13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
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?
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:45 RESEARCH PRESENTATION: Content Marketing: Best Practices in Financial Services
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Presented by Gramercy Institute
9:00. PANEL: Financial Content Marketing's Most Effective Distribution Strategies
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Kim Hughes, VP, Strategic Marketing Communications, Mutual of America Financial Group
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Rachel Tuffney, EVP, US Operations, Dianomi
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Anthony Vitalone, Head of Global Digital & Marketing Operations, Van Eck Associates Corporation
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Stephanie Waters, Director, Account Based Marketing, London Stock Exchange Group (LSEG)
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Catherine Weigel, VP, Content, Proshares
9:40 PRESENTATION: A New Content World
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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
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Theo Casey, Managing Director, Marketcolor
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Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management
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Mike Goldberg, Global Director, Content Marketing, CFA Institute
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Kim Hanson, Managing Director, Head, Thought Leadership Content, BMO Financial Group
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Cindy Lindenbaum, VP Audience Experience & Loyalty Marketing, Morgan Stanley
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Stephanie Linker, Head, Retirement Marketing, BlackRock
11:30 PANEL: The Message Matters: Crafting The Right Content in Financial
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Jason Farago, Global Head, Insurance Asset Management Marketing & Communications, DWS Group
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Kevin Hearn, Director of Strategy, Editions Financial
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Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co.
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Mitch Rose, VP, Digital Strategy-Content, JP Morgan
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Matt Slivinski, Director, Marketing & Brand, Barclays Investment Bank
12:10 AWARD PRESENTATION: Gramercy Institute 2021 Financial Content Marketing Awards
12:30 CLOSING REMARKS
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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:
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NYS Excelsior Pass
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NYC COVID Safe Pass
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Physical Vaccine Card
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Proof may be a photocopy, a picture on a phone, or the physical card itself.
Accepted Vaccines:
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Pfizer
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Moderna
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Johnson & Johnson
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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
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David Blackburn, Head, Digital Marketing, DTCC
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Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management
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Jason Farago, Global Head, Insurance Asset Management Marketing & Communications, DWS Group
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Mike Goldberg, Global Director, Content Marketing, CFA Institute
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Kim Hanson, Managing Director, Head, Thought Leadership Content, BMO Financial Group
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Kim Hughes, VP, Strategic Marketing Communications, Mutual of America Financial Group
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Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co.
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Cindy Lindenbaum, VP Audience Experience & Loyalty Marketing, Morgan Stanley
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Stephanie Linker, Head, Retirement Marketing, BlackRock
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Mitch Rose, VP, Digital Strategy-Content, JP Morgan
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Cochleen Sands, Executive Director, Lifecycle Mktg & Client Experience, JP Morgan Asset Management
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Matt Slivinski, Director, Marketing & Brand, Barclays Investment Bank
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Stephanie Waters, Director, Account Based Marketing, London Stock Exchange Group (LSEG)
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Catherine Weigel, VP, Content, Proshares
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Anthony Vitalone, Head of Global Digital & Marketing Operations, Van Eck Associates Corporation
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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
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