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GRAMERCY FINANCIAL MARKETERS’

FORUM: LONDON

2025: Strategic Excellence in Financial Marketing

Please join The Gramercy Institute along with London’s financial marketing community as we convene to focus on the most important issues driving the financial services marketing industry forward in 2025–and beyond.

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

Over 55 Financial Marketers Have Registered to Attend

from The Following Financial Brands So Far


Abrdn, Alliance Bernstein, Allianz Global Investors, Allspring Global Investors, Artemis IM, Aviva Investors, AXA Investment Managers, Capital Group, CME Group, COMGEST, Dimensional, Fidelity, First Sentier, Fisher Investments, Gravis, Gemcorp Capital, Janus Henderson Investors, JP Morgan, Man Group, MFS, Metlife, Nuveen, Orbis Investments, PineBridge Investments, St. James's Place Wealth Management, UBS, Vanguard, Wellington Management, Wisdom Tree

REGISTER TO ATTEND

Event Date: Wednesday, 30 April, 2025 (8:15AM-2:00PM)

Includes light breakfast, break, lunch sandwiches & moderated program.

 

Location: Morningstar

1 Oliver's Yard, City Road, London EC1Y 1HQ, UK

Sponsorship

(Includes Tix + Benefits): £1950

 

For questions about sponsorship please contact Bill Wreaks

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