GRAMERCY INSTITUTE:

2020 FINANCIAL MARKETERS' CALENDAR OF EVENTS​

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WEBINAR SUMMER SERIES: Thursday, July 2, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Key Elements of Financial Brand Excellence

  • Claire Blackwell, Director of Marketing, St. James's Place Wealth Marketing

  • Isabella Conenna, Sr. VP, Brand Management & Exec. Creative Dir, Bessemer Trust

  • Wendy Marcone, SVP, GBAM Marketing, Bank of America

  • Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck

 

WEBINAR SUMMER SERIES: Thursday, July 9, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Financial Marketing 2020: Connecting Through Content

  • Bonnie DiJoseph, Sr. Manager, Head of Retail Content Strategy, Vanguard

  • Kim Hanson, Head of Thought Leadership Content, BMO

  • Mitch Rose, Vice President, Digital Strategy—Content, JP Morgan

  • Rachel Tuffney, EVP, Dianomi USA

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WEBINAR SUMMER SERIES: Thursday, July 16, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Financial Media: Owned, Earned & Purchased

  • Tammy Cash, EVP, Head of Marketing, Horizons ETF's

  • Matthew Hickerson, Dir, Global Media Relations & Executive Comm., CFA Institute 

  • Erin Meijer, AVP, Thought Leadership and Content Strategy, Guardian Life

  • Tokes Ojo-Ade, Paid Media, Marketing, US Intermediaries, T. Rowe Price

  • Debra Probst, VP, Head of International Channel Marketing, PGIM Investments

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WEBINAR SUMMER SERIES: Thursday, July 23, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Inspiring Action: Internal Marketing in Financial

  • Marty Dauer, Chief Marketing & Communications Officer, Duff & Phelps

  • Gail Gross, Director, Head of Private Wealth Management Mktg, Bank of America

  • Carmela DiMeo, Managing Dir, Global Head of MKTG & Comm, Pinebridge Investments

  • Joe Zieman, VP, Communications, Betterment

 

WEBINAR SUMMER SERIES: Thursday, July 30, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Partnership Strategies in Financial Marketing

  • Joseph DeRoss, Executive Director, Head of Field Marketing, Morgan Stanley

  • Jason Farago, Head, Insurance Asset Management Marketing & Communications, Head, Latin Am. Mktg, DWS Group

  • Jacob Howard, Vice President, Marketing, Deutsche Bank

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

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WEBINAR SUMMER SERIES: Thursday, August 6, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Goal-Setting, Measurement & Success in Financial Marketing

  • Melinda Kuleszka, Mktg & Comm Lead, Digital Workplace, Fidelity Investments

  • David Master, Chief Marketing Officer, Janus Henderson Investors

  • Gloria Nelson, VP, Mktg Strategy & Communications, Janney Montgomery Scott

  • Andy O’Rourke, Chief Marketing Officer, Direxion Funds

 

The Great Financial Media & Marketing Showcase, August 11-20

(Four 90-Minute Webinars-5 Presenters/each)

Marketing & Media Showcase 1- Group Intro + Five Ten Minute Presentations-August 11

Marketing & Media Showcase 2- Group Intro + Five Ten Minute Presentations-August 13

Marketing & Media Showcase 3- Group Intro + Five Ten Minute Presentations-August 18

Marketing & Media Showcase 4- Group Intro + Five Ten Minute Presentations-August 20

 

2021 FINANCIAL MARKETING LEADERSHIP FORUM: Tuesday, August 26, 2020

Perspectives in Leadership in Financial Marketing-Part 1

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AWARD SUBMISSION DEADLINE: Friday, August 29, 2020

SUBMISSION: Gramercy Financial Content Marketing Awards

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TORONTO, CANADA: Wednesday, September 9, 2020

Gramercy Financial Marketers’ Forum

PRESENTATION: Canada’s Best Creative in Financial Marketing Awards

 

2021 FINANCIAL MARKETING LEADERSHIP: Tuesday, September 14, 2020

Perspectives in Leadership in Financial Marketing-Part 2

RESEARCH: 2021 Financial Marketing’s New Normal

 

NEW YORK, USA: Wednesday, September 23, 2020

Content Marketing: Why & How It Works in Financial

PRESENTATION: Gramercy Financial Content Marketing Awards

 

AWARD SUBMISSION DEADLINE: Wednesday, September 30, 2020

SUBMISSION: GI’s Rising Stars in Financial Marketing-London & NYC

 

BOSTON, USA: Wednesday, October 7, 2020

Asset Management Marketing: Best Practices For 2021

PRESENTATION: Gramercy Asset Management Marketing Awards

 

SHANGHAI, CHINA: Wednesday, October 14, 2020

Gramercy Financial Marketers’ Forum: SHANGHAI

 

AWARD SUBMISSION DEADLINE: Wednesday, October 21, 2020

SUBMISSION: The Gramercy Fin-Tech Marketing Awards

 

LONDON, UK: Wednesday, October 28, 2020

Gramercy Financial Marketers’ Forum: LONDON

PRESENTATION: London’s Rising Stars in Financial Marketing

 

SYDNEY, AUSTRALIA: Wednesday, November 4, 2020

Gramercy Financial Marketers’ Forum: SYDNEY

 

NEW YORK CITY: Wednesday, November 11, 2020

PRESENTATION: Gramercy Institute’s 20 Rising Stars in Financial Marketing

 

SAN FRANCISCO, USA: Wednesday, November 18, 2020

Financial Marketing for Tomorrow

PRESENTATION: The Gramercy Fin-Tech Marketing Awards