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GRAMERCY INSTITUTE

FINANCIAL MARKETERS’ FORUM: CHICAGO

Financial Marketing 2024: Trends & Directions

Gramercy Institute is pleased to announce a Gramercy Forum to take place in

Chicago on November 2, 2023.

Please join us as Gramercy Institute brings together the leading thinkers and key innovators of today in financial services marketing.

Here, several panels of financial marketing thought leaders from the world’s top financial brands will share innovative best practices for success today in financial marketing along with their vision for the future of this industry.

AGENDA

2024 Trends & Directions in Financial Marketing

 

8:00  BREAKFAST IS SERVED

  • Continental Breakfast & Coffee will be served

8:30. OPENING REMARKS: 2024 Trends & Directions in Financial Marketing

  • Bill Wreaks, Chief Analyst, Gramercy Institute 

8:40. WORDS OF WELCOME

  • John Jackson, Senior Marketing Manager, William Blair

 

8:45  PRESENTATION: AI & Financial Marketing: What Marketers Need to Know

  • Lynda Koster, Cofounder & Managing Partner, Growthential

 

9:05  PANEL: Artificial Intelligence in The Financial Marketing World

  • Tara Giuliano, Chief Marketing Officer, Nuveen, a TIAA company

  • Lynda Koster, Cofounder & Managing Partner, Growthential

  • Sheryl Markov, Director of Digital Marketing, Design & Delivery, Northern Trust Corporation

  • Mushter Moin, Managing Director, Head of Growth Innovation Practice, TrueVoice Growth Marketing

  • Shane Stiles, President, Gate 39 Media

  • David Townsend, Head, Product Marketing & Thought Leadership, Halo Investing

 

9:40  PANEL: Financial Branding Today & Tomorrow

  • Jill Axline, Ph. D., Senior Director, Brand Marketing, Brand Strategy Group, Morningstar

  • John Jackson, Senior Marketing Manager, William Blair

  • Kate Licina, Head, North America Institutional, Marketing and Client Strategy, Janus Henderson Investors

  • David Partain, Head, Brand Activation & Administration, Northern Trust Asset Management 

  • Anita Liskey, Global Head of Brand Marketing and Communications, CME Group

 

10:15 PRESENTATION: RESEARCH HIGHLIGHTS: Best Practices In Asset Management Marketing

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

  • Bill Wreaks, Chief Analyst, Gramercy Institute

 

10:30 BREAK: Coffee, Refreshments & Conversation

 

11:00 REPORT OVERVIEW: Helping Advisors Align the Head and Heart of Investing

  • Ken Williams, Managing Director, Imprint Content

 

11:05  PANEL: ESG: Shaping Financial Services and The Way They Are Marketed 

  • Jillian Bannister, CEO, Ext. Marketing Inc.

  • Stephen P. Ban, Founder, GreenCat Advisors

  • Benjie Elston, President – North America, Head of Sustainability, White Marble Consulting

  • Jim Misener, Chief Executive Officer, 50,000 Feet

  • Ken Williams, Managing Director, Imprint Content

 

11:40  PRESENTATION: 2024: Optimized Use of First-Party Data in Financial

  • Andrew Corn, CEO, E5A Integrated Marketing

 

12:00  PANEL: 2024: Financial Content Media Distribution & Measurement of Success

  • Chris Abelt, Director, Business Strategy, AlwaysBeContent

  • Adam Klareich, Director-Americas, Ptarmigan Media

  • Matt Lattman, SVP, Card Acquisition Marketing, Discover Financial Services

  • Julie Schaeffer, Marketing Manager, William Blair  

 

12:35  CLOSING REMARKS

  • Bill Wreaks, Chief Analyst, Gramercy Institute

12:45  FORUM ENDS

Anchor 1

SIGN-UP TO JOIN US

DATE

November 2, 2023


TIME

8:00AM-12:45PM


LOCATION

The William Blair Building

150 North Riverside Plaza

Chicago

Continental Breakfast & Break will be served.

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For questions please contact Bill Wreaks

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