AGENDA

2025: Strategic Excellence in Financial Marketing

8:30 BREAKFAST SERVED: CONTINENTAL BREAKFAST & CONVERSATION

 

9:00 OPENING REMARKS: Strategic Excellence in Financial Marketing

• Bill Wreaks, Chief Strategist, Gramercy Institute

 

9:20 WORDS OF WELCOME:

• Martin Delcourt, Morningstar Audience Team

 

9:25 2025 Investment Outlook: What This Means for Asset Managers & The Advice Channel 

• Mark Preskett, Senior PortfolioManager, Morningstar CIO Organisation, EMEA

 

9:55 PANEL: Surprise! Strategy Setting in An Uncertain Financial Marketing World

• Anji Kang-Stewart, Managing Director, Global Head of Marketing, Man Group

• Andrew Marshall, Managing Director, NY & Vice Chairman, Cognito

• James Maxwell, Executive Creative Director, Teamspirit

• Alex Ourris, Head of Marketing, EMEA, PineBridge Investments

 

10:30 PRESENTATION: Content Marketing: Back to the Future

• Geoff Cutmore, former CNBC Anchor & Strategic Partner, Casey Wishart

 

10:50 PANEL: Achieving The Objective: Financial Media That Works in 2025

• Vanessa Bowen, UK Marketing, Orbis Investments 

• Tom Hughes, Director, Marketing & Communications, Gemcorp Capital

• Helena Jarabakova, Senior Director, Global Channel Partnerships-Retail, CME Group

• Angela Perry, Managing Director, Fundamental Media

 

11:20 BREAK: Coffee, Tea, Refreshments & Conversation

 

11:50 PANEL: Enter AI: Financial Content Strategies for Today & Tomorrow

• Darren Plimmer, Managing Director, Alphix Solutions

• David Rowe, Head, Marketing Strategy, Marketing Production & Investor Services, COMGEST

• David Simpson, Managing Director, Vested

• Scott Stevens, Establishment Commercial Director, St. James's Place Wealth Management

• James Whiteman, Head of Strategic & Content Marketing, UBS 

 

12:20 GROUP DISCUSSION: The Elements of Excellence in Financial Marketing Today

 

12:40 PANEL: Efficient Financial Marketing Strategies: Doing More With Less in 2025

• Greg Hobden, Chief Client Officer, Living Group

• Jack Julio-Finnan, Product Marketing Specialist (EMEA), Wellington Management

• Alanna Nensel, Global Head of Brand, Creative and Digital, Janus Henderson Investors

• Ryan Sheppard, Co-Founder, Vivace Content

 

1:10 CLOSING REMARKS

• Bill Wreaks, Chief Strategist, Gramercy Institute

 

1:15 LIGHT LUNCH SERVED

• Sandwiches, Beverages & Casual Discussion