Keynote Speakers

World-Class Speakers—INSITE Conference For Financial Advisors

James Comey

Director of the Federal Bureau of Investigation (2013-2017)

James Comey led the Federal Bureau of Investigation from 2013 to 2017, appointed to the post by President Barack Obama. His tenure was tested by new forces within and outside America’s borders. He oversaw the federal response to mass shootings in San Bernardino in December 2015 and at Pulse nightclub in Orlando the following June, at the time the deadliest in the country’s history. He also worked to address key leadership, agility, and diversity issues within the Bureau.

Prior to his service at the FBI, Comey worked as a federal prosecutor in New York and Virginia as well as U.S. attorney for the Southern District of New York and the U.S. deputy attorney general in the administration of President George W. Bush. In the private sector, he has worked at law firms and as the general counsel of Lockheed Martin, the world’s largest defense contractor, and Bridgewater Associates, the world’s largest hedge fund.

Comey is the 2017–2018 Gwendolyn S. and Colbert I. King Endowed Chair in Public Policy at Howard University. He has been an adjunct professor at the University of Richmond School of Law and a Hertog Fellow in National Security Law at Columbia Law School.

A native of the New York metropolitan area, Comey attended the College of William & Mary and the University of Chicago Law School. He and his wife Patrice have five children and live in northern Virginia.


James T. Crowley

Chief Operating Officer, Pershing, a BNY Mellon company

Jim Crowley is the Chief Operating Officer for Pershing, a BNY Mellon company. In his role, Jim ensures that Pershing has the operational controls, reporting procedures, systems and talent in place to support its business. He shares responsibility with the Chief Executive Officer for all Pershing affiliates globally and is a member of Pershing’s Executive Committee.

Prior to his current role, Jim served as the firm’s chief relationship officer, working side-by-side with clients to help them build sustainable and profitable businesses, serve their clients more effectively and deliver an exceptional end-to-end experience.

Jim is a frequent speaker at client and industry events on business trends, strategy and transformation. He is often quoted in the business press for his broad range of industry insights and experience.

During his career at Pershing, Jim has worked in various operating areas, including a stint on the floor of the New York Stock Exchange before leading marketing and business development for the fixed income business. Subsequently, Jim moved into relationship management, taking on increasingly senior roles while building the firm’s relationship management team. Jim began his career in the firm’s Corporate Trainee Program.

Jim earned a Bachelor of Science degree in Management from Florida State University. He has completed the Securities Industry Institute® (SII) program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania. He has served on the SII Board of Trustees since 1988 and is a past chair (2007-2009).


Lisa Dolly

Chief Executive Officer, Pershing, a BNY Mellon company

Lisa Dolly is the Chief Executive Officer for Pershing, a BNY Mellon company, providing leadership for the Pershing family of companies in 23 locations worldwide. Pershing provides global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms, and wealth managers, helping them to run their business efficiently and serve their clients effectively. Lisa is the Chair of Pershing’s Executive Committee and a member the BNY Mellon Executive Committee. She is a passionate advocate for developing talent and bringing diversity and multiple voices to build the best teams.

Lisa has been with Pershing for over 25 years and brings rich experience to this role. She was most recently the chief operating officer of the firm, sharing leadership for all Pershing affiliates. As COO, she was responsible for ensuring that the firm has the operational controls, administrative and reporting procedures, and people and systems in place to effectively grow and maintain financial strength and operating efficiency.

Previously, Lisa was responsible for the firm’s managed investment business and Lockwood Advisors, Inc. and has held leadership positions in nearly every area of the firm, from Account Management and Client Service to Global Operations. She was also the firm’s chief administrative officer with leadership responsibility for Legal, Compliance, and People Services. She began her career in the Corporate Trainee program.

Lisa has served as chairperson of the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Steering Committee and has served on cross-industry committees with DTCC. In addition, she volunteers her time with the 30% Club mentoring aspiring professional women. In 2016, Lisa was named to the “Women to Watch” list by InvestmentNews and the “50 Most Influential Women in Private Wealth” list by Private Asset Management magazine.

Lisa earned a Bachelor of Arts degree in Economics from Rutgers University and completed the Securities Industry Institute® program, sponsored by SIFMA, at the Wharton School of the University of Pennsylvania.


Dr. Michio Kaku

Theoretical Physicist, Professor, Futurist and New York Times Best-Selling Author

Dr. Michio Kaku is one of the most widely recognized figures in the science world today. He is an internationally recognized authority in two areas. The first is Einstein’s unified field theory, which Dr. Kaku is attempting to complete. The other is to predict trends affecting business, medicine, finance and our way of life, based on the latest research in science.

He has written three New York Times best sellers. His book, “The Future of the Mind,” about the destiny of humanity as we reach for the planets and the stars, hit #1 on the New York Times, Amazon and Barnes and Noble best sellers’ lists, making it the #1 hardcover, non-fiction book in the country. He appears regularly on national and international television, and hosts numerous science television and radio programs. He wrote a full-page feature article for the Wall Street Journal about this book. His Facebook site has over three million fans and over 600,000 people regularly receive his tweets.

Dr. Kaku holds the Henry Semat Chair in Theoretical Physics at the City University of New York where he has been a professor for almost 30 years. He graduated summa cum laude from Harvard University in 1968 and was first in his physics class. He received his Ph.D. in Physics from the University of California at Berkeley in 1972. He has taught at Harvard and Princeton as well. His goal is to complete Einstein’s dream of a theory of everything, to derive an equation, perhaps no more than one inch long, which will summarize all the physical laws of the universe. He is the co-founder of string theory, a major branch of string theory, which is the leading candidate today for the theory of everything. His Ph.D. level textbooks are required reading at many of the world’s leading physics laboratories.

He is the author of several international best sellers. Besides “The Future of the Mind,” his other New York Times best sellers include, “Physics of the Future,” and “Physics of the Impossible.” Other books include “Hyperspace and Visions: How Science Will Revolutionize the 21st Century.” For “Physics of the Future,” he interviewed 300 of the world’s top scientists, Nobel Laureates and directors of the largest scientific laboratories, about their vision for the next 20 to 100 years in computers, robotics, biotechnology, space travel, etc. These are the scientists who are inventing the future in their laboratories. The “Physics of the Future” gives the most authoritative and most authentic understanding of the world of the future. “Physics of the Future” was also chosen by Amazon as one of the Top 100 Books of 2011. His book, “Parallel Worlds,” about the latest in cosmology, was a finalist for the prestigious Samuel Johnson Prize for Non-Fiction in the U.K., and also a finalist for the Aventist Prize for science books. His other New York Times best seller, “Physics of the Impossible,” earned glowing reviews from the LA Times, New Scientist Magazine, Guardian Newspaper (U.K.) and many, many more. It was also the number one science book in the United States.

His latest book is “The Future of the Mind,” which details the stunning breakthroughs being made in neuroscience, which are finally beginning to unravel the mysteries of the most complex object in the known universe, the human brain. Recent scientific advances in brain-machine interface have made possible a form of telepathy, telekinesis, recording and uploading memories, and even photographing thoughts.

Dr. Kaku also does considerable public speaking on international radio and TV. He hasappeared on the Larry King Show, Nightline, 60 Minutes, Good Morning America, CNN, CNN-Financial, ABC-TV News, Fox News, BBC-TV, BBC-Radio, PBS’s NOVA and Innovation, Tech-TV. He has also appeared on the David Letterman Show, the Colbert Report, the Conan O’Brien show, HBO’s Real Time with Bill Maher Show. He has appeared on numerous science specials, including PBS’s Steven Hawking’s Universe , Science Odyssey, Einstein Revealed, the BBC’s Future Fantastic, Parallel Universes, Copenhagen, Channel 4’s The Big G: The Story of Gravity, the Discovery Channel, the Learning Channel’s Exodus Earth, A&E, the History Channel’s Universe series and biography of Einstein, and many science documentaries. He was featured in the full-length, 90-minute feature film, “Me and Isaac Newton,” which was nominated for an Emmy in 2001. He was profiled in Tech-TV’s Big Thinkers series and is a regular commentator on that cable network. He has spoken on over 500 radio stations around the country.

He has also appeared in a number of major science specials. In 2006, he hosted a four-part series for BBC-TV and BBC World called “Time.” In winter of 2007, he hosted a three-part, Discovery TV series about the next 50 years, called “2057.” He has also hosted a new documentary for BBC-TV about the future of science, called “Visions of the Future.” It aired in the U.K. in the fall of 2007 and received glowing reviews from the London newspapers, including the Times, Daily Telegraph and Guardian. It also received some of the highest ratings for BBC4.

In January 2009, he signed a contract with the Science Channel to host a 12-part science series based on his best-seller, “Physics of the Impossible.” The series aired in December 1, 2009. In the agreement, the Science Channel also asked Dr. Kaku to be the public face of the Science Channel. He also appears regularly of Fox News. His book, “Physics of the Future,” became the basis of a six-hour TV special on the Science Channel called “Futurescape.”

He also hosts his own national weekly radio program which airs in 130 cities in the U.S. and the KU national satellite band and internet, called “Science Fantastic.” It is the largest nationally syndicated science radio show on commercial radio in the United States, and perhaps the world. He has also written for Time Magazine, the Wall Street Journal, Discover Magazine, New Scientist Magazine, Astronomy Magazine, Wired Magazine, and been quoted in Scientific American, the New York Times, the Washington Post, the London Daily Telegraph, the London Times, the Philadelphia Inquirer, Wired Magazine and Fast Magazine. He has written cover articles for New Scientist magazine, Astronomy Magazine and the Sunday London Times. He has written several op-ed pieces for the Wall Street Journal and the Boston Globe.

He frequently keynotes major business conferences about the next 20 years in computers, finance, banking and commerce. In particular, he has keynoted major conferences for major corporations, many of them controlling hundreds of billions of dollars in investments.


Dr. David Kelly

Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David's research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund's operating committee.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D. and Master of Arts degree in Economics from Michigan State University and a Bachelor of Arts degree in Economics from University College Dublin in the Republic of Ireland.


Jay Leno

Acclaimed Late Night Television Host

Acclaimed TV late night show host, admired stand-up comedian, best-selling children's book author, much-in-demand corporate speaker, lovable TV and movie voice-over artist, pioneering car builder and mechanic, and philanthropist…it's no wonder that Jay Leno is widely characterized as "the hardest working man in show business." And all this hard work has certainly paid off handsomely: Jay Leno's late-night television ratings domination includes two decades as the host of the #1-rated "The Tonight Show with Jay Leno" – he never lost a year in which he served as host. In the process, he has been honored by the Television Academy with an Emmy for "Outstanding Comedy, Variety or Music Series." "The Tonight Show" has also taken home the trophy for "Favorite Late Night Show" in the annual TV Guide Awards determined by voting viewers. As if night-time dominance was not enough, Leno has also succeeded in the newest entertainment arena. "Jay Leno's Garage" has gained an international following on the Web, not to mention several Emmy Awards and nominations for Outstanding Special Class–Short-Format Nonfiction Programs. Leno, himself, is the recipient of the People's Choice Award and other honors, including the Harris Poll selection as most popular star on television. Other personal highlights include the Hasty Pudding Award at Harvard University, an honor whose sole prior comedy/talk host recipient was Johnny Carson; receiving a star on Hollywood's Walk of Fame, and being the first person to drive the pace car of all major NASCAR events. An indefatigable performer, Leno loves to test his humor live on audiences across the nation, performing over 100-150 live appearances in nightclubs, theaters and stadiums each year. He has been touted as one of the nicest people in show business and the hardest-working — a winning tandem for the man who says, "Anyone can have a life – careers are hard to come by!" His "everyman"-style and personality have helped him earn millions of fans worldwide, especially in the regions where people relate to his personable style and work ethic. Each year, he serves as Master of Ceremonies and does numerous benefit performances, including shows for those whose lives were devastated by the 9/11 tragedy, the tsunami in Thailand, hurricanes in the gulf, and the severe economic downturn in Detroit. He leads the annual Love Ride in California to benefit numerous humanitarian organizations serving people with autism, muscular dystrophy, and Special Olympics, among many others. He has also served as honorary campaign chairman for several years for the Entertainment Industry Foundation, Hollywood's charitable arm, and he has assisted the Gender Apartheid campaign led by wife Mavis together with the Feminist Majority, to free Afghan women of Taliban tyranny, an effort for which Mavis and The Feminist Majority were nominated for the Nobel Peace Prize. He is a New York Times bestselling author and, in his spare time, he enjoys working on his collection of classic cars and motorcycles. In fact, he has built a number of cars, including an acclaimed eco-car in his eco-friendly green garage. Leno was born in New Rochelle, New York, and raised in Andover, Massachusetts. He and his wife, Mavis, live in Los Angeles.


Jenn Lim

Chief Executive Officer and Chief Happiness Officer, Delivering Happiness

Jenn is the CEO and Chief Happiness Officer of Delivering Happiness, a company she and Tony Hsieh, Chief Executive Officer, Zappos.com co-founded to inspire science-based happiness, passion and purpose at work, home and everyday life. In Jenn’s words, “A CHO is doing what any CEO does in an organization—putting the people, resources and financing in place to create a sustainable company. The difference between a CEO and a CHO is that a CHO is doing it through the lens of happiness as a business model.”

Along with her “fearless leader” CHO responsibilities, Jenn manages a demanding speaking schedule that sends her around the world to deliver a message of passion, purpose, culture and happiness. If you ask her, Jenn will tell you she never imagined the opportunities that she has today, but she often recalls a particular turning point in her life, which foreshadowed her path. While studying at UC Berkeley, she found herself in a poetry class and where she was expected to read her poems aloud. Another student came up to her after class and said “I loved that line.” It was in that moment that Jenn realized that words have power, and became the reason that she focuses so much energy on her speaking engagements today. She says, “If I affect someone in some way it’s worth it…somehow I ended up in this place where I have a bigger platform to do it now but it comes back to the same thing—inspire and be inspired.”

Starting long before Delivering Happiness was a gleam in anyone’s eye, Jenn was a consultant at Zappos. She created the Zappos Culture Book, a symbol of how companies can use happiness as a business model to increase productivity and profitability. She was a foundational part of the team at Zappos who proved that happier employees = happier customers = profitable and sustainable business, and most importantly, meaningful lives.

In 2010, Jenn led the launch and management of Tony’s book which has sold over 600,000 copies worldwide and hit #1 on bestsellers lists. It was voted one of the best business books by NPR, New York Times and USA Today New York Times Inc. Magazine and the Wall Street Journal, remained on the list for 27 weeks and has been translated into 20 languages.

Delivering Happiness has evolved from a book to a company and global movement represented by over 110 countries. Today, she’s dedicated to growing Delivering Happiness to inspire happiness in people, communities and companies so that together, we can create a happier world.


Jim McKelvey

Co-Founder, Square

Jim McKelvey is best known for co-founding Square, one of Silicon Valley’s hottest startups, but is also an  inventor, entrepreneur, artist, author and licensed pilot. Chances are you have run across a Square device at some point, especially if you’ve recently visited a food truck or similarly mobile small business. The tiny piece of plastic that allows you to swipe credit cards on your smartphone or tablet has been joined by a full iPad docking system, essentially becoming a full cash register, without the cash. The company, co-founded five years ago by Jim McKelvey and Jack Dorsey—also the co-founder of Twitter—has more than 600 employees and is now valued at $6 billion. The company recently announced its intentions to move into the food-delivery market by buying a startup called Caviar. Jim’s latest venture, LaunchCode, is making it possible for anyone to learn programming and land a full-time job in under six months—for free. 

Jim is also known as a master glass artist and author, having written the world’s most widely read text on the subject, The Art Of Fire. He is the founder of Third Degree Glass Factory, one of the nation’s main centers of glassblowing arts. A 1987 Washington University Economics and Computer Science graduate, Jim is the author of three textbooks, two on computer programming and one on glassblowing. He teaches at Washington University in St. Louis and lectures internationally on art and entrepreneurship. 


Vincent Reinhart

Managing Director, Chief Economist and Macro Strategist, BNY Mellon Asset Management North America

Vincent is a Managing Director, Chief Economist and Macro Strategist, BNY Mellon Asset Management North America. He is responsible for developing views on the global economy and making relative value recommendations among global bond markets, currencies, and sectors. Previously, he was Chief US Economist and managing director at Morgan Stanley. For the prior four years, he was a resident scholar at the AEI. Vincent worked at the Federal Reserve for 24 years, most recently as Director of the Division of Monetary Affairs and Secretary and Economist of the Federal Open Market Committee. His responsibilities at the Federal Reserve included directing research and analysis of monetary policy strategies and the conduct of policy through open market operations, discount window lending and reserve requirements. He was the principal liaison with the domestic desk at the Federal Reserve Bank of New York and was responsible for preparing a document outlining policy alternatives for each FOMC meeting. His earlier experience in the Federal Reserve System included a two-year stint as Deputy Director in the Division of International Finance and Associate Economist of the FOMC and five years spent at the Federal Reserve Bank of New York in a variety of capacities in both the domestic and international research departments. His academic publications primarily concern the conduct of policy and issues related to the monetary transmission mechanism as well as an analysis of alternative auction techniques and Treasury debt management. After an undergraduate training at Fordham University, he received graduate degrees in economics at Columbia University.


Charlie W. Scharf

Chairman and Chief Executive Officer, BNY Mellon

Charles W. Scharf was appointed Chief Executive Officer and a Director of BNY Mellon in July 2017 and became Chairman of the Board of Directors effective January 1, 2018.

Charlie was most recently Chief Executive Officer and a Director of Visa Inc. from October 2012 through December 2016, where he was recognized for transforming the firm into a technology-driven digital commerce company.

Before joining Visa, Charlie was a managing director of One Equity Partners, the private investment arm of JPMorgan Chase & Co. Previously, he served as Chief Executive Officer of Retail Financial Services, one of JP Morgan Chase’s six lines of business, from 2004 to 2011, and as Chief Executive Officer of the retail division of Bank One Corp. from 2002 to 2004.

Charlie also served as CFO of Bank One Corp. from 2000 to 2002, CFO of the Global Corporate and Investment Bank division at Citigroup from 1999 to 2000, and CFO of Salomon Smith Barney and its predecessor company from 1995 to 1999.

Charlie is on the Board of Directors of Microsoft Corporation. He is also a member of the Business Council, on the Board of Trustees for Johns Hopkins University and is Chairman of the New York City Ballet. Charlie holds a Bachelor of Arts degree from Johns Hopkins University and an MBA degree from New York University.