13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY FINANCIAL MARKETERS’
FORUM & AWARDS: BOSTON
2024: The Changing Financial Marketing Landscape
Gramercy Institute is pleased to announce this live event. This important gathering takes place at The Harvard Club of Boston on Thursday,
December 7, 2023 (8:00 AM - 12:45 PM) and our focus topic is:
2024: The Changing Financial Marketing Landscape
At this Forum, Gramercy Institute will Present This Years Winners of The 9th Annual Gramercy Institute Asset Management Marketing Awards to leading financial brands, agencies and partner teams
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's Asset Management Marketing Marketing Awards.
SPEAKERS AND PANELISTS
-
Nina Gramaglia, VP Strategy, MERGE
-
Katherine Lucas, Head, Marketing & Commercialization, State Street
-
Jill Deardorff, President & CEO, Deardorff
-
Daniel Kaepplinger, Vice President, Client Integration, Fundamental Media
-
Gene Kim, CFP, Investment Marketing Lead, MassMutual
-
Dana McCullough, SVP, Head of Marketing, Raymond James Investment Management
-
Cindy Miller, Director of Marketing, New Frontier Advisors
-
David Nguyen, Director, Mobile Strategy & Digital Products, Putnam Investments
-
Andy O’Rourke, Chief Marketing Officer, Direxion
-
Elizabeth Pultz, Head, Marketing, Commercial Risk Solutions, NA, Aon
-
Danielle Remis Hackel, SVP, Chief Marketing Officer, Cambridge Trust
-
Rebecca Schmidt, Account Director, Water & Wall
-
Meg Sullivan, Managing Director, IMPRINT
-
Geoffrey Underwood, Executive Director, Global Sales and Marketing, Morgan Stanley
-
Liz Devin West, Vice President, Head, Channel Marketing, Mission Square Retirement
PANELS
Marketing Machine? Artificial Intelligence & Financial Marketing
Modern Connections: Strategies & Tactics to Connect Financial Firms to Advisors
Brand Power: The Power of The Financial Brand
Hear Me Now? Communications Strategies in Financial Services
PRESENTATIONS
AI & Financial Marketing: What Marketers Need to Know
Lynda Koster, Cofounder & Managing Partner, Growthential
AUDIENCE SHIFT: Media Consumption Changes In Financial Media
Kimberly Boone, Managing Director, Ptarmigan Media
RESEARCH HIGHLIGHTS: Best Practices In Asset Management Marketing
Bob Verrico, Founder & Executive Chairman, InvestingChannel
PRESENTATION: 2024: Optimized Use of First-Party Data in Financial
Andrew Corn, CEO, E5A Integrated Marketing
SIGN-UP TO JOIN US
Event Date
Thursday, December 7, 2023
(8:00AM-12:45PM)
includes breakfast, breaks &
moderated program.
Location
The Harvard Club of Boston |
374 Commonwealth Avenue,
Boston, MA 02215
For questions please contact Bill Wreaks
