May
1-4 | Operations Conference & Exhibit
Securities Industry and Financial Markets Association
Scottsdale, Ariz.
(212) 313-1200,
2-4 | Advisor Summit
Envestnet
Chicago
(855) 769-0806
5-8 | Retreat 2012
Financial Planning Association
Scottsdale, Ariz.
(800) 322-4237,
8-11 | National Conference
National Association of Personal Financial Advisors
Chicago
(847) 483-5400,
17-18 | Forum on Retail Alternative Investments
Financial Research Associates
New York
(800) 280-8440,
22 | Women Advisors Forum
SourceMedia
Dallas
(800) 803-3424,
June
7-8 | Financial Planning Forum
FPA of Central Virginia
Richmond, Va.
(804) 749-8149
11-14 | Women Business Leaders Forum
American Society of Pension Professionals & Actuaries
Charlotte, N.C.
(703) 516-9300
12-14 | REITWeek
National Association of Real Estate Investment Trusts
New York
(800) 3NAREIT
19-21 | Tech Leaders Forum
Securities Industry and Financial Markets Association
New York
(212) 313-1200
WHAT: Pershing Insite 2012
WHEN: June 6-8, 2012
WHERE: Hollywood, Fla.
HOW MUCH: Conference: $195 to $395; Hotels: see pershing.com/events/insite
WHY: To hear from featured speakers: Former President Bill Clinton, founder, William J. Clinton Foundation; Deepak Chopra, M.D., founder, the Chopra Foundation; Fareed Zakaria, host, CNN's Fareed Zakaria GPS, and editor-at-large, Time; Curtis Arledge, vice chairman, CEO, investment management, BNY Mellon; and J. Charles Cardona, CEO, BNY Mellon Cash Investment Strategies and president of Dreyfus.
To learn from sample sessions: Best Practices for Gaining Exposure to Commodities; Economic Outlook: Tug of War Between Fundamentals and Wild Cards; Emerging Markets - Debt and Country Strategies; Opportunities for Income in the CEF Marketplace
For coverage of hot topics: Alternative investing, capturing IRA rollover assets, converting your business to fee-based, global markets, small business owners
To meet fellow professionals: More than 1,000 financial services professionals are expected to attend.
CONTACT:
