Other keynote speakers include David Kelly, chief global strategist of JP Morgan Asset Management, Jenn Lim, CEO and Chief Happiness Officer of Delivering Happiness, theoretical physicist Michio Kaku, and Jim McKelvey, co-founder of Sqaure.
Pershing's INSITE conference is one of the largest events of the year for both advisors and brokers, because Pershing serves as both a custodian to RIAs and the clearing firm for many independent broker-dealers.