BNY Mellon's Pershing Unit to Host INSITE(TM) 2010 Financial Solutions Conference

JERSEY CITY, N.J., April 26 /PRNewswire-FirstCall/ -- Pershing LLC, a BNY Mellon company, will highlight new developments in global investing and technology and key trends shaping the broker-dealer and independent registered investment advisor (RIA) marketplace at its annual financial solutions conference.  INSITE^™  2010 will be held in Hollywood, Florida from June 9-11 and will feature innovative capabilities designed to help investment professionals, RIAs and dually-registered advisors prepare for the growing financial needs of their clients.

INSITE™ 2010 will feature dynamic presentations from respected industry leaders and renowned speakers including:

• The Honorable Henry Paulson Jr., the former U.S. Secretary of Treasury, who will participate in a keynote question and answer session focusing on the historic decisions and events surrounding the Treasury's response to the worst financial crisis since the Great Depression;

• Dr. Moshe Milevsky, finance professor, Schulich School of Business at York University, Toronto, who will offer insight on how to make the most important financial decisions of your life;

• Daniel Pink, best-selling author and expert on innovation, competition and the changing world of work, who will reveal why the traditional approach to high performance backfires on most organizations, and he will demonstrate how many common organization incentives often go wrong and can reduce both creativity and satisfaction on the job;

• David Gergen, senior political analyst, CNN, who will focus on the major issues facing the Obama administration as the country heads toward the 2010 midterm elections;

• Dr. Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, who will discuss the future of the capital markets and the economy; and

• Ed Viesturs, the foremost high-altitude mountaineer in the United States, who will share inspirational insights from his 27 years of climbing in a lecture on teamwork, goal setting and perseverance.

Conference attendees will be able to participate in a broad array of seminars and track-specific breakout sessions designed to expand their knowledge of the industry and develop strategies to grow their businesses.  Discussions will include:

• Executing Your  Global Trading Strategy
• Protecting Your RIA Firm: Policies, Procedures and Client Communications
• Building a Successful Advisor-Directed Managed Account Program
• Find A New Niche: Becoming a Retirement Specialist
• Investing in Hedge Funds for High-Net-Worth Investors
• The Future of Pershing's Technology
• And More…

Attendees will also have the opportunity to hear comprehensive updates directly from Pershing's senior management team covering the areas of Pershing's business that may affect their own business such as, broker-dealer solutions, global solutions, managed account solutions, RIA solutions, retirement planning solutions and technology solutions. As an added benefit, conference participants will be able to earn Certified Financial Planner Board of Standards (CFP^® Board), CFA Institute and Investment Management Consultants Association (IMCA) continuing education credits.

Caroline O'Connell, managing director of marketing, corporate communications and planning and product management at Pershing LLC, said, "Our annual INSITE conference is an outstanding opportunity for investment professionals and RIAs to learn about critical issues impacting their businesses, and the latest trends and developments shaping the global capital markets and brokerage and advisory industry. We are confident this year's agenda will continue to carry on the tradition of providing our customers with important insights on how to grow and manage their businesses and enhance their client relationships."

INSITE 2010 is expected to attract over 1,000 attendees, including investment professionals, independent registered investment advisors, dually-registered advisors and senior-level product and marketing executives.  It will be held at The Westin Diplomat. For additional information and to register online, please visit www.INSITE2010.com.

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Located in 20 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange.  Pershing LLC is a BNY Mellon company.  Additional information is available at www.pershing.com.

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 34 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $22.4 trillion in assets under custody and administration, $1.1 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.5 trillion per day. Additional information is available at www.bnymellon.com.  

SOURCE Pershing LLC; BNY Mellon