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GRAMERCY FINANCIAL MARKETERS’

FORUM & AWARDS: NEW YORK

Content at the Core:

Financial's New Content Marketing Playbook

Join us for Gramercy Institute’s Financial Marketers’ Forum on Thursday, September 24, 2026. Our overarching topic is “Content at the Core:

Financial's New Content Marketing Playbook.” 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.

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On September 24, 2026 in New York City, Gramercy Institute will convene senior marketing leaders from across the financial services industry for a focused, high-level forum dedicated to the evolving discipline of content marketing. 

 

Bringing together senior marketers from major financial firms alongside leading agency executives and select publishers, the program is designed to explore, in depth, the most pressing opportunities and challenges shaping financial content today.

 

This forum is designed to provide a highly focused, candid exchange among peers navigating a rapidly changing marketing landscape. 

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As financial institutions face increasing pressure to deliver meaningful, compliant, and differentiated content, the event creates space for senior leaders to step back from day-to-day execution and engage in deeper strategic thinking. 

 

Through shared perspectives and open dialogue, attendees will gain a clearer understanding of where the industry is heading, how leading organizations are adapting, and what it takes to build content programs that resonate with modern audiences while supporting long-term business objectives.

 

Designed specifically for senior financial marketers and agency leaders, the forum emphasizes practical insight, peer exchange, and actionable takeaways. 

In addition to panel sessions and presentations, Gramercy Institute will recognize content marketing excellence across the industry, awarding trophies to the winners of Gramercy Institute's 12th Annual Financial Content Marketing Awards, celebrating dozens of outstanding financial content marketing teams, worldwide.

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AGENDA

8:00  BREAKFAST: Breakfast is Served

 

8:30  OPENING REMARKS: Content at the Core-Financial's New Content Marketing Playbook

  • Bill Wreaks, Chief Analyst, Gramercy Institute

 

8:45  PANEL: Supporting The Financial Brand: How Content Marketing Can Help (or Hurt) A Financial Brand

  • Scott Brennan, Managing Director, Head, Marketing Services & Brand,

First Eagle Investments

  • Vicki Chan, Senior Director, Content Strategy, Van Eck

  • Wylie Kain, Head, Brand Marketing, American Century Investments

  • Ed Rowley, Head of Americas Channel Marketing, Robeco

  • Duncan Shaw, Chief Creative Officer, Living Group

 

9:20  RESEARCH PRESENTATION: My Bad: AI Killed Ghostwriting on Purpose-And Your Reputation by Mistake

  • Theo Casey, Managing Director, MarketColor

 

9:40  PANEL: Elephant in the Room: AI & The Future of Financial Content Marketing

  • Lara Coleman, Senior Vice President, Advertising + Content, Future Standard

  • Lynda Koster, Managing Partner, Growthential

  • Molly McGregor, SVP, Marketing & Sales Enablement, Donnelley Financial Solutions

  • Will Rand, Head, Investment, AdNode

  • Andy Seibert, Founder & CEO, IMPRINT

 

10:15  PRESENTATION: Brand As Performance

  • Sam Shapiro-Kline, Market Strategy, Consumer Lending, TransUnion 

 

10:35  BREAK: Conversation, Coffee & Refreshments

 

11:00  AWARD PRESENTATION: 2026 Rising Stars in Financial Marketing 

  • Maggie Bower, Public Relations Assistant, Director, EY

  • Stephanie Ciabattoni, Associate Director, Brand Marketing & Communications, EY

  • Abby Evans, PR Associate Director, EY

  • Christina Guerrieri McDonnell, Marketing Asst. Director-Financial Svcs., Wealth & Asset Mgmt., EY

  • Ana Mello, Americas Financial Services, Core Growth Marketing Lead, EY

  • Brandon Na, Manager, Customer Insights and Enablement, S&P Global Market Intelligence

  • Hannah Porritt, Vice President, Cognito

 

11:15  PANEL: Making It Great: What Elements Make Financial Content Marketing Truly Effective?

  • Bryan Borzykowski, CEO & Editorial Director, ALLCAPS Content

  • Tess Gould, Social Media & Advertising Director, Neuberger

  • Jon Holding, Head of Brand & Content, NA & EMEA, Invesco US

  • Anthony Nygren, Executive Vice President, EMI Strategic Marketing

  • Jess Sochol, Managing Director-Strategy, Sullivan

 

11:50  PRESENTATION: How We Doubled Our Audience During The Great Traffic Collapse

  • Jeff Desjardins, Editor & Chief, Visual Capitalist

 

12:10  BREAK: Conversation, Coffee & Refreshments

 

12:25  PANEL: Content Distribution: Strategies To Reach and Inspire The Right Target Audiences

  • Jeffrey DeMarco, Vice President, Commercial Marketing, Citizens

  • Nick Gassaway, Vice President, Marketing Manager, Glenmede

  • Adam Klareich, Director, Ptarmigan Media - Americas

  • Lisa Huck, VP, Client Strategy, Quad

  • Crystal Montague, Sr. Director, Content Marketing & Customer Insights, S&P Global

 

1:00  AWARD PRESENTATION: Category Awards 

  • 2026 Financial Content Marketing Awards

 

1:20  AWARD PRESENTATION: Best-of-Show Awards

  • 2026 Financial Content Marketing Awards

 

1:30  FORUM CLOSES

REGISTER TO ATTEND​

Event Date: Thursday, September 24, 2026 (8:00AM-1:30PM)

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

(Includes breakfast, breaks & moderated program)

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For questions about sponsorship

please contact Gramercy Institute

UPCOMING EVENTS

Wednesday, November 19, 2026

Thursday, December 10, 2026

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