8:20  BREAKFAST: Continental Breakfast, Coffee, Tea & Conversation

 

9:00  WORDS OF WELCOME:

• Martin Delcourt, Manager, Audience Sales EMEA, Morningstar

 

9:10  OPENING REMARKS: The Next Five Years in Financial Marketing

• Bill Wreaks, Chief Analyst, Gramercy Institute

 

9:30  PRESENTATION: Views From Manager Research: AI, Active ETFs and Flow

• Giovanni Cafaro, Analyst, Fixed Income Strategies, EMEA, Fund Research UK, Morningstar

 

9:50  PANEL: Al in Financial Marketing: The Big Move From Experimentation to Success Driver
Artificial intelligence is reshaping how financial marketers create content, understand customers, personalize experiences, and allocate investment. This panel will separate practical opportunity from hype and identify the capabilities, governance, and human judgment firms need to compete responsibly.

 

• Eamonn Conway, Managing Director, Fiducial Communications

• Claire Evans, Head, Marketing, Managing Director, UBS Asset Management  

• Stefan Finsinger, Client Partner, Ptarmigan Media

• Greg Hobden, Chief Client Officer, Living Group

• Oli Knight, Head of Innovation, Fundamental Group

• Jon Standring, SVP, Digital & Marketing Enablement EMEA, T. Rowe Price 

 

10:25  BREAK: Coffee, Tea, Refreshments & Conversation

 

10:50  PRESENTATION: AI Search: The Conversation Deciding Your Next Client

• Bryony Rose, Director Enterprise, Yext

 

11:10  PRESENTATION: How We Doubled Our Audience During The Great Traffic Collapse

• Jeff Desjardins, Editor & Chief, Visual Capitalist

 

11:30  PANEL: Content Without Compromise: Winning Attention in Financial Services While Managing The Risk
How can financial brands create timely, useful, distinctive content without breaking the bounds of regulatory, reputational, and compliance risks? This discussion will explore the biggest content opportunities ahead-and the guardrails marketers need to put in place now.

 

• Roslyn Casey Shaw, Co-founder & MD, Noetic

• Jordan Jones, Head, Product Marketing, M&G Investments 

• Jack Julio-Finnan, Manager, Product Marketing, Wellington Management 

• Kajsa Lucas, Director, International Channel Marketing, Federated Hermes

• Darren Plimmer, Managing Director, Alphix Solutions 

​

12:05  BREAK: Sandwiches, Refreshments & Conversation

 

12:20  PRESENTATION: My Bad: AI Killed Ghostwriting on Purpose-And Your Reputation by Mistake

• Theo Casey, Managing Director, MarketColor

 

12:40  PANEL: New Engine for Growth: The Sales-Marketing Partnership in Financial Services
The traditional separation between sales and marketing is no longer sufficient for increasingly complex customer journeys. This conversation will examine how financial institutions can unite teams, data, technology, incentives, and customer insight to drive stronger relationships and revenue growth.

 

• Vanessa Bowen, Head of UK Marketing, Orbis Investments

• Laura Curtis, Advisor, CopyLab 

• Kurt Genden, Managing Partner, TrueVoice Growth Marketing 

• Sanchari Roy, VP, Marketing Manager-Global Banks, Benelux & Nordics, Allianz Global Investors

 

1:15  AWARD CEREMONY: Rising Stars in Financial Marketing

Gramercy Institute honors members of the Gramercy Institute Rising Stars in Financial Marketing Class of 2026 in a special award presentation.

 

• Ali Batson, VP, Alternatives Marketing, EMEA & APAC Real Estate Lead, Nuveen

• Allison Kurlak, Head of B2B Marketing, TMX VettaFi

• Sarah Robertson, International Marketing Manager, Bailie Gifford

• Aya Sayegh, Thought Leadership & Strategic Content Specialist, UBS Asset Management

 

1:30  CLOSING REMARKS

• Bill Wreaks, Chief Analyst, Gramercy Institute

 

1:35  PROGRAM CLOSES