13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY FINANCIAL MARKETERS’

FORUM: BOSTON

2022 & BEYOND: THE FUTURE OF ASSET MANAGEMENT MARKETING

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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

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

8:45  PANEL: The Power of Brand in Asset Management Marketing

  • Danielle Remis Hackel, Chief Marketing Officer, Cambridge Trust Bank

  • Andrew Pelosi, President, MERGE

  • Dominica Ribeiro, Chief Marketing Officer, Breckinridge Capital Advisors

  • Geoffrey Underwood, Director of Brand Marketing, Eaton Vance/Morgan Stanley

 

9:20  PRESENTATION: The Changing Face of Advisor Engagement

  • Craig Katz, EVP, Partnerships & Strategy, Discovery Data

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

9:40  PANEL: ESG & What It Means to Asset Management Marketing

  • Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management

  • Jill Deardorff, President & CEO, Deardorff Associates

  • David Goodsell, Executive Director, Center for Investor Insight, Natixis Investment Managers

  • Anthony Nygren, EVP, EMI Strategic Marketing

  • 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

  • Joanna Harrison, Editor, Branded Content, Alpha Grid North America

 

11:15  PANEL: Message Distribution: Media & Content Marketing in Asset Management

  • Kevin Hearn, Director of Strategy, Editions Financial

  • Katie Pierce, Head of Marketing, Easterly Asset Management 

  • Rachel Tuffney, EVP, Dianomi USA

  • Kim Rochette, Account Director, Fundamental Media

 

11:50  PANEL: Asset Management Marketing: The Measurement of Success

  • Karleen Fallon, Director of Marketing, Cerulli Associates

  • Gene Kim, Investment Marketing Lead, MassMutual

  • 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

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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