Insite 2018 | Pershing LLC | 6 June 2018 | Hyatt Regency Orlando, 9801 International Dr, Orlando, FL 32819, USA
Venue
Hyatt Regency Orlando
Hyatt Regency Orlando, 9801 International Dr, Orlando, FL 32819, USA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Wed Jun 6 EDT - Fri Jun 8 EDT (over 6 years ago) |
| Location |
Hyatt Regency Orlando
9801 International Dr, Orlando, FL 32819, USA |
| Region | Americas |
Details
Uncover wealth management and investment strategies to improve profitability and drive business growth. Leverage emerging technology to create efficient processes and capacity. Plan for the impact to your clients and your business in the world of changing markets and regulations. Recruit and retain strong people today to strategically position your business for tomorrow.
Why attend?
• Insite gives you access to over 2,000 success-minded advisors and 500 strategic providers in our Exhibit Hall to grow your network.
• Hear from over 90 inspiring and thought-provoking speakers to gain new perspectives and tools throughout your three days at Insite.
• Learn the latest industry trends and solutions tailored to you and your business. Fulfill your continuing education requirements for Certified Financial Planner, Investments & Wealth Institute, Certified Wealth Strategist or Chartered Financial Analyst by attending qualifying sessions at Insite 2018.
• Let loose at the Insite Block Party where you’ll have exclusive access to some of the area’s hottest venues while enjoying the city's outdoor nightlife.
Speakers
2018 Speakers
James Comey
Director of the Federal Bureau of Investigation (2013-2017)
James T. Crowley
Chief Operating Officer, Pershing, a BNY Mellon company
Lisa Dolly
Chief Executive Officer, Pershing, a BNY Mellon company
Dr. Michio Kaku
Theoretical Physicist, Professor, Futurist and New York Times Best-Selling Author
Dr. David Kelly
Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management
Jay Leno
Acclaimed Late Night Television Host
Jenn Lim
Chief Executive Officer and Chief Happiness Officer, Delivering Happiness
Jim McKelvey
Co-Founder, Square
Vincent Reinhart
Chief Economist of Standish, part of BNY Mellon Asset Management North America
Charles W. Scharf
Chairman and Chief Executive Officer, BNY Mellon
Sponsors & Partners
2018 Sponsors
ELITE:
• Bloomberg Media
• Federated
STRATEGIC PARTNER:
• Dreyfus
• Bny Mellon
PLATINUM:
• First Trust
GOLD:
• Agreement Express
• American Funds
• App Crown
• Deutsche Asset & Wealth Management
• Flex Shares
• Guggenheim
• Pimco
• Principal
• Reich & Tang
• Voya Investment Management
• William Blair