13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY FINANCIAL MARKETERS’
FORUM: BOSTON
2022 & BEYOND: THE FUTURE OF ASSET MANAGEMENT MARKETING
Gramercy Institute is pleased to announce it’s second live in-person Gramercy event
this fall! This important gathering takes place at
The Harvard Club of Boston on December 2 and our focus topic is:
The Future of Asset Management Marketing: 2022 & Beyond
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.
Gramercy Institute will present awards to winners of its
2021 Gramercy Asset Management Marketing Awards and its
Gramercy Financial Marketing Leadership Awards.
GRAMERCY FINANCIAL MARKETERS’ FORUM: BOSTON
2022 & BEYOND: THE FUTURE OF ASSET MANAGEMENT MARKETING
8:00 BREAKFAST: Breakfast is Served
8:30 OPENING REMARKS: 2022: The Year Ahead in Financial Marketing
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:45 PANEL: The Power of Brand in Asset Management Marketing
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Danielle Remis Hackel, Chief Marketing Officer, Cambridge Trust Bank
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Andrew Pelosi, President, MERGE
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Dominica Ribeiro, Chief Marketing Officer, Breckinridge Capital Advisors
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Geoffrey Underwood, Director of Brand Marketing, Eaton Vance/Morgan Stanley
9:20 PRESENTATION: The Changing Face of Advisor Engagement
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Craig Katz, EVP, Partnerships & Strategy, Discovery Data
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
9:40 PANEL: ESG & What It Means to Asset Management Marketing
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Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management
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Jill Deardorff, President & CEO, Deardorff Associates
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David Goodsell, Executive Director, Center for Investor Insight, Natixis Investment Managers
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Anthony Nygren, EVP, EMI Strategic Marketing
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Meg Sullivan, Managing Director, IMPRINT
10:15 AWARD PRESENTATION: The 2021 Gramercy Institute Financial Marketing Leadership Awards
10:25 BREAK: Coffee & Conversation
10:55 PRESENTATION: The Science of Engagement
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Joanna Harrison, Editor, Branded Content, Alpha Grid North America
11:15 PANEL: Message Distribution: Media & Content Marketing in Asset Management
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Kevin Hearn, Director of Strategy, Editions Financial
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Katie Pierce, Head of Marketing, Easterly Asset Management
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Rachel Tuffney, EVP, Dianomi USA
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Kim Rochette, Account Director, Fundamental Media
11:50 PANEL: Asset Management Marketing: The Measurement of Success
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Karleen Fallon, Director of Marketing, Cerulli Associates
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Gene Kim, Investment Marketing Lead, MassMutual
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Andy O’Rourke, Chief Marketing Officer, Direxion
12:25 AWARD PRESENTATION: The 2021 Gramercy Institute Asset Management Marketing Awards
12:35 FORUM CLOSES
REGISTER TO ATTEND
Event Date: Thursday, December 2, 2021 (8:00AM-12:30PM)
includes breakfast, breaks & moderated program.
Location: The Harvard Club of Boston | 374 Commonwealth Avenue, Boston, MA 02215
For questions about sponsorship please contact Bill Wreaks
COVID-19 PROTOCOL
We've successfully received your registration. Please note you must be COVID-19 vaccinated to attend this event
Attendees will be required to show a copy of the vaccine card prior to entering the forum along with valid photo ID.
Proof may be a photocopy, a picture on a phone,
or the physical card itself.
Accepted Vaccines:
Pfizer
Moderna
Johnson & Johnson
AstraZeneca