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 11th Annual Financial Content Marketing Awards.

PANEL DISCUSSIONS

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• Compatibility: The Financial Brand & Content Marketing

• Financial's Future: Tomorrow's Content Marketing Skill Set

• New World Order? AI & Financial Content Marketing

• The "Write" Strategy: Creating Effective Financial Content

• Efficient Distribution: Leveraging Financial Media & Content Channels

• Now What? Financial Content Measurement & Optimization

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PANELISTS​​​

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• Leith Chahed, Vice President, Digital Marketing & Analytics, MissionSquare Retirement

• Lou Cohen, Director, Digital Marketing & Demand, EY

• Jill Deardorff, CEO, Deardorff

• Daniel P. Donnelly, Managing Director, Head of Strategic Communications, First Eagle Investments

• Lisa Dorsey, Senior Segment Marketer, Invesco

• Jon Ewing, Head, Marketing, Dun & Bradstreet

• Jason Farago, Global Head, Insurance Asset Management Marketing & Communications, DWS Group

• Anita Fox, VP, External Communications, Wealth Management & Advice Solutions, TIAA

• Tess Gould, Social Media Director, Neuberger Berman

• Vince Grogan, Global Head, Marketing, Capital Access Platforms, Nasdaq

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

• Matthew Hickerson, Head, Strategic Communications, CFA Institute

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

• Paul Leibowitz, CEO, Leibowitz

• Jennifer Lindauer, Director, Brand Marketing, Plymouth Rock Assurance

• Stephen Love, Managing Director, Ptarmigan Media

• Harmon Lyons, VP, Strategy & Market Development, TransUnion

• Jay Max, Creative Director, RooneyPartners

• Mike Mazya, Investment Lead, AdNode

• Caroline, McMullan, Senior Marketing Strategist, Vested

• Sheri McLeish, Senior Director, Content Strategy, MERGE

• Jim Misener, President, Fifty Thousand Feet

• Angie Moncada, Corporate VP, Foundational Business Communications, New York Life Insurance Company

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

• Hannah Porritt, Vice President, Cognito 

• Ondina Purcell, SVP, Chief Marketing Officer Wealth Management, TIAA

• ​Kate Shaw, CEO, Living Group

• Ryan Stone, Manager, Digital Content, Harding Loevner

• Bob Verrico, Founder & Executive Chairman, InvestingChannel

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

• Caulleen Worrell, VP, Compliance Officer & Product Marketer, Morgan Stanley

• Additional Panelists to Be Announced​​

PRESENTATIONS

How FS Brands Can Use AI to  Champion the Vulnerable

Adam Smith, Group Managing Director, Teamspirit

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Opportunity Acceleration: Strategies for a Hyper-Competitive Market

Anthony Nygren, Managing Director, EMI Strategic Marketing​

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REGISTER TO ATTEND​

Event Date: Thursday, September 25, 2025 (8:00AM-12:45PM)

includes breakfast, breaks & moderated program.

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

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For questions about sponsorship please contact Gramercy Institute