Pershing Offers Practice Management Forums

Pershing Advisor Solutions, a BNY Mellon company, will be hosting a series of practice management forums in Atlanta, Seattle, and Boston in the next few weeks.  

The forums are designed to help investment professionals, registered investment advisers (RIAs), and dually-registered advisers navigate through economic, regulatory, and market challenges, according to a press release.   

The sessions will be held in Atlanta, Georgia on November 30; Seattle, Washington on December 2; and Boston, Massachusetts on December 7.  The speakers will include:

  • Paul Begala, Political Analyst and CNN Commentator, who will discuss the 2010 midterm election results and what they mean to both investors and the U.S.;
  • George Walper, President of Spectrem Group, who will share exclusive data on the changing expectations and attitudes of high-net-worth clients and the implications for financial professionals;   
  • Mark McCray, Executive Vice President of PIMCO, who will address portfolio challenges during periods of high volatility and low growth; and   
  • A panel of CEOs from leading financial services companies, who will offer insights about the current economic and regulatory environment, including Dodd-Frank legislation and the impact on global markets.

The series is open to all pre-registered investment professionals. To register online or for additional information, visit