GRAMERCY INSTITUTE
FINANCIAL MARKETERS’ FORUM: CHICAGO
Financial Marketing 2026:
Managing Change in a Changing World
VIP REGISTRATION
Gramercy Institute is pleased to announce a Gramercy Forum to take place in
Chicago on November 20, 2025.
Please join us as Gramercy Institute brings together the leading thinkers and key innovators of today in financial services marketing.
Here, several panels of financial marketing thought leaders from the world’s top financial brands will share innovative best practices for success today in financial marketing along with their vision for the future of this industry.
AGENDA
GRAMERCY FINANCIAL MARKETERS’ FORUM: CHICAGO
Financial Marketing 2026:
Managing Change in a Changing World
8:00 BREAKFAST
8:30 OPENING REMARKS: Financial Marketing 2026: Managing Change in a Changing World
8:40 WORDS OF WELCOME
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John Jackson, Senior Marketing Manager, William Blair & Co.
8:50 PRESENTATION: Age, Wealth & Opportunity: Winning AUM and Clients
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Andy Corn, CEO & Chief Strategist, E5A Integrated Marketing
9:10 PANEL: Keeping The Course: Staying On-Brand & On-Strategy in a Fast Changing World
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Shannon Crowley, SVP, Head, Marketing, Northern Trust Asset Management
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Jessica Leggett, Director Marketing Communications & Brand Strategy, Harrison Street Asset Management
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Mary McCall, Global Head of Brand Marketing, Nuveen, a TIAA company
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Jeremy Rudolph, General Manager - Financial Services, Banking & Insurance, Goldcast
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Kaitlyn Thompson, VP, Brand Strategy, Consumer & Lifestyle, MERGE
9:45 PRESENTATION: Opportunity Acceleration: Strategies for a Hyper-Competitive Market
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Anthony Nygren, Managing Director, EMI, Strategic Marketing
10:05 PRESENTATION: The Future is Now: Beyond Branding-Measurable & Trackable FA Engagement
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
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Max Rybakov, Vice President, Product, InvestingChannel
10:25 BREAK
10:55 PANEL: New Wave: Media, Content & AI in Financial Marketing
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Chris Abelt, Head of RIA Products & Services, Copylab
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Jill Axline, Co-Founder & CEO, Mavera
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Mike Bieselin, Chief Marketing Officer, Retirement Solutions, TIAA
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Rob Cook, VP, CMO Home Loans, Discover Financial Services
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Britt Hunley, Executive Director, Strategy, Ptarmigan Media
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Shane Stiles, President, Gate 39 Media
11:35 CASE STUDY: Where Data Speaks-The Morningstar Brand Campaign
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Nicolette Konkol, SVP Corporate Marketing, Morningstar
11:55 PANEL: Innovation in Financial Marketing: The Benefits & The Risks
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Caroline DeCamp,Senior Director, Experiential Marketing, Morningstar
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Martin Gawne, Head, Marketing, North Square Investments
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Joel Leeman, Co-Founder & CEO, Vivace
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David Partain, Director of Business and Product Strategy, Capital-Force ETF
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Kate Watts, CEO, Fifty Thousand Feet
12:30 Program Closes
SIGN-UP TO JOIN US
DATE
Thursday, November 20, 2025
TIME
8:00 AM-12:45 PM
LOCATION
The William Blair Building
150 North Riverside Plaza
46th Floor Auditorium
Chicago
Continental Breakfast & Break will be served.
For questions please contact
