AGENDA​

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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

• Jillian Bannister, Co-Chief Executive Officer, Ext.

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

• 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