2024: New Thinking, New Marketing for Today’s Financial World

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8:00 BREAKFAST: Breakfast is Served

 

8:30 WORDS OF WELCOME

• Simon Hodge, Audience Communication Director, EMEA & Asia, Morningstar

 

8:35 OPENING REMARKS: New Thinking, New Marketing For Today’s Financial World

• Bill Wreaks, Chief Analyst, Gramercy Institute

 

9:00 PRESENTATION: Using Al to Enhance the FS Customer Experience 

• Eamonn Conway, Managing Director, Fiducial Communications 

 

9:20 PANEL: The Promise: AI & Content Creation in Financial Marketing

• Geoff Candy, Head of Content -International, Natixis Investment Managers

• Roslyn Casey Shaw, Co-Founder & CCO, Casey Wishart & Partners

• Chris Krantz, Global Head, Communications, S&P Global Ratings/S&P Global Sustainable1, S&P Global

• Panelist TBD-Fundamental Media

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10:00 PANEL: Breaking Through in 2024: Financial Media & Message Distribution

• Theo Casey, Managing Director, Marketcolor

• Eamonn Conway, Managing Director, Fiducial Communications

• Claire Evans, Deputy CMO & Head, Strategic Marketing, UBS Asset Management, Managing Director, UBS Asset Management

• Helena Jarabakova, Senior Director, Channel Partner Marketing, CME Group

 

10:40 BREAK: Coffee, Tea & Refreshments

 

11:10 PRESENTATION: Amplifying Messaging in A Budget,Constrained Environment-The Value of Content Ecosystems & Advocacy

• Roslyn Casey Shaw, Co-Founder & CCO, Casey Wishart & Partners

 

11:30 PANEL: State of The Art: Audience Targeting in Financial Marketing 

• Claire Blackwell, Chief Client & Reputation Officer, St. James's Place

• Charlotte Lamb, Marketing Consultant, BNY Mellon

• Jessie Long, Group Account Director, Fundamental Media

• Rachael Smith, Head, Marketing, Dimensional Fund Advisors

 

12:10 PRESENTATION: What Finance Needs to Know About Spatial Computing

• Theo Casey, Managing Director, Marketcolor

 

12:30  CLOSING REMARKS 

 

12:35  TAKEAWAY LUNCH