Managing Your Business in Challenging Times—How to Power Up the Digital Tools

The duration of this webcast is 60 minutes

The most enduring wealth management firms take a holistic approach to serving the specific needs of each generation of their clients’ families. Do your firm’s solutions address different ages and stages of life? Does your team reflect the ages and life stages of clients? How do you differentiate your unique approach to serving clients and their families? Make your firm an attractive destination for families by taking advantage of tools and insights from Pershing’s timely program: Driving Growth Through Multigenerational Relationships.

Join us on Tuesday, January 12 at 1pm ET for this insightful webcast that can help you solidify client relationships across generations. Moderated by Damian Peter, Director, BNY Mellon | Pershing, the event will feature a seasoned panel of Pershing clients: Jeff Fuhrman, President of Coastal Bridge Advisors; John Mannix, CEO and Managing Partner of Baldwin Brothers; and Joe Polakoff, President of Keebeck Wealth Management.

Key topics we’ll explore:
• Creating a strong brand as a family wealth manager
• Establishing the right infrastructure, service model and solutions to support this valuable brand
• Creating experiences tailored to family members of all generations

The duration of this webcast is 60 minutes

Topics on the agenda include:

- Fraud Awareness
- Cannabis Policy

Join the BNY Mellon | Pershing Global Client Relationship team and this year's Symposium speakers for a recap of sessions and a live Q&A where we will answer your pre-submitted questions.

How can we support your clients’ desire for dollar denominated investment products? Join us for an overview of Pershing’s managed account solutions in Latin America. We will share how you can leverage Lockwood Advisors and how FINRA and the SEC may come into play with these offerings.

Join us to hear an update on our new solution, Offshore Flex, which supports mutual fund growth by waiving transaction fees in both fee-based and commission-based businesses. We will also discuss overall industry activity and trends specific to alternative investments, why they are receiving more interest from advisors, recent developments in the industry, and how Pershing can assist.

Join us for a distinctive 2021 Investment Outlook presentation featuring leading industry professionals, moderated by Kris Schwork, Senior Portfolio Manager, Lockwood, BNY Mellon | Pershing. After an unpredictable year, this session will include conversation about investment trends, strategies and observations going into the new year.

Pershing is working closely with our clients on their path forward in a post-pandemic world. For many, this means not so much a change in strategy, but a clear change in execution. Join us to hear about our Go Digital work streams across the firm focused on helping firms go paperless and gain efficiency, driving adoption of digital tools. In this session, we will raise awareness and share best practices to help you with growing adoption in these key digital areas. In addition, we will share our progress on various new initiatives we are soon launching to make existing processes more digital!

The duration of this webcast is 60 minutes

How well is your firm focusing on advancing the life goals and priorities of the spouses and children of your clients? Are you tailoring your offering to their different ages and stages of life? Take smart steps to engage with family members across generations, and you’ll build a more sustainable and prosperous business. Gain the insights and practical tools you’ll need for success with Pershing’s exclusive program: Driving Growth Through Multigenerational Relationships.

Join us on Tuesday, November 17 at 1 p.m. EDT for the second of a four-part webcast series that will offer actionable ideas for seizing the multigenerational opportunity to drive business growth. The event will feature Robert Sheahan, Head of Consulting for Advisor Solutions, BNY Mellon | Pershing and Lyle Wolberg, Founding Partner and Senior Financial Life Manager, Telemus Financial Life Management.

Key topics we’ll explore:
•Understanding how family dynamics determine the best ways to connect with adult children
•Formulating effective plans to engage family influencers and form next-gen connections
•Using teaming concepts and talent development to build relationships across generations

What’s Trending with Technology Investing

2020 has been a disruptive year in the Wealth Management industry. The constraints placed on our business as a result of the global pandemic provided an opportunity to accelerate an already existing trend toward a digital engagement model. These constraints also present an opportunity for wealth management firms to review other areas of their business to explore enhancements to processes, technology and experiences. Join Doug Fritz of F2, Julie Ann Small of BNY Mellon | Pershing and Natalie Sunderland from Addepar to discuss industry trends and how they can be applied to your firm.

The duration of this webcast is 60 minutes

Join us for a special 2020 Election webcast featuring Phil Orlando, Federated Hermes’ Chief Equity Market Strategist and the Head of the Client Portfolio Management Team. Phil maintains a close watch on the world economy and plays a lead role in formulating Federated’s opinions on the securities markets.

Phil’s candid views make him a regular and trusted source for advisors, investors, and leading news organizations, including CNBC, Reuters, Bloomberg, Wall Street Journal.

None of Pershing LLC, The Bank of New York Mellon Corporation, or any of their subsidiaries and affiliates (together "Pershing") recommends that any person invest with any of the investment managers or funds participating in this event. Investing in private investment funds involves a high degree of risk. Investors must themselves assess the suitability of any particular investment opportunity and carry out any appropriate due diligence in relation to the relevant fund, manager, and the underlying strategies and investments. In doing this, investors should seek separate advice and further information, and the information included in or attached to this e-mail should not form the primary basis of any investment decision. Investors should note that Pershing is not their fiduciary (under the US Employment Retirement Income Security Act of 1974 or otherwise).

All information and content presented during this event is not intended to be and should not be construed as an offer, solicitation or a recommendation to purchase any security, share or interest. Pershing and its affiliates are not providing investment advice through this event and do not represent that the securities, shares, interests or services discussed are suitable for any investor.

The contents may not be comprehensive or up-to-date, and Pershing will not be responsible for updating any information presented during this event. Pershing makes no representation as to the accuracy, completeness, timeliness, merchantability or fitness for a specific purpose of the information provided during this event. Pershing assumes no liability whatsoever for any action taken in reliance on the information provided during this event, or for direct or indirect damages resulting from use of the information provided during this event. Any unauthorized use of material provided during this event at the user’s own risk.

Caution: Advisors who aren’t engaging with their clients’ younger family members may be putting their futures at risk. While client relationships typically don’t endure across generations, you can defy the odds—and prosper—by acting now to demonstrate your value to the client’s entire family.

Join us on Tuesday, October 27 at 1 p.m. ET for the first of a four-part webcast series around Driving Growth Through Multigenerational Relationships. This series will help you clarify and quantify the multigenerational opportunity that exists today in your business. The discussion will feature two experts in this area: Thomas Cademartori, Head of Wealth Alliance at BNY Mellon Wealth Management, and Katie Swain, Director of Wealth Solutions and Investor Communications at BNY Mellon | Pershing.