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.

AGENDA

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8:00  BREAKFAST: Breakfast is Served

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8:30  OPENING REMARKS: Today & Tomorrow: Financial Content Marketing Excellence

• Bob Verrico, Founder & Executive Chairman, InvestingChannel 

• Bill Wreaks, Chief Analyst, Gramercy Institute
   

8:45  PANEL: Compatibility: The Financial Brand & Content Marketing

• Lisa Dorsey, VP, Product & Audience, iCapital

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

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

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

• Kate Shaw, CEO, Living Group

9:20  PRESENTATION: How FS Brands Can Use AI to  Champion the Vulnerable

• Sophie Klein, Business Director, Teamspirit

9:40  PANEL: Financial's Future: Tomorrow's Content Marketing Skill Set

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

• Paul Leibowitz, CEO, Leibowitz

• Philip McMahon, Vice President, Vested

• Jim Misener, President, Fifty Thousand Feet

• Robert Schapira, Customer Growth Segments Leader, Senior Vice President, Wells Fargo 

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

10:15  BREAK: Coffee, Conversation &  Refreshments

10:30  PANEL: New World Order? AI & Financial Content Marketing

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

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

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

• Mike Mazya, Investment Lead, AdNode

• Eugene Pidan, Group Director, Analytics, Sullivan 

• Jeremy Rudolph, General Manager - Financial Services, Banking & Insurance,
  Goldcast

11:05  PRESENTATION: Opportunity Acceleration: Strategies for a Hyper-Competitive Market

• Anthony Nygren, Managing Director, EMI Strategic Marketing

11:25  PANEL: The "Write" Strategy: Creating Effective Financial Content

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

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

• Matthew Hickerson, Head, Strategic Communications, CFA Institute

• Jay Max, Partner, RooneyPartners

• Sheri McLeish, Senior Director, Content Strategy, MERGE

• Marissa Murray, Senior Director, Global Head of Content, BNY Investments, BNY

• Hannah Porritt, Vice President, Cognito

12:00  PANEL: Efficient Distribution: Leveraging Financial Media & Content Channels

• Jon Ewing, Head, Marketing, Dun & Bradstreet

• Tess Gould, Social Media Director, Neuberger Berman

• Colten Steinbrecher, Associate Director, Ptarmigan Media

• Ryan Stone, Manager, Digital Content, Harding Loevner

• Bob Verrico, Founder & Executive Chairman, InvestingChannel

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

12:35  BREAK: Conversation, Refreshments & Savory Snacks

12:50  PANEL: Supporting A Culture of Innovation in Financial Marketing

• Jill Deardorff, CEO, Deardorff

• Hannah Lysak, Account Director, Fundamental Media

• Ryan Sheppard, Co-founder, Vivace Content

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

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

1:20  CATEGORY WINNERS-AWARD PRESENTATION: Gramercy Institute’s 11th Annual Financial Content Marketing Awards

1:35  BEST-OF-SHOW ANNOUNCEMENT & AWARD PRESENTATION: Gramercy Institute’s 11th Annual Financial Content Marketing Awards

1:40  PROGRAM CLOSES

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REGISTER TO ATTEND​

Event Date: Thursday, September 25, 2025 (8:00AM-1:35PM)

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