The annual financial advisory conference will showcase insights, innovation and products from across BNY
NEW YORK, May 16, 2025 -- The Bank of New York Mellon Corporation (“BNY”) (NYSE: BK), a global financial services company, has announced the agenda for INSITE 2025, hosted at The Gaylord National Resort and Conference Center National Harbor, Maryland from June 3-5, 2025. The flagship event brings together top leaders and influencers from the asset and wealth management communities for three days of learning and networking experiences.
For the first time in the conference’s more than 25-year history, the event will showcase the full breadth of BNY’s platform and thought leadership from across the company. This year’s theme, “Pioneering Tomorrow,” will focus on the strategies and insights that will shape the future of wealth management, with breakout sessions focusing on “The Growth Mindset,” “Tomorrow’s Tech,” “Scaling Smarter” and the “Firm of the Future.”
“This year, we’re excited to usher in the next generation of INSITE which will feature BNY’s expertise and our solutions supporting firms across the entire financial lifecycle,” said Jim Crowley, Global Head of BNY Pershing. “Through a variety of thought provoking and informative sessions with the industry’s boldest thinkers, participants will explore how technology can impact work, improve the client experience and power us into the future.”
INSITE 2025 highlights include:
- Sessions with Jim Crowley, Ainslie Simmonds, Executive Platform Owner, Wealth Services Platform for BNY Pershing, and Ben Harrison, Head of Client Coverage for BNY Pershing, on the state of the wealth management industry, our latest products and solution enhancements and what’s next for our clients
- An AI-focused session with Zico Kolter, Head of the Machine Learning Department, Carnegie Mellon University, followed by a fireside chat with Leigh-Ann Russell, Chief Information Officer and Global Head of Engineering, BNY
- A keynote by Jesse Itzler, author of Living with a SEAL, Co-Founder of Marquis Jet and an owner of the Atlanta Hawks
- A conversation with Kellyanne Conway, American Political Consultant, who will share perspectives on the new administration
During INSITE 2025, BNY will welcome approximately 100 students from a number of colleges and universities who are looking to enter the wealth management industry. They will have the opportunity to network with members of the industry and participate in interactive workshops, panel discussions and hands-on activities that will enhance their understanding of the financial sector.
For more information about INSITE 2025 — from speaker bios to the full agenda—visit the INSITE website.
About BNY
BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of March 31, 2025, BNY oversees $53.1 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY employs over 50,000 people globally and has been named among Fortune's World's Most Admired Companies and Fast Company's Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.
Media Contacts:
Courtney Woolston
Kaitlin Newingham