13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY FINANCIAL MARKETERS’

FORUM: NYC

"Financial Content Marketing Excellence"

Thursday, September 22, 2022

Join us for Gramercy Institute’s Financial Marketers’ Forum on September 22, 2022. Our overarching topic is “Financial Content Marketing Excellence.” Content-as-marketing has proven to be a highly-effective and extremely-efficient means for financial marketers to connect in meaningful ways with core target audiences. 

The result: content marketing has become a significant plank in nearly

every financial marketing platform. 

In connection with our financial content marketing forum, Gramercy Institute will also award those financial brands and agencies who are “doing it right” as we honor and award the winners of the Gramercy Institute 8th Annual Financial Content Marketing Awards.

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AGENDA

AGENDA: Content Marketing Excellence in Financial Services

Thursday, September 22, 2022

 

8:00  Breakfast is Served

 

8:30  OPENING REMARKS: Our Content Marketing World

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

8:45  PANEL: Consider The Source: Credibility in Content Marketing World

  • Jill Deardorff, President & CEO, Deardorff

  • Guy Haselmann, Head, Thought Leadership, MetLife Investment Management 

  • Jim Misener, Principal / President, 50,000feet

  • Courtney Rougeau, SVP, Head, Institutional Mktg, NA, Lazard Asset Management

  • Liz Devin West, VP Marketing, MissionSquare Retirement

 

9:25  PRESENTATION: Finding The Right Financial Audiences, In Today’s Media Jungle

  • Max Rybakov, Vice President, Product, InvestingChannel

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel 

 

9:45 PANEL: The Message Matters: Crafting The Right Message for Maximum Engagement 

  • Vicki Chan, Director, Content Strategy, VanEck

  • Jon Ewing, Chief Marketing Officer, iCapital

  • Paul Leibowitz, Owner, Leibowitz 

  • Trina Neale, Head, Client Product Marketing, Allspring Global Investments

  • Julissa Ortiz, Senior Director, Imprint

  • Kevin Steen, Principal, Financial Services, Sullivan

 

10:25  BREAK: Coffee, Refreshments & Conversation 

 

10:50  PRESENTATION: The State of Financial Literacy

  • Kristin Myers, Editor-in-Chief, The Balance

  • Caleb Silver, Editor-in-Chief, Investopedia

 

11:10  PANEL: Content Distribution Strategies: Connecting Marketer to Audience in Relevant Ways

  • Courtney Comstock, Manager, Content Strategy, Federated Hermes

  • Stephanie Linker, Head, Retirement Marketing, BlackRock

  • Justin Proctor, Sr. Sales Director, Dianomi

  • Scott Saperstein, Head, Agency Development, Taboola

  • Daniel Tauber, Managing Director, Mktg, Macquarie Asset Management Wealth Solutions

 

11:50  PANEL: Measurement of Success: Doing It Right in Financial Content Marketing—And Understanding Why

  • Scott Anderson, SVP, Marketing, Alger

  • Kimberly Boone, Managing Director, Ptarmigan Media – Americas

  • Dana Caragine, SVP, Marketing & Communications, Arbor Realty Trust

  • Meghan McCartan, Chief Marketing Officer, Hightower Advisors

  • Kirti Naik, Chief Marketing Officer, Future (formerly FutureBank)

  • Sharon Schallenkamp, Vice President, Global Marketing and Communications, BNY Mellon | Pershing

 

12:30  CATEGORY AWARD PRESENTATION

  • The 8th Annual Gramercy Institute Financial Content Marketing Award Presentation 

 

12:45  BEST OF SHOW AWARD PRESENTATION

  • The 8th Annual Gramercy Institute Financial Content Marketing Award Presentation

    • The Best of Category Awards Presentation

    • The Best of Show Award Presentation 

 

12:50  FORUM CLOSES

REGISTER TO ATTEND

Event Date: Thursday, September 22, 2022 (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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