Gramercy Institute Presents
A Six Webinar Summer Series
Summer 2020: Best Practices in Financial Marketing
Gramercy Institute is pleased to announce a webinar summer series taking place during the summer of 2020 for the financial services marketing industry, at large. We will cover a lot of ground and we will tap the wisdom of the very top thinkers and experts in the world in financial services marketing.
All Six Webinars Are Available Free to Gramercy Institute Members
(Member Financial Firms, Partner Members, Who’s Who Members, Short List Agencies & Annual Sponsors)
Not A Member?
for as little $195 a year.
Webinar 1
Key Elements of Financial Brand Excellence
Thursday, July 2, 2020 @ 11:30 AM-12:30 PM EDT
This discussion unpacks what ingredients makes a great, durable financial brand.
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Claire Blackwell, Director of Marketing, St. James's Place Wealth Marketing
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Isabella Conenna, Sr. VP, Brand Management & Exec. Creative Dir, Bessemer Trust
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Wendy Marcone, SVP, GBAM Marketing, Bank of America
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Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck
Webinar 2
Financial Marketing 2020: Connecting Through Content
Thursday, July 9, 2020 @ 11:30 AM-12:30 PM EDT
This panel drills down to explain best practices in this critically important field of financial content marketing.
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Andrew Ceccon, CMO, AXS Investments
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Bonnie DiJoseph, Sr. Manager, Head of Retail Content Strategy, Vanguard
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Kim Hanson, Head of Thought Leadership Content, BMO
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Rachel Tuffney, EVP, Dianomi USA
Webinar 3
Financial Media: Owned, Earned & Purchased
Thursday, July 16, 2020 @ 11:30 AM-12:30 PM EDT
This panel breaks apart the pros & cons of these three media types in financial marketing.
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Tammy Cash, EVP, Head of Marketing, Horizons ETF's
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Matthew Hickerson, Dir, Global Media Relations & Executive Comm., CFA Institute
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Erin Meijer, AVP, Thought Leadership and Content Strategy, Guardian Life
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Tokes Ojo-Ade, Paid Media, Marketing, US Intermediaries, T. Rowe Price
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Debra Probst, VP, Head of International Channel Marketing, PGIM Investments
Webinar 4
Inspiring Action: Internal Marketing in Financial
Thursday, July 23, 2020 @ 11:30 AM-12:30 PM EDT
This group discusses benefits, examples & tips on effective marketing from the inside-out
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Monica Elvira, Vice President, NE Retirement Advisor Consultant, PIMCO
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Carmela DiMeo, Managing Dir, Global Head of MKTG & Communications, Pinebridge Investments
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Joe Sancio, Marketing Manager, Yieldstreet
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Joe Ziemer, VP, Communications, Betterment
Webinar 5
Partnership Strategies in Financial Marketing
Thursday, July 30, 2020 @ 11:30 AM-12:30 PM EDT
Partnership is a strategy–this panel explores best practices in marketing partner management
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David Blackburn, Head, Digital Marketing, DTCC
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Joseph DeRoss, Executive Director, Head of Field Marketing, Morgan Stanley
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Jason Farago, Head, Insurance Asset Mgmnt Mktg & Comms, Head, Latin Am. Mktg, DWS Group
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Andy O’Rourke, Chief Marketing Officer, Direxion Funds
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
Webinar 6
Goal-Setting, Measurement & Success in
Financial Marketing
Thursday, August 6, 2020 @ 11:30 AM-12:30 PM EDT
This drills down to discuss how success really happens in financial marketing
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Gail Gross, Director, Head of Private Wealth Management Mktg, Bank of America
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Melinda Kuleszka, Mktg & Comm Lead, Digital Workplace, Fidelity Investments
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David Master, Chief Marketing Officer, Janus Henderson Investors
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Gloria Nelson, VP, Mktg Strategy & Communications, Janney Montgomery Scott
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Andy O’Rourke, Chief Marketing Officer, Direxion Funds
All Six Webinars Are Available Free to Gramercy Institute Members
(Member Financial Firms, Partner Members, Who’s Who Members, Short List Agencies & Annual Sponsors)
Not A Member?
for as little $195 a year.