VIP REGISTRATION
GRAMERCY FINANCIAL MARKETERS’
FORUM & AWARDS: NEW YORK
Content at the Core:
Financial's New Content Marketing Playbook
Join us for Gramercy Institute’s Financial Marketers’ Forum on Thursday, September 24, 2026. Our overarching topic is “Content at the Core:
Financial's New Content Marketing Playbook.” Content-as-marketing has proven to be a highly-effective and extremely-efficient means for financial marketers to connect in meaningful ways with core target audiences.
On September 24, 2026 in New York City, Gramercy Institute will convene senior marketing leaders from across the financial services industry for a focused, high-level forum dedicated to the evolving discipline of content marketing.
Bringing together senior marketers from major financial firms alongside leading agency executives and select publishers, the program is designed to explore, in depth, the most pressing opportunities and challenges shaping financial content today.
This forum is designed to provide a highly focused, candid exchange among peers navigating a rapidly changing marketing landscape.
As financial institutions face increasing pressure to deliver meaningful, compliant, and differentiated content, the event creates space for senior leaders to step back from day-to-day execution and engage in deeper strategic thinking.
Through shared perspectives and open dialogue, attendees will gain a clearer understanding of where the industry is heading, how leading organizations are adapting, and what it takes to build content programs that resonate with modern audiences while supporting long-term business objectives.
Designed specifically for senior financial marketers and agency leaders, the forum emphasizes practical insight, peer exchange, and actionable takeaways.
In addition to panel sessions and presentations, Gramercy Institute will recognize content marketing excellence across the industry, awarding trophies to the winners of Gramercy Institute's 12th Annual Financial Content Marketing Awards, celebrating dozens of outstanding financial content marketing teams, worldwide.
Panel Discussions Include
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Supporting The Financial Brand: How Content Marketing Can Help (or Hurt) A Financial Brand
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Elephant in the Room: AI & The Future of Financial Content Marketing
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Making It Great: What Elements Make Financial Content Marketing Truly Effective?
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Content Distribution: Strategies To Reach and Inspire The Right Target Audiences
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Agency, Marketer & Publisher Synthesis: What Makes a Great Financial Content Marketing Team
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Measuring What Works: Effective Metrics in Financial Content Marketing
Panelists Include
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Scott Brennan, Managing Director, Head of Marketing, Services & Brand,
First Eagle Investments
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Bryan Borzykowski, CEO & Editorial Director, ALLCAPS Content
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Vicki Chan, Senior Director, Content Strategy, Van Eck
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Lara Coleman, Senior Vice President, Advertising + Content, Future Standard
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Leah Curtis, Chief Marketing Officer, Meeder Investment Management
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Nick Gassaway, Vice President, Marketing Manager, Glenmede
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Tess Gould, Social Media & Advertising Director, Neuberger
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Jon Holding, Head of Brand & Content, NA & EMEA, Invesco US
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Lisa Huck, VP, Client Strategy, Quad
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Wylie Kain, Head, Brand Marketing, American Century Investments
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Adam Klareich, Director, Ptarmigan Media - Americas
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Lynda Koster, Managing Partner, Growthential
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Molly McGregor, SVP, Marketing & Sales Enablement, Donnelley Financial Solutions
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Rebecca Murtha, Head, Digital Marketing, Nomura Asset Management International
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Anthony Nygren, Executive Vice President, EMI Strategic Marketing
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Ed Rowley, Head of Americas Channel Marketing, Robeco
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Duncan Shaw, Chief Creative Officer, Living Group
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Andy Seibert, Founder & CEO, IMPRINT
Presentations by
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Ptarmigan Media
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TransUnion
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Marketcolor
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Visual Capitalist
REGISTER TO ATTEND
Event Date: Thursday, September 24, 2026 (8:00AM-1:30PM)
Location: 3 West Club | 3 West 51st New York, NY 10019
(Includes breakfast, breaks & moderated program)
For questions about sponsorship
please contact Gramercy Institute
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