GRAMERCY FINANCIAL MARKETERS’
FORUM & AWARDS: NEW YORK
2024: Content & Engagement in
Financial Marketing
VIP REGISTRATION
Join us for Gramercy Institute’s Financial Marketers’ Forum on September 21, 2023. Our overarching topic is “Financial Content Marketing Excellence.” 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.
The result: content marketing has become a significant plank in nearly
every financial marketing platform.
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 9th Annual Financial Content Marketing Awards.
AGENDA
2024: CONTENT & ENGAGEMENT IN FINANCIAL MARKETING
8:30 OPENING REMARKS: A Content Marketing World
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:40 RESEARCH STUDY ANNOUNCEMENT: Best Practices In Asset Management Marketing
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:55 PANEL: Content Marketing: Building A Relevant Financial Brand
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Scott Anderson, Senior Vice President, Marketing, Alger
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Jillian Bannister, Chief Executive Officer, Ext. Marketing
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Jill Deardorff, President & Chief Executive Officer, Deardorff Associates
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Vince Grogan, Director of Marketing, Lord, Abbett & Co
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Paul Leibowitz, President & Chief Creative, Leibowitz
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Heather Netrosi, Director, Head, US Brand Marketing, RBC Capital Markets
9:30 PRESENTATION: 2024: Optimized Use of First-Party Data
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Andrew Corn, CEO, E5A Integrated Marketing
9:50 PANEL: Strategic Media & Content Distribution
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Kasia Antczak, 2nd Vice President, Head of Product & Segment Marketing, Guardian Life
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Kimberly Boone, MD, Ptarmigan Media- Americas, Ptarmigan Media
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Elizabeth Coleman-Chen, Executive Director, Global Head, Alternatives, Product & Channel Marketing, Morgan Stanley
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Joan Khoury, Managing Director & Chief Marketing Officer, Oppenheimer & Co. Inc.
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Meghan McCartan, Chief Marketing Officer, Hightower Advisors
10:25 BREAK: Refreshements, Coffee & Conversation
10:50 PANEL: Content Creation & Artificial Intelligence
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David Blackburn, Head of Digital Marketing, ProShares
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Lou Cohen, Director, Digital Marketing & Demand Generation Leader, EY
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Paula Pullano, Head, Marketing & Communications, Wealth Management, BNY Mellon
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Thomas Rhoads, Global Head, Content Strategy & Production, Morgan Stanley
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Mitch Rose, Executive Director, Digital Strategy-Content, J.P. Morgan
11:20 PRESENTATION: AI & Financial Marketing: What Marketers Need to Know
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Lynda Koster, Cofounder & Managing Partner, Growthential
11:40 PANEL: Content Marketing Success Measurement & Optimization
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Daniel Kaepplinger, Account Director, Fundamental Media
Anthony Nygren, Executive Vice President, EMI Strategic Marketing
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Andy Seibert, Founder & CEO, Imprint
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Rob Stewart, Director, Invesco QQQ Marketing, Invesco US
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Daniel Tauber, Director, Marketing, Managing Director, Macquarie Asset Management
12:10 AWARDS PRESENTATION: Gramercy Institute Financial Content Marketing Awards
12:30: BEST OF CATEGORY & BEST OF SHOW AWARDS PRESENTATION
12:40: FORUM CLOSES
REGISTER TO ATTEND
Event Date: Thursday, September 21, 2023 (8:00AM-12:45PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st New York, NY 10019
For questions about sponsorship please contact Gramercy Institute
