AGENDA​

The Anatomy of A Strategy in Financial Marketing

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8:00 BREAKFAST:  Breakfast Is Served

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8:30 OPENING REMARKS: The Anatomy of A Strategy

• Bill Wreaks, Chief Analyst, Gramercy Institute

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8:40 PANEL: On-Brand, On-Strategy: What Separates Good From Great in Financial? 

• James Casey, Vice President, Digital, Personal Lines & Creative Services, Selective Insurance     

• Jill Deardorff, President & CEO, Deardorff 

• Jon Ellenberg, SVP, Strategic Marketing Executive, Bank of America Global Wealth & Investment Management 

• Kim Hanson, Managing Director & Head, Thought Leadership Content, BMO Financial Group

• Paul Leibowitz, President & Chief Creative, Leibowitz 

• Rob Stewart, Director, Invesco QQQ Marketing, Invesco US

9:15 PRESENTATION: 2024 Study Results: What Financial Advisors Want From Their Marketing

• Mike Ellison, CEO, Corporate Insight 

• Bob Verrico, Founder & Executive Chairman, InvestingChannel

9:35 PANEL: Financial Media: How Media Strategy Can Make Or Break A Campaign 

• Jillian Bannister, Co-CEO & Co-Founder, Ext. Marketing

• Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group

• Nick Gassaway, Vice President, Marketing Manager, Glenmede 

• Laura Jones, VP, Head of Content Strategy, VanEck 

• Wendy Marcone, SVP, Marketing, Bank of America

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10:10 PRESENTATION: AI & Asset Management Marketing Trends

• Gordon Kerr, Managing Director, Fundamental Media

 

10:25 BREAK: Coffee, Refreshments & Conversation
 

10:55 PANEL: The Bottom Line: Marketing Strategies with Provable Results

• Andrew Wagner, CEO, Blacklight/MA 

• Angela Giombetti, Chief Marketing Officer, Wealthspire Advisors

• Adam Klareich, Group Director, Ptarmigan Media

• Anthony Nygren, EVP, EMI Strategic Marketing

• Courtney Rougeau, Director, Head of Channel Marketing, Lazard Asset Management

• Nancy Schulman, Partner, Chief Client Officer, Sullivan 

11:30 PRESENTATION: What Finance Needs to Know About Spatial Computing

• Theo Casey, Managing Director, Marketcolor

 

11:50 PANEL: Artificial Intelligence: Where Financial Marketing Needs It—And Where It Doesn’t

• Matthew Brady, Head, US Intermediary Marketing, Invesco US

• Lynn Hobson, Director, Head, Marketing & Global Strategy, Marketing & Communications, BNY Mellon 

• Jim Misener, President, CEO, 50,000feet

• Andy Seibert, Founder & CEO, Imprint

• Anthony Vitalone, Head of Digital Transformation, Van Eck 

• Jeff Wilson, SVP, Head of Marketing–Business, Corporate & Investment Banking, Citizens 

 

12:25 AWARD PRESENTATION: 

• 21st Annual Gramercy Institute Financial Marketing Strategy Awards

 

12:40 BEST OF SHOW AWARD AWARD PRESENTATION

• 21st Annual Gramercy Institute Financial Marketing Strategy Awards

 

12:45 FORUM CLOSES

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