13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY FINANCIAL MARKETERS’

FORUM & AWARDS: BOSTON

Marketing Shift: The Changing World in

Asset Management Marketing

Gramercy Institute is pleased to announce this live event. This important gathering takes place at The Harvard Club of Boston on Thursday,

December 8, 2022 (8:00 AM - 12:45 PM) and our focus topic is:

Marketing Shift: The Changing World in Asset Management Marketing. 

Please join Gramercy Institute as it drills down into this important topic through the eyes and ears of some of our industry’s leading financial marketing icons, thinkers, movers & shakers. 

In connection with our financial content marketing forum, Gramercy Institute will also award those financial brands and agencies who are “doing it right” as we honor and award the winners of the Gramercy Institute's Asset Management Marketing Marketing Awards.

AGENDA

8:00  BREAKFAST: Breakfast & Conversation

 

8:30  OPENING REMARKS: Asset Management Marketing Is Different 

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

8:40  PANEL: Understanding The Needs of Asset Management Customers Today

  • Jessica Benjamin Farrell, Channel Marketing Lead, Allspring 

  • Gene Kim, Investment Marketing Lead, MassMutual

  • Peter Kooken, Head, Institutional & Retirement Marketing, State Street Global Advisors

  • Cassie Monahan, Sr. Manager, Product Marketing, RBC Global Asset Management

  • Chris Rohan, Executive Director, Head, NA Channel Marketing, Morgan Stanley Investment Management 

  • Meg Sullivan, Managing Director, IMPRINT

 

9:20  PRESENTATION: The Evolution of Financial Advisors and How To Reach Them

  • Presented by Kimberly Boone, Managing Director, Ptarmigan Media

9:40  PANEL: Creative Excellence in Asset Management Marketing

  • Allison Baird, Head, Integrated Marketing Strategy, SVB

  • Dina Berman, SVP, Head, Account & Project Management, In-House Agency, Wells Fargo

  • Jill Deardorff, President & CEO, Deardorff

  • Stephanie Giardina, VP, Strategic Marketing, Natixis Investment Management

  • Kristine Giarrusso, Director, US Strategic Campaigns, Columbia Threadneedle Investments

  • Jim Misener, President & CEO, 50,000Feet

 

10:20  BREAK: Coffee, Conversation & Refreshments

 

10:50  PRESENTATION: Finding The Right Financial Audiences in Today’s Media Jungle

  • Presented by Max Rybakov, VP Product & Rory Vogel, Senior Director, Advertising, InvestingChannel

 

11:10  PANEL: Brave, New World? Content & The Future of Asset Management Marketing

  • Daniel Kaepplinger, Account Director, Fundamental Media

  • Julie Jarrett, Manager, Corporate Communications & Engagement, Eventide Asset Management 

  • Christopher Link, Global Head, Content Marketing, Manulife Investment Management

  • Andy O’Rourke, Chief Marketing Officer, Direxion

  • Liz Ziegler, Chief Marketing Officer, Granahan Investment Management

 

11:45  PANEL: Strategic Media Planning & Execution in Asset Management 

  • Kimberly Boone, Managing Director, Ptarmigan Media

  • Sue Burton, Digital Readiness and Engagement Executive, Bank of America 

  • Noel Hoyt, Social Media & Digital Manager, John Hancock Investment Management

  • Jane Post, Head of Growth Strategy, Brand & Digital, BNY Mellon Wealth Management

  • Anthony Nygren, Executive Vice President , EMI Strategic Marketing

 

12:20  AWARD PRESENTATION: 2022 Gramercy Institute Asset Management Marketing Awards

 

12:35: BEST-OF-SHOW AWARD PRESENTATIONS: 2022 Gramercy Institute Asset Management Marketing Awards

 

12:40  FORUM CLOSES

SIGN-UP TO JOIN US

Event Date

Thursday, December 8, 2022

(8:00AM-12:45PM)

includes breakfast, breaks &

moderated program.

 

Location

The Harvard Club of Boston |

374 Commonwealth Avenue,

Boston, MA 02215

For questions please contact Bill Wreaks

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