INSITE Live 2018 | Pershing LLC | 6 June 2018 | Watch INSITE Live from Orlando!

INSITE is a premier industry event for success-minded advisors interested in enhancing client relationships and growing their business. INSITE features an impressive lineup of world leaders and industry experts, showcases our latest offerings, provides access to an exhibit hall featuring strategic providers and helps advisors grow their business, increase efficiency and differentiate themselves in today’s marketplace.

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

2018 Sponsors

ELITE SPONSOR:
• Bloomberg Media
• Federated

STRATEGIC PARTNER:
• BNY MELLON
• Dreyfus

PLATINUM SPONSORS:
• First Trust
• AQR
• GOTHAM FUNDS

GOLD SPONSORS:
• AMERICAN FUNDS
• APPCROWN
• BLACKROCK
• FRANKLIN TEMPLETON INVESTMENTS
• FS INVESTMENTS
• GUGGENHEIM
• Invesco
• Jemstep
• MoneyGuidePro
• PIMCO
• Principal
• REICH & TANG
• STATE STREET GLOBAL ADVISORS SPDR
• T.RowePrice
• voya INVESTMENT MANAGEMENT
• William Blair

SILVER SPONSORS:
• Aberdeen Standard Investments
• ACA Compliance Group
• Addepar
• AdvisorEngine
• AdvisorShares Investments
• ADVISORYWORLD
• Advizr
• Agreement Express
• AIG Funds
• AllianceBernstein
• ALPS Portfolio Solutions
• American Century Investments
• American Endowment Foundation
• Ameritas
• AMG Funds
• Amplify ETFs
• Artisan Partners
• Aspire Financial Services
• AssetMark
• Atlantic Fund Services
• Ave Maria Mutual Funds
• Black Diamond by SS&C Advent
• BNP Paribas Asset Management
• Broadridge Financial Solutions
• CAIS
• Calamos Investments
• Capital First Trust Company
• Carillon Tower Advisers
• CARMIGNAC
• CFRA
• CIM Group
• CircleBlack
• Columbia Threadneedle Investments
• Colony S2k
• Comerica Bank & Trust NA
• Credit Suisse
• Davis Advisors
• Direxion
• Discovery Data
• Docupace Technologies
• DoubleLine Capital
• DWS
• Eaton Vance Corp.
• EFG Asset Management
• eMoney Advisor
• Envestnet Tamarac
• EventShares
• fi360
• Financial Advisor Magazine
• Financial Planning
• Fiserv
• FlexFunds/Prodigy Network
• FlexShares
• Frost Investment Advisors LLC
• FSDA (Florida Securities Dealers Association)
• GEMINI
• GPB Capital
• GWG Holdings Inc.
• Hanlon
• Harding Loevner LP
• Hines Securities, Inc.
• Independent Trust Company
• Insured Retiremement Institute
• Investec Asset Management
• InvestmentNews
• iPipeline/Laser App Software
• ITEGRIA
• Ivy Investments
• Jensen Investment Management
• John Hancock Investments
• JP Morgan Asset Management
• JULY Business Services
• Jupiter Asset Management
• Laserfiche
• Legg Mason Global Asset Management
• Lincoln Financial Group
• Live Oak Bank
• Lord, Abbett & Co. LLC
• Mairs & Power
• Manning & Napier
• Marstone, Inc.
• Matthews Asia
• Mobile Assistant
• Morgan Stanley Investment Management
• Morningstar
• Natixis Investment Managers
• Neuberger Berman
• Nuveen
• OppenheimerFunds
• Oranj
• Orion Advisor Services, LLC
• OS33
• Pacific Funds
• Permanent Portfolio Family of Funds
• PPCLOAN
• Preferred Capital Securities
• Promontory Interfinancial Network
• ProShares
• Provasi Capital Partners
• ProximID Group
• Putnam Investments
• Reality Shares, Inc.
• Redtail Technology
• Renaissance Regulatory Services
• RenPSG
• RightCapital
• Riskalyze
• RNC Genter Capital Management
• Russell Investments
• Schafer Cullen Capital
• SIGNiX
• Smead Capital Management
• Source Media/Financial Planning
• SumRidge Partners
• Third Avenue Management
• Total Bank Solutions
• Totum Risk
• Tradeweb Direct
• UBS Asset Management
• USCF
• Value Line Funds
• Vanguard
• Wealthmanagement.com
• Xtiva
• YCharts

BRONZE SPONSORS:
• ClientWise
• FiComm Partners
• Financial Media Group
• LifeYield