co-founder and co-CEO of Warby Parker; Donna Brazile, vice chair of voter registration and participation for the Democratic National Committee; Amy Cuddy, social psychologist and associate professor at Harvard Business School; Pimm Fox, co-host of Bloomberg Radio's "Taking Stock"; Kathleen Hays, co-host of Bloomberg Radio's "Taking Stock"; Lauren Bush Lauren, founder and CEO of FEED Projects; Julia Louis-Dreyfus, comedic actress and star of the TV shows Seinfeld and Veep (pinch-hitting for Charlie Rose, who can't make it); Jill Morgenthaler, retired U.S. Army colonel; Dana Perino, co-host of Fox News Channel's "The Five" and former White House Press Secretary; Bud Person, executive vice president of Federated Investors [profile]; and Jay Wright, head coach for Villanova's 2016 national champion men's basketball team.

The list of speakers also features a host of Pershing and BNY Mellon top brass, including: Charles Cardona, CEO of BNY Mellon Cash Investment Strategies and president of the Dreyfus Corporation [profile]; Jim Crowley, chief relationship officer of Pershing; Ron DeCicco, chairman of Pershing; Lisa Dolly, CEO of Pershing; Lori Hardwick, chief operating officer of Pershing; Suresh Kumar, senior executive vice president and chief information officer for BNY Mellon; Ram Nagappan, chief information officer for Pershing; Joan Schwartz, chief legal officer at Pershing; Brian Shea, vice chairman of BNY Mellon and CEO of BNY Mellon Investment Services; Tom Sholes, managing director of Pershing; and Mark Tibergien, CEO of Pershing Advisor Solutions.

Sessions will begin tomorrow morning and wrap up Thursday morning. On Wednesday night, the attendees will head to Pointe Orlando for the INSITE block party, which will spread across three venues: B.B. King's Blues Club, the Lafayette Music Room, and Taverna Opa.

Big sponsors of INSITE 2016 include: Bloomberg Radio, BNY Mellon and Dreyfus, Federated, First Trust [profile], Gotham Funds [profile], Northern Lights Distributors, and Vestorly. Pershing's three charity partners for the conference are the Breast Cancer Research Foundation (BCRF), the Camaraderie Foundation, and FEED.

The conference will be switching coasts next year. Word is that the 2017 conference will be held in San Diego. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use