13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY FINANCIAL MARKETERS’
FORUM: LONDON
2024: New Thinking, New Marketing for Today’s Financial World
Gramercy Institute is pleased to announce this live in-person Gramercy event! This important gathering takes place at Morningstar in London on 16 May and our focus topic is: 2024: New Thinking, New Marketing for Today's Financial World.
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.
2024: New Thinking, New Marketing for
Today’s Financial World
8:30 BREAKFAST: Arrival & Networking Breakfast
9:00 OPENING REMARKS: New Thinking, New Marketing For Today’s Financial World
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Bill Wreaks, Chief Analyst, Gramercy Institute
9:05 Q&A: Content Trends in Financial Marketing
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Scott Dixon, Head of Content Strategy, Wealth Marketing, Morningstar
9:25 PRESENTATION: Using Al to Enhance the FS Customer Experience
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Eamonn Conway, Managing Director, Fiducial Communications
9:45 PANEL: The Promise: AI & Content Creation in Financial Marketing
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Geoff Candy, Head of Content -International, Natixis Investment Managers
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Roslyn Casey Shaw, Co-Founder & CCO, Casey Wishart & Partners
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Scott Dixon, Head of Content Strategy, Wealth Marketing, Morningstar
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Oli Knight, Director of Innovation, Fundamental Media
10:30 PANEL: Breaking Through in 2024: Financial Media & Message Distribution
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Theo Casey, Managing Director, Marketcolor
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Eamonn Conway, Managing Director, Fiducial Communications
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Claire Evans, Deputy CMO & Head, Strategic Marketing, UBS Asset Management, Managing Director, UBS Asset Management
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Helena Jarabakova, Senior Director, Channel Partner Marketing, CME Group
11:05 BREAK: Coffee, Tea & Refreshments
11:25 PRESENTATION: Amplifying Messaging in A Budget, Constrained Environment-The Value of Content Ecosystems & Advocacy
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Roslyn Casey Shaw, Co-Founder & CCO, Casey Wishart & Partners
11:45 PANEL: State of The Art: Audience Targeting in Financial Marketing
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Claire Blackwell, Chief Client & Reputation Officer, St. James's Place
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Charlotte Lamb, Marketing Consultant, BNY Mellon
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Jessie Long, Group Account Director, Fundamental Media
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Rachael Smith, Head of Marketing, EMEA and Vice President, Dimensional Fund Advisors
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Duncan Walters, Experience Partner, AML Group
12:20 PRESENTATION: What Finance Needs to Know About Spatial Computing
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Theo Casey, Managing Director, Marketcolor
12:40 CLOSING REMARKS
12:45 Sandwiches & Beverages to Be Served
REGISTER TO ATTEND
Event Date: Thursday, 16 May, 2024 (8:00AM-12:30PM)
includes breakfast, breaks & moderated program.
Location: Morningstar
1 Oliver's Yard, City Road, London EC1Y 1HQ, UK
