Episode Details

Noam Tasch, Head of Partnerships and Revenue at Pershing X, joins to discuss the Pershing X platform and talks about some of the new partnerships for the PX platform, some of which will be announced at INSITE. He joins us from the INISTE Conference in Orlando. Tonia Bottoms, Managing Director and Senior Managing Counsel for BNY Mellon; Diversity & Inclusion (D&I) Advocate for Pershing, joins to discuss diversity and inclusion in financial services, steps to improve it, and outlook for the industry. He joins us from the INSITE conference. Matt Brown, founder and CEO of CAIS, joins to discuss markets and investing from the INSITE conference in Orlando. Stephanie Pierce, CEO of Dreyfus, Mellon and ETFs at BNY Mellon, joins to talk about ETF flows and investing strategies, as well as Precision Direct Indexing. Phil Orlando, Chief Equity Strategist at Federated Hermes, joins the show from the INSITE conference to talk investing and gives his market outlook. Hosted by Paul Sweeney and Jess Menton.

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