13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY FINANCIAL MARKETERS’

FORUM: BOSTON

Financial Marketing 2022: Meet The New Investor

Gramercy Institute is pleased to announce this live in-person event. This important gathering takes place at The Harvard Club of Boston on May 19 and our focus topic is:

Financial Marketing 2022: Meet The New Investor.

 

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.

AGENDA

Thursday, May 19, 2022

GRAMERCY FINANCIAL MARKETERS’ FORUM: BOSTON

Financial Marketing 2022: Meet The New Investor

 

 

8:00 BREAKFAST IS SERVED

8:30  OPENING REMARKS: 2022 Meet The New Investor

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

  • Bill Wreaks, Chief Analyst, Gramercy Institute

8:50  PRESENTATION: Adopting A Growth Marketing Mindset

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

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

9:50  PRESENTATION: The Science of Social

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

10:10 BREAK: Coffee, Refreshments & Conversation

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

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

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

12:25: CLOSING REMARKS

 

12:30: FORUM CLOSES

REGISTER TO ATTEND

Event Date: Thursday, May 19, 2022 (8:00AM-12:30 PM)

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

Please note you must be COVID-19 vaccinated to attend this event.