AGENDA

 

8:30 OPENING REMARKS: New Ideas, New Thinking in Financial Marketing

 

8:50 PRESENTATION: Opportunity Acceleration: Strategies for a Hyper-Competitive Market

 

• Anthony Nygren, Executive Vice President, EMI Strategic Marketing

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9:10 PANEL: Managing A Relevant Financial Brand Today & Tomorrow

 

• Jennifer Grazel Rubio, Global Chief Marketing Officer, RBC Capital Markets 

• Paula Pullano, Head of Marketing & Communications, BNY Wealth 

• Kate Shaw, Chief Executive Officer, Living Group 

• Ane Urcelay, AVP, Marketing, Barclays Corporate & Investment Bank  

 

 

9:45 PRESENTATION: The Future is Now: Beyond Branding-Measurable, Trackable FA Engagement

• Bob Verrico, Co-Founder & Executive Chairman, InvestingChannel

 

10:05 PRESENTATION: Media, Content & AI: Resonating with Financial Audiences in2025-and Beyond

• Andrew Corn, CEO & Chief Strategy Officer, E5A Integrated Marketing 

• Lynda Koster, Cofounder & Managing Partner, Growthential 

• Jeremy Rudolph, GM, Financial Services, Banking & Insurance, Goldcast

• Catherine Weigel, Director, Marketing Communications & Head, ETF Marketing, Sprott

• Elizabeth Zeller, Montgomery, Director, Marketing Communications, FTSE Russell, An LSEG Business

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10:45 BREAK: Coffee, Conversation & Refreshments

 

11:15 PRESENTATION: Separating Unremarkable from Truly Unforgettable: The Science behind Memorable Campaigns

• Sophie Klein, Business Director, Teamspirit US

 

11:35 PANEL: Strategies & Tactics: Marketing for Growth In Financial

• Amy Appicelli, Head, Marketing-Americas, EQT 

• Lynn Hobson, Chief Marketing Officer, WSFS Bank 

• Michael Rodov, Founder & CEO, AdNode 

• Anthony Vitalone, Managing Director, Head of Digital, First Eagle Investments 

 

12:10 PANEL: Partnership Success: The Right Marketer-Agency Relationship in Financial Marketing

 

• Ibby Hussain, Vice President, Creative and Marketing, Vested 

• Keri Lubanski, Vice President, Private Wealth Marketing Manager, Hamilton Lane 

• Shane Stiles, President, Gate 39 Media 

• Ryan Stone, Manager, Digital Content, Harding Loevner 

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12:45 CLOSING REMARKS

 

12:50 PROGRAM CLOSES