1-4 | Operations Conference & Exhibit

Securities Industry and Financial Markets Association

Scottsdale, Ariz.

(212) 313-1200,


2-4 | Advisor Summit



(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


(847) 483-5400,


17-18 | Forum on Retail Alternative Investments

Financial Research Associates

New York

(800) 280-8440,


22 | Women Advisors Forum



(800) 803-3424, financial-planning .com/conferences/waftx




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

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.


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