AGENDA​

 

8:30  COFFEE, CONVERSATION & LIGHT BREAKFAST 

 

9:00  OPENING REMARKS

• Bill Wreaks, Chief Analyst, Gramercy Institute​

 

9:10  WORDS OF WELCOME

• Martin Delcourt, Team Lead, Business Development-Audience, EMEA, Morningstar

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9:15  PRESENTATION: European ETF & Market Trends and Why They Matter to Financial Marketers

• Jose Garcia Zarate, Senior Principal, Manager Research, EMEA

 

9:35  PANEL: Keeping The Course: Staying On-Brand & On-Strategy in a Fast Changing World

• Vanessa Bowen, UK Marketing, Orbis Investments

• Greg Hodben, Chief Client Officer, Living Group

• Silvia Pentassuglia, Executive Director, Head of Global Channel Marketing, UBS Asset Management

• Carmen Quinn, Senior Associate, Copylab

• David Simpson, MD | Head of Brand Strategy, Brand Gurus

 

10:10  PRESENTATION: AI & Real Time News and Why It Matter to Financial Marketers

• Oli Knight, Director of Innovation, Fundamental Group

 

10:30  BREAK: Coffee, Conversation & Refreshments

 

10:50  PANEL: Innovation in Financial Marketing: The Benefits & The Risks 

• Danny Calogero, Managing Director, Vested 

• lan Henderson, Founder & CEO, AML Group

• Kajsa Lucas, Director, Head of Channel Marketing, Federated Hermes Limited

• Ryan Sheppard, Co-Founder, Vivace Content

• Georgie Withers, Account Director, Fundamental Media

 

11:25  CASE STUDY: Where Data Speaks-The Morningstar Brand Campaign

• Nicola Harley, Head of Global Content Strategy & Platforms, Morningstar

 

11:45  BREAK: Coffee, Conversation & Refreshments

 

12:00  Panel: AI in Financial Marketing: What It Means to Effectiveness, Efficiency & The Team

• Eamonn Conway, Managing Director, Fiducial Communications Ltd

• Brian Stewart, Exec Director, Head of Global Client Experience, Data & Insights, IFM Investors

• Darren Plimmer, Managing Director, Alphix Solutions

• Kate Snelling, Advertising & Social Media Manager, Sharegain

• Duncan Walters, Founder, Pentire Communications

 

12:35  RESEARCH REPORT: Trends in Content Marketing in Financial Services

• Bill Wreaks, Chief Analyst, Gramercy Institute

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12:55  CLOSING REMARKS 

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1:00-1:30  FORUM CLOSES: Sandwiches, Conversation & Refreshments