INSITE 2024 | BNY Mellon | 4 June 2024 | Gaylord Opryland Resort & Convention Center, 2800 Opryland Dr, Nashville, TN 37214, USA

This event has it all. Gain insights from our lineup of world-class speakers. Immerse yourself in interactive forums and hands-on experiences. Network with fintechs, industry experts
and advisors.

Learn:
• Get a front-row seat to industry luminaries and world-class speakers who are shaping the future of fintech, sharing fresh intel on industry trends, and more.
Engage:
• Immerse yourself in interactive forums and hands-on experiences to help you get the most out of your time at the event.
Connect:
• With endless networking opportunities, you’ll be able to unlock new business potential, meet the decision-makers, and connect with the next generation of professionals.

2024 Speakers

Jim Crowley
Senior Executive Vice President and Global Head of Pershing, BNY Mellon, Pershing

Ben Harrison
Managing Director and Head of Wealth Solutions, BNY Mellon, Pershing

Emily Schlosser
Chief Operating Officer, BNY Mellon, Pershing

Hanneke Smits
Senior Executive Vice President and Global Head of Investment Management, BNY Mellon

Jenny Johnson
President and CEO, Franklin Templeton

Carol Massar
Anchor, Bloomberg Businessweek TV and Radio

Ainslie Simmonds
President, BNY Mellon | Pershing X

Fawn Weaver
American Entrepreneur, Historian, and Author

2024 Sponsors and Partners

ELITE SPONSOR:
• Federated Hermes

PLATINUM SPONSORS:
• Grayscale
• Franklin Templeton

GOLD SPONSORS:
• Alliance Bernstein
• Appcrown
• Assetmark
• Bitwise
• BlackRock
• CAIS
• Capital Group American Funds
• Cohen & Steers
• First Eagle Investments
• FS Investments
• HALO
• Icapital
• Nuveen
• PIMCO
• Orion
• RIA Channel
• S&P Dow Jones Indices
• Texas Capital
• T. Rowe Price Group Inc

STRATEGIC TECH PARTNERS:
• Conquest
• Continuus Technologies
• Compliance Edge
• Pontera
• Purefacts
• Unblu

SILVER PARTNERS:
• Addepar
• Allianz Investment Management
• American Endowment Foundation
• Amundi US
• Arch
• Aristotle Funds
• Ave Maria Mutual Fund
• Bluerock
• Bluespring Wealth Partners
• Broadridge Financial Solutions, Inc.
• Calamos Investments
• Canoe Intelligence
• Carapace Financial Advisors LLC
• CFRA Research
• Dimensional Fund Advisors
• Dispatch
• Eaton Vance/Morgan Stanley
• Foundation Source
• Genter Capital Management
• Hines Private Wealth Solutions
• Innovative Portfolios
• interLINK
• IntraFi
• Invesco
• InvestCloud
• Investments & Wealth Institute
• iPipeline
• JTC
• Lord Abbett
• Lynk Markets
• MFS Investment Management
• Mirador, Inc.
• Morningstar, Inc.
• Motley Fool Asset Management
• MUSQ LLC
• Nicholas Funds
• Oak Associates Funds
• OTG Asset Management, LTD
• Payden & Rygel
• Potomac Fund Management
• PPC LOAN
• Principal Financial Group
• R&T Deposit Solutions
• Raymond James Investment Management
• Reaves Asset Management
• Scarborough & Tweed
• Schafer Cullen Capital
• SS&C
• State Street Global Advisors SPDR
• Touchstone Investments
• Transamerica
• Ultimus Fund Solutions
• Unicorn Strategic Partners
• VanEck
• Vanguard
• Xoriant

TECH CENTRAL PARTNERS:
• Advisor360
• Advyzon
• Axioma by SimCorp
• CircleBlack
• d1g1t
• Flyer Financial Technologies
• FusionIQ
• Luma Financial Technologies
• Marstone
• Practifi
• Wealthbox
• YCharts