The annual financial advisory conference will feature a future-focused program, advancing the insights and innovations shaping the industry
New York, April 23, 2026 – BNY (NYSE:BK), a global financial services company, today announced the agenda for INSITE 2026, taking place June 1-4 at The Gaylord Rockies Resort & Convention Center in Aurora, Colorado. The flagship event will bring together leaders across BNY and the broader financial industry for four days of interactive discovery, education and networking. This year’s conference will focus on the trends influencing the industry’s future and how wealth management firms and advisors can continue to find growth and opportunity.
“For nearly thirty years, INSITE has provided an open forum for collaboration and thought leadership – sparking new ideas, opening minds and fuelling thought-provoking dialogue,” said Jim Crowley, Executive Vice Chair of BNY. “This year’s event will be no exception, convening visionary leaders at the forefront of our industry to discuss its future and how firms and advisors can not only prepare for it, but shape it.”
In addition to the strong speaker lineup, the event will showcase the full breadth of BNY solutions, equipping attendees with expert insights and offerings to support more efficient operations, enhanced client experiences and better outcomes across the financial lifecycle.
“INSITE is ultimately about connection,” said Adam Vos, Global Head of Wealth Solutions at BNY. “By pairing actionable guidance with innovative technology, we’re helping financial advisors stay ahead of what’s next and deliver greater value to their clients.”
INSITE 2026 highlights include:
- Keynote session with Robin Vince, CEO of BNY, and Carolyn Weinberg, Chief Product & Innovation Officer at BNY, on the future of finance.
- Mainstage session with Carlyle Chief Executive Officer Harvey Schwartz, moderated by Jose Minaya, Global Head of Investments and Wealth at BNY.
- Mainstage sessions with Sec. Condoleezza Rice, 66th United States Secretary of State, moderated by Jennifer Xi, Chief Corporate Affairs Officer at BNY, and two-time Super Bowl Champion and MVP Eli Manning, moderated by Adam Vos.
- Mainstage session with Ainslie Simmonds, Executive Platform Owner, Wealth Services Platform for BNY Pershing, on how AI is transforming the industry and enabling us to be more for our clients.
- For the first time, breakout tracks will be tailored to key industry persona – Heads of Strategy & Growth, Platform Users & Heads of Ops & Tech, Investment Leaders & Advisors – featuring deep-dive discussions on trends such as the AI revolution, wealth market growth and capital markets transformation to provide actionable insights designed to drive stronger client outcomes.
- Immersive technology activations that blend innovation and discovery, including F1 Racing Simulators powered by Atlassian Williams F1 Team – a BNY Partner –, VR experiences and a professional headshot studio.
BNY will once again welcome students from colleges and universities across the country to network with members of the wealth management 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 2026 – from speaker bios to the full agenda – visit the INSITE website. Join the conversation on social media by following BNY Pershing on LinkedIn and X, and using the #realinsite hashtag.
About BNY
BNY is a global financial services platforms company at the heart of the world's capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. 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. As of March 31, 2026, BNY oversees $59.4 trillion in assets under custody and/or administration and $2.1 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 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.
Contacts
Rebecca Vignali
rebecca.vignali@bny.com
Serena Bingham
serena.bingham@bny.com