GRAMERCY FINANCIAL MARKETERS’
FORUM & AWARDS: BOSTON
Raising The Bar: Next Level Excellence in Asset Management Marketing
Gramercy Institute is pleased to announce this important gathering takes place at The Harvard Club of Boston on Thursday, December 11, 2025 (8:00 AM-12:45 PM) and our focus topic is: Raising The Bar: Next Level Excellence in Asset Management Marketing
At this Forum, GramercyInstitute will Present This YearsWinners of The 11th Annual Gramercy Institute Asset Management Marketing Awards to leading financial brands, agencies and partner teams.
In connection with this asset management 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 IS SERVED
8:30 OPENING REMARKS: Raising The Bar: Next Level Excellence in Asset Management Marketing
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Bill Wreaks, Chief Analyst, Gramercy Institute
8:45 PRESENTATION: Opportunity Acceleration: Strategies for a Hyper-Competitive Market
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Anthony Nygren, Strategic Marketing, Managing Director, EMI
9:05 PRESENTATION: Brand Studies: Pitfalls, Opportunities and Best Practices
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Michael Rodov, Founder & CEO, AdNode
9:25 PANEL: Brand Power: Exploring The Importance of Brand in Asset Management Marketing
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Matthew Alstead, Head, Marketing & Communications, Sands Capital
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Jill Deardorff, President & Chief Creative Officer, Deardorff
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Dominica Ribeiro, Chief Marketing & Distribution Officer, Breckinridge Capital Advisors
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Ed Rowley, Head, Americas Chanel Marketing, Robeco
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Marnie Vosper, Head, Creative Services, Morningstar
9:55 PRESENTATION: The Future is Now: Beyond Branding-Measurable & Trackable FA Engagement
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
10:15 BREAK: Coffee, Refreshments & Conversation
10:45 PRESENTATION: Demographic-Based Asset Gathering and Customer Acquisition
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Andy Corn, CEO & Chief Strategist, E5A Integrated Marketing
11:05 PANEL: Media, Content & Message Distribution in Asset Management Marketing
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John Bracey, Chief Data & Performance Officer, MERGE
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Theresa Cummings, Channel Leader, Mass Mutual
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Emily McNulty, Account Director, Fundamental Media
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Andy O'Rourke, Managing Director-Marketing, Direxion
11:35 PRESENTATION: Who Stole My Traffic? Winning AI Search Visibility in Financial Marketing
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Eamonn Conway, Managing Director, Fiducial Communications Ltd.
11:55 PANEL: The AI Factor: Is Artificial Intelligence Changing Asset Management Marketing?
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Eamonn Conway, Managing Director, Fiducial Communications Ltd.
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Daniel Peznola, Account Director, Fundamental Media
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Jeremy Rudolph, General Manager, Financial Services, Banking & Insurance, Goldcast
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Michael Rodov, Founder & CEO, AdNode
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Rebecca Schmidt, Vice President, Boston Office Lead, Water & Wall
12:25 AWARD PRESENTATION: The 11th Annual Gramercy Institute Asset Management Marketing Awards
12:40 BEST OF SHOW AWARD PRESENTATION: The 11th Annual Gramercy Institute Asset Management Marketing Awards
12:45 PROGRAM CLOSES
SIGN-UP TO JOIN US
Event Date
Thursday, December 11, 2025
(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
