Pershing, a BNY Mellon company, and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.
Since 1987, Laserfiche Enterprise Content Management software has been trusted by more than 35,000 organizations worldwide to manage, secure and share information. As a privately-held company based in California, Laserfiche develops solutions for capture, workflow, forms, e-signatures and case management that help organizations drive business value—and make timely, informed decisions.
Along with winning industry awards, Laserfiche has also set the industry standard with a Department of Defense 5015.2-certified records management solution.
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives.
Entrusted with more than $900 billion of assets, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy.
That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes.
As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.
*Assets under management as of June 30, 2018.
Live Oak Bank is the pioneer in bank financing for the investment advisory industry. Since 2013, we have lent over $600 million to investment advisors for mergers and acquisitions, succession, working capital, refinancing, tuck-ins, buy-ins/outs, expansion, commercial real estate and other business purposes.
You have the long-term interests of your clients at heart. That’s how you won their trust and loyalty and built a successful practice. At Live Oak Bank, we take the same approach. Our award-winning team of investment advisor lending experts work with advisors all day, every day and truly understand your business. They are trusted advisors that can offer advice to help you avoid costly mistakes and win the deal.
Live Oak makes it easy for independent financial advisors to build firm value by providing affordable, flexible business loans. When you are ready, we are here to guide you through the lending process.
"I have to say this is the best event I have EVER attended. I am so glad I did and will attend other events in the future."
"It's good to attend this conference annually to hear from the best in our industries on topics that are timely and relevant."
"Fantastic event. I got clear direction on how my colleagues are managing their human capital, driving productivity and creating growth on purpose."
"The benchmarking conversation was helpful and helped me interpret the data. Fantastic content around how to use the study to influence decisions for an advisory business."
Attend the industry’s exclusive event for the elite adviser. Sign up now for early bird pricing!
120 Huntington Avenue
Boston, MA 02116
A dedicated room block has been reserved for guests at a special negotiated rate of $299 per night, plus applicable taxes. Rooms are available on a first-come, first-serve basis and the special rate is expected to sell out quickly. Please click here to make your hotel reservation.