13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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AGENDA ANNOUNCED

2022: CONTENT MARKETING IN FINANCIAL

PLUS: Award Presentation-Gramercy Institute’s 2021 Financial Content Marketing Awards

 

Join Gramercy Institute— LIVE— In New York City

Thursday, October 28th 2021 for one of financial marketing’s most widely-anticipated events.

 

Gramercy Institute’s Financial Marketers’

Forum & Award Presentation

CONTENT, CONTENT, CONTENT! FINANCIAL SERVICES MARKETING IN 2021

 

 

8:00  BREAKFAST IS SERVED

 

8:30  OPENING REMARKS: Welcome Back. Now What? 

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

 

8:45  RESEARCH PRESENTATION: Content Marketing: Best Practices in Financial Services

  • Presented by Gramercy Institute

 

 

​9:00. PANEL: Financial Content Marketing's Most Effective Distribution Strategies

  • Kim Hughes, VP, Strategic Marketing Communications, Mutual of America Financial Group

  • Rachel Tuffney, EVP, US Operations, Dianomi

  • Anthony Vitalone, Head of Global Digital & Marketing Operations, Van Eck Associates Corporation

  • Stephanie Waters, Director, Account Based Marketing, London Stock Exchange Group (LSEG)

  • Catherine Weigel, VP, Content, Proshares

 

 

9:40  PRESENTATION: A New Content World  

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

10:00  AWARD PRESENTATION:  Gramercy Institute 2021 Banking & Credit Union Marketing Awards

 

10:20  BREAK: Coffee, Refreshments & Conversation

 

10:50  PANEL: Metrics of Success in Financial Content Marketing

  • Theo Casey, Managing Director, Marketcolor

  • Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management

  • Mike Goldberg, Global Director, Content Marketing, CFA Institute

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

  • Cindy Lindenbaum, VP Audience Experience & Loyalty Marketing, Morgan Stanley

  • Stephanie Linker, Head, Retirement Marketing, BlackRock

 

11:30  PANEL: The Message Matters: Crafting The Right Content in Financial

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

  • Kevin Hearn, Director of Strategy, Editions Financial

  • Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co. 

  • Mitch Rose, VP, Digital Strategy-Content, JP Morgan

  • Matt Slivinski, Director, Marketing & Brand, Barclays Investment Bank

 

12:10  AWARD PRESENTATION: Gramercy Institute 2021 Financial Content Marketing Awards

 

12:30  CLOSING REMARKS

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

Tickets & Sponsorships

Tickets and sponsorship opportunities are currently available, though limited given the high demand of this program. We suggest you reserve tickets and tables promptly to ensure availability. 

Event Date: Thursday October 28th 2021 (8:00AM-12:30PM)

includes breakfast, breaks & moderated program.

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

For questions about sponsorship please contact Bill Wreaks

COVID-19 PROTOCOL

Only COVID-19 vaccinated people may attend this event  

Attendees will be required to show a copy of the vaccine card prior to entering the forum along with valid photo ID.
 
Acceptable forms of vaccination proof are: 

  • NYS Excelsior Pass

  • NYC COVID Safe Pass

  • Physical Vaccine Card 

  • Proof may be a photocopy, a picture on a phone, or the physical card itself. 

Accepted Vaccines:

  • Pfizer

  • Moderna

  • Johnson & Johnson

  • AstraZeneca

Gramercy Live! Financial Content Marketing in 2022

This important event features presentations and panel discussions designed to bring awareness to content marketing issues related to financial services marketing.

SPEAKERS & PANELISTS

  • David Blackburn, Head, Digital Marketing, DTCC

  • Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management

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

  • Mike Goldberg, Global Director, Content Marketing, CFA Institute

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

  • Kim Hughes, VP, Strategic Marketing Communications, Mutual of America Financial Group

  • Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co. 

  • Cindy Lindenbaum, VP Audience Experience & Loyalty Marketing, Morgan Stanley

  • Stephanie Linker, Head, Retirement Marketing, BlackRock

  • Mitch Rose, VP, Digital Strategy-Content, JP Morgan

  • Cochleen Sands, Executive Director, Lifecycle Mktg & Client Experience, JP Morgan Asset Management

  • Matt Slivinski, Director, Marketing & Brand, Barclays Investment Bank

  • Stephanie Waters, Director, Account Based Marketing, London Stock Exchange Group (LSEG)

  • Catherine Weigel, VP, Content, Proshares

  • Anthony Vitalone, Head of Global Digital & Marketing Operations, Van Eck Associates Corporation

  • Additional Speakers & Panelists Still Confirming

AGENDA FEATURES

Panel: Financial Content Marketing's Most Effective Distribution Strategies

Panel: The Message Matters: Crafting The Right Content in Financial

Research: Content Marketing: Best Practices in Financial Services Today

Award Presentation: Gramercy Institute Financial Content Marketing Awards

Award Presentation: Gramercy Institute 2021 Banking & Credit Union Marketing Awards

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Tickets & Sponsorships

Tickets and sponsorship opportunities are currently available, though limited given the high demand of this program. We suggest you reserve tickets and tables promptly to ensure availability. 

Event Date: Thursday October 28th 2021 (8:00AM-12:30PM)

includes breakfast, breaks & moderated program.

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

For questions about sponsorship please contact Bill Wreaks