GRAMERCY FINANCIAL MARKETERS’ SUMMIT
Today & Tomorrow:
AI & The Modern Financial Marketer
Gramercy Institute is pleased to announce its Gramercy Summit. This important gathering will take place at the Vanguard Campus in Malvern, Pennsylvania and will focus on:
“Today & Tomorrow: The Modern Financial Marketer.”
This summit will examine the future of financial services marketing and how our industry is evolving. Please join us as we investigate AI, "Modern Marketing" and other important topics in financial through presentations, panel discussions, and group participation.
▻ What changes are in store for the financial services, marketing industry?
▻ What impact will artificial intelligence have on the way we do our business?
▻ What new skill sets will be required of the modern financial marketer?
▻ What are the ways in which financial firms, agencies and media properties can get the job done better, faster, and more efficiently in the future?
This high-impact event gathers together today’s most innovative marketing leaders from the world's top financial brands and agencies. The event takes place on
Friday, June 13, 2025 (8:00AM-12:45 PM).
Deep Dive: Summit:
AI & The Modern Financial Marketer
8:00 BREAKFAST: Breakfast is Served
8:30 OPENING REMARKS: AI & The Modern Financial Marketer
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Bill Wreaks, Chief Analyst, Gramercy Institute
9:00 WORDS OF WELCOME
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Dan Harley, Head, Retail Marketing Strategy, Vanguard
9:20 PANEL: Artificial Intelligence & Financial Marketing: What Will Change (& What Won’t)?
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Dina Caggiula, Head, Participant Experience, Vanguard
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Kristy DelMuto, Head of Brand and Marketing, Mainsail Partners
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Patty McAuley, SVP, Head of Marketing, Clark Capital Management Group
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Veronica McKee, Chief Marketing Officer, The Haverford Trust Company
9:55 PRESENTATION: The Data That Powers AI: Why This Matters to Financial Marketers
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Gautam Mehra, Chief Executive Officer, Consumr.ai
10:15 BREAK: Coffee, Conversation & Refreshments
10:45 PANEL: AI & Audience Targeting in Financial Marketing
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Lara Coleman, SVP, Advertising & Content Marketing, FS Investments
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António Costa, Head, Demand Generation, Aon
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Joy Falconer, Executive Director, JPMorgan Chase & Co.
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Aman Khanna, Co-founder, Consumr.ai
11:20 PANEL: Financial Marketing Skill Sets & Partners for Tomorrow
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Nick Gassaway, Marketing Manager, Vice President, Glenmede
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Ross Hunter, Founder and CEO, Copy|lab
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Grace Hussein, Managing Director, Head of Web Strategy, Nuveen
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Geoffrey Underwood, Asset Management Marketing Expert
11:55 PANEL: New Ideas, New Thinking in Financial Marketing
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Jim DelGrosso, Principal, Head of Performance Marketing, Vanguard
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Paul Leibowitz, President, Leibowitz
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Mushter Moin, Head of Growth Innovation, TrueVoice Growth Marketing
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Judith Peterson, Strategic Growth Advisor, DwellFi
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Jaclyn Waterman, Director of Marketing & Strategic Initiatives, Axcelus Financial
12:30 CLOSING REMARKS
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Bill Wreaks, Chief Analyst, Gramercy Institute
12:45 SUMMIT CLOSES
REGISTER TO ATTEND
Event Date
Friday, June 13, 2025 (8:00 AM-12:45 PM)
Includes breakfast, breaks & moderated program
Location
John C. Bogle Building
Vanguard Campus
700 Admiral Nelson Drive, Malvern, PA
