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Monday, June 06, 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. 

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