AGENDA​

Thursday, May 19, 2022

GRAMERCY FINANCIAL MARKETERS’ FORUM: BOSTON

Financial Marketing 2022: Meet The New Investor

 

 

8:00 BREAKFAST IS SERVED

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8:30  OPENING REMARKS: 2022 Meet The New Investor

• Bob Verrico, Founder & Executive Chairman, InvestingChannel

• Bill Wreaks, Chief Analyst, Gramercy Institute

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8:50  PRESENTATION: Adopting A Growth Marketing Mindset

• Kurt Genden, Co-founder and Managing Partner, TrueVoice

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9:10  PANEL: Culture Shift: Marketing to ESG-Minded Investors

• Isla Dickerson, CMO, Director of Marketing & Community Relations, Bangor Savings Bank

• Anthony Nygren, EVP, EMI Strategic Marketing

• Kevin Steen, Principal, Sullivan

• Jeff Wilson, SVP, Marketing & Communications, Commercial & Business Banking, Citizens

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9:50  PRESENTATION: The Science of Social

• Andrea Gresh, Producer, NA, Alpha Grid, a Financial Times Co.

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10:10 BREAK: Coffee, Refreshments & Conversation

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10:40  PANEL: Content, Media & Messaging In A Cookie-less World

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

• Randy Gearhadt, VP Consumer Lending, Emerging Markets & Partnerships, Citizens

• Daniel Kaepplinger​, Account Director, NA, Fundamental Media

• Adam Klareich, Director, Ptarmigan Media

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11:20  PANEL: What’s Changed? Post-Pandemic Marketing To Financial Advisors

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

• Diane Frankenfeld, MD & Chief Communications Officer, iCapital

• Gene Kim, Investment Marketing Lead, MassMutual

• Geoffrey Underwood, Executive Director, Global Sales & Marketing, Morgan Stanley

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12:00: GROUP DISCUSSION: Is This Finally Happening? Alignment of Financial Sales & Marketing

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12:25: CLOSING REMARKS

 

12:30: FORUM CLOSES