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2024: New Thinking, New Marketing for

Today’s Financial World

Gramercy Institute is pleased to announce this live in-person Gramercy event! This important gathering takes place at 3 West Club on May 22nd and our focus topic is 

2024: New Thinking, New Marketing for Today's Financial World.


Please join Gramercy Institute as it drills down into this important topic through 

the eyes and ears of some of our industry’s leading  financial marketing 

icons, thinkers, movers & shakers.


8:00 BREAKFAST: Breakfast is Served


8:30 OPENING REMARKS: New Thinking, New Marketing for Today’s Financial World

  • Bill Wreaks, Chief Analyst, Gramercy Institute


8:50: PRESENTATION: AI at Work in Financial Media

  • Gordon Kerr, Managing Director, NA, Fundamental Media


9:10: PANEL: The Financial Brand: Stand For Something

  • Esti Buskin, Managing Director, Head, Retirement Marketing, Nuveen, a TIAA company

  • Jill Deardorff, President & Chief Executive Officer, Deardorff 

  • Ian Henderson, CEO, AML Group

  • Paul Leibowitz, President & Chief Creative Officer, Leibowitz

  • Paula Pullano, Head, Marketing & Communications, BNY Mellon WealthManagement

  • Nancy Schulman, Partner, Executive Director, Sullivan


9:45 PRESENTATION: The Power of Data in Investor & Customer Acquisition

  • Andrew Corn, CEO, E5A Integrated Marketing


10:05 PANEL: Modern Messaging: Marketing & Communications in Financial

  • Scott Anderson, Senior Vice President, Marketing, Alger

  • Matthew Bryan, Director, Head of Marketing, Resource Capital Funds

  • Margot Gerould, Account Director, 50,000 Feet

  • Joan Khoury, Sr. Managing Director and Chief Marketing Officer, Oppenheimer & Co. Inc.

  • Michaela Morales, Account Director, Cognito

  • Joe Ziemer, SVP, Head, US Strategic Communications, Jefferies


10:45 BREAK: Coffee, Refreshments & Conversation 


11:10 PRESENTATION: How AI Is Transforming The Customer Experience in Financial Services

  • Eamonn Conway, Director, Fiducial Communications Ltd


11:30 PANEL: AI & Content Marketing: Today’s Best Practices in Financial

  • Lynda Koster, Co-Founder & Managing Partner, Growthential

  • Julie Lane, Global Leader, Modern Product Practices in Financial Services, Amazon Web Services (AWS)

  • Judith Peterson, Chief Marketing Officer, DwellFi

  • Mitch Rose, Executive Director, Digital Strategy–Content, J.P. Morgan

  • Shane Stiles, President, Gate 39 Media


12:05 PANEL: What’s Next? New Directions in Financial Media

  • Allison Adams, Head, Research Products & Services, CFA Institute

  • David Blackburn, Head, Digital Marketing, Executive Director, ProShares (formerly)

  • Christine Calicchio, Associate Media Director, Ptarmigan Media

  • Maggie Parks, Vice President, Channels Marketing, Lazard Asset Management 

  • Chad Smith, US. Director of Marketing, Sharegain

  • Catherine Weigel, Director, Marketing Communications, Sprott


12:45 Closing Remarks


Event Date: Wednesday, May 22, 2024 (8:00AM-12:45PM)

includes breakfast, breaks & moderated program.

Location: 3 West Club | 3 West 51st New York, NY 10019

For questions about sponsorship please contact Gramercy Institute

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