AGENDA

 

8:20 BREAKFAST IS SERVED

 

8:20 OPENING REMARKS: Modern Asset Management Marketing 

• Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

8:30 PRESENTATION: Looking Back to Leap Forward: Transforming Financial Marketing: 2025

• Lynda Koster, Co-Founder & Managing Partner, Growthential

 

8:50 PANEL: The Importance of Brand in Asset Management Marketing 

• Leslie Checkman, Vice President, Director, Client Marketing, MFS Investment Management

• Jill Deardorff, President & Chief Executive Officer, Deardorff

• Noel Hoyt, Director, Global Digital Marketing, JohnHancock Investment Management

• Sophie Klein, Business Director, Teamspirit US

• Andy O’Rourke, Chief Marketing Officer, Direxion

• Dominica Ribeiro, Chief Marketing & Distribution Officer, Breckinridge Capital Advisors

 

9:30 PRESENTATION: Who Knew? What Advisors (Really) Want from Asset Management Marketers

• Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

9:50 PRESENTATION: Trends & Direction in Financial Content Marketing & Media

• Kimberly Boone, Managing Director-Americas, Ptarmigan Media

 

10:10 BREAK: Conversation, Coffee & Refreshments

 

10:35 PRESENTATION: How Data Can Transform The Relationship Between 

Investors/Customers & Companies

• Andy Corn, Chief Strategy Officer, E5A Integrated Marketing

 

10:55 PANEL: Content & Media in Asset Management Marketing

• David Fajardo, SVP, Creative & Content Director, Direxion

• Annie Ferrer, Managing Director of Strategy, Sullivan

• Nicole Karantzoulidis, Director, Digital Product, Global Wealth & Asset Management, Manulife Investment Management

• Gordon Kerr, Managing Director, North America, Fundamental Media

• David Lufkin, Senior Financial Writer, Federated Hermes

• Chris Rohan, Head of Global Channel Marketing, Allspring Global Investments

 

11:35 PRESENTATION: AI & Content Creation in Financial Marketing

• Eamonn Conway, Managing Director, Fiducial Communications

 

11:55 PANEL: Asset Management: The Alignment of Sales & Marketing

• Allison Baird, Head, Marketing & Sales Enablement, First Citizens Bank

• Anthony Nygren, Executive Vice President, EMI Strategic Marketing

• Lauren Mack, Vice President, ETF Marketing, Morgan Stanley

• Sheri McLeish, Sr. Director Content Strategy, MERGE

• Katie Pierce, Head, Investments Marketing, John Hancock Investment Management

• Shannon Rossetti, Head of Marketing—Americas, BNP Paribas Asset Management

 

12:40 AWARD PRESENTATION: 10th Annual Gramercy Institute Asset Management Marketing Awards

 

12:50 AWARD PRESENTATION: Best-of-Show & Best-of -Show Runner-Up Awards

 

12:55: PROGRAM CLOSES