PANEL DISCUSSIONS​

 

• Managing A Relevant Financial Brand Today & Tomorrow 

• Media, Content & AI: Resonating with Financial Audiences in 2025–and Beyond

• Strategies & Tactics: Marketing for Growth In Financial

• Tomorrow’s Mandate: Next Gen Tools & Skills in Financial Marketing

• Partnership Success: The Right Marketer-Agency Relationship in Financial Marketing

 

PANELISTS

 

• Amy Appicelli, Head, Marketing-Americas, EQT

• Andrew Corn, CEO & Chief Strategy Officer, E5A Integrated Marketing

• Jennifer Grazel Rubio, Global Chief Marketing Officer, RBC Capital Markets

• Lynn Hobson, Chief Marketing Officer, WSFS Bank

• Ibby Hussain, Vice President, Creative and Marketing, Vested

• Paula Pullano, Head of Marketing & Communications, BNY Wealth

• Michael Rodov, Founder & CEO, AdNode

• Andrew Corn, CEO & Chief Strategy Officer, E5A Integrated Marketing

• Lynda Koster, Cofounder & Managing Partner, Growthential

• Keri Lubanski, Vice President, Private Wealth Marketing Manager, Hamilton Lane

• Kate Shaw, Chief Executive Officer, Living Group

• Shane Stiles, President, Gate 39 Media 

• Ryan Stone, Manager, Digital Content, Harding Loevner LP

• Ane Urcelay, AVP Marketing, Barclays Corporate & Investment Bank

• Anthony Vitalone, Managing Director, Head of Digital, First Eagle Investments

• Catherine Weigel, Director, Marketing Communications & Head, ETF Marketing, Sprott

• Elizabeth Zeller Montgomery, Director, Marketing Communications, FTSE Russell, An LSEG Business 

• Additional Panelists Confirming 

PRRESENTATIONS

 

Opportunity Acceleration: Strategies for a Hyper-Competitive Market

• Anthony Nygren, Executive Vice President, EMI Strategic Marketing

 

Separating Unremarkable from Truly Unforgettable: The Science behind Memorable Campaigns

• Sophie Klein, Business Director, Teamspirit US

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The Future is Now: Beyond Branding-Measurable, Trackable FA Engagemen

• Bob Verrico, Co-Founder & Executive Chairman, InvestingChannel